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Hi,
Is there a way I can get the list of fields including the fields in the tables in the form?
Aside from excel templates
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Agree with Srikanta, used this option couple of times.
instructions here : carldesouza.com/xrmtoolbox-metadata-document-generator
Hi,
Connect to XRMToolBox for dynamics 365.
Open the Metadata Document Generator
Select the "All attributed Contained in Form" from for "Generate For" attribute selection
On Right side you will got the list of Form name
select the desired form and download
Probably XRMToolbox would be the easiest way to do this, but in case you want to use the SDK, you can use the following code:
public void GetAttributes(string entityName)
{
RetrieveEntityRequest request = new RetrieveEntityRequest()
{
LogicalName = entityName,
EntityFilters = EntityFilters.All,
RetrieveAsIfPublished = true
};
RetrieveEntityResponse response = (RetrieveEntityResponse)service.Execute(request);
GetAttributes(response.EntityMetadata.Attributes);
}
private void CreateAttributes(AttributeMetadata[] metadata)
{
// This will also get the Virtual Attributes
foreach (AttributeMetadata attr in metadata)
{
string logicalName = attr.LogicalName;
string attrType = attr.AttributeType.ToString();
string displayName = attr.DisplayName.LocalizedLabels.Count > 0 ? attr.DisplayName.LocalizedLabels[0].Label : string.Empty;
bool isPrimary = false;
if (attr.IsPrimaryId.HasValue && attr.IsPrimaryId.Value == true)
isPrimary = true;
else if (attr.IsPrimaryName.HasValue && attr.IsPrimaryName.Value == true)
isPrimary = true;
}
}
Not sure if this is the best way, But you can follow the below steps.
1. Update the data in all the fields present on the form.
2. From Advanced Find, Export the record with all the columns.
3. Delete the columns without data from the excel and the row with data.
4. Copy paste the row with column names in excel using 'Transpose' Option , You will get the list of columns on the Form.
Yes. You can export all the metadata and fields requirements, description etc using metadata extractor in XrmToolBox tool. You can download using below url.
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