Open Forum

Expand all | Collapse all

Smartlist

  • 1.  Smartlist

    Posted Jun 11, 2019 09:28 AM
    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

    ------------------------------
    Denise Amundson
    Senior Accountant
    Missouri River Energy Services
    Sioux Falls SD
    ------------------------------
    Conference-GPUG_200x200


  • 2.  RE: Smartlist

    TOP CONTRIBUTOR
    Posted Jun 12, 2019 07:46 AM
    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.

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

    Conference-GPUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role