bcolpaert / Colso.Xrm.AttributeEditor

XrmToolbox plugin to create, modify and delete entity attributes via an Excel template.
MIT License
8 stars 12 forks source link

manual how to use attributeEditor #1

Closed bryce2071 closed 6 years ago

bryce2071 commented 7 years ago

Hi bcolpaert,

can you give me a short Manual how to use the AttributeEditor?

how to create new Attributes f.e. if optionset, where to type in the os-values and if global or not what are the possible chageable cols of the donwloaded Entity template how to delete Attributes? or whatelse is possible with the tool.

thx, Gr. PeB

bcolpaert commented 7 years ago

Hi,

The AttributeEditor is actually still a work in progress and a first draft version...

The idea is that you can download a template (excel file) for every entity, with the possibility to edit the attributes in bulk.

In the template you can:

When you upload the template, you can view the changes in de grid below.

All attributes will be created with default settings. If you wish to tweak them, you'll have to use the standard method. Option sets are created as empty picklists. Global option sets are not supported.

Next step is to check the action(s) which you whish to execute when pressing the "Save Entity" button.

Possible types:

I hope this clarifies some of your questions.

BR, Bram