How to distribute NAV views and user personalizations

Roberto Stefanetti

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How to distribute NAV views anfd user personalizations

In NAV is possible to save and publish filtered pages as VIEWS, this feature was introduced some years ago and is a very useful feature, with this feature users can extract a lot of information, you can retrieve filtered data in simple way (…reducing reporting effort).

I will not elaborate much because there are already many posts available on how to use the NAV views, I want to talk instead of how to distribute NAV views and user personalizations to others users.

NAV FILTERED VIEWS

Example of NAV Views: “Page – Purchase Orders (list) as Filtered View”

HOW TO USE DATES FOR FILTERS ON NAV VIEWS

For date filters you can use ad example (..CM or ..90D), when i open this view, system apply the month filter.

Sample: ..90D Receipt Date Filter

HOW TO SAVE A NAV VIEWS

Save a new NAV view is very simple:

“SAVE AS” the new view: “PO [+90D Receiving]

Open the new view from “Search” of “Self Service” NAV menu section

HOW TO DISTRIBUTE A NAV FILTERED VIEW TO ANOTHER USER

In NAV saved views are saved in User Personalisation. NAV keeps changes inside a XML file, stored in a BLOB field in User Metadata table. There is not a standard feature allowing copying user personalizations between different users, If you customize a profile, then all user of the profile will have the filtered views (deploy for everyone with profile configuration mode)

#1 – SHARE NAV VIEWS VIA EMAIL

A nice solution (workaround) is to send via email the NAV views that you want to share with others users (not for all users mapped to a profile)

“How to send view”

Go into a saved view, after go to the down arrow in upper left, page, “copy Link to Page”. Paste the link into an email and send to another user; you can use also directly “Print&Send”, email attachment.

Sample:

#2 – SEND EMAIL with page view link attached

When the user click on the link it in the email system will open the page with the same filters already set (IS THE NAV FILTERED VIEW)

AND NOW THE USER CAN “SAVE THE VIEW”…IN YOUR “SELF SERVICE” BOX !

COPY USER PERSONALIZATIONS

COPY USERS PERSONALIZATION FROM ONE USER TO ANOTHER (DEPLOY)

RTC holds personalizations in table 2000000073 User Personalization, in this example you can copy user personalizations from NAV user to another using SQL Server.

ABOUT WINDOWS “SID” – IDENTIFIER

You can get the SID of users in many ways, With Users Sessions, NAV Debug windows, from SQL Server or from Windows (GETSID).

#1 – DELETE a user personalization for selected user

DELETE from [DATABASE].[dbo].[User Metadata]
WHERE [User SID] = ‘S****’

#2 – COPY an user personalization to a new user, replace the SID for the MASTER USER (the profile that you want to copy to the other profile)

INSERT into [DATABASE].[dbo].[User Metadata]
([User SID],[Page ID],[Personalization ID],[Date],[Time],[Page Metadata Delta])
SELECT ‘S****’ ,
a.[Page ID],
a.[Personalization ID],
a.[Date],
a.[Time],
a.[Page Metadata Delta]
FROM [DATABASE].[dbo].[User Metadata] a
WHERE a.[User SID] = ‘S****’

[User SID] = ‘S****’ , Replace the SID with the SID of one USER

HOW TO REMOVE SAVED VIEWS & DELETE USER PERSONALIZATION

To Remove a View

Click the “navigation panel”, select “customize navigation panel”, select the views that you want to remove on right side, after click remove.

Sample:

To Delete User Personalization

From “about this page” on a page you can get the page Id, after this you can open the page named “Delete user personalization”, from this page you delete the existing personalizations records for users, after you need to restart the Windows Client.

Sample: