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Export and Import Settings

At the end of this topic are instructions for exporting and importing settings without the workbench.

Follow these steps to export and import the following:

  • ActionGrid℠ settings
  • ActionGrid views
  • ActionGrid static resources and custom actions
  • Visualforce pages
  1. Click ActionGrid Setup in the old organization.
  2. Click Global Defaults in the object list.
  3. Click the Global Setup tab.
  4. Click Export. This downloads a zipped folder of the ActionGrid settings, views, and pages, into a Downloads folder on your desktop. The Export tool sends all views, pages, and settings in the current organization to the zipped file.
  5. Click ActionGrid Setup in the new organization.
  6. Click Global Defaults in the object list.
  7. Click the Global Setup tab.
  8. Click Import.
  9. Select the zipped ActionGrid file in the Downloads folder and click Open.
  10. Various screens will appear where you can select specific settings, views, custom actions, and Visualforce® pages to import. Click OK in each dialog.
  11. A Results screen appears with a list of successfully imported items and any errors that occurred. Select to continue or cancel the export.

    When you click OK in the Select Views screen, ActionGrid will detect if the selected views already exist in the new organization. To use the views already in your organization, select the Use Existing check box next to each view. If you clear this option, a new view will be created for each imported view with Import added to their names.
     
  12. The Duplicates screen shows a list of duplicate pages. Select the Use Existing option next to each page to use the existing page, or clear the option to overwrite that page with the new one.
  13. Click OK.

The Import tool does not import Salesforce tabs, sharing setting for objects, or permission sets. It does not use the change set system from Salesforce and does not communicate with Salesforce or change your data. Also, you cannot set views for new pages during the import.

Export and Import Settings Without the Workbench

Follow these steps:

  1. Open a console in a web browser by pressing the F12 key.
  2. To export settings, run a query in the console using the following Javascript code:
    sforce.connection.query("SELECT crmc_pp__JSON__c,Name,crmc_pp__Owner_Label__c,crmc_pp__Owner_Type__c,crmc_pp__Owner__c,crmc_pp__Setting_Name__c,crmc_pp__Setting_Type__c,crmc_pp__SetupOwnerId,crmc_pp__Table_Name__c FROM crmc_pp__Grid_ Setting__c");

    This yields an array of JavaScript objects. Copy them into a text file and name it Company Name - AG Settings. (Replace Company Name with the actual company name.) Next, you will import the settings.

  3. Click ActionGrid Setup.
  4. Open a console in a web browser by pressing the F12 key.
  5. Run the following JavaScript code in the console. Replace Company Name - AG Settings with the name of the text file you just created. Do not run it more than once or else the settings will be interpreted twice.
    var settingsList = Company Name-AG Settings
    var sObjList = settingsList.map(function(setting){
      var newSetting = new sforce.SObject('crmc_pp__grid_setting__c');
      Object.each(setting, function(field, name){
      if (field != null) newSetting[name] = field}
    );
    return newSetting;});
    sforce.connection.create(sObjList)