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Microsoft Dynamics GP 2016 Cookbook

You're reading from   Microsoft Dynamics GP 2016 Cookbook Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems

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Product type Paperback
Published in Aug 2016
Publisher
ISBN-13 9781786463401
Length 376 pages
Edition 1st Edition
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Authors (2):
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Ian Grieve Ian Grieve
Author Profile Icon Ian Grieve
Ian Grieve
Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
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Table of Contents (15) Chapters Close

Preface 1. Personalizing Dynamics GP FREE CHAPTER 2. Organizing Dynamics GP 3. Automating Dynamics GP 4. Leveraging New and Updated Features in Dynamics GP 5. Exposing Hidden Features in Dynamics GP 6. Improving Dynamics GP with Hacks 7. Preventing Errors in Dynamics GP 8. Harnessing the Power of SmartLists 9. SmartList Designer 10. Connecting Dynamics GP to Microsoft Office 2016 11. Maintaining Dynamics GP 12. Extending Dynamics GP Professional Services Tools Library 13. Modern Business Intelligence for Dynamics GP Index

Controlling access by sharing or restricting SmartList Favorites

In the Speeding up access to SmartLists with Favorites recipe earlier in this chapter, we looked at the benefits of saving SmartLists as Favorites, along with how to make it happen. A key component of saving a Favorite that is often overlooked is setting the visibility of the Favorite.

The Visibility to field defines who has access to use and modify a particular SmartList Favorite. Since there are only a couple of options, it is sometimes more difficult to get the visibility right. For example, consider a user who crafts a SmartList to meet their particular needs but sets the visibility to System, making the SmartList available to everyone. They could find that another user has made changes and modified the Favorite to save those changes. Now our original user has to figure out how to put their Favorite back together.

In this recipe, we'll look at how to set the default visibility for SmartLists at a system level, set the...

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