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.
- 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 click Import. When the import finishes, a message appears indicating the import process has completed. Select 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.
- Select Microsoft Dynamics GP > SmartList. Select Export/Import and then Import.
- Select Add and then navigate to <GP Install folder>\Signature\SmartList Designer Objects. If you have purchased SmartList Builder, you will want to import the objects for SmartList Builder. See the previous section for information on importing SmartList Builder objects.
- Select the appropriate XML file(s) and select Open. Then click Import. When the import finishes, a message appears indicating the import process has completed. Select OK.
- Repeat the steps to import additional XML files, as needed.
- Close the SmartList window and then re-open to complete the import process.