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Small and medium business | Business Central, N...
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SmartLists in items

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Posted on by 5

Where are smartlists defined? Can I add a new smart list?
Now, in Items, there are some SmartLists. Can I add a new one or modify an exisiting one?

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  • AlvaroMig Profile Picture
    5 on at

    SmartLists are queries launched using RunObject = Query "XXX", but there aren't in pages definition.

  • Verified answer
    Marco Mels Profile Picture
    on at

    Hello,

    We're adding SmartLists for simplified business intelligence within Business Central (online) and building a foundation for creating a SmartList designer tool in a later release.

    With the April '19 update, we have added 16 default SmartLists to various pages in Business Central. These SmartLists are an additional view of information linked to a master entity in Business Central.

    The 16 default lists are based on views that pull data from multiple tables. In this update, we added the ability to create a list view based on a query.

    Some examples of lists that we have added are the Customer list, Salespersons list, and Items by Location list. You can access these SmartLists from the list pages. For example, go to the Customer list and then notice the new All dropdown action on the left side of the action bar. When you choose that action, you can see the new SmartLists that were added to this update.

    The 16 SmartLists can be accessed from the following list pages: Chart of Accounts, Customer, Vendor, and Items.

    TABLE 1

    List Page name of SmartLists

    Chart of Accounts Chart of Accounts (Acct Summary)

    Customer Customer Ship To Addresses

    Customer Customer and Salesperson

    Customer Blocked Customers

    Customer Customers with Credit Limits

    Customer Customer and Contact

    Vendor Vendor Order Addresses

    Vendor Vendor and Purchaser

    Vendor Blocked Vendors

    Vendor Vendor Balance

    Items Items

    Items Item Quantities

    Items Items by Location

    Items Negative Quantity Items

    Items Items Overdue for Count

    Items Items Due for Count

    With the SmartLists functionality that was added, we also made some underlying platform changes to make it possible to create SmartLists based on queries. With this functionality, you can now create your own lists through extensions. The created list can then be assigned to an entity by setting the QueryCategory property.

    By being able to create a new list page based on a query, you can get the data you want on one list even if all the data isn’t in a single table in the database.

    Thanks.

  • Community Member Profile Picture
    on at

    Do we know how soon / which release this SmartList builder will be rolled out?

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