/// <summary>
/// Create and configure the organization service proxy.
/// Create few types of attributes.
/// Insert status in the existing status list.
/// Retrieve attribute.
/// Update attribute.
/// Update existing state value.
/// Optionally delete/revert any attributes
/// that were created/changed for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetWorkWithAttributes1>
#region How to create attributes
//<snippetWorkWithAttributes2>
// Create storage for new attributes being created
addedAttributes = new List<AttributeMetadata>();
// Create a boolean attribute
BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata
{
// Set base properties
SchemaName = "new_boolean",
DisplayName = new Label("Sample Boolean", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Boolean Attribute", _languageCode),
// Set extended properties
OptionSet = new BooleanOptionSetMetadata(
new OptionMetadata(new Label("True", _languageCode), 1),
new OptionMetadata(new Label("False", _languageCode), 0)
)
};
// Add to list
addedAttributes.Add(boolAttribute);
// Create a date time attribute
DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata
{
// Set base properties
SchemaName = "new_datetime",
DisplayName = new Label("Sample DateTime", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("DateTime Attribute", _languageCode),
// Set extended properties
Format = DateTimeFormat.DateOnly,
ImeMode = ImeMode.Disabled
};
// Add to list
addedAttributes.Add(dtAttribute);
// Create a decimal attribute
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = "new_decimal",
DisplayName = new Label("Sample Decimal", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Decimal Attribute", _languageCode),
// Set extended properties
MaxValue = 100,
MinValue = 0,
Precision = 1
};
// Add to list
addedAttributes.Add(decimalAttribute);
// Create a integer attribute
IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = "new_integer",
DisplayName = new Label("Sample Integer", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Integer Attribute", _languageCode),
// Set extended properties
Format = IntegerFormat.None,
MaxValue = 100,
MinValue = 0
};
// Add to list
addedAttributes.Add(integerAttribute);
// Create a memo attribute
MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata
{
// Set base properties
SchemaName = "new_memo",
DisplayName = new Label("Sample Memo", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Memo Attribute", _languageCode),
// Set extended properties
Format = StringFormat.TextArea,
ImeMode = ImeMode.Disabled,
MaxLength = 500
};
// Add to list
addedAttributes.Add(memoAttribute);
// Create a money attribute
MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata
{
// Set base properties
SchemaName = "new_money",
DisplayName = new Label("Money Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Money Attribue", _languageCode),
// Set extended properties
MaxValue = 1000.00,
MinValue = 0.00,
Precision = 1,
PrecisionSource = 1,
ImeMode = ImeMode.Disabled
};
// Add to list
addedAttributes.Add(moneyAttribute);
// Create a picklist attribute
PicklistAttributeMetadata pickListAttribute =
new PicklistAttributeMetadata
{
// Set base properties
SchemaName = "new_picklist",
DisplayName = new Label("Sample Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Picklist Attribute", _languageCode),
// Set extended properties
// Build local picklist options
OptionSet = new OptionSetMetadata
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(
new Label("Created", _languageCode), null),
new OptionMetadata(
new Label("Updated", _languageCode), null),
new OptionMetadata(
new Label("Deleted", _languageCode), null)
}
}
};
// Add to list
addedAttributes.Add(pickListAttribute);
// Create a string attribute
StringAttributeMetadata stringAttribute = new StringAttributeMetadata
{
// Set base properties
SchemaName = "new_string",
DisplayName = new Label("Sample String", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("String Attribute", _languageCode),
// Set extended properties
MaxLength = 100
};
// Add to list
addedAttributes.Add(stringAttribute);
// NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship.
// Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type.
// NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK.
foreach (AttributeMetadata anAttribute in addedAttributes)
{
// Create the request.
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = anAttribute
};
// Execute the request.
_serviceProxy.Execute(createAttributeRequest);
Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName);
}
//</snippetWorkWithAttributes2>
#endregion How to create attributes
#region How to insert status
//<snippetWorkWithAttributes3>
// Use InsertStatusValueRequest message to insert a new status
// in an existing status attribute.
// Create the request.
InsertStatusValueRequest insertStatusValueRequest =
new InsertStatusValueRequest
{
AttributeLogicalName = "statuscode",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("Dormant", _languageCode),
StateCode = 0
};
// Execute the request and store newly inserted value
// for cleanup, used later part of this sample.
_insertedStatusValue = ((InsertStatusValueResponse)_serviceProxy.Execute(
insertStatusValueRequest)).NewOptionValue;
Console.WriteLine("Created {0} with the value of {1}.",
insertStatusValueRequest.Label.LocalizedLabels[0].Label,
_insertedStatusValue);
//</snippetWorkWithAttributes3>
#endregion How to insert status
#region How to retrieve attribute
//<snippetWorkWithAttributes4>
// Create the request
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_string",
RetrieveAsIfPublished = true
};
// Execute the request
RetrieveAttributeResponse attributeResponse =
(RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest);
Console.WriteLine("Retrieved the attribute {0}.",
attributeResponse.AttributeMetadata.SchemaName);
//</snippetWorkWithAttributes4>
#endregion How to retrieve attribute
#region How to update attribute
//<snippetWorkWithAttributes5>
// Modify the retrieved attribute
AttributeMetadata retrievedAttributeMetadata =
attributeResponse.AttributeMetadata;
retrievedAttributeMetadata.DisplayName =
new Label("Update String Attribute", _languageCode);
// Update an attribute retrieved via RetrieveAttributeRequest
UpdateAttributeRequest updateRequest = new UpdateAttributeRequest
{
Attribute = retrievedAttributeMetadata,
EntityName = Contact.EntityLogicalName,
MergeLabels = false
};
// Execute the request
_serviceProxy.Execute(updateRequest);
Console.WriteLine("Updated the attribute {0}.",
retrievedAttributeMetadata.SchemaName);
//</snippetWorkWithAttributes5>
#endregion How to update attribute
#region How to update state value
//<snippetWorkWithAttributes6>
// Modify the state value label from Active to Open.
// Create the request.
UpdateStateValueRequest updateStateValue = new UpdateStateValueRequest
{
AttributeLogicalName = "statecode",
EntityLogicalName = Contact.EntityLogicalName,
Value = 1,
Label = new Label("Open", _languageCode)
};
// Execute the request.
_serviceProxy.Execute(updateStateValue);
Console.WriteLine(
"Updated {0} state attribute of {1} entity from 'Active' to '{2}'.",
updateStateValue.AttributeLogicalName,
updateStateValue.EntityLogicalName,
updateStateValue.Label.LocalizedLabels[0].Label
);
//</snippetWorkWithAttributes6>
#endregion How to update state value
#region How to insert a new option item in a local option set
//<snippetWorkWithAttributes7>
// Create a request.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request.
int insertOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
insertOptionValueRequest)).NewOptionValue;
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
insertOptionValue);
//</snippetWorkWithAttributes7>
#endregion How to insert a new option item in a local option set
#region How to change the order of options of a local option set
//<snippetWorkWithAttributes8>
// Use the RetrieveAttributeRequest message to retrieve
// a attribute by it's logical name.
RetrieveAttributeRequest retrieveAttributeRequest =
new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_picklist",
RetrieveAsIfPublished = true
};
// Execute the request.
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)_serviceProxy.Execute(
retrieveAttributeRequest);
// Access the retrieved attribute.
PicklistAttributeMetadata retrievedPicklistAttributeMetadata =
(PicklistAttributeMetadata)
retrieveAttributeResponse.AttributeMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
_serviceProxy.Execute(orderOptionRequest);
Console.WriteLine("Option Set option order changed");
//</snippetWorkWithAttributes8>
#endregion How to change the order of options of a global option set
// NOTE: All customizations must be published before they can be used.
_serviceProxy.Execute(new PublishAllXmlRequest());
Console.WriteLine("Published all customizations.");
//</snippetWorkWithAttributes1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private void ParseOptionSetValues(AttributeMetadata attribute)
{
if (attribute is PicklistAttributeMetadata)
{
var values = new NameValueCollection();
PicklistAttributeMetadata optionMetadata = (PicklistAttributeMetadata)attribute;
foreach (var c in optionMetadata.OptionSet.Options)
{
values.Add(ProcessName(c.Label.UserLocalizedLabel.Label), c.Value?.ToString());
}
OptionSetValues = values;
}
else if (attribute is StateAttributeMetadata)
{
var values = new NameValueCollection();
StateAttributeMetadata optionMetadata = (StateAttributeMetadata)attribute;
foreach (var c in optionMetadata.OptionSet.Options)
{
values.Add(ProcessName(c.Label.UserLocalizedLabel.Label), c.Value?.ToString());
}
OptionSetValues = values;
}
else if (attribute is StatusAttributeMetadata)
{
var values = new NameValueCollection();
StatusAttributeMetadata optionMetadata = (StatusAttributeMetadata)attribute;
foreach (var c in optionMetadata.OptionSet.Options)
{
values.Add(ProcessName(c.Label.UserLocalizedLabel.Label), c.Value?.ToString());
}
OptionSetValues = values;
}
}
public static AttributeCardModel ToCard(this AttributeMetadata attribute)
{
AttributeCardModel attributeCard = new AttributeCardModel(attribute.DisplayName.UserLocalizedLabel.Label, attribute.LogicalName);
if (attribute is PicklistAttributeMetadata)
{
PicklistAttributeMetadata picklistAttributeMetadata = (PicklistAttributeMetadata)attribute;
if (picklistAttributeMetadata != null)
{
var options = new List <OptionAttributeModel>();
foreach (var option_ in picklistAttributeMetadata?.OptionSet?.Options)
{
var optionAttributeModel = new OptionAttributeModel(option_.Label.UserLocalizedLabel.Label, option_.Value.Value);
options.Add(optionAttributeModel);
}
attributeCard.Properties = options;
}
}
else if (attribute is BooleanAttributeMetadata)
{
BooleanAttributeMetadata booleanOptionSetMetadata = (BooleanAttributeMetadata)attribute;
if (booleanOptionSetMetadata != null)
{
var options = new List <OptionAttributeModel>();
options.Add(new OptionAttributeModel(booleanOptionSetMetadata?.OptionSet.TrueOption.Label.UserLocalizedLabel.Label, true));
options.Add(new OptionAttributeModel(booleanOptionSetMetadata?.OptionSet.FalseOption.Label.UserLocalizedLabel.Label, false));
attributeCard.Properties = options;
}
}
return(attributeCard);
}
private PicklistAttributeMetadata CreateOptionSetAttributeMetadata(RetrieveAttributeRequest request, Type propertyType)
{
if (propertyType == typeof(OptionSetValue))
{
var enumExpression =
CrmServiceUtility.GetEarlyBoundProxyAssembly().GetTypes().Where(
t =>
t.GetCustomAttributes(typeof(DataContractAttribute), false).Length > 0 &&
t.GetCustomAttributes(typeof(System.CodeDom.Compiler.GeneratedCodeAttribute), false).Length > 0 &&
t.Name.Contains(request.LogicalName)).ToList();
// Search By EntityLogicalName_LogicalName
// Then By LogicName_EntityLogicalName
// Then By LogicalName
propertyType = enumExpression.FirstOrDefault(t => t.Name == request.EntityLogicalName + "_" + request.LogicalName) ??
enumExpression.FirstOrDefault(t => t.Name == request.LogicalName + "_" + request.EntityLogicalName) ??
enumExpression.FirstOrDefault(t => t.Name == request.LogicalName);
}
var optionSet = new PicklistAttributeMetadata
{
OptionSet = new OptionSetMetadata()
};
AddEnumTypeValues(optionSet.OptionSet,
propertyType,
$"Unable to find local OptionSet enum for entity: {request.EntityLogicalName}, attribute: {request.LogicalName}");
return(optionSet);
}
public void OptionSetBeanTest01()
{
LocalizedLabel lLabel = new LocalizedLabel("Option1", 1041);
LocalizedLabel lLabel2 = new LocalizedLabel("Option2", LANG_CODE);
PicklistAttributeMetadata meta = new PicklistAttributeMetadata();
meta.OptionSet = new OptionSetMetadata()
{
Name = "optionSet",
DisplayName = new Label("optiondisplay", LANG_CODE),
Options =
{
new OptionMetadata(new Label(lLabel, null), 1),
new OptionMetadata(new Label("Option2", LANG_CODE), 2),
new OptionMetadata(new Label(lLabel2, null), 3)
}
};
OptionSetBean cls = new OptionSetBean(meta);
Assert.True(cls.HasOptionSet());
Assert.AreEqual("Option1", cls.GetValue(1), "ラベルあり");
Assert.Null(cls.GetValue(2), "ラベルなし");
Assert.AreEqual("Option2", cls.GetValue(3), "ラベルあり");
}
public static Dictionary <string, int> GetOptionsSet(IOrganizationService service, string entitySchemaName, string attributeSchemaName)
{
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entitySchemaName,
LogicalName = attributeSchemaName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata retrievedPicklistAttributeMetadata = (PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
Dictionary <string, int> metadata = new Dictionary <string, int>();
if (optionList.Length > 0)
{
foreach (var p in optionList)
{
if (!metadata.ContainsKey(p.Label.UserLocalizedLabel.Label))
{
metadata.Add(p.Label.UserLocalizedLabel.Label, p.Value.Value);
}
}
}
return(metadata);
}
private OptionSetValue ConvertToOptionSet(object value, AttributeMetadata fieldMetadata)
{
OptionSetValue optionsetValue;
int intValue = default(int);
if (value.GetType() == typeof(int))
{
intValue = (int)value;
}
else
{
var found = false;
// try to get the optionset value from a string
PicklistAttributeMetadata optionsetMetadata = (PicklistAttributeMetadata)fieldMetadata;
foreach (var optionMetadata in optionsetMetadata.OptionSet.Options)
{
if (optionMetadata.Label.UserLocalizedLabel.Label == (string)value)
{
intValue = optionMetadata.Value.Value;
found = true;
break;
}
}
if (!found)
{
throw new Exception("Optionset value nor found");
}
}
optionsetValue = new OptionSetValue(intValue);
return(optionsetValue);
}
public OptionMetadata[] GetOptionSetItems(string entityName,
string optionSetAttributeName)
{
try
{
OptionMetadata[] optionList = null;
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityName,
LogicalName = optionSetAttributeName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)_service.Execute(retrieveAttributeRequest);
if (retrieveAttributeResponse.AttributeMetadata.AttributeType == AttributeTypeCode.Picklist)
{
PicklistAttributeMetadata retrievedPicklistAttributeMetadata = (PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
}
return(optionList);
}
catch (Exception ex)
{
throw ex;
}
}
// get a local option set value
public static String getOptionName(Entity entity, string attributeName, IOrganizationService service)
{
int optionsetValue = getIntValue(entity, attributeName);
string optionsetText = string.Empty;
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest();
retrieveAttributeRequest.EntityLogicalName = entity.LogicalName;
retrieveAttributeRequest.LogicalName = attributeName;
retrieveAttributeRequest.RetrieveAsIfPublished = true;
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata picklistAttributeMetadata =
(PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
OptionSetMetadata optionsetMetadata = picklistAttributeMetadata.OptionSet;
foreach (OptionMetadata optionMetadata in optionsetMetadata.Options)
{
if (optionMetadata.Value == optionsetValue)
{
optionsetText = optionMetadata.Label.UserLocalizedLabel.Label;
return(optionsetText);
}
}
return(optionsetText);
}
/// <summary>
/// helper method to retrieve option set text
/// </summary>
/// <param name="entityName"></param>
/// <param name="attributeName"></param>
/// <param name="optionsetValue"></param>
/// <param name="orgService"></param>
/// <returns></returns>
public static string GetOptionSetText(string entityName, string attributeName, int optionsetValue, IOrganizationService orgService)
{
try
{
string optionsetText = string.Empty;
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest()
{
EntityLogicalName = entityName,
LogicalName = attributeName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)orgService.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata picklistAttributeMetadata = (PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
OptionSetMetadata optionsetMetadata = picklistAttributeMetadata.OptionSet;
foreach (OptionMetadata optionMetadata in optionsetMetadata.Options)
{
if (optionMetadata.Value == optionsetValue)
{
optionsetText = optionMetadata.Label.UserLocalizedLabel.Label;
return(optionsetText);
}
}
return(optionsetText);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException("Error: Unable to load value for " + attributeName, ex);
}
}
public void GetNameForOptionSet_NonGlobal()
{
var optionSet = new OptionSetMetadata {
Name = "OptionsetName"
};
var attMetadata = new PicklistAttributeMetadata {
LogicalName = "ee_testid", DisplayName = new Label("Test_OptionsetName", 1033),
OptionSet = optionSet
};
var em = new EntityMetadata
{
LogicalName = "ee_test",
DisplayName = new Label("Test", 1033),
DisplayCollectionName = new Label("Tests", 1033)
};
em.Set(x => x.Attributes, new[] {
attMetadata
});
organizationMetadata.Entities.Returns(new[] { em });
organizationMetadata.OptionSets.Returns(new OptionSetMetadata [0]);
var result = sut.GetNameForOptionSet(em, optionSet, serviceProvider);
Assert.AreEqual(result, "Test_OptionsetName");
}
public PicklistAttributeMetadata CreateOptionSet(string schema, string label, int lang, AttributeRequiredLevel requiredLevel, string[] optionLabels)
{
OptionMetadataCollection options = new OptionMetadataCollection();
foreach (string o in optionLabels)
{
options.Add(new OptionMetadata(new Label(o, lang), null));
}
OptionSetMetadata optMetadata = new OptionSetMetadata(options)
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
};
PicklistAttributeMetadata pickListAttribute =
new PicklistAttributeMetadata
{
// Set base properties
SchemaName = schema,
DisplayName = new Label(label, lang),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
//Description = new Label("Picklist Attribute", lang),
// Set extended properties
// Build local picklist options
OptionSet = optMetadata
};
return(pickListAttribute);
}
/// <summary>
/// Obtém os rótulos de um determino OptionSetValue (Picklist).
/// <para>Ação executado com o usuário Master (CRM ADMIN)</para>
/// </summary>
/// <param name="propertyName">Nome da priedade do domínio.</param>
/// <returns>Retorna um dicionário com o value sendo "key" e rótulo sendo o value</returns>
public Dictionary <int, string> RetrieveLabelOptionSetValue(string propertyName)
{
Dictionary <int, string> dic = new Dictionary <int, string>();
var request = new RetrieveAttributeRequest()
{
EntityLogicalName = Utility.GetEntityName <T>(),
LogicalName = Utility.GetLogicalAttribute <T>(propertyName).Name
};
RetrieveAttributeResponse response = (RetrieveAttributeResponse)this.Provider.Execute(request);
if (response.Results.Count > 0)
{
if (response.Results.Values.ElementAt(0).GetType() != typeof(PicklistAttributeMetadata))
{
throw new Exception("Atributo informado não é do tipo OptionSetValue");
}
var picklist = new PicklistAttributeMetadata();
picklist.OptionSet = ((EnumAttributeMetadata)response.Results.Values.ElementAt(0)).OptionSet;
foreach (var item in picklist.OptionSet.Options)
{
if (!item.Value.HasValue)
{
continue;
}
dic.Add(item.Value.Value, item.Label.LocalizedLabels.ElementAt(0).Label);
}
}
return(dic);
}
private RetrieveAttributeResponse ExecuteInternal(RetrieveAttributeRequest request)
{
var response = new RetrieveAttributeResponse();
var optionSet = new PicklistAttributeMetadata
{
OptionSet = new OptionSetMetadata()
};
response.Results["AttributeMetadata"] = optionSet;
var enumExpression = CrmServiceUtility.GetEarlyBoundProxyAssembly().GetTypes().Where(t =>
t.GetCustomAttributes(typeof(DataContractAttribute), false).Length > 0 &&
t.GetCustomAttributes(typeof(System.CodeDom.Compiler.GeneratedCodeAttribute), false).Length > 0 &&
t.Name.Contains(request.LogicalName)).ToList();
// Search By EntityLogicalName_LogicalName
// Then By LogicName_EntityLogicalName
// Then By LogicaName
var enumType = enumExpression.FirstOrDefault(t => t.Name == request.EntityLogicalName + "_" + request.LogicalName) ??
enumExpression.FirstOrDefault(t => t.Name == request.LogicalName + "_" + request.EntityLogicalName) ??
enumExpression.FirstOrDefault(t => t.Name == request.LogicalName);
AddEnumTypeValues(optionSet.OptionSet, enumType,
String.Format("Unable to find local optionset enum for entity: {0}, attribute: {1}", request.EntityLogicalName, request.LogicalName));
return(response);
}
public void OptionSetBeanTest01()
{
LocalizedLabel lLabel = new LocalizedLabel("Option1", 1041);
LocalizedLabel lLabel2 = new LocalizedLabel("Option2", LANG_CODE);
PicklistAttributeMetadata meta = new PicklistAttributeMetadata();
meta.OptionSet = new OptionSetMetadata()
{
Name = "optionSet",
DisplayName = new Label("optiondisplay", LANG_CODE),
Options =
{
new OptionMetadata(new Label(lLabel, null), 1),
new OptionMetadata(new Label("Option2", LANG_CODE), 2),
new OptionMetadata(new Label(lLabel2, null), 3)
}
};
OptionSetBean cls = new OptionSetBean(meta);
Assert.True(cls.HasOptionSet());
Assert.AreEqual("Option1", cls.GetValue(1), "ラベルあり");
Assert.Null(cls.GetValue(2), "ラベルなし");
Assert.AreEqual("Option2", cls.GetValue(3), "ラベルあり");
}
public List <OptionsetField> GetLocalOptionSet(string optionSetName, string entityName)
{
List <OptionsetField> optionSets = new List <OptionsetField>();
ServerConnection cnx = new ServerConnection();
try
{
RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = entityName
};
RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)cnx.Service.Execute(retrieveDetails);
EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;
PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => String.Equals
(attribute.LogicalName, optionSetName, StringComparison.OrdinalIgnoreCase)) as PicklistAttributeMetadata;
picklistMetadata.OptionSet.Options.ToList().ForEach
(l =>
optionSets.Add(new OptionsetField()
{
Label = l.Label.UserLocalizedLabel.Label,
Value = Convert.ToInt32(l.Value)
})
);
}
catch (Exception ex)
{
cnx = null;
throw new CrmDataException(ex);
}
return(optionSets);
}
private AttributeMetadata CloneAttributes(PicklistAttributeMetadata att)
{
var picklist = new PicklistAttributeMetadata
{
FormulaDefinition = att.FormulaDefinition,
DefaultFormValue = att.DefaultFormValue,
OptionSet = att.OptionSet
};
if (picklist.OptionSet.IsGlobal.GetValueOrDefault())
{
// Can't send
picklist.OptionSet.Options.Clear();
}
else
{
// Can't reuse an existing local Option Set
var optionSet = picklist.OptionSet;
if (optionSet.Name.EndsWith(TempPostfix))
{
optionSet.Name = optionSet.Name.Remove(optionSet.Name.Length - TempPostfix.Length);
}
else
{
optionSet.Name = optionSet.Name + TempPostfix;
}
optionSet.MetadataId = null;
}
return picklist;
}
private List <KeyValuePair <string, string> > RetrieveAttributeMetadata(string entityName, string attributeName)
{
RetrieveAttributeRequest request = new RetrieveAttributeRequest()
{
EntityLogicalName = entityName,
LogicalName = attributeName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse response = (RetrieveAttributeResponse)service.Execute(request);
PicklistAttributeMetadata picklistMetadata = (PicklistAttributeMetadata)response.AttributeMetadata;
OptionSetMetadata optionsetMetadata = (OptionSetMetadata)picklistMetadata.OptionSet;
List <KeyValuePair <string, string> > list = new List <KeyValuePair <string, string> >();
foreach (OptionMetadata option in optionsetMetadata.Options)
{
int? optionKey = option.Value;
string optionValue = option.Label.UserLocalizedLabel.Label;
if (optionKey.HasValue)
{
int optionKeyValue = optionKey.Value;
list.Add(new KeyValuePair <string, string>(optionKeyValue.ToString(), optionValue));
}
}
return(list);
}
private static IList <OptionMetadata> RetrieveOptionSetAttributeMetadata(string entityLogicalName, string attributeLogicalName)
{
PicklistAttributeMetadata osvAttrMetadata =
RetrieveAttributeMetadata <PicklistAttributeMetadata>(entityLogicalName, attributeLogicalName);
return(osvAttrMetadata?.OptionSet.Options.ToList());
}
private void UpdateEntityOptionSet()
{
int?newValue = Value;
if (!Value.HasValue)
{
// Must be new
newValue = _repository.AddOptionSetValue(Entity, Attribute, DisplayName, Value, Description);
}
else
{
// Can be new or update
PicklistAttributeMetadata optionSetAttribute = (PicklistAttributeMetadata)_repository.GetAttribute(Entity, Attribute);
if (optionSetAttribute.OptionSet.Options.Any(o => o.Value.Value.Equals(Value.Value)))
{
// Existing; Do update
_repository.UpdateOptionSetValue(Entity, Attribute, Value.Value, DisplayName, Description);
}
else
{
// Not existing; Do new
newValue = _repository.AddOptionSetValue(Entity, Attribute, DisplayName, Value, Description);
}
}
}
private void CreateOptionSetField(JToken field)
{
CreateAttributeRequest req = new CreateAttributeRequest();
req.EntityName = field["entity"].ToString();
var am = new PicklistAttributeMetadata();
am.SchemaName = field["schemaname"].ToString();
am.RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None);
am.DisplayName = new Label(field["displayname"].ToString(), 1033);
am.Description = new Label("", 1033);
OptionSetMetadata os = new OptionSetMetadata();
os.IsGlobal = false;
foreach (var option in field["options"])
{
Label label = new Label(option["displayname"].ToString(), 1033);
int? value = JSONUtil.GetInt32(option, "value");
os.Options.Add(new OptionMetadata(label, value));
}
am.OptionSet = os;
req.Attribute = am;
this._cdsConnection.Execute(req);
}
public static OptionSetValue getOptionSetValue(IOrganizationService service, string entityName, string attributeName, string optionsetText)
{
OptionSetValue optionSetValue = new OptionSetValue();
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest();
retrieveAttributeRequest.EntityLogicalName = entityName;
retrieveAttributeRequest.LogicalName = attributeName;
retrieveAttributeRequest.RetrieveAsIfPublished = true;
try
{
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata picklistAttributeMetadata =
(PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
OptionSetMetadata optionsetMetadata = picklistAttributeMetadata.OptionSet;
foreach (OptionMetadata optionMetadata in optionsetMetadata.Options)
{
if (optionMetadata.Label.UserLocalizedLabel.Label.ToLower() == optionsetText.ToLower())
{
optionSetValue.Value = optionMetadata.Value.Value;
return(optionSetValue);
}
}
return(optionSetValue);
}
catch (Exception)
{ return(optionSetValue); }
}
public string GetOptionSetValueLabel(string entityname, string attribute, OptionSetValue option)
{
string optionLabel = String.Empty;
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityname,
LogicalName = attribute,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)_service.Execute(attributeRequest);
AttributeMetadata attrMetadata = (AttributeMetadata)attributeResponse.AttributeMetadata;
PicklistAttributeMetadata picklistMetadata = (PicklistAttributeMetadata)attrMetadata;
// For every status code value within all of our status codes values
// (all of the values in the drop down list)
foreach (OptionMetadata optionMeta in
picklistMetadata.OptionSet.Options)
{
// Check to see if our current value matches
if (optionMeta.Value == option.Value)
{
// If our numeric value matches, set the string to our status code
// label
optionLabel = optionMeta.Label.UserLocalizedLabel.Label;
}
}
return(optionLabel);
}
private AttributeMetadata CloneAttributes(PicklistAttributeMetadata att)
{
var picklist = new PicklistAttributeMetadata
{
DefaultFormValue = att.DefaultFormValue,
FormulaDefinition = att.FormulaDefinition,
OptionSet = att.OptionSet,
SourceType = att.SourceType
};
if (picklist.OptionSet.IsGlobal.GetValueOrDefault())
{
// Can't send
picklist.OptionSet.Options.Clear();
}
else
{
// Can't reuse an existing local Option Set
var optionSet = picklist.OptionSet;
if (optionSet.Name.EndsWith(TempPostfix))
{
optionSet.Name = optionSet.Name.Remove(optionSet.Name.Length - TempPostfix.Length);
}
else
{
optionSet.Name = optionSet.Name + TempPostfix;
}
optionSet.MetadataId = null;
}
return(picklist);
}
private object CopyValueInternal(PicklistAttributeMetadata oldAttribute, PicklistAttributeMetadata newAttribute, object value, Dictionary <string, string> migrationMapping)
{
var copy = ((OptionSetValue)value).Value.ToString();
copy = migrationMapping.TryGetValue(copy, out var mappedValue) ? mappedValue : copy;
return(new OptionSetValue(int.Parse(copy)));
}
public void GenerateGlobalOptionSetNoMatch()
{
var optionSetMetadata = new OptionSetMetadata
{
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Name = "ee_TestOpt"
};
var id = Guid.NewGuid();
var attId = Guid.NewGuid();
var attributeMetadata = new PicklistAttributeMetadata
{
MetadataId = attId,
OptionSet = optionSetMetadata
}.Set(x => x.EntityLogicalName, "ee_test");
organizationMetadata.Entities.Returns(new[] {
new EntityMetadata {
LogicalName = "ee_test", MetadataId = id,
}
.Set(x => x.Attributes, new[] { attributeMetadata })
});
SolutionHelper.organisationService.RetrieveMultiple(Arg.Any <QueryExpression>())
.Returns(new EntityCollection(new List <Entity> {
new Entity("solutioncomponent")
{
Attributes = { { "objectid", id }, { "componenttype", 1 } }
}
}));
var result = sut.GenerateOptionSet(optionSetMetadata, serviceProvider);
Assert.IsFalse(result);
}
public void GeneratePicklistAttribute()
{
var id = Guid.NewGuid();
var testId = Guid.NewGuid();
var attributeMetadata = new PicklistAttributeMetadata
{
LogicalName = "ee_testid",
MetadataId = testId,
DisplayName = new Label("Test Id", 1033)
}.Set(x => x.EntityLogicalName, "ee_test");
organizationMetadata.Entities.Returns(new[] {
new EntityMetadata {
LogicalName = "ee_test", MetadataId = id, DisplayName = new Label("Test", 1033)
}
.Set(x => x.Attributes, new[] { attributeMetadata })
});
SolutionHelper.organisationService.RetrieveMultiple(Arg.Any <QueryExpression>())
.Returns(new EntityCollection(new List <Entity> {
Builder.Create <SolutionComponent>().Set(x => x.Regarding, id).Set(x => x.ObjectTypeCode, ComponentType.Entity),
Builder.Create <SolutionComponent>().Set(x => x.Regarding, testId).Set(x => x.ObjectTypeCode, ComponentType.Attribute),
}));
var result = sut.GenerateAttribute(attributeMetadata, serviceProvider);
Assert.IsTrue(result);
}
public string getOptionSetText(string entityName, string attributeName, int optionsetValue)
{
string optionsetText = string.Empty;
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest();
retrieveAttributeRequest.EntityLogicalName = entityName;
retrieveAttributeRequest.LogicalName = attributeName;
retrieveAttributeRequest.RetrieveAsIfPublished = true;
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)context.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata picklistAttributeMetadata =
(PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
OptionSetMetadata optionsetMetadata = picklistAttributeMetadata.OptionSet;
foreach (OptionMetadata optionMetadata in optionsetMetadata.Options)
{
if (optionMetadata.Value == optionsetValue)
{
optionsetText = optionMetadata.Label.UserLocalizedLabel.Label;
return(optionsetText);
}
}
return(optionsetText);
}
public EntityAttributeMetadataBuilder PicklistAttribute(string schemaName, string displayName, string description, AttributeRequiredLevel requiredLevel, bool isGlobal, OptionSetType optionSetType, Dictionary <string, int> optionValues)
{
// Define the primary attribute for the entity
// Create a integer attribute
int languageCode = 1033;
var att = new PicklistAttributeMetadata()
{
// Set base properties
SchemaName = schemaName,
DisplayName = new Label(schemaName, languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
Description = new Label(description, languageCode),
// Set extended properties
OptionSet = new OptionSetMetadata
{
IsGlobal = isGlobal,
OptionSetType = optionSetType
}
};
foreach (var optionValue in optionValues)
{
att.OptionSet.Options.Add(new OptionMetadata(new Label(optionValue.Key, languageCode), optionValue.Value));
}
this.Attributes.Add(att);
return(this);
}
public void SetUp()
{
var fullNameField = new AttributeMetadata();
fullNameField.SetName("fullname");
fullNameField.AddLocalizationText("Full Name");
var genderField = new PicklistAttributeMetadata();
genderField.SetName("gender");
genderField.OptionSet = new OptionSetMetadata(new OptionMetadataCollection(new List <OptionMetadata>
{
new OptionMetadata("Male".AsLabel(), 0),
new OptionMetadata("Female".AsLabel(), 1),
new OptionMetadata("Div".AsLabel(), 2)
}));
var startField = new DateTimeAttributeMetadata(DateTimeFormat.DateAndTime);
startField.SetName("startdate");
var endField = new DateTimeAttributeMetadata(DateTimeFormat.DateAndTime);
endField.SetName("enddate");
_contactMetadata = new[] { fullNameField, genderField, startField, endField }.Compile("contact");
}
private AttributeMetadata pickListFieldCreation(string[] row)
{
PicklistAttributeMetadata attrMetadata = new PicklistAttributeMetadata(Utils.addOrgPrefix(row[ExcelColumsDefinition.SCHEMANAMEEXCELCOL], organizationPrefix, currentOperationCreate));
generalFieldCreation(row, attrMetadata);
int parseResult;
attrMetadata.DefaultFormValue = int.TryParse(row[ExcelColumsDefinition.PICKLISTDEFAULTVALUE], out parseResult) ? parseResult : (int?)null;
bool globalOption;
globalOption = Boolean.TryParse(row[ExcelColumsDefinition.PICKLISTGLOBAL], out globalOption) ? globalOption : false;
if (globalOption)
{
attrMetadata.OptionSet = new OptionSetMetadata();
attrMetadata.OptionSet.IsGlobal = true;
IEnumerable <OptionSetMetadataBase> selectdeoption = optionSetData.Where(x => x.Name == row[ExcelColumsDefinition.PICKLISTGLOBALNAME]);
attrMetadata.OptionSet.Name = selectdeoption.Count() > 0 ? selectdeoption.First().Name : null;
}
else
{
attrMetadata.OptionSet = new OptionSetMetadata();
attrMetadata.OptionSet.IsGlobal = false;
}
return(attrMetadata);
}
public void Can_get_option_set_formatted_value()
{
var metadata = new PicklistAttributeMetadata
{
OptionSet = new OptionSetMetadata
{
Options =
{
new OptionMetadata
{
Value = 111,
Label = new Label
{
UserLocalizedLabel = new LocalizedLabel("Cancel", 1033)
}
},
new OptionMetadata
{
Value = 123,
Label = new Label
{
UserLocalizedLabel = new LocalizedLabel("Release", 1033)
}
}
}
}
};
var test = new TestHelper();
test.Service.Execute(Arg.Is <OrganizationRequest>(req => req is RetrieveAttributeRequest))
.Returns(ci =>
{
var request = ci.ArgAt <RetrieveAttributeRequest>(0);
Assert.Equal("entity", request.EntityLogicalName);
Assert.Equal("xts_optionsetvalue", request.LogicalName);
return(new RetrieveAttributeResponse
{
["AttributeMetadata"] = metadata
});
});
var target = new Entity("entity");
var current = new Entity("entity")
{
["xts_optionsetvalue"] = new OptionSetValue(123)
};
var context = Substitute.For <ITransactionContextBase>();
context.Service.Returns(test.Service);
var accessor = new FormattedValueCurrentAccessor <Entity>(target, current, context);
Assert.Equal("Release", accessor.GetFormattedValue("xts_optionsetvalue"));
Assert.Equal("Release", target.GetFormattedValue("xts_optionsetvalue"));
test.Service.Received(1).Execute(Arg.Any <OrganizationRequest>());
// Retrieve again, should not get from server again.
Assert.Equal("Release", accessor.GetFormattedValue("xts_optionsetvalue"));
test.Service.Received(1).Execute(Arg.Any <OrganizationRequest>());
}
private object CopyValueInternal(PicklistAttributeMetadata oldAttribute, BooleanAttributeMetadata newAttribute, object value, Dictionary <string, string> migrationMapping)
{
var copy = ((OptionSetValue)value).Value.ToString();
string mappedValue;
copy = migrationMapping.TryGetValue(copy, out mappedValue) ? mappedValue : copy;
return(GetBooleanValue(value, copy));
}
private AttributeMetadata CloneAttributes(PicklistAttributeMetadata att)
{
return new PicklistAttributeMetadata
{
FormulaDefinition = att.FormulaDefinition,
DefaultFormValue = att.DefaultFormValue,
OptionSet = att.OptionSet
};
}
public void GetPicklistOptionCountTest_Test()
{
//ARRANGE - set up everything our test needs
//first - set up a mock service to act like the CRM organization service
var serviceMock = new Mock<IOrganizationService>();
IOrganizationService service = serviceMock.Object;
PicklistAttributeMetadata retrievedPicklistAttributeMetadata = new PicklistAttributeMetadata();
OptionMetadata femaleOption = new OptionMetadata(new Label("Female", 1033), 43);
femaleOption.Label.UserLocalizedLabel = new LocalizedLabel("Female", 1033);
femaleOption.Label.UserLocalizedLabel.Label = "Female";
OptionMetadata maleOption = new OptionMetadata(new Label("Male", 1033), 400);
maleOption.Label.UserLocalizedLabel = new LocalizedLabel("Male", 400);
maleOption.Label.UserLocalizedLabel.Label = "Male";
OptionSetMetadata genderOptionSet = new OptionSetMetadata
{
Name = "gendercode",
DisplayName = new Label("Gender", 1033),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options = { femaleOption, maleOption }
};
retrievedPicklistAttributeMetadata.OptionSet = genderOptionSet;
RetrieveAttributeResponseWrapper picklistWrapper = new RetrieveAttributeResponseWrapper(new RetrieveAttributeResponse());
picklistWrapper.AttributeMetadata = retrievedPicklistAttributeMetadata;
serviceMock.Setup(t => t.Execute(It.Is<RetrieveAttributeRequest>(r => r.LogicalName == "gendercode"))).Returns(picklistWrapper);
//ACT
int returnedCount = Sample03.GetPicklistOptionCount("ANYENTITYMATCHES", "gendercode", service);
//ASSERT
Assert.AreEqual(2, returnedCount);
}
public void CreateOrUpdatePicklistAttribute(string schemaName, string displayName, string description,
bool isRequired, bool audit, bool searchable,
string recordType, IEnumerable<KeyValuePair<int, string>> options)
{
lock (LockObject)
{
var optionSet = new OptionSetMetadata
{
OptionSetType = OptionSetType.Picklist,
IsGlobal = false
};
optionSet.Options.AddRange(options.Select(o => new OptionMetadata(new Label(o.Value, 1033), o.Key)));
PicklistAttributeMetadata metadata;
var exists = FieldExists(schemaName, recordType);
if (exists)
metadata = (PicklistAttributeMetadata) GetFieldMetadata(schemaName, recordType);
else
metadata = new PicklistAttributeMetadata();
SetCommon(metadata, schemaName, displayName, description, isRequired, audit, searchable);
metadata.OptionSet = optionSet;
CreateOrUpdateAttribute(schemaName, recordType, metadata);
}
}
private RetrieveAttributeResponse ExecuteInternal(RetrieveAttributeRequest request)
{
var response = new RetrieveAttributeResponse();
var optionSet = new PicklistAttributeMetadata
{
OptionSet = new OptionSetMetadata()
};
response.Results["AttributeMetadata"] = optionSet;
var enumExpression = CrmServiceUtility.GetEarlyBoundProxyAssembly().GetTypes().Where(t =>
t.GetCustomAttributes(typeof(DataContractAttribute), false).Length > 0 &&
t.GetCustomAttributes(typeof(System.CodeDom.Compiler.GeneratedCodeAttribute), false).Length > 0 &&
t.Name.Contains(request.LogicalName)).ToList();
// Search By EntityLogicalName_LogicalName
// Then By LogicName_EntityLogicalName
// Then By LogicaName
var enumType = enumExpression.FirstOrDefault(t => t.Name == request.EntityLogicalName + "_" + request.LogicalName) ??
enumExpression.FirstOrDefault(t => t.Name == request.LogicalName + "_" + request.EntityLogicalName) ??
enumExpression.FirstOrDefault(t => t.Name == request.LogicalName);
AddEnumTypeValues(optionSet.OptionSet, enumType,
String.Format("Unable to find local optionset enum for entity: {0}, attribute: {1}", request.EntityLogicalName, request.LogicalName));
return response;
}
private object CopyValueInternal(AttributeMetadata oldAttribute, PicklistAttributeMetadata newAttribute, object value)
{
CopyValueInternal((object)oldAttribute, newAttribute, value);
return null;
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a publisher
/// Create a new solution, "Primary"
/// Create a Global Option Set in solution "Primary"
/// Export the "Primary" solution, setting it to Protected
/// Delete the option set and solution
/// Import the "Primary" solution, creating a managed solution in CRM.
/// Create a new solution, "Secondary"
/// Create an attribute in "Secondary" that references the Global Option Set
/// </summary>
public void CreateRequiredRecords()
{
//Create the publisher that will "own" the two solutions
//<snippetGetSolutionDependencies6>
Publisher publisher = new Publisher
{
UniqueName = "examplepublisher",
FriendlyName = "An Example Publisher",
Description = "This is an example publisher",
CustomizationPrefix = _prefix
};
_publisherId = _serviceProxy.Create(publisher);
//</snippetGetSolutionDependencies6>
//Create the primary solution - note that we are not creating it
//as a managed solution as that can only be done when exporting the solution.
//<snippetGetSolutionDependencies2>
Solution primarySolution = new Solution
{
Version = "1.0",
FriendlyName = "Primary Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _publisherId),
UniqueName = _primarySolutionName
};
_primarySolutionId = _serviceProxy.Create(primarySolution);
//</snippetGetSolutionDependencies2>
//Now, create the Global Option Set and associate it to the solution.
//<snippetGetSolutionDependencies3>
OptionSetMetadata optionSetMetadata = new OptionSetMetadata()
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Option 1", _languageCode), 1),
new OptionMetadata(new Label("Option 2", _languageCode), 2)
}
};
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = optionSetMetadata
};
createOptionSetRequest.SolutionUniqueName = _primarySolutionName;
_serviceProxy.Execute(createOptionSetRequest);
//</snippetGetSolutionDependencies3>
//Export the solution as managed so that we can later import it.
//<snippetGetSolutionDependencies4>
ExportSolutionRequest exportRequest = new ExportSolutionRequest
{
Managed = true,
SolutionName = _primarySolutionName
};
ExportSolutionResponse exportResponse =
(ExportSolutionResponse)_serviceProxy.Execute(exportRequest);
//</snippetGetSolutionDependencies4>
// Delete the option set previous created, so it can be imported under the
// managed solution.
//<snippetGetSolutionDependencies5>
DeleteOptionSetRequest deleteOptionSetRequest = new DeleteOptionSetRequest
{
Name = _globalOptionSetName
};
_serviceProxy.Execute(deleteOptionSetRequest);
//</snippetGetSolutionDependencies5>
// Delete the previous primary solution, so it can be imported as managed.
_serviceProxy.Delete(Solution.EntityLogicalName, _primarySolutionId);
_primarySolutionId = Guid.Empty;
// Re-import the solution as managed.
ImportSolutionRequest importRequest = new ImportSolutionRequest
{
CustomizationFile = exportResponse.ExportSolutionFile
};
_serviceProxy.Execute(importRequest);
// Retrieve the solution from CRM in order to get the new id.
QueryByAttribute primarySolutionQuery = new QueryByAttribute
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet("solutionid"),
Attributes = { "uniquename" },
Values = { _primarySolutionName }
};
_primarySolutionId = _serviceProxy.RetrieveMultiple(primarySolutionQuery).Entities
.Cast<Solution>().FirstOrDefault().SolutionId.GetValueOrDefault();
// Create a secondary solution.
Solution secondarySolution = new Solution
{
Version = "1.0",
FriendlyName = "Secondary Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _publisherId),
UniqueName = "SecondarySolution"
};
_secondarySolutionId = _serviceProxy.Create(secondarySolution);
// Create a Picklist attribute in the secondary solution linked to the option set in the
// primary - see WorkWithOptionSets.cs for more on option sets.
PicklistAttributeMetadata picklistMetadata = new PicklistAttributeMetadata
{
SchemaName = _picklistName,
LogicalName = _picklistName,
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
};
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = picklistMetadata
};
createAttributeRequest["SolutionUniqueName"] = secondarySolution.UniqueName;
_serviceProxy.Execute(createAttributeRequest);
}
/// <summary>
/// DOESN'T UPDATE THE PICKLIST ITSELF - CALL THE UPDATEPICKLISTOPTIONS OR CREATEORUPDATESHAREDOPTIONSET METHOD
/// </summary>
public void CreateOrUpdatePicklistAttribute(string schemaName, string displayName, string description,
bool isRequired, bool audit, bool searchable,
string recordType, string sharedOptionSetName)
{
lock (LockObject)
{
PicklistAttributeMetadata metadata;
var exists = FieldExists(schemaName, recordType);
if (exists)
metadata = (PicklistAttributeMetadata) GetFieldMetadata(schemaName, recordType);
else
metadata = new PicklistAttributeMetadata();
SetCommon(metadata, schemaName, displayName, description, isRequired, audit, searchable);
metadata.OptionSet = new OptionSetMetadata {Name = sharedOptionSetName, IsGlobal = true};
CreateOrUpdateAttribute(schemaName, recordType, metadata);
}
}
private string RetrieveAttributeMetadataPicklistValue(IOrganizationService CrmService, int AddTypeValue, string Entity, string LogicalName)
{
RetrieveAttributeRequest objRetrieveAttributeRequest;
objRetrieveAttributeRequest = new RetrieveAttributeRequest();
objRetrieveAttributeRequest.EntityLogicalName = Entity;
objRetrieveAttributeRequest.LogicalName = LogicalName;
int indexAddtypeCode = AddTypeValue - 1;
// Execute the request
RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)CrmService.Execute(objRetrieveAttributeRequest);
PicklistAttributeMetadata objPckLstAttMetadata = new PicklistAttributeMetadata();
ICollection<object> objCollection = attributeResponse.Results.Values;
objPckLstAttMetadata.OptionSet = ((EnumAttributeMetadata)(objCollection.ElementAt(0))).OptionSet;
Microsoft.Xrm.Sdk.Label objLabel = objPckLstAttMetadata.OptionSet.Options[indexAddtypeCode].Label;
string lblAddTypeLabel = objLabel.LocalizedLabels.ElementAt(0).Label;
return lblAddTypeLabel;
}
private PicklistAttributeMetadata CreateGlobalOptionSetAttributeMetadata(AttributeTemplate attributeTemplate)
{
var picklistAttributeMetadata = new PicklistAttributeMetadata
{
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = attributeTemplate.GlobalOptionSetListLogicalName
}
};
return picklistAttributeMetadata;
}
public PicklistAttributeMetadataInfo(PicklistAttributeMetadata amd)
: base(amd)
{
this.amd = amd;
}
private PicklistAttributeMetadata CreateOptionSetAttributeMetadata(AttributeTemplate attributeTemplate)
{
var optionMetadataCollection = GetOptionMetadataCollection(attributeTemplate);
var picklistAttributeMetadata = new PicklistAttributeMetadata
{
OptionSet = new OptionSetMetadata(optionMetadataCollection)
};
picklistAttributeMetadata.OptionSet.IsGlobal = false;
return picklistAttributeMetadata;
}
