Search This Blog

Loading...

Tuesday, January 20, 2009

New Tool ! View Layout Replicator

Hi,
I announced this tool almost two months now and I'm proud to release it: the view layout replicator!


This tool will save you lot of time (except if you like updating Xml by hand, anyway): You can desing only one view for an entity and then, use this tool to replicate the modifications to the other views.

For example, we all customize "All active accounts" for our customer but how many do the same with all others public views and Quick Find, Advanced Find, Related View,etc?

With this tool, you can replicate any view to any view except one product restrictions: There can't be associted entity column in a related view.


Download:


45 comments:

Thomas Flückiger said...

Thanks a lot. What a great tool! Unfortunatly when we used the tool to generate some views the view lookup view was update in a way that in the customization xml under savedquery/layoutxml/grid> the attribute preview is set to 1. that resulkts in the error, that whenever you fill an lookup of the relative entity on a form, the name label will not be displayed. That happened on every system we tested it. So we hatto manually correct this value to 0 to make it word again.

Anonymous said...

We recently found an issue with the view replicator. The fetch xml on the copied view did not copy all the columns. We copied the open Opportunity view to the closed opportunity view. The opportuntiyrating code did not get copied in the fetch xml. Hence, when doing a dynamic Excel export, some columns are missing. Microsoft told us to rebuild the view manually by deleting all the columns and re-adding them.

Scott Sewell said...

Tanguy -

I have used this tool successfully before and it is very useful.

In the current implementation it works fine on some entities/views, but on others it fails and forces me to close the application as soon as I choose a 'reference' view.

The reference view (Active Contacts) only contains a few fields, none of which are related to other objects. I found that one field seemed to be causing it to fail, it's a normal nvarchar field - the only unusual thing about it is that it was created in a previous version of CRM. (v1.2) and follows that naming format "CFSCitizenCode"

If I remove that field, the app will work. -

Is there more information I could provide that could help identify or resolve the source of the error?

(I am using the 17/11/09 version.)

Ibrahim said...

hi there,

this tool does not work for me.

i suspect its because i have so many entities and relationships.

Tanguy said...

Hi Ibrahim,
could you tell me what the symptoms are? When does the program crash?

Ibrahim said...

Ok, firstly a few things...

when connecting with windows auth (onpremise) on an IFD deployment it finds the org then i click OK. it says Retrieving entities then boom it app closes by itself.


However i seem to have got it to work if i put in the IFD address with no domain or server port and checked SSL and IFD.

very odd. hope this helps.

Anonymous said...

I wish it worked...
I can connect, it retrieves organization names, and crashes on entities retrieval : /

EventType clr20r3, P1 viewlayoutreplicator.exe, P2 1.0.0.0, P3 4bb6055d, P4 system, P5 2.0.0.0, P6 471ebf0d, P7 1f5e, P8 15a, P9 system.net.webexception, P10 NIL.

Tanguy said...

I just updated the program to catch exceptions during entities retrieval.

Could you download the last version and test it again?

Anonymous said...

Cheers mate,

It ain't working still. You've got a long way to go.
1. It crashes when connected to a remote server - although connected it fails on retrieving entities saying: The remote name could not be resolved:.
2. Tried that on different env. locally on CRM - connection OK, entity retrieval OK. Tried to replicate Active View to Associated view after one column was added (plain text). Messed evertyhing up, wasnt able to open the associated view anymore. Had to revert it back from customization backup.
3. Just post a warning on the top of your page saying "BETA - backup everything before you try". I am not saying it is not working, just it isn't tested well and because the tool is quite unpredictable.
4. If you can, add a feature where you display an XML before and after in sort of synchro scrolling manner side by side so that bugs are easier to reveal.
5. Keep my fingers crossed and hope the next version is more stable (bulletproof)

Tanguy said...

Well, honestly, you are far to be the first to use this tool and you are the first to post such a problem

1/ when it says connected, that means that the url for CrmService and MetadataService have been retrieved. If your environment is not configured well, you can face this kind of error message

2/ Never get such an error, could you post both layoutXml from active view and associated view?

3/ You are right in some way but as said in top of this post, I never received this error feedback. I will do some investigation

4/ It is a good idea. I will add this on the next version of the tool

5/ Hope so :)

Scott Sewell said...

@Anonymous -

I'm using this tool fairly regularly on multiple systems and I'm not experiencing the issues you're describing - I only had an issue with a very old db containing fields from 1.2. - but was able to work around that issue.

Are you attempting to copy a view containing a field from a related entity to the associated view? -
or are you copying to the 'lookup' view in a way to cause something other than the 'name' field to be the first field? -

I'm typically do not replicate to/from the Associated or Lookup views since they have some special rules.

Anonymous said...

Great tool, i used it many times but on 1 mscrm environment i get the following error when i click "Load Entities":

The request failed with HTTP stats 404: Not Found.

Any ideas?

Thnx!
Sebastiaan Klaver

Tanguy said...

Thank you "Anonymous",

Could you use fiddler or some other http sniffing tool to see which url is called? Is this the url of your server? can you call it form an IE browser?

I suspect a problem in the configuration of your server (particulary, values defined in the deploymentproperties table of the MSCRM_CONFIG database).

Pablo Peralta said...

Great tool man!! thanks !.
My feedback :
Include a button to refresh the content of the lists.
Is it possible to show views not published yet? I mean, I do not want to publish a view to be updated then because on the meanwhile somebody could use it.

Pablo Peralta said...

Another feedback...
Is it possible to copy filter criteria too?

Tanguy said...

Hi Pablo,

Thanks for the feedback...

1/ I can add a checkbox to retrieve also unpublished views. I will work on that

2/ I can't see the interest of copying the filter criteria too... 'cause it will be the same view... And, if I would do it, it could only work on public views, not associated, lookup, quick search and advanced find views

Tanguy said...

Just a precision... I looked back at my source code and I retrieve all savedquery instances for the entity regardless their publish state...

So, if your unpublished view doesn't show, it is a product limitation...

Pablo Peralta said...

thanks Tanguy for your answers !.

I really dont know why I haven't seen my unpublished views.

On the other hand, regarding filter criteria. I think it should be useful when (as it was my case) you have the same view layout and filter but with different values. I mean, a view with some fields filtered by Country A and other view with exactly the same layout and filter but for Country B.

make sense?
thanks.

Anonymous said...
This comment has been removed by a blog administrator.
Deana Meske said...

Dynamic CRM saves a lot of time. Writing on XML eats a lot of time. This is a user friendly application which is highly recommended.
Brochure Design

wjs said...

Sorry for the newb problem: the view layout replicator errors after connecting with Metadata contains unresolved reference:http://server/instance/XRMServices/2011/Discovery.svc?wsdl.
any ideas?

Tanguy said...

Hi wjs,

You post a question regarding this tool against CRM 2011 whereas it is the page regarding the tool for CRM 4.0.

Are you using the 2011 version of this tool? If yes, Can you tell me what values you provided to connect to your server?

Anonymous said...

I'm been looking for a download link, but apparently it's MIA.

Where can I get this version since the latest 2011 version doesn't work with CRM4.0?

Tanguy said...

I don't know what MIA means...

The tool is hosted on a skydrive public folder... you should be able to access it...

Corporate Entertainmentv said...

Wow, nice post,there are many person searching about that now they will find enough resources by your post.Thank you for sharing to us.Please one more post about that..

Corporate Entertainment said...

One moment, I'll post mine soon. just wanted to say I love your new site!

Online Logo Designs said...

This is a Great Website You might find Fascinating that we Motivate A person.

Digital Marketing Agency said...

Very interesting looking post and I must appraise your efforts to write this post.

Web Design Los Angeles said...

I'm still learning from you, but I'm trying to achieve my goals. I certainly enjoy reading all that is posted on your blog.Keep the information coming. I loved it!

Alis Stafford said...

The post is written in very a good manner and it entails many useful information for me. I appreciated what you have done here. I am always searching for informative information like this. Thanks for sharing with us.
Prank Calls

Logo Design Packages said...

This is a Great Website You might find Fascinating that we Motivate A person.

article submission service said...

Top post. I look forward to reading more. Cheers

charitable giving said...

Very useful info. Hope to see more posts soon!

DC Airport Car Service said...

This is really wonderful that I have found this website. I would really admire the efforts made here to make the content & the whole stuff more wonderful than others.

Johny Bates said...

You made certain good points there. I did a search on the subject matter and found the majority of people will have the same opinion with your blog. Dubai Property For Rent | Real Estate in Dubai | Dubai Property Dealer

SEO Company said...

This is a great article, I thoroughly enjoyed reading it. keep up the good work.

voip companies said...

It’s a great site to see. That will help for improvisation of me. Will definitely marked as Bookmark.

voip companies

on page optimization said...

This is a really good read for me. Must agree that you are one of the coolest blogger I ever saw. Thanks for posting this useful information.

david Rice said...

Thanks to share with us the information.

Dissertation Writing Services

Custom Dissertation Writing said...

Good stuff. It is interesting to read comments.Custom Dissertation Writing

cheap football jerseys said...

I don't know mia means...
This tool is hosted on a skydrive public folder... You should be able to access it..

Online Shopping in Karachi said...

I have found this blog very exciting. Do you have any others on this topic? I am also sending it to my friend to enjoy your writing style. Thanks for sharing.
Online Shopping in Karachi

Cheap Essays said...

Impressive work I like your post you have shared.
geoessay

Suga said...

meslek kursu ankara

seo ankara

ingilizce kursu ankara

hasta kabul kursu ankara

ilkyardım kursu ankara

ekol hoca

ilkyardım kursu ankara

ingilizce kursu ankara

Fabian Smith said...

It feels great reading such post this way. Fairly excellent submit, keep the good writing coming. Hamilton Resourcing
Human Resource Solutions UAE
Psychometrics Tests
Psychometrics Test Dubai
Talent Management
Integrity International
Executive Recruitment UAE
The McQuaig Psychometric System
The McQuaig Job Survey
The McQuaig Word Survey
The McQuaig Self-Development Survey
Executive Search Firms in Dubai
Head Hunters Dubai
Executive Recruitment in Dubai
Emirati Talent Management
Executive Headhunters Dubai
Executive Recruitment Dubai
Executive Search Dubai