Editing Import view

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Posted on by Michael Minn

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Hi is it possible to edit the system view or create a personal view for imports?

I have not been able to find anything under customization for imports and under saved views (personal) there is only import jobs which is not it.

Is there also a way to automate exportation of a view everyday? Or I have noticed that there is a template that sends on completion of an import job, is there a way to add the success and failures of the job to this template?

Thanks.

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Aileen Gusni 44,524 on at

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Hi Michael,

If the view that you are referring to is based on the template:

Then, this columns (inside the view in excel to import) are actually based on the Form.

So, if you want to include the column or field to your template, you need to include it to 1 of the Form.

If you are referring to the Export to Excel then import again.

Using this button,

and then open this windows

Then, you can create new View, and choose which view you want to have the columns.

You also can use Advanced Find.

because if you notice, the first choice is 'the static worksheet with records from this page' or from all pages, but with this view, so it means that it is actually contextual based on the view that you selected before you click the 'Export Button'

No, there is no out of the box function in CRM to automate the exportation of a view not to notify you the success of the job.

You should check by yourself

You can access through Settings --> Data Management --> Imports

Hope this helps!

Thanks.

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Michael Minn 1,214 on at

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Hi Aileen

I am talking about editing the view you posted in your last picture. I want to be able to create views that are pre filtered to specific created on etc.

Also the template I was talking about was this:

I want to know if i can add the success and failure that you see in the import view into this.

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Aileen Gusni 44,524 on at

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Hi Michael,

Out of the box, you cannot customize the Import File System View.

The entity name is actually 'Import' for the job list and 'ImportFile' for the detail record of file, not import job nor System Job.

So, the template that you are talking about is for System Job notification only for Bulk Deletion and Bulk Duplicate Detection Jobs, not for the Import File (from csv or xml or zip). So, you cannot use that email to send notification.

And that entity name, which is Import File, is a hidden entity, which is you cannot find in the Customize Entities, unless you tweak the database tp get the fetchxml View and modify this.

Hope this helps!

Thanks.

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Aileen Gusni 44,524 on at

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Hi Michael,

The view is actually stored in this table:

select * from SavedQuery

where ReturnedTypeCode = '4412'

Which is you can edit, but be aware, in unsupported way (onpremise only), the fetch xml and the layout as well...

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lucifer_is_back on at

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Hi.

Aileen Gusni

thanks.

I feel the orignal question still remains unresolved.

I want to export views and edit them and import those views.

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