Copying window and grid layouts from another database
Use this procedure to copy saved window and grid layouts from one (source) database to another (target) database.
Notes:
1. The individual who copies the layouts from the source database to the target database:
• Will become the owner of the layouts and, as such, will have the ability to assign the copied layouts to users and user groups.
2. Layout names must be unique. If the same layout name for a window or grid already exists in the target database, the layout will not copy.
1. Open CRMRight with a login that connects to the target database.
2. Open the Layout Utility.
Note: The utility is commonly located under the Maintenance menu. If your system administrator added the option to a different menu or toolbar, access it from there.
3. When the Layout Utility window opens, click on one of the following:
• To copy a grid layout, click on the Import Grid Layouts tab.
• To copy a window (screen) layout, click on the Import Screen Layouts tab.
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4. Enter or select the source database connection information.
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Field definitions
Server | Enter or select the name of the server where the source database resides. |
Database | Enter or select the name of the database. |
Login | Enter the login that provides a connection to the server. |
Password | Enter the password to the server. |
5. Click Load Available Layouts.
The left pane of the window populates with a list of window or grid names that contain customized layouts.
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6. Select the appropriate window or grid names.
A list of any saved layouts is shown under each name.
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The name and owner, the user ID who created the layout in the source database, of the layout is listed.
If a user is already assigned to the layout in the source database, you can expand another detail row to display whether the ID is a Group and the User or Group ID assigned to it. In this sample, only user Bobby is assigned to this layout.
Note: If you want to quickly expand all the rows, right-click in the list of windows or grids.
A shortcut menu is shown.
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Expand All | Selecting this option will expand all the window or grid rows to display the names of all custom layouts for it. |
Collapse All | Selecting this option will collapse all the window or grid rows that are expanded. |
7. Under Copy, select those layouts that you want to copy.
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As you select layouts, the right pane of the window displays the number you selected for copying or importing.
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Note: If you want to quickly mark multiple layouts for copying, you can use these shortcut menu options:
Field definitions
Include Selected | To automatically mark for copying all layouts under one or more window or grid names, select the rows, and then choose Include Selected. The right pane of the Layout Utility window reflects the number of layouts selected. |
Exclude Selected | To automatically clear for copying all layouts under one or more window or grid names, select the rows, and then choose Exclude Selected. The right pane of the Layout Utility window reflects the number of layouts selected. |
8. Click Copy.
After a few moments, the right pane of the window displays the results.
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In this sample, The RemoveColumn layout was successfully imported, but the Filtered layout was not. A layout of the same name was found in the target database.
