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View Layout Replicator Question

  • 1.  View Layout Replicator Question

    D365UG/CRMUG ALL STAR
    Posted Nov 01, 2021 05:02 PM
    We updated a field on one of our entitles/tables and i need to update a bunch of personal views (replace one column with a different column).  In the past, I could do this with the view layout replicator but when I try to view personal views, nothing is displayed.  Any insights into this?  thanks so much! Laura



    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------


  • 2.  RE: View Layout Replicator Question

    Posted Nov 02, 2021 04:23 AM
    Hello Laura.

    The Layout replicator shows the views of the user you are connected. When I have to do this i use impersonation. Then Reload the entities, to get the data of the impersonated user and then  you can change the layouts of the user views.


    ------------------------------
    Jordi Ruana
    Regional Key User
    HARTING Stiftung & Co. KG
    Espelkamp
    ------------------------------



  • 3.  RE: View Layout Replicator Question

    D365UG/CRMUG ALL STAR
    Posted Nov 02, 2021 08:26 AM
    I have never used the impersonate feature.  I am trying to update my own personal views (i create them for our users). Why would this not show my personal views?

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------



  • 4.  RE: View Layout Replicator Question

    Posted Nov 02, 2021 12:22 PM

    Hello Laura,

     

    When I use my user in the connection to the CRM, I'm able to see all of my personal views that I have created (and I'm the owner, of course)

     

    Regards

    Jordi Ruana



     






  • 5.  RE: View Layout Replicator Question

    D365UG/CRMUG ALL STAR
    Posted Nov 02, 2021 01:06 PM
    So weird.  I have done used this feature before, I just dont understand why none of the personal views are showing up. I tried numerous entites/tables and it is the same for all of them.  I am a system admin.  So strange!

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------



  • 6.  RE: View Layout Replicator Question

    TOP CONTRIBUTOR
    Posted Nov 03, 2021 05:41 AM

    There seems to be something wider going on with personal views and XRM Toolbox - possibly related to Wave 2.

    I was using Fetch XML Builder by @Jonas Rapp this am and no personal views were listed - only system views. 



    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------



  • 7.  RE: View Layout Replicator Question

    MICROSOFT MVP
    Posted Nov 03, 2021 06:05 AM
    Hm that's strange..
    I have 2021 Wave 2, and I see Personal Views.
    Can you tell me more, probably as an issue?



    ------------------------------
    Jonas Rapp
    MVP
    Sweden
    ------------------------------



  • 8.  RE: View Layout Replicator Question

    TOP CONTRIBUTOR
    Posted Nov 03, 2021 06:21 AM
    My bad.
    I had created the XRM Toolbox connection with a service account.
    Soz!

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------



  • 9.  RE: View Layout Replicator Question

    D365UG/CRMUG ALL STAR
    Posted Nov 03, 2021 01:09 PM
    @Jonas Rapp did you mean for me to create an issue or Donal? I clicked on the link, but could not figure out what to do... I have been able to see and update my personal views in the past, not sure why i cant now?  thanks, Laura​​

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------



  • 10.  RE: View Layout Replicator Question

    MICROSOFT MVP
    Posted Nov 03, 2021 01:44 PM
    Well actually anyone - if you have any problems with FetchXML Builder. That link goes there :)
    If you have problems with View Layout Replicator here: https://github.com/MscrmTools/MscrmTools.ViewLayoutReplicator/issues/new
    Or easiest from the XrmToolBox like this:


    ------------------------------
    Jonas Rapp
    MVP
    Sweden
    ------------------------------



  • 11.  RE: View Layout Replicator Question

    D365UG/CRMUG ALL STAR
    Posted Dec 19, 2021 04:03 PM
    @Jonas Rapp I posted my issue in the link provided back on November 4th.  I am still having issues and cant update personal views.  Can you help me with this?  thank you! Laura​

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------



  • 12.  RE: View Layout Replicator Question

    D365UG/CRMUG ALL STAR
    Posted Dec 19, 2021 08:12 PM
    We FINALLY figured it out! I was signed into the XRM Toolbox with a system user ID, not mine.  That is why i was not able to see views that I owned. So sorry for the confusion on all of this!

    Laura

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------



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