SmartView Questions

  • SmartView Questions

    Posted by Frank-Heslin on September 7, 2017 at 3:24 pm
    • Frank Heslin

      Member

      September 7, 2017 at 3:24 PM

      My guess is that (The Smartlist builder / SmartView Goddess) will set me straight:-)

      1) In SL you can filter on criteria that is not included in the results, however, I can’t figure out a way to do that in SV.

      Ā Ā Ā  Can this be done?

      2) I can’t find a way to add an Export Solution in SV.
      Ā Ā Ā  Do we have to just set up a macro in Excel instead?

      I’ll also accept replies from anyone in our great community that knows the answers.

      #GPUGSTRONG

      Thanks in advance!

      ——————————
      Frank Heslin
      Financial Systems Administrator
      ExamWorks, Inc.
      Atlanta GA

      Member, GPUG Advisory Committee
      Chairman, Georgia Regional GPUG Chapter
      Summit Track Leader
      GPUG All Star 2016

      GP2015 R2
      MR CU14

      Follow me on Twitter: @Automate_It

      GPUGGA – http://www.gpug.com/Atlanta

      *** Help Us, Help You…provide enough info so that we don’t have to ask for more:) ***
      *** If you solve your issue please share the solution to assist others! ***
      ——————————

    • Nicole Albertson

      Member

      September 8, 2017 at 9:38 AM

      Hope this helps answer your questions Frank.

      1) In SL you can filter on criteria that is not included in the results, however, I can’t figure out a way to do that in SV.Ā  Can this be done?

      Answer:Ā  To search on a field currently in SmartView, the field has to be on the list.Ā  We don’t load all the fields into memory like SmartList does for performance reasons. Ā  There is a feature request to change this, but it isn’t currently available.

      2) I can’t find a way to add an Export Solution in SV.Ā  Do we have to just set up a macro in Excel instead?

      Answer:Ā  SmartView does not interact with the Export Solutions.Ā  The Export Solutions are a function built into the SmartList dictionary.Ā  You would want to use the macro options in Excel if you are needing the same type of functionality.Ā  The other option would be to use something like Excel Report Builder to build the list and have all the formatting you need in that file.

      Thanks,
      Nicole

      ——————————
      Nicole Albertson
      Product Specialist
      eOne Solutions
      Fargo ND
      ——————————
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    • Frank Heslin

      Member

      September 13, 2017 at 9:46 AM

      Thanks Nicole!Ā  You confirmed my suspicionsšŸ™‚

      ——————————
      Frank Heslin
      Financial Systems Administrator
      ExamWorks, Inc.
      Atlanta GA

      Member, GPUG Advisory Committee
      Chairman, Georgia Regional GPUG Chapter
      Summit Track Leader
      GPUG All Star 2016

      GP2015 R2
      MR CU14

      Follow me on Twitter: @Automate_It

      GPUGGA – http://www.gpug.com/Atlanta

      *** Help Us, Help You…provide enough info so that we don’t have to ask for more:) ***
      *** If you solve your issue please share the solution to assist others! ***
      ——————————
      ——————————————-

    Frank-Heslin replied 8 years, 11 months ago 1 Member · 0 Replies
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