cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
dave8
Impactful Individual
Impactful Individual

How to create a table using the similar structure of the existing table within the environment?

Hello,

 

Could you please share the automated approach to create a new table using the existing table structure within the same environment in Microsoft Dataverse?

 

Thanks,

2 ACCEPTED SOLUTIONS

Accepted Solutions
ChrisPiasecki
Most Valuable Professional
Most Valuable Professional

Hi @dave8,

 

There's no out of box automated way, but there is an XrmToolbox plugin called the Clone Field Definitions Plugin that can copy all your columns (fields) from one Table to another. The Attributes Factory is a similar one where you can export out the columns of an existing entity, then create them for another table. You'd just need to create the new table first.

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

 

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.
Chris

View solution in original post

EricRegnier
Most Valuable Professional
Most Valuable Professional

HI @dave8,

To supplement on the previous post, there are other out-of-the-box tricks with solutions:

  1. If you need to create the same table in the same tenant but different Dataverse environment, then simply export and import a solution.
  2. If you need same table in same Dataverse environment, then export a solution with your table (include all components). Unzip the solution file, edit the table physical name, change guids on forms, views. Re-zip and re-import

More complicated, but can use the SDK with .NET or Web API: https://docs.microsoft.com/powerapps/developer/data-platform/metadata-services#programmatically-work... 

Hope this helps...

View solution in original post

10 REPLIES 10
ChrisPiasecki
Most Valuable Professional
Most Valuable Professional

Hi @dave8,

 

There's no out of box automated way, but there is an XrmToolbox plugin called the Clone Field Definitions Plugin that can copy all your columns (fields) from one Table to another. The Attributes Factory is a similar one where you can export out the columns of an existing entity, then create them for another table. You'd just need to create the new table first.

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

 

 

---
Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.
Chris
EricRegnier
Most Valuable Professional
Most Valuable Professional

HI @dave8,

To supplement on the previous post, there are other out-of-the-box tricks with solutions:

  1. If you need to create the same table in the same tenant but different Dataverse environment, then simply export and import a solution.
  2. If you need same table in same Dataverse environment, then export a solution with your table (include all components). Unzip the solution file, edit the table physical name, change guids on forms, views. Re-zip and re-import

More complicated, but can use the SDK with .NET or Web API: https://docs.microsoft.com/powerapps/developer/data-platform/metadata-services#programmatically-work... 

Hope this helps...

hi @EricRegnier ,

 

Really appreciate for your sharing!

 

Would you please give more details about this process? Is the file customizations.xml to modify content in the unzipped exported zip file? I can only find physical name of fields but can't see a physical name of table/entity. Where to "change guids on forms", still in the customizations.xml? After re-zip, what "data source type" shall I choose to import the zip file? I tried "dataverse", it will connect to a dataverse without option to load from a zip file.

 

2. If you need same table in same Dataverse environment, then export a solution with your table (include all components). Unzip the solution file, edit the table physical name, change guids on forms, views. Re-zip and re-import

Hi @billjin,

Yes that's right, the customizations.xml is one of the files in the unzipped solution. When you add a table to the solution, make sure you include all components, not just sub-components.

What do you mean by "data source type" and what type of components are in the solution? A screenshot of the error(s) would help.

Cheers

Hi @EricRegnier ,

Could you please explain how to do your proposed solution #2 above? How can I edit the table physical name, change guids on forms, views? I need to do that as I can not use XRMtoolbox in Dataverse for Teams.

Hey @RamyEdrees, here are the steps:

  1. Create a new temporary solution with just that table inside, include all objects
  2. Export the solution as unmanaged
  3. Unzip the solution and open the customizations.xml and solution.xml files. Update the table and all its references
    1. A tip! I open customizations.xml and solution.xml in VSCode and do I find / replace on both these files so all the references are updated including the EntityRelationship
  4. Set new guids for all formid and savedqueryid

Hope this helps!

Hi @EricRegnier 

 

What do you mean by 'Set new guids for all formid and savedqueryid' ?

Also, are the solution.xml and customizations.xml case-sensitive? I see that in the exported file, it uses sometimes my table-name in first-lettered Caps, and sometimes in all lower-case letters. I changed the last letter/number of all formid and savedqueryid, but it still gave an error upon importing. Any suggestions?

 

kind regards,

Hi @Diederik_H, apologies for late reply. All objects in Dataverse are represented with unique IDs (ie Guids). If you copy the table, you'll also copy the Guids which are already existing in the database so you'll have an issue importing. Generate new Guids, here's a useful website: https://guidgenerator.com/ and use the new Guids. I would use the same casing/format as it us currently set.

Hope this clarifies...

westerdaled
Continued Contributor
Continued Contributor

I have almost the exact requirement.. Now that I've added around 30 columns to an existing table; I need to delete and recreate the same table with offline access support in the same environment. 

 

Attribute Factory works like a charm - thanks for recommending that.  I now have the excel file that lists all my table columns which are mostly bound the same option set. 

As stated, there isn't really any support for creating with the table with this file. So do  we recreat the current table do open Visual Studio and create a project to read the excel file and create each column using the the metadata in the file https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/samples/webapiservice-m... I am happy to have new guids for all columns as this table has not seen action yet.

Is this the best approach?  

 

 

 

 

 

 

 

 

 

 

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27     Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8   SunilPashikanti8

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (3,019)