The Edit Layout Functionality Part III – Exporting and Importing Layouts
In this final part of the series, we will talk about what to do when you need to have all your personalization sent from one tenant to another. From test to productive, per example.
After extensive testing and layout changing you are ready to the Go-Live! Hooray!
But, do we need now to make all the changes in layout once more? Nop. 🙂
Once more we need to check our Adapt functionality: Adapt > Export/ Import Layouts are the desired now.
So, we have our mytesttenant.crm.ondemand.com and our myprodtenant.crm.ondemand.com and we need to use the layout from test in prod.
First step is to log in test and go to Adapt > Export Layout and the below screen will be shown:
Here you can choose a specific layout or all layouts at once.
The above screen will be shown. Please notice that this may take a while to process.
Once it is finished, you will download a file: “layout_-NameOfYourLayout-.zip” like can be seen below:
Here, the Export part is done and we can go to our Productive tenant, Adapt > Import Page Layout!
Once it is done, you will see the below screen:
Click on Browse and find the file you just saved.
Once you select the file and apply, the below message will be shown. (It might be REALLY fast).
To check the progress here, you will have to go to the Silverlight Client, as advised on the message shown.
To do that: Adapt > Launch in Microsoft Silverlight.
Once in Silverlight, you have to go to the Administrator Workcenter > Content Transfer. Check below:
Click on the red circled view and you will be able to see the progress on the importing.
After having it done, all you have to do is assign the Layouts as desired and they will be working just fine. In case they don’t, feel free to open an incident as per advised on:
http://scn.sap.com/docs/DOC-62906 – How To Create Incidents
http://scn.sap.com/docs/DOC-63642 – Incident Handling
Important Note: you can only import layouts from the same version of the system or below. Example: if you have a tenant on the 1505 version, you can only import layouts from 1505, 1502 or below versions.
Well, I think that is the end of Part III! 😀 Please check Part Ihttp://scn.sap.com/docs/DOC-66854 and Part II http://scn.sap.com/docs/DOC-66856.
For more Cloud For Customer guides -> http://scn.sap.com/docs/DOC-62697.
You know the drill! Let me know in case of doubts or suggestions! In case there is something missing, give me a shout and I’ll check ASAP! 🙂
Best regards,
Felipe
Hello Felipe,
Great Article. But few things to note.
Hi Karthik!
Thanks for your comments!
In regards to them:
1- I believe it should work. In case you have any specific case in which it happened recently, I'd suggest you to open an incident so support/development can check it further;
2- Example: You have a test tenant that was upgraded to the 1511 release, you will not be able to import layouts from the 1508 or any earlier version.
Please let me know in case you need more info 😀
Thanks and regards,
Felipe
Hi Felipe,
Thanks for the great article.
I have a question regarding extension fields added after go-live.
For eg.,
1. Our initial project is live and we created custom fields in adaptation mode in test tenant.
2. Created pagelayouts which includes standard and the newly enhanced custom fields via adaptation.
Now in Production.,
1. My understanding is we re-create custom fields again and keep the same names.
2. When we import page layouts from the test tenant
a. Does it import successfully or will we have problems?
b. If import works properly, does it automatically recognize the custom fields in production or will we have any issues?
Your input will greatly help us and deal with issues in a better way.
Thanks,
Siva.
Hi Siva,
Sorry for taking so long to answer.
I'm not sure if you still have the issue.
However, I believe you won't be able to use the Layout from one system to another if they are not copies. What would cause the issue here is that the ID of the Custom Fields are not the same.
Hope to have helped,
Felipe
Hi Felipe thanks for your article!
As you now, do a page layout is a time consuming activity but unfortunately we don't have a way to duplicate an existing page layout.
I try to achieve this result using export-import (changing page layout name in xml file) but it does not work.
Do you have any idea?
Thanks,
Michele
Hello Michele,
Could you please let me know what is the purpose of duplicating the layout?
Do you meant to assign it to more than one role or something like this?
Best regards,
Felipe
Hello Felipe, the purpose is to assign page layout 1 to a business role and page layout 2 to another business role. If page layout 1 is done and page layout 2 is very similar to the first, it would be very helpful copy page layout 1 and change only few fields in the second page layout.
Michele
Hi Felipe, Michele,
I agree to the request placed by Michele. We have a very extensive read-only page layouts on accounts. Now basically the very same layout is required with changes only to a few fields. Since I now have to again start from scratch (master layout) this will be a very big Task. If I could just copy the existing read-only page layout it would just be a matter of a couple seconds.
I was wondering if one might download only that particular page layout, do some changes to the XLM and upload again. But I fear that would Crash our tenant...
Regards
Stefan
Hi Felipe,
Cud u help in the below issues ?
We have moved solution from test to live tenant.
The master layout for the test has also been moved to production.
The issue is that earlier a team has done different change directly on production according to end user requirement and now as the test is replicated on prod ,, all those changes have been lost.
So could we get the last master layout on production reverted with old drop down values as its important changes.
kindly help on this
Regards,
Raj Priya
We did this and now system is suddenly very very slow and its behaving weirdly, i think i need to raise incident 🙁
Hi
Does Page layout also include the pop-up windows and the columns etc.?
Regards
Jaya.
Does anyone know , how to do it in 1911 FIORI client ? All i found is its possible via transport management but havent been able to see the changes come through
any ideas anyone ?
Regards
Raj