Applications Server
 

Microsoft Dynamics GP 2010 : Tailoring SmartLists by adding Fields

 
11/15/2011 4:22:58 PM
Default SmartLists contain predefined sets of fields. However, users always want to add additional fields or rearrange existing columns. Fortunately, Dynamics GP provides this functionality out of the box.

Users can add fields to SmartLists, remove fields, or rearrange their order allowing users to fine tune SmartLists to meet their needs. In this recipe, we'll look at adding and rearranging fields in SmartLists.

How to do it...

To add a field to a SmartList:

  1. 1. Click on the SmartList button on the menu bar at the top or select Microsoft Dynamics GP from the top and click on SmartList.

  2. 2. Select Financial, then Account Transactions in the left pane.

  3. 3. Click on Columns:

  1. 4. Click on Add. This exposes all of the available fields for a SmartList, not just the defaults:

  1. 5. Select Account Type and click on OK to add this field to the SmartList:

To rearrange fields on a SmartList:

  1. 1. Continue on the current screen and select Account type

  2. 2. Click on the Up arrow button twice to move Account Type above Credit Amount:

  1. 3. Click on Debit Amount and click on the Up arrow button once to move it ahead of Credit Amount:

  1. 4. Click on OK to finish

How it works...

The ability to add, remove, and rearrange fields on a SmartList gives users even more control over SmartList reporting. When users can satisfy their own custom reporting needs it significantly reduces the reporting burden for administrators.

There's more...

Sometimes users need to remove fields from SmartLists as well. Also, field changes are NOT saved from one session to another. So saving the SmartList as a Favorite after the changes are made is important. Finally, it is possible to add, remove, and rearrange fields on the default SmartLists.

Removing fields

Sometimes a SmartList just has more information than needed. To remove fields and clean up a SmartList click on Columns, select the column to delete, and click on Remove.

Favorites

Field changes to SmartLists are not saved. Clicking on another SmartList or otherwise moving off of a SmartList will cause field changes to reset. Saving the SmartList as a Favorite after the changes is the only way to preserve field changes. The recipe Speeding up access to information with SmartList Favorites has specifics on saving SmartLists.

Default SmartLists

The default SmartLists can also be modified to include or exclude columns and adjust the order as well. This is done by selecting Administration from the Navigation Pane and then selecting SmartList Options under Setup.

In this window, fields are added or removed by selecting or deselecting the checkbox next to a column. These can be reordered using the arrows at the right:

 
Others
 
- Microsoft Dynamics GP 2010 : Controlling data with SmartList Record Limits
- Upgrading and Configuring SharePoint 2010 : Configuring a content database
- Upgrading and Configuring SharePoint 2010 : Creating and associating content databases to a specific web application and site collection
- Administering Active Directory Domain Services : Working with Active Directory Snap-ins (part 2) - Saving and Distributing a Custom Console
- Administering Active Directory Domain Services : Working with Active Directory Snap-ins (part 1)
- Microsoft Dynamic CRM 2011 : Canceling and Reopening a Service Request Case
- Microsoft Dynamic CRM 2011 : Resolving a Service Request Case
- Systems Management Server 2003 : Server Modifications After Installation
- Systems Management Server 2003 : Modifying the Installation
- Creating a SharePoint Form with InfoPath Designer : Create a Form Library from InfoPath & Design a SharePoint Form Using the SharePoint Form Library Template
- Creating a SharePoint Form with InfoPath Designer : Publish Your Form & Use Your Form in SharePoint
- Microsoft Dynamics AX 2009 : Code Access Security
- Microsoft Dynamics AX 2009 : Classes and Interfaces
- Determining Exchange Server 2007 Placement
- Understanding AD Design Concepts for Exchange Server 2007
- Configuration Manager 2007 Overview : What is New in ConfigMgr 2007
- Configuration Manager 2007 Overview : Key Concepts
- Active Directory Domain Services on Server Core (part 2)
- Active Directory Domain Services on Server Core (part 1)
- Microsoft Dynamics GP 2010 : Improving information returned with SmartList Search
 
 
Most View
 
- Windows Server 2012 : Deploying Dynamic Access Control (part 1) - Preparing Claims
- Configuring Windows Home Server 2011 : Selecting the Windows Home Server Region, Configuring Windows Update
- Windows 8 : Working with the New Ribbon
- SQL Server 2012 : Query Optimization (part 2) - Understanding Statistics
- Microsoft OneNote 2010 : Taking Audio and Video Notes
- Windows Server 2012 : Scalable and elastic web platform (part 5) - Application Initialization,Dynamic IP Address Restrictions
- Sharepoint 2013 : Navigate Through a SharePoint Site (part 1)
- Windows 8 : Creating a Windows Network - Installing Network Adapters
- Windows Phone 8 : Page Navigation - Creating an Application Splash Screen
- Exchange Server 2013 : Extending Exchange - Choosing the Right API for Exchange Development in Exchange 2013
 
 
Top 10
 
- Windows 8 for Business : Features Exclusive to Windows 8 Enterprise,Windows RT and Business
- Windows 8 for Business : Virtualization (part 4) - VHD Shell Integration,Remote Desktop and Remote Desktop Host
- Windows 8 for Business : Virtualization (part 3) - Using Hyper-V Virtual Machine Connection
- Windows 8 for Business : Virtualization (part 2) - Using Hyper-V Manager
- Windows 8 for Business : Virtualization (part 1) - Client Hyper-V
- Microsoft PowerPoint 2010 : Preparing a Slide Show - Setting Up a Slide Show
- Microsoft PowerPoint 2010 : Preparing a Slide Show - Recording a Narration
- Microsoft PowerPoint 2010 : Preparing a Slide Show - Adding Slide Timings
- Microsoft PowerPoint 2010 : Preparing a Slide Show - Using the Animation Painter
- Microsoft PowerPoint 2010 : Preparing a Slide Show - Triggering Animations