Editing Standard SmartLists with SmartList Builder


David Meego - Click for blog homepageEvery now and then I get asked “How you can modify an existing SmartList favorite with SmartList Builder?”.

The short answer is you cannot.

This is because the standard SmartLists are written as Dexterity code in each of the dictionaries that integrate with the SmartList dictionary. The Dexterity Integration Guide document (IG.PDF) has an entire section that explains how to write the necessary cross dictionary code to make this work. It requires Dexterity skills and is hard to get working well even for experienced developers. Some developers just provide exported SmartList Builder favorites for their products instead.

So where does that leave us…

Do we have to reverse engineer and recreate the standard SmartLists in SmartList Builder?

Actually No…. thankfully.

That is because our wonderful Microsoft Dynamics GP Support team have aleady done this mammoth task for us. We just need to go to the CustomerSource page below and download the zip files containing the SmartLists we want.

Note: This is for version 10.0, but will work with later versions. [Edit] Added GP 2013 Link.

How easy is that? 

David

PS: If you find this helpful, remember to post a comment to say thanks to the team who did all the hard work for us.

31-Jul-2014: Added Link to eOne’s archive of SmartList Templates for Microsoft Dynamics GP 2013. Thanks to Gary Galindo for providing the link.

Comments (13)

  1. David Musgrave says:

    Posting from Mark Polino at DynamicAccounting.net

    msdynamicsgp.blogspot.com.au/…/editing-standard-smartlists-with.html

  2. Thanks SmartList Team says:

    I needed the Purchasing Line Items code.  Whew!!  It was AWESOME that it was already available.

    Mike Lupro

    Lupro & Associates LLC

  3. Virginia Mort says:

    thanks D ~ what about for GP 2013 ? the download is for GP 10

  4. David Musgrave says:

    Hi Virginia

    That's all we have. They will work on later versions.

    David

  5. Carolyn Grady says:

    This has been very helpful! Thank you so much for posting this!

  6. Gary Galindo says:

    This is a link to the 2013 Templates from eOne.

    As I understand it they should work for 2013

    http://www.eonesolutions.com/…/All%202013%20SmartList%20Builder%20Templates.zip

  7. David Musgrave says:

    Hi Gary

    Thanks for that link. I will update the page.

    David

  8. JP says:

    I can't access the customer source page for GP 10 – what do I do then?

  9. David Musgrave says:

    Hi JP

    You will need to ask someone with CustomerSource or PartnerSource to access to download them for you.

    The page is working.

    David

  10. Sree says:

    Thank you so much and its wonderful to get here what I wanted..

  11. Laura says:

    Hi David,

    These links don't seem to work any longer. Am I missing something?

    Thanks!

  12. David Musgrave says:

    Hi Laura

    Contact eOne as SmartList Builder is their product now.

    David