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
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.
- 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.