This has been a very popular question for support lately: “I have created an Extender window, how do I add data from it to my SmartLists?” Extender includes the ability to add fields to both existing SmartLists or ones created in SmartList Builder. Below is an example using GP 9.0. [Click on any of the screen shots to enlarge them.]
I wanted to track some additional data about customers so I created an Extender window called Customer Additional Information and linked it to the Customer Maintenance window:
On the bottom of the Extender Windows window there is a button for SmartList, clicking that brings up the SmartList Integrations window:
Click the + to bring up the Add/Edit SmartList Integration window. For SmartList Product – choose Microsoft Dynamics GP if you want to add to an out-of-the-box SmartList or choose SmartList Builder if adding to a SmartList you’ve created. Under SmartList Object choose from the list of available SmartLists. [Note: not every SmartList object will be available, so if what you want is not on the list, you’ll need to use SmartList Builder first to create a new SmartList.]
The Key Fields from your Extender screen will be duplicated here, map them to the available SmartList Fields. In my example, I would like to add this data to the Customers SmartList, and I am mapping my Customer Number Key Field to the Customer Number field on that SmartList:
Click Save on the Add/Edit SmartList Integration window, OK on the SmartList Integrations window and Save on the Extender Windows window to finish.
You can link this Extender screen to multiple SmartLists, whether built-in or created in SmartList Builder:
Now, when you go to SmartList the columns from your Extender window are available to be added:
By default every field on the Extender window will be added to the SmartList. If you would like to remove some of the fields, open SmartList, go to Extras > Additional > Extender to bring up the SmartList Maintenance window and delete any unwanted fields there:
To delete, select the SmartList on the left, then the field to delete on the right, then click the delete button in the upper right corner. Right next to the delete button is the rename button, which lets you rename any of the fields you want. [Note: only fields added to SmartList from Extender will show up here.]
In this example I started by creating a brand new Extender window, however, you can easily go to any existing Extender window and add it to SmartLists following the steps above.