Attributes Factory
This XrmToolBox tool allows you to create and update columns by uploading
an Excel template (developed by
Tanguy Touzard and Javista).
Sometimes, there is a requirement to create dozens of columns either
because the data dictionary is well defined before the tables are
configured or the data structure from the legacy application is reused. In
those cases, creating one column after another would be
time-consuming (even though it gets a lot faster in the
new maker portal
comparing to the classic solution explorer).
To bulk create or even update multiple columns across multiple tables in
one go, you can use this tool to create the columns by uploading an Excel
template after populating name, type, requirement level, data
type-specific properties, etc.
The uploaded template contains the column for table names so that this tool can process the columns from multiple tables at the same time. The newly created/updated columns will be automatically added to the selected solution.
- Tool Information
- Blog mentions
- Functionalities
- Bulk create and update columns
- Download the empty Excel template (Fig. 1, Pt. 2)
- Download the Excel template of the existing columns from the selected tables (Fig. 1, Pt. 4) (Fig. 3)
- Select the solution to create the columns (Fig. 1, Pt. 5)
- Populate the column properties in the Excel template (Fig. 2)
- Action (to ignore or process the row)
- Display Name, Schema Name
- Type of the column
- Single line of text
- OptionSet
- Two options
- Image
- Whole number
- Float number
- Decimal number
- Money
- Multiple lines of text
- Date and time
- Lookup
- Customer
- Multiselect OptionSet
- File
- Entity (lowercase logical name)
- Description
- Required level
- Optional
- Business required
- System required
- Valid for advanced find, Field secured, Enabled for audit, Field type
- Data type-specific properties
- Select the file and upload the Excel file (Fig. 1, Pt. 6)
- Add "Id" suffix to Lookup schema name (Fig. 1, Pt. 7)
- Add "Code" suffix to Lookup schema name (Fig. 1, Pt. 8)
- Process the uploaded Excel to create/update the columns (Fig. 1, Pt. 1)
- Additionally, the tool can
- Export the log file (Fig. 1, Pt. 3)
- Similar Tool
- Attribute Editor
- Excel to CRM Bulk Attribute Creator
- Field Creator
Fig. 1 - Excel Template Upload in Attribute Factory to Bulk Create Columns
Fig. 3 - Export Existing Column from Tables in the Template
Something I discovered while using the tool just now is that the entity names must be all lower case to succeed. Thought I'd share that. Great write-up, Linn!
ReplyDeleteThanks for sharing. I've also updated in my post about using lowercase logical name for that column while filling the template. When I used this tool for the first time, I just downloaded the Excel template of the existing columns of the table so that I could reference what to fill. 😅
DeleteHello Linn, how we manage to import lookups? Should we type in table name column for the lookups the "related table logical name"?
Delete