How can I get SmartList builder in GP?

How can I get SmartList builder in GP?

Follow the appropriate step:

1. In Microsoft Dynamics GP 10.0 and later, point to Tools on the Microsoft Dynamics GP menu, point to SmartList Builder, and then click SmartList Builder.
2. In Microsoft Dynamics GP 9.0, point to SmartList Builder on the Tools menu, and then click SmartList Builder.

How do you create a SmartList in Great Plains?

1 – Open SmartList (Dynamics GP -> SmartList). Click the ‘New’ button. 2 – Next, enter a name for your SmartList in the ‘List Name’ field, select a product from the ‘Product’ field dropdown, and select a series from the ‘Series’ dropdown. The location of your SmartList depends on the selections you make here.

How do you create a smart list in Excel?

Starts here2:15From SmartList to Excel Refreshable Reports in Microsoft Dynamics GPYouTubeStart of suggested clipEnd of suggested clip55 second suggested clipI’m going to open my file explorer. And here are my Excel reports and you’ll notice that when I openMoreI’m going to open my file explorer. And here are my Excel reports and you’ll notice that when I open them up I’m going to see under the financial series this bank balance.

What is smart list in Great Plains?

SmartList Designer is a tool within Dynamics GP that allows users to build custom reports, modify existing ones, allows for connection to ISV products, and more. SmartList Designer allows users to: Create SmartLists that pull from multiple tables in Dynamics GP and third-party ISV products.

How do you create a SmartList in formstack?

Step 1: To get started with Smart Lists, navigate to your Formstack Forms profile and select Smart List. From the Create Smart List page, you can add your field options manually or via a bulk upload. Step 2: Once you’ve created your Smart Lists, you can update user permissions and field options.

How do I delete a SmartList in epic?

Hover over the Smart List you wish to delete in the left navigation column. Click on the dropdown arrow to the right of the name to display Smart List options. Click Remove Smart List and then confirm the removal.

What is SmartList builder?

SmartList Builder allows you to create both brand new SmartLists or modify existing SmartList. You can link up to 32 tables together. Tables can be standard GP tables, any of the Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.

How can I use SmartList in GP?

Starts here7:37Microsoft Dynamics GP – How to Use SmartList – YouTubeYouTube

How do you make an Excel spreadsheet Refreshable?

Create an Excel Refreshable Report from database & Pivot Report

1. Click on Data [Tab] — From Other Sources — From Microsoft Query.
2. A new window will open “Choose Data Source”, and click OK button.
3. A new window will open “Create New Data Source”.
4. A new window gets open “SQL Server Login”.
5. It will connect to the data-source.

How do I invoice on Great Plains?

Starts here2:30Microsoft Dynamics GP – How to Enter a Payables Invoice – YouTubeYouTube

Does formstack integrate with Outlook?

Send automated emails, organize your inbox and search through conversations in Microsoft Outlook. Transfer new Formstack entries to other apps automatically.

What is a smart list formstack?

Smart Lists makes it easy to update multiple form lists at once and see changes reflected across all related forms. Streamlined. Individually add and edit your lists, or use our bulk upload option to make all changes at once. Dynamic. Create lists for multiple field types like checkboxes, radio buttons, and dropdowns.