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How To Create a Smartlist With Anyview Using SQL View

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The ability to create smartlists are an important part of making any business work in a more efficient manner. Using Anyview with SQL View you are able to make smartlist for any situation.  First start by creating your View in SQL in the appropriate database.  Remember to give your view a unique name.

To add your View to the Anyview available tables go to Microsoft Dynamics GP>Tool>Utilities>System>AnyView>AV External Tables

The Set Up Wizard will start, simply choose “Add External Tables”

Data Source will be “Microsoft Dynamics GP SQL Server” and Database will be “Microsoft Dynamics GP Company Database”.

Click Next

When “Add External Tables” Window comes up, scroll down in “Physical Name” Column to your View and click the Insert>> button.

Click Next

Move over the fields you want in your SmartList

Click Finish

Next, go to Microsoft Dynamics GP>Tool>Utilities>System>AnyView>AV Creator Wizard

Action = Define a New Object

Click Next

Select your View as the Main Table by finding it in the list, highlighting it and clicking Next.

You probably don’t need any other tables, so just click “Next” on the screen that comes up.

On the next screen, make your selections for any Object Restrictions you need for your SmartList

Click Next

Select your Columns to include by using the Insert>> or All>> buttons

Click Next

Mark your default columns

Click Next

Click Sum if you want to Sum any of your numeric columns

Click Next

Select your Object Goto’s

Click Next

Select to Add This SmartList Object to the ANYVIEW_CREATOR_OBJECTS Security Task

Click Next

Name your new SmartList

Click Finish

Go to SmartList and test your SmartList to see if it acts as expected.

It’s as easy as that….

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