web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Microsoft Dynamics RMS (Archived)

Task Pad

(0) ShareShare
ReportReport
Posted on by 620

How do you copy a task pad to another database?  Thanks!

 

Marisol

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    I fyou only want to copy the button layout then you and do this through the File Center under the Tools menu.  Goto the TaskPad Layout and Content folder, select the taskpad to export and then click the Save File... button at the top of the window. 

    The xml that holds what the buttons do is particular to the database.  Some functions are the same but some are not.  Also this code get validated when you try to edit the taskpad and if the POS thinks it is corrupt then you will have to start over anyways. 

    the following sql query could be used to copy a taskpad to a different database, use at your own risk. Replace db1 and db1 with the names of your databases.  They have to be named so that it knows where to copy from and to.

    select * into db1.dbo.[Quickpad] from db2.dbo.[Quickpad] where [name] = 'Name of TaskPad'

     Ed Boyer

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > 🔒一 Microsoft Dynamics RMS (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans