SmartList Builder 2018

Adding Drill Downs

There are three types of drill down; Dynamics GP Form, SmartList and Extender. A Dynamics GP Form drill down opens a Microsoft Dynamics GP form and sets values on the form. A SmartList drill down opens a SmartList and sets search parameters. An Extender drill down opens an Extender Form or Detail Form and sets the values of the ID fields.

To add a Dynamics GP Drill Down:

1.	Open the Drill Down Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> Drill Down Builder).

2.	Enter the Drill Down ID.

3.	Enter the Description of the Drill Down. Spaces and invalid characters will be removed.

4.	Select the Drill Down Type as Form.

Drill Down Builder

5.	Select the Product, the Series and the Form that the Drill Down will open.

6.	Add Parameters for the Drill Down.

7.	Add Actions to the Drill Down.

8.	Click Save.

To add a SmartList Drill Down:

1.	Open the Drill Down Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> Drill Down Builder).

2.	Enter the Drill Down ID.

3.	Enter the Description of the Drill Down. Spaces and invalid characters will be removed.

4.	Select SmartList as the Drill Down Type.

Drill Down Builder 2

5.	Select the Product and SmartList that the Drill Down will open.

6.	Add Parameters for the Drill Down.

7.	Add Search Parameters to the Drill Down.

8.	Click Save.

To add an Extender Drill Down:

1.	Open the Drill Down Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> Drill Down Builder).

2.	Enter the Drill Down ID.

3.	Enter the Description of the Drill Down. Spaces and invalid characters will be removed.

4.	Select Extender as the Drill Down Type.

5.	Select the Extender Type and Extender Resource that the Drill Down will open.

6.	Add Parameters for the Drill Down.

7.	Add Actions to the Drill Down.

8.	Click Save.