All SmartList Builder windows are denied access by default. To use
SmartList Builder, the user must be in a POWERUSER role, or be granted access
to the following windows in a Microsoft Dynamics GP Security Task:
First go to Security Tasks and select the following as seen in
screen below.
Product: Smartlist Builder
Type: Windows
Series: Project
Go To
Set Field
Options (3 windows)
SmartList
Builder
Second change series to System and select the below as per screen:
·
Background
·
Copy List
·
Display SQL
·
Preview
·
Process Queue
·
Resource Lookup
·
Smartlist Builder Progress
·
Smartlist Lookup
·
Table Details
·
Table Finder(2 items)
·
Upgrade Modified SmartLists
Third - Beyond the Window permissions, there are SmartList Builder
Permissions that need to be granted as well. These SmartList Builder
Permissions can be granted in the Microsoft Dynamics GP Security Task as well.
In same security task change Product to SmartList Builder,
Type to SmartList Builder Permissions and Series to SmartList Builder.
·
Create a Go To that opens a Dynamics GP Form
·
Create a Go To that opens a file
·
Create a Go To that opens a website
·
Create a Go To that opens another SmartList
·
Create a Go To that runs a procedure
·
Create SmartLists with SQL Tables
·
Enter Calculated Fields
·
Update SmartList
·
View SmartLists with SQL Tables