SmartList Builder User's Guide - download.microsoft.com

1 microsoft Dynamics GPSmartList Builder user s GuideWith Excel Report BuilderCopyrightCopyright 2011 microsoft . All rights of liabilityThis document is provided as-is . Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be propertyThis document does not provide you with any legal rights to any intellectual property in any microsoft may copy and use this document for your internal, reference , Bing, Excel, microsoft Dynamics, Outlook, SharePoint, SQL Server, and Windows are trademarks of the microsoft group of companies. FairCom and c-tree Plus are trademarks of FairCom Corporation and are registered in the United States and other other trademarks are property of their respective disclaimerMicrosoft Corporation disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular agreementUse of this product is covered by a license agreement provided with the software product.

2 If you have any questions, please call the microsoft Dynamics GP Customer Assistance Department at 800-456-0025 (in the or Canada) or + dateApril 2011 SmartList Builder 3 Contents Introduction .. 7 What s in this manual .. 7 Symbols and Conventions .. 8 Part 1: Using SmartList Builder .. 9 Chapter 1: SmartLists .. 10 Adding SmartLists .. 10 Tables .. 11 Key Fields .. 14 Fields .. 15 Additional Tables .. 16 Matched Tables .. 21 Modifying and Removing 23 Modifying SmartLists .. 23 Removing SmartLists .. 24 Chapter 2: Field Options .. 25 String Field Options .. 25 Numeric Field Options .. 26 Date Field Options .. 34 List Field 36 Chapter 3: Go Tos .. 38 Go Tos .. 38 Open Form Go Tos .. 39 Open SmartList Go Tos .. 41 Open Website Go Tos .. 43 Open File Go Tos .. 44 Execute Procedure Go Tos.

3 44 Open Extender Resource Go Tos .. 46 Run Drill Down Go Tos .. 46 Chapter 4: Restrictions .. 48 Adding 48 user Restrictions .. 49 Restriction Types .. 50 Date Restrictions .. 51 4 SmartList Builder Chapter 5: Calculated Fields .. 52 Calculated Fields .. 52 Functions .. 54 Chapter 6: SmartList Options .. 55 Creating Summary SmartLists .. 55 Setting Summary Methods .. 56 Creating Multicompany SmartLists .. 57 Part 2: Using Excel Report Builder .. 58 Chapter 7: Excel Reports .. 59 Adding Excel Reports .. 59 Tables .. 60 Fields .. 62 Additional Tables .. 63 Modifying and Removing 69 Modifying Excel Reports .. 69 Removing Excel Reports .. 69 Chapter 8: Field Options .. 71 String Field Options .. 71 Numeric Field Options .. 72 List Field 80 Chapter 9: Restrictions .. 83 Adding 83 Restriction Types.

4 84 Date Restrictions .. 84 Chapter 10: Calculated Fields .. 86 Calculated Fields .. 86 Functions .. 88 Chapter 11: Excel Report Options .. 89 Selecting Multiple Companies .. 89 Adding Summary Pages .. 91 Adding totals .. 93 Chapter 12: Drill Downs .. 94 Adding Drill Downs .. 94 SmartList Builder 5 Chapter 13: Publishing Reports .. 97 Publishing Reports .. 97 Bulk Deployment .. 99 Part 3: Using Navigation List Builder .. 103 Chapter 14: Navigation Lists .. 104 Adding Navigation Lists .. 104 Tables .. 105 Key Fields .. 108 Fields .. 109 Additional Tables .. 109 Matched Tables .. 112 Modifying and Removing 114 Modifying Navigation Lists .. 114 Removing Navigation Lists .. 114 Chapter 15: Field Options .. 116 String Field Options .. 116 Numeric Field Options .. 117 List Field 124 Chapter 16: Actions.

5 126 Actions .. 126 Open Form Actions .. 128 Open Website Actions .. 130 Open File Actions .. 131 Execute Procedure Actions .. 132 Defined Actions .. 134 Chapter 17: Restrictions .. 135 Adding 135 user Restrictions .. 136 Restriction Types .. 137 Date Restrictions .. 138 Chapter 18: Calculated Fields .. 139 Calculated Fields .. 139 Functions .. 141 6 SmartList Builder Part 4: Using Drill Down Builder .. 142 Chapter 19: Drill Downs .. 143 Adding Drill Downs .. 143 Parameters .. 146 Actions .. 146 Part 5: Utilities .. 149 Chapter 20: Import and Export .. 150 Exporting Lists .. 150 Importing Lists .. 151 Part 6: Security .. 152 Chapter 21: Table Security .. 153 Data Connection Security .. 153 SQL Table Security .. 154 Chapter 22: 155 SmartList Builder Permissions .. 155 Excel Report Builder Permissions.

6 156 Appendix A: Using Drill Downs in external applications .. 158 Adding Drill Downs to websites .. 158 Adding Drill Downs to e-mail messages using microsoft Outlook .. 158 Adding Drill Downs to SQL Server Reporting Services Reports .. 158 Appendix B: Advanced Go Tos .. 159 SmartList Builder 7 Introduction SmartList Builder is a microsoft Dynamics GP add-on that allows you to create your own SmartLists, microsoft Excel Reports, Navigation Lists, and Drill Downs. Before you put SmartList Builder to work for you, take a few moments to review the information presented here. Understanding the organization can provide you with the proper approach to the SmartList Builder documentation. This introduction is divided into the following sections: What s in this manual Symbols and Conventions What s in this manual The SmartList Builder manual is designed to give you an in-depth understanding of how to use SmartList Builder .

7 The manual contains the following parts: Part 1, Using SmartList Builder , describes how to create SmartLists using SmartList Builder . Part 2, Using Excel Report Builder , describes how to create Excel Reports using Excel Report Builder . Part 3, Using Navigation List Builder , describes how to create Navigation Lists using Navigation List Builder . Part 4, Using Drill Down Builder , describes how to create Drill Downs using Drill Down Builder . Part 5, Utilities, describes importing and exporting from SmartList Builder and maintenance processes. Part 6, Security, describes the security features of SmartList Builder . 8 SmartList Builder Symbols and Conventions This manual uses the following symbols to make specific types of information stand out. Symbol Description The light bulb indicates helpful tips, shortcuts and suggestions.

8 The warning symbol indicates situations you should be aware of when completing tasks. Typically, this includes cautions about performing steps in their proper order, or important reminders about how other information in microsoft Dynamics GP may be affected. Convention Description Part 1, Using SmartList Builder Bold type indicates a part name. Chapter 1, SmartLists Quotation marks indicate a chapter name. Words in uppercase indicate a file name. TAB or CTRL+M Small capital letters indicate a key or key sequence. SmartList Builder 9 Part 1: SmartList Builder This portion of the manual will describe how to create new SmartLists using SmartList Builder . The information is divided into the following chapters: Chapter 1, SmartLists , describes how to create and maintain SmartLists.

9 Chapter 2, Field Options , describes the display options that can be set for a SmartList field. Chapter 3, Go Tos , describes how to create links from your SmartLists back into microsoft Dynamics GP. Chapter 4, Restrictions , describes how to place fixed restrictions on a SmartList . Chapter 5, Calculated Fields , describes how to add calculated fields to a SmartList . Chapter 6, SmartList Options , describes how to create SmartLists to display summarized data from microsoft Dynamics GP. 10 SmartList Builder Chapter 1: SmartLists This chapter describes how to create, update and remove SmartLists. This information is divided into the following sections: Adding SmartLists Tables Fields Additional Tables Matched Tables Modifying and Removing Tables Modifying SmartLists Removing SmartLists Adding SmartLists Use the SmartList Builder window to create new SmartLists.

10 To add a SmartList : 1. Open the SmartList Builder window ( microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder ). 2. Enter the SmartList ID. 3. Enter the name of the SmartList . This is the name that will be displayed in the left hand pane of the SmartList window and at the top of the SmartList data area when the SmartList has been selected. SmartList Builder 11 4. Enter the Item Name. This is the description that will be displayed in the count area of the SmartList window. 5. Select the Product that the SmartList will be grouped under. If microsoft Dynamics GP is selected as the product, select the Series that the SmartList will be grouped under. 6. Select tables and fields for the SmartList . 7. Click Save. 8. Open the SmartList window. 9. Select Yes to create the new SmartList .