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💡 Standard View Creator for XrmToolBox

This is a plugin for XrmToolBox, designed for administrators.
It enables administrators to create multiple user views across entities in bulk, using standard and commonly used fields.

✨ Features

  • Create multiple public and personal views in bulk
  • Automatically detects and loads entities from the current solution
  • Configurable view naming using dynamic tokens
  • Customizable column layout (position, order, width)
  • Duplicate existing views as public or personal views
  • Export views to Excel:
    • Export all views to Excel
    • Export views for selected entities
    • Load an XML file and export its views to Excel

🧭 Usage

🧩 1. Select Entities

  • The tool loads entities included in the current solution.
  • Entities with IsValidForAdvancedFind = false are excluded, as views cannot be created for them.

🛠️ 2. Configure View Settings

  • Type
    Supports User View (Personal View) and Public View.

  • Name
    You can define a dynamic view name using the following tokens:
    {!EntityLogicalName}, {!EntityDisplayName}, {!yyyyMMdd}
    Example:
    Audit Monitoring ({!EntityLogicalName})Audit Monitoring (account)

  • Overwrite Handling
    Views with the same name are skipped.

  • Filter Template
    Supports 'No Filter', 'Active Only', and 'Inactive Only'.

🧮 3. Configure Columns

The following columns are available for inclusion in the view:

  • createdon
  • createdby
  • createdonbehalfby
  • modifiedon
  • modifiedby
  • modifiedonbehalfby
  • name → The primary field of the entity
  • statecode
  • statuscode
  • ownerid
  • owningbusinessunit

Users can customize:

  • Column order (up to 3 positions)
  • Sort priority (up to 3 sort levels)
  • Column width (up to 300px)

📤 4. Export Views

Views can be exported to Excel in three ways:

  • All Views
    Export all generated views to Excel.

  • Selected Entities
    Export only the views belonging to the entities you selected.

  • From XML File
    Load one or multiple XML files and export to Excel.

📄 License

This project is licensed under the MIT License.

This plugin uses MiniExcel (https://github.com/mini-software/MiniExcel), which is licensed under the Apache License 2.0.

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Create a user view with standard fields commonly used by administrators, all in one go.

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