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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Retrieve all personal ...
Customer experience | Sales, Customer Insights,...
Answered

Retrieve all personal views containing a specific field

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Posted on by Erika Zabinski 10

I'm pretty sure this is not possible, but checking just in case:

Is there any way to retrieve a list of all personal views that reference a specific field?

I want to delete a custom field on the Contact entity. I know I can easily identify where it appears in system views, forms, etc. But since it's a highly used entity, many users probably have personal views that include it. I want to alert those users to remove it from their views, so they don't  get an error message later on after I delete the field. 

Thanks in advance for any enlightenment!

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  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi, 

    I think that you can find the personnal views using some fetchXml query. 

    In fact, all personnal views are stored in "userquery" entity. 

    Let me know if you need more guidance to construct your query 

  • Erika Zabinski Profile Picture
    Erika Zabinski 10 on at

    Thanks Medhi. Unfortunately the fetchXML query still only returns personal views created by me, not those owned by other users.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Yes, you're right. You need a C# script to do a fetch with another user's context. This is possible, I'll share my code in a little while

    Edit: 

    For example, I display all Contact's personal views using the custom field "mel_contactnumber" and their owner: 

    https://gist.github.com/melamriD365/06fc71bfbcc11a30670f73deb1d122b7

  • Erika Zabinski Profile Picture
    Erika Zabinski 10 on at

    Thank you Mehdi! I will check this out.

  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Waiting for your feedback !

  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi,

    Any news ?

  • Erika Zabinski Profile Picture
    Erika Zabinski 10 on at

    Mehdi, thanks again for your help last week. This is solved --- we ended up querying the table itself since we're on-premise. But really appreciate you sharing the code and I hope it helps someone else!

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