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Smartlist

  • 1.  Smartlist

    Posted 7 days ago
    How to you drill down to a column in  a smartlist to see what information is being used to create the total for a column in the smartlist.  This is not a canned smartlist, one that was built by our partner.

    Thanks-Denise

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    Denise Amundson
    Senior Accountant
    Missouri River Energy Services
    Sioux Falls SD
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    GPUG Summit - Post


  • 2.  RE: Smartlist

    TOP CONTRIBUTOR
    Posted 6 days ago
    Hi Denise,

    If it is a custom SmartList, and you have security access to modify the SmartLsit, you should be able to click on the Modify button in the ribbon bar. More than half the battle in setting up and modifying a SmartList is understanding the tables and how they are connected. It could be a column in a table, a calculated field, or pulling from a custom SQL view.

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    Mark Wiley
    Dynamics Credentialed Professional
    Senior Consultant
    DXC Technology
    Akron, OH
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    GPUG Summit - Post


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