Skip to main content

October 2017 SCRIBE Online Feature Spotlight - Find and Replace


On October 26th, 2017 SCRIBE pushed out the fall update to SCRIBE Online.  One of the first changes I took notice of was the "Find & Replace" feature.  For those who are not aware, in the past when importing a map backup (JSON or XML) into a different environment to use it as a template you would need to rename connections.  This required going into the JSON or XML file to do it in bulk.  For someone not versed in either, this could be an intimidating task. Well, SCRIBE has made this task even easier and in my opinion even safer.

First, if you don't see the "Find & Replace' in your mapping, please clear your cache of your browser and then close it.  Reopen your browser and you should see it now.  If you are still don't see it or see error messages, check out this troubleshooting article SCRIBE posted that can help.

When clicking on the Find and replace you will see the following:
Clicking on the down arrow between the search input and the ".*" button will reveal the replace field along with a bunch of different choices to filter results.
Here is what each section does:

  • Find - Input the string that you wish to search for.
  • .* - Toggles the ability to use the "Options" area.
  • Replace - Input the string you wish to use in place of the string in the find field.
  • Replace Button - Execute the replace on the chosen record results.
  • Select All - Chooses all results for bulk replace
  • Search Section - Filter where you want to look for the string.  Use the Exp/Map/Filters to find the string within your attribute fields.
  • Options Section - Used if you are not 100% sure of the string and need to find strings similar to it.
  • Casing Section - Specify if the letter casing should be considered in the find or not.
In the little map I created to test out this new function I used the account entity in Microsoft Dynamics CRM.  I wanted to find all attribute level connections that contained the word "account" but I didn't want it to return my query.  Here is the find with results:
Using replace to simulate changing the connection to a new account source block (i.e. lookup but wanting to maintain the same level mapping.) - Single record:
What I did in the above image was input my replace text in the replace input field and then selected the record in blue.  I then clicked on the replace button.  What you can see is that it only replaced the "account" string on that one record but not the others.  Next, we will look at the bulk replace:
In the above image you can see that all "account" strings have been replaced.  This was done by holding the "CTRL" key and selecting multiple records.  But wait, there is the "Select All" next to the replace button.  Well, because I had already changed the highlight record above before the other 4, I didn't want to update it again.  In this scenario had I used the "Select All" it would have changed it to "accountLookupLookup", which is not what I wanted.

I hope you found this helpful.  Please read SCRIBE's full Release Notes on the Fall 2017 update.

Comments

  1. Nice post, many more productivity features like this coming in 2018. I really enjoy your blog #Scribe-Vibe.

    ReplyDelete

Post a Comment

Popular posts from this blog

Dynamics 365 v9 Unit Testing and .NET Confusion

Recently while creating a plugin for Dynamics 365 v9, I ran into an issue trying to connect to CRM via the tooling connector in my unit test project.  The underlying problem was that the .NET version I was using in my unit test was 4.5.2.  This was preventing me from being able to connect to CRM to create my organization service.  I updated the .NET version on my unit test project to 4.6.1 and was then finally able to connect.  I will also add that I am using the latest nuget package version for Dynamics 365 v9.

For consistence, I updated the plugin project I was working on to .NET 4.6.1.  Locally, everything was working great.  I was able to connect to CRM and make sure that all the methods I had written did what they where suppose to do using test driven development practices.

Then when publishing my plugin via the latest version of the plugin registration tool, I received an error and could not publish my plugin.  The error was due to the .NET version of my plugin project not bein…

SCRIBE Connector Development - Handling Array List

Are you working on creating a connector with SCRIBE's CDK?  In your connector do you have an array of strings or list of  strings that you need to pass?  SCRIBE makes this easy to do within the CDK and SCRIBE Online.

I came across this scenario on a connector I was creating that passes a JSON message to an API.  In the JSON message it had a list of strings for entity ID's. Here is an easy way to accomplish this:

1) Create you Property Definition as past or your Object Definition.
1: new PropertyDefinition 2: { 3: Description = "Use TOLIST() to pass in a list of entity id's.", 4: FullName = "Entity IDs", 5: IsPrimaryKey = false, 6: MaxOccurs = 1, 7: MinOccurs = 0, 8: Name = "PublishTo", 9: Nullable = true, 10: NumericPrecision = 0, 11: NumericScale = 0, 12: PresentationType = "string", 13: PropertyType = typeof(string).Name, 14: Use…

XrmToolBox Bulk Attachment Manager - Version 2018.2.2.7 Released!

Today I have published version 2018.2.2.7 of my XrmToolBox plugin.  The purpose of this plugin is to make it easy to download and backup attachments in CRM.  This release is a major release as it is the first built version with all pieces working.  The first version only had note downloads working.

Overview of Plugin:
Current Version: 2018.2.2.7Purpose: Download Attachments and E-Mail attachmentsGitHub Link.GitHub Wiki Link.Nuget Package Link.How To Use The Tool: Launch XRMToolBox.Connect to organization.Step 1, choose what you want to download. (Once a choice is made, Step 2 becomes usable)Notes - Download attachments from note entity.E-Mail - Download attachments from emails.Both - Downloads attachments from notes and emails entities.Step 2, choose if you want to download all attachments in the system or specific attachments.  All Attachments - This will search the chosen entity to find all records that have an attachment and download them.Click on "Browse" and choose where t…