How to export and import landing pages in Sage X3 V12

By | November 28, 2021

Sage X3 provides an excellent feature called landing pages or home pages which are very useful for the end-users to set up visual process flows, a visual representation of data for various screens and processes.

The data represented on the landing pages helps the user see the overall performance of functionalities and customizations with real-time data or for analytical purposes.

The landing page (or home page) component cannot get added in the patch as X3 does not allow this during patch creation. If there are many landing pages, it would be difficult to create them manually in the client’s environment. This can be solved using Export and Import of home pages. Consider a Test landing page with a few test data of sales invoice fields as shown below.

Fig 01 : Sample landing page

This landing page is created using graphical query tool and can be created in many ways such as using statistical parameters, SQL query tool, using views, etc.

So, to export this landing page,

Navigate to All -> Administration -> Utilities -> Exports -> Customization management

Click on “Action” button in top right corner of screen and click on “New Customization” option and create a new customization of code “ZCMTEST”. Select check box “Export home pages”. In “Home pages section”, enter the “page name” (here it “Test”) of that landing page and click on “Action” button in the top right corner of the screen and save as shown below.

Click on “Export customization” option present just below the save of customization.

Fig 02 : Export customization screen

This will export the landing page which cannot be included in patch.

After clicking on “Export customization” button, the below screen appears.

Fig 03 : Download path selection

Select Target type as “Direct download” (where the file will get downloaded) and tick the checkbox of “Beautify output”.

After clicking on “OK” button, the below screen appears, click on the download button as shown in below figure.

Fig 04 : Download button

The “JSON” file for the landing page will get downloaded.

It can be imported in the system after the integration of the project in which the landing page or home page was needed to be added but cannot get included in the patch file.

Navigate to All -> Administration -> Utilities -> Imports -> Import tool

Select the source as “Client JSON file”, select the downloaded “JSON” file in client file option and click on “Action” button in top right corner of the screen and then click on “Import” option as shown in below figure.

Fig 05 : Import screen

After clicking on “Import” button, the landing page or home page will get added into X3 as designed in the existing system.

This blog helps us to solve problem when landing page or home page cannot be included in the patch and the user does not need to create the landing page manually, we can add that landing page using above steps.

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