6 Replies Latest reply on Dec 24, 2019 1:36 PM by Fred Grooms

    Copy FORM A view to FORM B new view ?

    Rakesh Rajasekar
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      Dear's,

       

      Is it possible can I copy the FORM A view to another FORM B new view ?

       

      ex,

       

      1.HPD:Help Desk view name default

      2.Copy default view to ABC_Help Desk

       

      Thanks,

      Rakesh

        • 1. Re: Copy FORM A view to FORM B new view ?
          Jose Daniel Sosa Posadas

          Rakesh Rajasekar

          Hello,

           

          Never tried that, good idea, i am goint to work on in

           

          Regards

          Daniel Sosa

          • 2. Re: Copy FORM A view to FORM B new view ?
            rodrigo barcat

            would you like to clone the view in the same form, that is it?

            • 3. Re: Copy FORM A view to FORM B new view ?
              Nitesh Kumar

              So far I know there is as such no direct functionality which allow you to do so. You can export the form and related workflow first as backup and then you can rename the existing form and views whatever you want.

              1 of 1 people found this helpful
              • 4. Re: Copy FORM A view to FORM B new view ?
                Mark Walters

                Not directly with Dev Studio but you should be able to do it via a VUI def file export/import.  Note that the fields in the view on the source form will have to exist on the target.  In Dev Studio goto Export and select View Definitions as the type.  Find your source form and export the required view to a def file.  Open the def file in a text editor and change the name to that of the target form.  You may also need to change the View ID to a new ID if it is already in use on the target form (by another VUI or a field - see below) - check the Properties panel, Basic -> View ID for the current views of the target form to see their IDs.

                 

                **edited for completeness, with thanks to Fred Grooms ** -> for example, you can't add a view with an ID of 536870924 if you already have a field with that ID on the target form

                 

                Here are the first few lines of a view export to show you what needs to be changed

                 

                char-set: UTF-8

                #

                #  File exported Mon Dec 09 15:43:19 UTC 2019

                #

                begin vui

                  name          : CHANGE FROM SOURCE FORM NAME TO TARGET FORM NAME

                  timestamp      : 1575906095

                  export-version : 12

                  schema-type    : 1

                  admin-sub-perm : 1

                  default-vui    : Default Administrator View__c

                  obj-props      : 3\90015\2\4\90016\4\1\1\90002\4\0\\

                vui  {

                  id            : VIEW ID WHICH MAY NEED TO BE CHANGED IF THIS ID IS ALREADY IN USE BY AN EXISTING VIEW/FIELD ON THE TARGET FORM

                  name          : Default Administrator View2__c

                  label          : Default Administrator View2__c

                  timestamp      : 1575906094

                  vui-locale    :

                  vui-type      : 1

                  owner          : Demo

                 

                Once you have completed the changes import the def file.

                5 of 5 people found this helpful
                • 5. Re: Copy FORM A view to FORM B new view ?
                  Phillip Brockhaus

                  Thanks. I've been watching this to see if someone provided an answer.

                  • 6. Re: Copy FORM A view to FORM B new view ?
                    Fred Grooms

                    Mark is correct.   I have used this method before.

                    Right click the form and export VUI Definition

                     

                    "you may need to change the View ID to a new ID if it is already in use on the target form"

                    Not just if the view ID is used by a view on the new form, but also if it is used for a field.

                     

                    i.e.   You can't add a view with an ID of 536870924 if you already have a field with that ID (the same goes the other way)

                    4 of 4 people found this helpful