Editing Standard SmartLists with SmartList Builder

Every now and then I get asked "How you can modify an existing SmartList favorite with SmartList Builder?".

The short answer is you cannot.

This is because the standard SmartLists are written as Dexterity code in each of the dictionaries that integrate with the SmartList dictionary. The Dexterity Integration Guide document (IG.PDF) has an entire section that explains how to write the necessary cross dictionary code to make this work. It requires Dexterity skills and is hard to get working well even for experienced developers. Some developers just provide exported SmartList Builder favorites for their products instead.

So where does that leave us...

Do we have to reverse engineer and recreate the standard SmartLists in SmartList Builder?

Actually No.... thankfully.

That is because our wonderful Microsoft Dynamics GP Support team have aleady done this mammoth task for us. We just need to go to the CustomerSource page below and download the zip files containing the SmartLists we want.

• SmartList Templates for Microsoft Dynamics GP 10.0 (CustomerSource) 
   
• SmartList Templates for Microsoft Dynamics GP 2013 (eOne)
   

Note: This is for version 10.0, but will work with later versions. [Edit] Added GP 2013 Link.

How easy is that? 

David

PS: If you find this helpful, remember to post a comment to say thanks to the team who did all the hard work for us.

31-Jul-2014: Added Link to eOne's archive of SmartList Templates for Microsoft Dynamics GP 2013. Thanks to Gary Galindo for providing the link.

Comments

• Anonymous
  April 18, 2012
  The comment has been removed

• Anonymous
  April 19, 2012
  Posting from Mark Polino at DynamicAccounting.net msdynamicsgp.blogspot.com.au/.../editing-standard-smartlists-with.html

• Anonymous
  July 29, 2013
  The comment has been removed

• Anonymous
  May 21, 2014
  thanks D ~ what about for GP 2013 ? the download is for GP 10

• Anonymous
  May 21, 2014
  Hi Virginia That's all we have. They will work on later versions. David

• Anonymous
  June 05, 2014
  This has been very helpful! Thank you so much for posting this!

• Anonymous
  July 28, 2014
  This is a link to the 2013 Templates from eOne. As I understand it they should work for 2013 www.eonesolutions.com/.../All%202013%20SmartList%20Builder%20Templates.zip

• Anonymous
  July 30, 2014
  Hi Gary Thanks for that link. I will update the page. David

• Anonymous
  July 30, 2014
  I can't access the customer source page for GP 10 - what do I do then?

• Anonymous
  August 03, 2014
  Hi JP You will need to ask someone with CustomerSource or PartnerSource to access to download them for you. The page is working. David

• Anonymous
  March 24, 2015
  Thank you so much and its wonderful to get here what I wanted..

• Anonymous
  April 03, 2015
  Hi David, These links don't seem to work any longer. Am I missing something? Thanks!

• Anonymous
  April 06, 2015
  Hi Laura Contact eOne as SmartList Builder is their product now. David