How to give access to SmartList in GP?
How to give access to SmartList in GP?
Granting access to a new Smartlist Builder report
- Dynamics GP > Tools > Setup > System > Security Tasks.
- Open an existing task or create a new task.
- Choose the below options.
- Under Operations select View SmartLists with SQL Tables.
- Choose the below options to grant access to the actual reports.
How can I edit my GP SmartList?
Open the SmartList Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder). Select New as the SmartList Type. Enter the SmartList ID of the SmartList that you want to modify.
How can I check GP user activity?
To enable the user login/logout tracking, go to “Microsoft Dynamics GP menu >> Tools >> Utilities >> System >> Activity Detail” and select the appropriate range of users or company to enable / disable the login/logout activity. The table that is tracking the activity is SY05000 from the DYNAMICS system DB.
Where is SmartList designer?
SmartList Designer is conveniently located in SmartList by clicking New. It is simple to get started. How Does SmartList Designer Work? Name the SmartList, choose a product, and select the Series the SmartList will display in.
How do I open a SmartList builder?
- Point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then click Security Tasks.
- In the Task ID list, click the appropriate task ID.
- In the Product list, click SmartList.
- In the Type list, click SmartList Object.
- In the Series list, click SmartList Object.
How do I kick someone from my GP?
If you see other users in the system you can either contact them and ask them to exit, or simply kick them out by clicking on the Delete button in the top left corner (make sure the system administrator has given you the okay to kick out other users!)
How can I login to GP?
Logging in to and quitting Dynamics GP If you have trouble starting Dynamics GP, contact your network administrator. To log in to Dynamics GP: Choose Start > Programs > Microsoft Dynamics > GP The Welcome to Dynamics GP window opens.
How do I open SmartList designer?
How to create a Smartlist Designer report using a SQL View
- Run grant.
- Open SmartList (Click on Smartlist under Microsoft Dynamics GP)
- Click New to open Smartlist Designer.
- Enter the List Name you want to name it.
- For Product, select Microsoft Dynamics GP at the top of the pick list.
How do you create a SmartList?
How do I uninstall SmartList builder?
In Programs & Features (Add/Remove Programs), uninstall SmartList Builder. Depending on the release of SmartList Builder being used, this may or may not be present.
What is GP web client?
The GP web client provides access to GP through the web browser. The user experience and functionality provided by the GP web client is similar to the experience of using the GP desktop client.
How to view Smartlists in Microsoft Dynamics GP?
From the drop down arrow beside Product, where it says Microsoft Dynamics GP, choose Smartlist, beside Type, choose Smartlist Object. Beside Series, choose Smartlist Objects. You will see a list of all your smartlists. Add the appropriate checkmark to the smartlist.
How to set permissions for Microsoft Dynamics smartlist?
setup a Security Task (Administration > Security Task) and give them access to the smartlist. From the drop down arrow beside Product, where it says Microsoft Dynamics GP, choose Smartlist, beside Type, choose Smartlist Object. Beside Series, choose Smartlist Objects. You will see a list of all your smartlists.
How is security assigned on a smartlist?
Security is assigned at the “SmartList Object” level, via Security Tasks. Specifically, object access is granted under the following settings in a task: Favorites can be saved with different default audiences (System-wide, Company-wide, User or User Class), to hide or show from others but this is not “security” per se.
How does the go to button work on a smartlist?
Once you select a record within the results of a SmartList, the Go To button becomes enabled. Depending on what object you are on, the list of items in the Go To will vary (and if it’s a custom-built SmartList object there may not be any if the author didn’t include them).