/// <summary>
/// Demonstrates updating a Custom Object record and Inserting a new one
/// For more information, please see...
/// https://help.production.membersuite.com/hc/en-us/articles/115002960103-System-Overview-Configuration-How-To-Create-a-Custom-Object
/// https://help.production.membersuite.com/hc/en-us/articles/115002985646-System-Overview-Configuration-Reference-Create-a-Custom-Object-Field-Descriptions
/// https://help.production.membersuite.com/hc/en-us/articles/115002985666-System-Overview-Configuration-Custom-Objects
/// https://help.production.membersuite.com/hc/en-us/articles/115002985586-System-Overview-Configuration-How-To-Edit-a-Custom-Object
/// https://help.production.membersuite.com/hc/en-us/articles/115002986266-System-Overview-Configuration-How-To-Delete-a-Custom-Object
/// </summary>
private static void UpdateCustomObjects()
{
using (var api = ConciergeAPIProxyGenerator.GenerateProxy())
{
var cusObjSearch = new Search("FakeCustomObject__c"); //You'll need to create your own objects for this to work
cusObjSearch.AddCriteria(Expr.Equals("Owner.LocalID", 101292)); //In this example, the FakeCustomObject derives from the Individual Object. So we are using the Owner.Local to query the Individual's LocalID and get back a specific FakeCustomObject record
var cusObjResult = api.GetObjectBySearch(cusObjSearch, null);
if (cusObjResult.ResultValue != null) //Update existing record
{
var mso = new MemberSuiteObject();
mso.Fields["CompanyName__c"] = "TestCompany4";
mso.Fields["Description__c"] = "This is a test";
mso.Fields["Website__c"] = "www.test.com";
mso.Fields["Name"] = "test Trans";
mso.Fields["Owner"] = cusObjResult.ResultValue;
var saveResult = api.Save(mso);
}
else //Insert new record
{
var meta = api.DescribeObject("FakeCustomObject__c").ResultValue;
var instance = MemberSuiteObject.FromClassMetadata(meta).ConvertTo <msCustomObjectInstance>();
instance.Owner = cusObjResult.ResultValue.Fields["ID"].ToString();
instance.Fields["CompanyName__c"] = "TestCompany4";
instance.Fields["Description__c"] = "This is a test";
instance.Fields["Website__c"] = "www.test.com";
instance.Fields["Name"] = "test Trans";
var insertResult = api.Save(instance);
}
}
}
public static MemberSuiteObject CreateNewObject(string className)
{
return(MemberSuiteObject.FromClassMetadata(DescribeObject(className)));
}
public override void Run()
{
/* This sample is going to login to the association and create a record with a name,
* email, and birthday that you specify. Once saved, the system will display the ID
* of the individual created, the age (which MemberSuite calculates), and will automatically
* launch the 360 view of that record in the web browser */
// First, we need to prepare the proxy with the proper security settings.
// This allows the proxy to generate the appropriate security header. For more information
// on how to get these settings, see http://api.docs.membersuite.com in the Getting Started section
if (!ConciergeAPIProxyGenerator.IsSecretAccessKeySet)
{
ConciergeAPIProxyGenerator.SetAccessKeyId(ConfigurationManager.AppSettings["AccessKeyID"]);
ConciergeAPIProxyGenerator.SetSecretAccessKey(ConfigurationManager.AppSettings["SecretAccessKey"]);
ConciergeAPIProxyGenerator.AssociationId = ConfigurationManager.AppSettings["AssociationID"];
}
// ok, let's generate our API proxy
using (var api = ConciergeAPIProxyGenerator.GenerateProxy())
{
// now, we want to create a new individual
// First, we need to get a description of the individual
// The description will tell the client SDK how to "build" the object; in other words, what the fields are
// and what the default values are. So if you set a default value for LastName to 'Smith', the Describe
// operation will have that in the metadata. When you construct the object, it will then have the last name
// defaulted to 'Smith'
ClassMetadata meta = api.DescribeObject("Individual").ResultValue;
// now, create our MemberSuiteObject
MemberSuiteObject mso = MemberSuiteObject.FromClassMetadata(meta);
/* it's always easier to use the typed MemberSuiteObject
*
* You could just instantiate this directly by saying:
*
* msIndividual p = new msIndividual();
*
* This would work - but without the class metadata, the object would not respect any of the defaults
* that are set up. It would be a totally blank object.*/
msIndividual person = mso.ConvertTo <msIndividual>();
// now, you don't have to use dictionaries and string keys, you can access the object directly
Console.WriteLine("Please enter a first name and press ENTER.");
person.FirstName = Console.ReadLine();
Console.WriteLine("Please enter a last name and press ENTER.");
person.LastName = Console.ReadLine();
person.EmailAddress = "*****@*****.**";
Console.WriteLine("Please enter a birthdate and press ENTER.");
string date = Console.ReadLine();
DateTime dob;
if (!DateTime.TryParse(date, out dob))
{
Console.WriteLine("Invalid birthdate... exiting...");
return;
}
person.DateOfBirth = dob;
// ok, so we can save this now
var result = api.Save(person);
if (!result.Success)
{
throw new ApplicationException("Unable to save: " + result.FirstErrorMessage);
}
msIndividual newPerson = result.ResultValue.ConvertTo <msIndividual>();
Console.WriteLine("Successfully saved individual #{0} - {1}. Age is {2}. ", newPerson.LocalID,
newPerson.Name, newPerson.Age);
Console.WriteLine("URL is:");
Console.WriteLine("https://console.production.membersuite.com/app/console/individual/view?c=" +
newPerson.ID);
}
}