Skip to content
This plugin allows you to migrate views from all users to others users/teams
C#
Branch: master
Clone or download
Fetching latest commit…
Cannot retrieve the latest commit at this time.
Permalink
Type Name Latest commit message Commit time
Failed to load latest commit information.
PersonalViewsMigration
.gitignore
Carfup.XTBPlugins.PersonalViewsMigration.sln
README.md Update README.md May 2, 2019

README.md

XTBPlugins.PersonalViewsMigration

Build status

This plugin allows you to migrate views, dashboards and charts from all users to others users.

When an user leaves a company and had tons of views shared with a lot of people, this can be annoying to have shared views you can't get rid of because the owner left the company since too much time and even the administrator can't delete the record.

With this tool, and within the delay of 1 month (for the online version) after the user will be disabled, you will have the possibility to copy/reassign/delete and manage Sharings for the views, charts and dashboards to someone else.

Disclaimer : To perform this action, the plugin is using the Access mode of the systemuser from Read/Write to Non Interactive in order to have access to the CRM Webservice even if the systemuser has no license.

For more details : https://stuffandtacos.azurewebsites.net/2017/12/20/migrate-personal-views-from-a-user-another/

How to use the plugin :

You can’t perform that action at this time.