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Table of Contents

Smartlist Builder

You must own SmartList Builder to use Signature SmartList Builder objects.
The following must be set up in Equipment Management prior to importing SmartList Builder objects:

  • Equipment attributes
  • Equipment status
  • Equipment user-defined prompts
  • Model user-defined prompts
Note
If changes are made to any of these items after importing SmartList Builder objects, you must re-import for those changes to be detected and appear on the Equipment and Equipment Model SmartLists.

You must be logged in as "sa" to import objects.

  1. Choose Microsoft Dynamics GP >Tools > SmartList Builder > Import. Choose the folder icon and navigate to the Signature SmartList Builder Objects folder in your Microsoft Dynamics GP directory.
  2. Select the appropriate XML file and choose Open. Then click Import. When the import finishes, a message appears indicating the import process has completed. Click OK.
  3. Repeat the steps import additional XML files, as needed.