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SmartList Builder objects are available for Equipment Management, Job Cost, and Service Management. These objects include Go To items for several windows. Some Go To items appear for multiple objects.
SmartList Designer objects are available for Job Cost and Service Management. For information on using SmartList Designer, see the Microsoft Dynamics GP 2016 Systems User Guide.
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- Select Microsoft Dynamics GP >Tools > SmartList Builder > Import.
- Select the folder icon and navigate to the Signature SmartList Builder Objects folder in your Microsoft Dynamics GP directory.
- Select the appropriate XML file and select Open. Then select Import. When the import finishes, a message appears indicating the import process has been completed. select OK.
- Repeat the steps import additional XML files, as needed.
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- Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder. Select the lookup button in the SmartList ID field and complete the following steps for each Signature object displayed in the list:
- Highlight the Signature object in the list and choose click Select.
- Select the Go To... button. All available Go To locations display. Here you can Add, Edit, or Remove Go To items. When you are finished, select OK.
- In the SmartList Builder window, select Save. When the information has been saved, the window will clear.
- When you have completed these steps for each object in the list, close the SmartList Builder window. Open the SmartList window under Microsoft Dynamics GP > SmartList. The following message will appear: SmartList Builder has detected changes to be made. Do you want to make these changes now? select Yes. The update will take a few moments.
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