Smartlist

  • Smartlist

    Posted by denise-amundson on June 11, 2019 at 9:28 am
    • Denise Amundson

      Member

      June 11, 2019 at 9:28 AM

      How to you drill down to a column inĀ  a smartlist to see what information is being used to create the total for a column in the smartlist.Ā  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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    • Mark Wiley

      Member

      June 12, 2019 at 7:46 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.

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      Mark Wiley
      Dynamics Credentialed Professional
      Senior Consultant
      DXC Technology
      Akron, OH
      ——————————
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    denise-amundson replied 7 years, 2 months ago 1 Member · 0 Replies
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