June 6, 2010

GPTip42day - Taking the 'Pane' out of Grouping SmartLists

I've never been a big fan of the Navigation Pane in GP9 and prior versions. I just don't like anything taking up my precious desktop space. However, I've found a great use for it.

As you probably know, there is no easy way (perhaps no way at all - I've tried but gave up) to group unrelated SmartLists. Here's the business case -

Client has many branches, with branch ID's ranging from 901 to 935. Each of these branches has 8-10 SmartList Favorites that are identical across branches except they are each defined to be specific to a branch ID. Most are Field Service SmartLists, with a couple Inventory Item SmartLists and a Project SmartList in the mix. Needless to say, multiplying 8-10 SmartList Favorites by 35 branches makes for one large list of Favorites to have to wade through for each branch to find their own.

The solution I came up with was to use the Navigation Pane Shortcuts. Using this tool, you can setup a folder or folders to contain the unrelated SL Favorites for each branch and group them all in the folder. This way, all each user has to do is open that Shortcut folder and voila! there are all their Favorites grouped in one spot.

All you have to do is right click on the Shortcuts Folder and select Add>Folder.  Then rename the folder to suit your needs.  Next, right click on your new folder and select Add>SmartList.  The Add SmartList Favorite Shortcut window opens.  You select the SmartList you want added to the folder and click Done.

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That's all there is to it.

* click image to enlarge

I'd love someone to tell me there's a way to do this in SmartList or SL Builder but until they do, I'll be recommending this method of SmartList grouping.

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