CRM 2011 Export Entities Tabs and Sections Name

CRM does not provide a functionality to list all your tab and section names. With the help of SQL XML parsing feature, I managed to create an sql script to read the FormXML of the entities and parse out the tabs and sections name.

This is useful if you want to see all the tabs and sections that you have added. Enough said, this is the script:

?
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
CREATE TABLE #MyResult(
EntityName NVARCHAR(200),
Tab nvarchar(100),
Section nvarchar(100) )
 
SELECT
    RowNum = ROW_NUMBER() OVER(ORDER BY e.Name)
    , e.OriginalLocalizedName, e.ObjectTypeCode, f.FormXml
INTO #TabsAndSections
from EntityView e Left Join
  FilteredSystemForm f ON e.ObjectTypeCode = f.objecttypecode
--Filter your entity below 
--Where e.SolutionId = 'FD140AAE-4DF4-11DD-BD17-0019B9312238' AND (e.IsManaged = 0 OR e.CanModifyAdditionalSettings = 1)
AND e.OriginalLocalizedName NOT IN ('Address', 'Article', 'Lead', 'Product', 'Quote', 'SalesLiterature')
AND f.typename = 'Main' AND f.name = 'Information'
ORDER BY e.Name ASC
 
--Iterate through each entity's FormXml
DECLARE @MaxRownum int
SET @MaxRownum = (SELECT MAX(RowNum) FROM #TabsAndSections)
DECLARE @Iter int
SET @Iter = (SELECT MIN(RowNum) FROM #TabsAndSections)
WHILE @Iter <= @MaxRownum
BEGIN
 DECLARE @entityName NVARCHAR(200)
 DECLARE @t NVARCHAR(MAX)
 DECLARE @x XML
 DECLARE @idoc int
 
 SET @entityName = (SELECT OriginalLocalizedName from #TabsAndSections WHERE RowNum = @Iter)
 SET @t = (SELECT FormXml from #TabsAndSections WHERE RowNum = @Iter)
 SET @x = (SELECT CAST(@t AS XML))
 
 --Create an internal representation of the XML document.
 EXEC sp_xml_preparedocument @idoc OUTPUT, @x
 
 INSERT INTO #MyResult
 SELECT @entityName AS entityName, *
 FROM   OPENXML (@idoc, '//sections/section',2)
    WITH (Tab         nvarchar(100)         '../../../../@name',
       Section    nvarchar(100)   '@name')   
        
    SET @Iter = @Iter + 1
END
 
SELECT * FROM #MyResult
--Filter your tab and section results below
--WHERE Tab IS NOT NULL AND Section IS NOT NULL
ORDER BY EntityName ASC
 
DROP TABLE #TabsAndSections
DROP TABLE #MyResult


Hope this helps,
Andreas

Comments

Post a Comment

Popular posts from this blog

SharePoint 2013 anonymous access add attachments to list item

Image
Hi, Sometimes you want to enable anonymous access to be able to add a list item but at the same time attaching some documents. After good few hours playing around trying to make this work, turns out that we can achieve this functionality. The trick is to use RunWithElevatedPrivileges method for the file upload. We also want the file upload functionality to be available on the NewForm.aspx as it wouldn't make sense to put it in other forms as any user would be able to upload files to other records. The result will be something like this: When it is saved, the user is redirected to the display form: The close button then will take the user back to the homepage (or any page you desire) The steps: 1. Create an ascx control to host your file upload control in your project.  Put the below script in the ascx as well (credit to this post ): The code behind: 2. Create custom form template. You have to put the ascx in the CONTROLTEMPLATES folder of the ...
Read more

CRM Plugin - Parent and Child Pipeline

This concept tends to confuse people often - and I was no exception. I came across this problem when trying to create custom auto-numbering for one of my projects. Creating auto-number for Opportunity is easy. This is because the user creates opportunity straight from the home screen - thus the plugin runs on parent pipeline. However, it's a different story if you are dealing with Quote entity. Quote can be created in 2 ways, through the home screen OR the opportunity screen. If you create it from the latter, it will run on the child pipeline and you will find that your plugin will not work. Registering it as a child pipeline is easy, but CRM makes it harder since you can't use ICRMService. Instead, you have to create CRMService manually by using this piece of code: Not only that, with the child plugin you can't use Query expression to fetch other entities in your code unless you register it as ASYNCHRONOUS plugin. Mark Kovalcson in his blog found out that: A C...
Read more