Duplicating SmartLists

<< Click to Display Table of Contents >>

SmartList Builder 2013

Duplicating SmartLists

You can use the duplicate functionality to copy a SmartList Builder to another SmartList, a Navigation List or an Excel Report Builder Report.

 

To duplicate a SmartList:

1.Open the SmartList Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder).
2.Enter the ID of the SmartList that you want to duplicate.
3.Select the Duplicate menu item (Options >> Duplicate).

SmartList Builder 2013 R2 Manual_img116

 

4.Select the type of list to duplicate the SmartList to.
5.Enter the ID of the new list.
6.Enter the name of the new list.
7.Click Duplicate.

 

light45

Existing SmartLists cannot be duplicated. SmartLists containing SmartList tables cannot be copied to Excel Reports or Navigation Lists. SmartLists containing SQL Scripts cannot be copied to Excel Reports.