View Document Attachments from SmartList
Hi, We are excited about the new Document Attach feature in GP 2016 R2 and feel this would be of great use. We currently use PaperSave to attach documents and find that having a 3rd party program load up during launching of GP is cumbersome. If we could switch to the Document Attach feature in...
SmartList - Last Used & Created By
Include with all SmartLists (out of the box, Builder and favorites) the last time the report was ran and who created the report and/or modified it.
Multi-company for SmartList Designer
Add the ability in SmartList Designer to have designed objects be able to access data from multiple companies at the same time.
Implementing this feature in SmartList would be challenging due to the way it currently operates. Allowing users to select specific companies could potentially create security issues. Unfortunately, considering the lifecycle of Dynamics GP, this suggestion won’t be taken into consideration at this time.
If this is something you would like, there is a 3rd party solution that offers it through SmartList Builder.
SmartList Builder - eOne Solutions
Thanks
Terry Heley
Microsoft
Full Screen SmartList Designer
Allow SmartList Designer to be maximized to full screen.
This is a duplicate submission - closing.
Maximize Smartlist Designer window
Terry Heley
Microsoft
Smartlist Designer - Maximization of total records
Good afternoon, I'm working with SL Designer, made a custom SmartList that had above 32768 records. When this happened, the total records value of the Smartlist turned negative. I created a support case, and as a result, I was told that the SL designer was not designed to support that many rec...
Unfortunately, considering the lifecycle of Dynamics GP, this suggestion won’t be taken into consideration at this time.
Thanks
Terry Heley
Microsoft
Email Subscriptions for SmartList
SmartLists are a great way to pull live data from the system and I have many customers taking advantage of SmartLists. It would nice if users could subscribe to SmartList Favorites, and have the SmartList Favorite emailed to them in Excel automatically from GP. For example, our accountant would ...
SQL Reporting Services can do subscriptions.
I think this would be a better solution since you could format.
Also, this could be done with a live Excel report.
https://learn.microsoft.com/en-us/sql/reporting-services/subscriptions/subscriptions-and-delivery-reporting-services?view=sql-server-ver16
Thanks
Terry Heley
Microsoft
SmartList - add additional search options
I would love to see an update to the SmartList Search window, to allow for more than four search criteria to be entered.
SmartList default date of yesterday or last business day
Default date of yesterday or last business day in a SmartList favorite. There are a lot of choices for searching dates but we often have SmartList favorites that have to be updated to yesterday's date because it's not a choice in the Search Screen.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Sort "Category" Alphabetically in Smartlist Options window
The current Category drop down list, which lists all of the Smartlist Objects, is currently sorted some way other than alphabetical or by parent product (i.e. in the order you see them grouped in Smartlist itself). My suggestion is sorting it alphabetically by Object Name. My alternate suggest...
We should be able to do this under the Admin > Setup > SmartList Options window. The "Category" is the Folders shown in SmartList. Even built in SmartLists are not alphabetical.
Thanks
Microsoft
Add AND/OR selection between each search box in SmartList > Search window
It's great to have the match 1 or more option in the SmartList search window; however, often times you need both for a given SmartList. I.E.: (Debit Amount is equal to $$ OR Credit Amount is equal to $$) AND trx date is between xx/xx/xxxx
Currently the user has to export to ...
Administrator
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.