How to do a "Save As" in SmartList Builder

Ever wish you could do a "Save As" in SmartList Builder? Have you been working on a very complex SmartList and got to a point where things are working and now you need to make additional changes and you don't want to mess up the work you have done so far?

Just recently, I came across a request for being able to save a SmartList Builder smartlist under a different name - hence the "Save As" title. However, as you know SmartList Builder does not offer the ability to perform such operation out of the box. So here are some steps for you to do a "Save As" with Smartlist Builder:

1. Open SLB's Export Lists window and click on the list you would like to duplicate.
MSDGP | Tools | SmartList Builder | Export

Export Lists window

Enter or identify a path and file name for the list to be exported. Click the Export button when finished.

2. Edit the exported XML file with a text editor, for example Notepad. Search and replace all occurrences of the list ID in your file with the new name.

XML file edited in Notepad

Save the file when finished and exit the editor.

3. Open the SLB's Import Lists window and choose the file you previously exported, now containing the changes you made in step 2.

Import Lists window

Click the Import button to perform the actual import.

4. Return to SmartList Builder to verify the imported record.

Duplicated List

It would be nice sometimes if some of these features were provided straight out of the box, but with some understanding of the functionality and little creativity almost anything can be accomplished.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/