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Adding Entities to the Unmanaged Solution

Let's say you want to add a field, a system view, edit or add a form, or make other adjustments to an entity and you'd like those changes to be part of the unmanaged solution so that they can be saved in future releases. You may be initially concerned to find that the entity you wish to change is missing from the list, but the steps below should guide you to getting the entity where you need it so you can make your changes successfully.

Navigate to the Unamanaged Solution

Settings > Solutions > Organization Name (unmanaged)

Click the Arrow Next to Entities to View Entities in the Solution

Click the Arrow Next to Entities to View Entities in the Solution

If your entity is there, then you can proceed with your changes.

If your entity is missing proceed through the following steps.

In the toolbar select Add Existing and select Entity

In the toolbar select Add Existing and select Entity

Select the Entity or Multiple Entities from the List

Select the Entity or Multiple Entities from the List

Click Ok

Click Add All Assets and Click Finish

Click Add All Assets and Click Finish

This will allow you to bring over everything as it is in your default solution. While CRM gives you the opportunity to bring over different parts of the entity, unless you are doing some advanced custom development it is best to just bring everything over to avoid missing key details that could cause you problems later.

Select Yes or No in the Missing Required Components Page and Click Ok

Select Yes or No in the Missing Required Components Page and Click Ok

CRM suggestes bringing over any related entities into your solution. The idea behind this is that if you ever moved this unmanaged solution to a new CRM independently, all the pieces would be there. However, in most cases this unmanaged solution will be part of a Cobalt solution release that has all the additional entities so it is up to you. Clicking Yes means that these additional entities get added to your Entity List. Clicking No means that they are not added. I generally say go ahead and add them as often users making a change to one entity find that they may want to make updates to related entities later.

Check Entity List to Confirm All Entities are Now there

Check Entity List to Confirm All Entities are Now there

Select your entity and proceed with your updates.

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