Making a new Navigation List in Builder for GP 2010
- You will find the Navigation List Builder under SmartList Builder (Microsoft Dynamics GP >> Tools >>SmartList Builder >> Navigation List Builder)
- Add your tables, restrictions & calculated fields as normal. Set the Field Display options and field names. (Remember you can use the Copy/Duplicate option from an existing SmartList for this. See my posts: Making a copy of a Builder SmartList and Copy a basic SmartList from GP into SmartList Builder? )
- On the upper right, select what Navigation Pane you want this list to appear on.
- Check Display fields – the columns on the main list (be sparing with these – but you can add more than will show on the screen – remember that users can unselect fields so they don’t show.)
- Select Preview fields – the bottom section on the List. Press the Preview icon on top to organize these fields on the Preview section.
- If you want a Status image for your records – press Options icon on the top to select the source field (only fields with data types of Dropdown List or Yes/No) and image for each value.
- Now you want to add the items to appear on the top dark blue bar of your list:
You do this via the Actions icon on the top
- Actions are organized into the following Groups: Modify, New, Reports, Go To, & Actions (similar to the groups in the screen-shot above)
- Select Large or Small Icons (the image shown will be the stock image for the Group selected)
- Select Button priority (Primary, Secondary, Force Overflow) – what to show when displaying GP with small screen sizes
- Several types of Actions are available:
- Defined Action – typically items found on stock Lists for Modify and special Groups. These will be the subject of a follow-up post. Posted on 11/5/10: Navigation List Builder – Let’s add some Actions!
- Execute Procedure – under Product of Microsoft Dynamics GP there are 5 to open GP windows – SOP Inquiry, RM Sales Inquiry, RM Cash Inquiry, PM Transaction Entry & PM Manual Payments
- Items you are used to from SmartList Builder Goto’s : Open Form, Open File & Open Web Page
- Save your List. You will find it at the after the rest of the Lists on the selected Navigation Pane
Try building a new Navigation List today, I think you will find these Lists very useful!
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