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SmartList Go-Tos | Checking a Checkbox

  • 1.  SmartList Go-Tos | Checking a Checkbox

    GPUG ALL STAR
    Posted 24 days ago
    Has anyone had success using SmartList Builder "Go-Tos" to check boxes on a form?

    Ex.) (want to check the 'History' checkbox)

    We've been using Macros but I'm guessing there HAS to be a better way.

    Any input is appreciated!
    -Kyle

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - https://alacarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: SmartList Go-Tos | Checking a Checkbox

    TOP CONTRIBUTOR
    Posted 24 days ago
    Hi @Kyle Malone, CPA,

    I've not had much success using the GO To Builder where you add tasks, etc. However, I've had a fair amount of success in using GP Power Tools to create triggers that automatically check the boxes when the window is open.

    For your purpose, do you ALWAYS want the box checked or only if it's opened through SmartList?

    SmartList Builder has some built in forms that can sometimes accomplish what you're wanting, but if I'm doing a custom Go To, I've had more luck with Power Tools.

    Thanks,

    Samantha

    ------------------------------
    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: SmartList Go-Tos | Checking a Checkbox

    GPUG ALL STAR
    Posted 24 days ago
    Ah, yep! GPPT will do the trick as it's something we'd always like to be enabled.

    Very clever & will certainly do the trick! Thank you @Samantha Higdon!​

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - https://alacarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    Solugence | Find the software that FITS your business + integrates with GP. https://solugence.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: SmartList Go-Tos | Checking a Checkbox

    TOP CONTRIBUTOR
    Posted 23 days ago
    Kyle,

    There isn't another way besides a Macro to do this in SmartList Builder.  I have put in a feature request to add this, but it is not there today.

    I see that you were given the option of using the GP Power Tools to do it.  With Extender Enterprise, you could also create an action on the window to mark or unmark the checkbox as the window opens.


    ------------------------------
    Nicole Albertson
    Product Manager
    eOne Solutions
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: SmartList Go-Tos | Checking a Checkbox

    GPUG ALL STAR
    Posted 23 days ago
    Great option as well (and we have Ext Enterprise)! Thank you @Nicole Albertson

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - https://alacarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    Solugence | Find the software that FITS your business + integrates with GP. https://solugence.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: SmartList Go-Tos | Checking a Checkbox

    GPUG ALL STAR
    Posted 22 days ago
    @Kyle Malone, CPA

    You already have the Developer Tools module of GP Power Tools registered. It can perform almost any customization at the GP client level.

    Contact me if you need any assistance.

    PS: Build 28 will be releasing soon and it is awesome.

    David
    ​​

    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


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