Modifying SmartList Builder Objects

Any modifications that you make to one of the imported SmartList templates will be lost if you re-import SmartList Builder objects. Before you modify a template, we recommend duplicating the SmartList and making changes to the copy.

1. Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
2. Use the lookup button to select the SmartList ID of the object you would like to duplicate. The Equipment Management SmartList Builder objects that you imported are identified with _S_EMS_{_}.
3. Select Options > Duplicate....
4. Select SmartList as the New List Type. You can also duplicate the template into Excel Report Builder; see Creating a SmartList Object Excel Report for details.
5. Enter a New List ID and New List Name, and select Duplicate.
6. The new SmartList opens and can be edited in the SmartList Builder window. We recommend modifying this copy, as any changes that you make to the original template will be lost if you need to re-import SmartList Builder objects.

Refer to the SmartList Builder (with Excel Report Builder) user documentation for information on editing SmartList Builder objects.