Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Download smartlists to customize in Smartlist Builder?

(0) ShareShare
ReportReport
Posted on by 90

I remember it being possible to download smart lists in order to customize in smart list builder. Does anyone know where these can be found? I basically need to add one custom field to the Sales Transactions smart list but since that's not possible, I have to recreate that smart list as a custom one. 

*This post is locked for comments

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Download smartlists to customize in Smartlist Builder?

    The out of the box and predefined Dynamics GP smart lists can be found as explicit views on the SQL level. On your SQL Management Studio, click on the company database then right click on the views folder > Filter > Filter settings.

    Add the following filter: Name contains "Sales". You will get the below:

    Now, right click on the selected view, and create to new query editor in order to get the definition script.

    You can actually manipulate the script to add whatever modifications you want, and create a new view accordingly.

    It is important to know that with the release of GP 2013 SP2, Smart List designer made it easier to modify a predefined smart list by creating a new one based on an existing smartlist.

    Let us know if you have any further inquiries,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,289 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans