E-one, Smart List Builder Presented by, Danny Clemenson, Progressive Components

Navigation to Smart List Builder Presented by

Table Finder

New SmartList:. Smart List Type - New or Existing New SmartList: Smart List Type - New or Existing SmartList ID - 15 Characters long SmartList Name – Over 50 Characters long Item Name – Populates from SmartList Name but can be over written Product Name – Choose SmartList Builder (This saves into a Dev area)

SmartList Builder Window Menu Bar:. Save – Save your new SmartList SmartList Builder Window Menu Bar: Save – Save your new SmartList. Clear – Clear the Current SmartList. Delete – Delete the selected SmartList Columns – Default Common Ordering. Go To – Move the selected record to the window i.e. Item Master Card. Restrictions – Restrict/Filter the record Shown. Calculations – ability to calculate on columns to create a calculated field(QTY*Cost =Ext Cost). Summary – summarize the total in a column.

SmartList Builder Options. Summary… – Summarize the Columns SmartList Builder Options Summary… – Summarize the Columns Duplicate… – Make a back up and Save to a different location Display SQL… - This will display the SQL Query that is built from your Preview Data… - This is to check to see if you even get any data. Create View… - Edit Field Settings > Currency, Date, Integer, Long Integer, String Fields

Add Data. Microsoft Dynamics GP Table - This is the. SmartList Add Data Microsoft Dynamics GP Table - This is the SmartList SQL Server Table SQL Script Extender Resource

Adding a Second Table and Linking:

Five Do’s: 1. Get started.  You are building lists to display data, you aren’t going to change/break data in the system.  If you don’t get the data you expected, just try again. 2. Use Table Finder to help you find the tables you need. Use the SmartList Table type if there is something appropriate there.  3. Don’t start from scratch if you don’t have to. 4. Check out the eOne Template library as they have a bunch built that are common to customers.  (https://www.eonesolutions.com/smartlist-builder/downloads/#templates) 5. Join the GPUG Monthly Builder Monday (available for full members)

Five Don’ts: 1. Don’t modify a default list from MS unless you know exactly what people are already using it for.  Adding a field or something may be ok, but changing formatting, adding restrictions, etc can break their favorites. 2. Don’t use a SQL Table for any sort of GP table as you lose all the nice column names, formatting, etc. that is done for the GP tables. 3. Don’t include comments when using a SQL Script as a table type.  Also make sure it is less then 32767 characters long (Dexterity limit). 4. Don’t worry about the Key Fields on tables unless your GoTo’s aren’t working. 5. Don’t assume your data is correct after you build the list.  Verify you are getting all the correct data.

Other Resources: Blog on Table Joins: https://www. eonesolutions Other Resources: Blog on Table Joins:  https://www.eonesolutions.com/tech-tuesday-table-joins-in-smartlist-builder/   Help Article on Functions:  https://www.eonesolutions.com/help-article/a-list-of-functions-available-in-extender-and-smartlist-builder-calculations/

Victory Udin https://victoriayudin.com/ https://victoriayudin.com/2008/11/28/sql-view-to-show-all-gl- distributions-for-ap-transactions/

Thank you!