Privacy Statement
Copyright Notice
Introduction
Overview
Benefits
Differences Between Standard and Enterprise
Installation/Upgrade
System Requirements
Prerequisites
Release Notes
Registration
New Environment
Installation Steps
Upgrading from 2015 / 2016
Installation/Upgrade Steps
Upgrading 2018 Install
Installation/Upgrade Steps
Upgrading Standard to Enterprise
Extender Concepts
Terminology
Extender Interface
Opening Extender
Solutions
Displaying Resources
Adding New Resources
Opening Existing Resources
Copying Existing Resources
Sharing Existing Resources
Field Types
Account
Checkbox
Currency
Date
Email Address
File
Folder
Linked Lookup
List
Long String
Lookup
Number
Percentage
Phone Number
Quantity
Short String
Time
Website
Calculated Field
Field Entry Window
Basic Setup
Adding a New Window
Key Fields
Adding Fields
Using Windows
Special Cases
Modifying an Existing Window
Setting Required and Hidden Fields
Setting Window Options
Moving Fields
Inactive Field Entry Window
Removing Windows
Detail
Add Detail Fields to a Window
Show Totals on Detail Field
Table Links
Table Links
Extra Windows
Adding Extra Windows to a Window
Inquiries
Adding a New Inquiry
Modifying an Existing Inquiry
Removing Inquiries
SmartLists
Adding Window Fields to SmartList
Templates
Creating Window Templates
Setting Window Template Options
Using Window Templates
Actions
Actions
Disable Fields
Enable Fields
Clear Field Values (Enterprise Only)
Set Field Values (Enterprise Only)
Close Extender Form (Enterprise Only)
Open Dynamics GP Form (Enterprise Only)
Open Application (Enterprise Only)
Display Dialog (Enterprise Only)
Run Template
Run Macro (Enterprise Only)
Run SQL Script (Enterprise Only)
Run Dynamics GP Script (Enterprise Only)
Run Another Action (Enterprise Only)
Conditions
Note List Window
Basic Setup
Adding a New Note Window
Key Fields
Using Notes Windows
Special Cases
Setting Window Options
Inactivate Note List Window
Modifying an Existing Notes Window
Removing Notes Windows
Table Links
Table Links
Inquiries
Adding a New Inquiry
Modifying an Existing Inquiry
Removing Inquiries
Window Groups
Basic Setup
Adding a New Window Group
Adding Windows to a Window Group
Setting Window Options
Inactivate Window Group
Modifying an Existing Window Group
Removing Window Groups
Forms
Basic Setup
Adding a New Form
Setting ID Field Options
Adding Fields
Using Forms
Modifying an Existing Form
Removing Forms
Setting Required and Hiddend Fields
Setting Read Only Option
Moving Fields
Inactive Form
Duplicating Form Records
Detail
Adding Detail Fields to a Form
Show Totals on Detail Field
Multicurrency
Multicurrency Settings
Using Multicurrency Features
Extra Windows
Adding Extra Windows to a Form
SmartList
Templates
Creating Form Templates
Setting Form Template Options
Using Form Templates
Navigation Lists (Enterprise Only)
Adding a New Navigation List (Enterprise Only)
Using Free Form Navigation Lists (Enterprise Only)
Using Calendar Navigation Lists (Enterprise Only)
Using Combination Navigation Lists (Enterprise Only)
Using List Values Navigation Lists (Enterprise Only)
Modifying an Existing Navigation List (Enterprise Only)
Setting Color Coding Options (Enterprise Only)
Setting Options (Enterprise Only)
Adding Restrictions (Enterprise Only)
Removing Navigation Lists (Enterprise Only)
Actions
Actions
Disable Fields
Enable Fields
Clear Field Values (Enterprise Only)
Set Field Values (Enterprise Only)
Open Extender Form (Enterprise Only)
Close Extender Form (Enterprise Only)
Open Dynamics GP Form (Enterprise Only)
Open Application (Enterprise Only)
Display Dialog (Enterprise Only)
Run Template
Run Macro (Enterprise Only)
Run SQL Script (Enterprise Only)
Run Dynamics GP Script (Enterprise Only)
Create Dynamics GP Transaction (Enterprise Only)
Run Another Action (Enterprise Only)
Conditions
Imports
Adding a New Import
Multicurrency
Using Imports
Modifying an Existing Import
Removing Imports
Lookups
Adding a New Lookup
Modifying an Existing Lookup
Removing Lookups
Menus
Adding a New Menu
Adding Menu Items
Modifying an Existing Menu
Removing Menus
Actions (Enterprise Only)
Actions (Enterprise Only)
Disable Fields (Enterprise Only)
Enable Fields (Enterprise Only)
Clear Field Value (Enterprise Only)
Set Field Value (Enterprise Only)
Open Extender Form (Enterprise Only)
Open Dynamics GP Form (Enterprise Only)
Open Application (Enterprise Only)
Display Dialog (Enterprise Only)
Run Macro (Enterprise Only)
Run SQL Script (Enterprise Only)
Run Dynamics GP Script (Enterprise Only)
Run Shared Action (Enterprise Only)
Conditions (Enterprise Only)
Views
Adding a new View
View Options
Previewing A View
Modifying an Existing View
Removing Views
Security
Access to Create Resources
Adding Access to Security Tasks
Adding Extender Secuirty Tasks to Security Roles
Setting Individual User Security
Access to Use Resources
Adding Resources to Security Tasks
Adding Extender Security Tasks to Security Roles
Setting Individual user Security
Maintenance
Edit Values
Editing Values
Filling Values
Changing Values
Options
Setting Options
SmartList Maintenance
Removing Fields
Renaming Fields
Advanced Options
Refresh Cache
Refreshing the Cache
Imports and Exports
Exporting Extender Resources
Importing Extender Resources
Delete Solution
Deleting an Extender Solution
Adding Data to Report Writer Reports
Window Fields with One String Key
Window Fields with One Numeric Key
Window Fields with Multiple Keys
Enhancements
18.00.0001
18.00.0015
18.00.0017
18.00.0021
18.00.0030
18.00.0037