SmartList Go-Tos | Checking a Checkbox

  • SmartList Go-Tos | Checking a Checkbox

    Posted by Kyle Malone on July 21, 2020 at 12:57 pm
    • Kyle Malone, CPA

      Member

      July 21, 2020 at 12:57 PM

      Has anyone had success using SmartList Builder “Go-Tos” to check boxes on a form?

      Ex.) (want to check the ‘History’ checkbox)

      We’ve been using Macros but I’m guessing there HAS to be a better way.

      Any input is appreciated!
      -Kyle

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      Kyle Malone, CPA
      GP Admin – CGB Enterprises, Inc.
      Lead Consultant/Blogger – https://alacarteGP.com
      Chapter Leader – Louisiana (New Orleans)
      Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
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    • Samantha Higdon

      Member

      July 21, 2020 at 3:31 PM

      Hi ,

      I’ve not had much success using the GO To Builder where you add tasks, etc. However, I’ve had a fair amount of success in using GP Power Tools to create triggers that automatically check the boxes when the window is open.

      For your purpose, do you ALWAYS want the box checked or only if it’s opened through SmartList?

      SmartList Builder has some built in forms that can sometimes accomplish what you’re wanting, but if I’m doing a custom Go To, I’ve had more luck with Power Tools.

      Thanks,

      Samantha

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      Samantha Higdon ,CPA,CGMA
      Consultant
      Lagom, LLC
      Carmel IN
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    • Kyle Malone, CPA

      Member

      July 21, 2020 at 5:10 PM

      Ah, yep! GPPT will do the trick as it’s something we’d always like to be enabled.

      Very clever & will certainly do the trick! Thank you !?

      ——————————
      Kyle Malone, CPA
      GP Admin – CGB Enterprises, Inc.
      Lead Consultant/Blogger – https://alacarteGP.com
      Chapter Leader – Louisiana (New Orleans)
      Solugence | Find the software that FITS your business + integrates with GP. https://solugence.com
      ——————————
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    • Nicole Albertson

      Member

      July 22, 2020 at 10:35 AM

      Kyle,

      There isn’t another way besides a Macro to do this in SmartList Builder.Ā  I have put in a feature request to add this, but it is not there today.Ā Ā 

      I see that you were given the option of using the GP Power Tools to do it.Ā  With Extender Enterprise, you could also create an action on the window to mark or unmark the checkbox as the window opens.

      ——————————
      Nicole Albertson
      Product Manager
      eOne Solutions
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    • Kyle Malone, CPA

      Member

      July 22, 2020 at 11:50 AM

      Great option as well (and we have Ext Enterprise)! Thank you ?

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      Kyle Malone, CPA
      GP Admin – CGB Enterprises, Inc.
      Lead Consultant/Blogger – https://alacarteGP.com
      Chapter Leader – Louisiana (New Orleans)
      Solugence | Find the software that FITS your business + integrates with GP. https://solugence.com
      ——————————
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    • David Musgrave

      Member

      July 23, 2020 at 11:23 AM

      You already have the Developer Tools module of GP Power Tools registered. It can perform almost any customization at the GP client level.

      Contact me if you need any assistance.

      PS: Build 28 will be releasing soon and it is awesome.

      David
      ??

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      David Musgrave MVP, GPUG All-Star

      Managing Director
      Winthrop Development Consultants

      Perth, Western Australia

      http://www.winthropdc.com
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    Kyle Malone replied 5 years, 1 month ago 1 Member · 0 Replies
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