Exporting a custom view

t_cracco · 2017-10-19

Hi,

Is there any way a saved view of a list can be exported from a user and then imported with another user?

Kind Regards,
Tom

M.Quinly · 2017-10-25

*This is not my info but it does work* I do not have the source to properly credit, i emailed the info to myself a long while back.

As everyone knows you cannot put a Saved View on someone else's role center unless you are a configurator or make a view global unless you are a developer. Here is the next best thing to that.

Go into a saved view you already have or go into a list screen and set some filters. You can even set dynamic filters such as ..Today+1D or %MyCustomers%. When you are done, go to the down arrow in upper left, Page, Copy Link to Page.

Paste the link into an email, word or excel document and send to a co-worker.

When they click on the link it will open the same page with the same filters already set. They can then choose columns, set their own sort, set a freeze pane etc... Then they can save the view like they normally would.

This may not seem like a big deal but it comes in super handy from time to time!

Good luck!

martinher562 · 2017-10-19

Are you trying to update the table ?

Slawek_Guzek · 2017-10-19

Saved view? You have probably posted in work forum - Classic Client does not offer such a functionality - although it is possible to develop something similar.

In NAV 2013 saved user views are saved in User Personalisation - but not in a straightforward form. NAV keeps changes inside a XML file, stored in a BLOB in User Metadata table. There is no out of the bix functionality allowing copying user personalisations between different users - although I guess it would be possible to write a mod which could allow copying selected personalizations between users

Juhl · 2017-10-20

If you customize the profile, then all user of the profile will have the filter

t_cracco · 2017-10-24

Slawek_Guzek wrote: »

Saved view? You have probably posted in work forum - Classic Client does not offer such a functionality - although it is possible to develop something similar.

In NAV 2013 saved user views are saved in User Personalisation - but not in a straightforward form. NAV keeps changes inside a XML file, stored in a BLOB in User Metadata table. There is no out of the bix functionality allowing copying user personalisations between different users - although I guess it would be possible to write a mod which could allow copying selected personalizations between users

Hi Slawek Guzek,

Apparently I took the wrong Category when creating the post, it should have been in the NAV Three Tier instead of the Navision Classic Client.

Kind Regards,
Tom

kriki · 2017-10-24

[Topic moved from 'NAV/Navision Classic Client' forum to 'NAV Three Tier' forum]

M.Quinly · 2017-10-25

*This is not my info but it does work* I do not have the source to properly credit, i emailed the info to myself a long while back.

As everyone knows you cannot put a Saved View on someone else's role center unless you are a configurator or make a view global unless you are a developer. Here is the next best thing to that.

Go into a saved view you already have or go into a list screen and set some filters. You can even set dynamic filters such as ..Today+1D or %MyCustomers%. When you are done, go to the down arrow in upper left, Page, Copy Link to Page.

Paste the link into an email, word or excel document and send to a co-worker.

When they click on the link it will open the same page with the same filters already set. They can then choose columns, set their own sort, set a freeze pane etc... Then they can save the view like they normally would.

This may not seem like a big deal but it comes in super handy from time to time!

Good luck!

jaclyn · 2017-10-26

You export data from a Microsoft Dynamics NAV database, the data is stored in a file with the extension .navdata, which is a new file format that is proprietary to Microsoft Dynamics NAV data. You cannot edit the .navdata files in other tools.

The data that you export is not deleted from the original database. So that means that you can use the functionality to essentially take a copy of your customer’s live data, leave them to continue working, while you import the data into an offline database back at your office for further debugging or other investigation. You can also use the .navdata files to move data to a new database, such as moving a company to a new database when you want to deprecate a database.

Exporting a custom view

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