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FieldCreator.TyCorcoran

XrmToolbox plugin used to bulk create Microsoft Dynamics fields via CSV import.

For more information on how to use this tool please see: https://tldr-dynamics.com/blog/field-creator

[1] Download the import template

Import template contains sample data for reference. For first-time users, I would recommend reviewing the Readme tab as it will outline important details such as what is required for import. Details also listed below:

Field Comments
Field Type Required; Can only use types available in drop-down
Entity (schema name) Required
Field Label Required; please note character limit in tooltip
Field Schema Name Required; please note character limit in tooltip
Required Level Required; Can only use types available in drop-down
Solution Unique Name Required
Description Non-required; Please note character limit in tooltip
Audit Enabled Non-required
Max Length (single line of text) Non-required
Max Length (multiple lines of text) Non-required
Max Value (Whole Number) Non-required
Min Value (Whole Number) Non-required
Option Set Type Required for Field Type "Option Set"
Option Set Values Required for Field Type "Option Set"
New Global Option Set Display Name Required for New Global Option Set type
New Global Option Set Schema Name Required for New Global Option Set type (lowercase)
Existing Global Option Set Schema Name Required for Existing Global Option Set type (lowercase)
Precision Non-required; Default is 2
Referenced Entity Required for lookups; Must be schema name of entity
One > N Relationship Schema Name Required for lookups; Must be schema name of entity

Furnish the template with your data and save as a csv.

[2] Upload CSV

Browse and select the location of your import template csv.

[3] Submit and review results

Upon submission you will be provided updates as attributes are processed. All errors and successes will be logged and exportable once the job is complete.

If you would like to resubmit, hit refresh and start again.

fieldcreator.tycorcoran's People

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fieldcreator.tycorcoran's Issues

Field Schema Name is always lowercase

A great tool but unusable as the Schema Names always reformat to lowercase.

If you could fix this I know a lot of people that would be excited...!!!

Sample Data

Trying to use Field Creator, and wondering if there is a tool to download my existing field data to use as a template/crib sheet? The tool comes with sample data but I am looking to see a sample of what is in my solution [Noob in over my head]

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