This is part 5 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP. In this part I’ll show you the new GP2016 feature of importing and Exporting SmartList Objects.
If you want to share a SmartList object you’ve created with an entirely different Microsoft Dynamics GP installation (like a Microsoft Partner would like to do for their customers, Microsoft Dynamics GP users) than this is the option for you. Export the file in an XML format and share. The user imports and Voila! New object.
Click on on BankBalanceSmartList to download a copy of the XML file created in this video. REMEMBER IT ONLY WORKS WITH GP2016!
In part 1 we created a new SmartList List from a SQL View. If you are not sure how to get a view, talk with your Microsoft Partner or your IT team. Once you have the view, you can rock on with some very cool stuff!
In part 2 we established Defaults for our new SmartList object.
In part 3 we added “GoTo” windows that allow us to drill back to other areas in Microsoft Dynamics GP.
In Part 4 we created Microsoft Excel Refreshable Reports from our new objects.