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These templates are contained in an XML file that can be imported into SmartList Builder. After importing SmartList Builder objects, the templates can be used in SmartList or edited in SmartList Builder or Excel Report Builder.
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Importing SmartList Builder Objects
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:
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- 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.
- 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.
- Repeat the steps import additional XML files, as needed.
SmartList Designer
If you do not own SmartList Builder, use SmartList Designer to create SmartLists by importing the Signature SmartList Objects.
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