public CampaignResponse Create(Campaign newCampaign)
{
CampaignResponse response = new CampaignResponse();
CampaignsData cData = new CampaignsData(CurrentDataContext);
try
{
newCampaign.Id = cData.Create(newCampaign);
if (newCampaign.Id > 0)
{
response.Success = true;
response.Campaign = newCampaign;
}
else
{
response.Message = ErrorMessages.CAMPAIGN_CREATE_GENERIC;
}
}
catch (Exception e)
{
response.Message = e.Message;
}
return(response);
}
public async Task <CampaignResponse> GetAllCampaigns(string token, int?page)
{
List <JsonHeaders> parametros = new List <JsonHeaders>();
parametros.Add(new JsonHeaders("Authorization", token));
JsonAdapters.JsonAdapters jadapters = new JsonAdapters.JsonAdapters();
int pageSend = page.HasValue ? page.Value : 1;
string response = await jadapters.GetJson(parametros, ConfigurationManager.AppSettings["CampaignGetServiceRoute"].ToString(), pageSend, Baseurl, UtilitiesProject.HttpMethod.GET);
CampaignResponse retObj = JsonConvert.DeserializeObject <CampaignResponse>(response);
return(retObj);
}
private static Money18 CalculateTotalReward(CampaignResponse result)
{
if (result.RewardType == RewardType.Fixed && result.Conditions.Count > 1)
{
Money18 conditionReward = 0m; //todo: BO fix needed to stop copying condition details to campaign
foreach (var condition in result.Conditions)
{
conditionReward += condition.RewardType == RewardType.Fixed
? condition.ImmediateReward
: condition.ApproximateAward ?? 0m;
}
return(conditionReward);
}
else
{
return(result.Reward);
}
}
public ActionResult Create(Campaign newCampaign)
{
string message = string.Empty;
// Setup our new campaign
newCampaign.UserId = Convert.ToInt32(Request.Cookies[Constants._COOKIE_NAME_].Values.Get(Constants._COOKIE_USER_ID_));
newCampaign.CreateDate = DateTime.Now;
// Create our campaign request
CampaignRequest request = new CampaignRequest();
request.UserToken = User.Identity.Name;
request.Campaign = newCampaign;
try
{
// Send response to create the new campaign
CampaignResponse response = CampaignApiProxy.CreateCampaign(SSConfiguration.WebApiUrl, request);
if (response.Success)
{
return(RedirectToAction("Profile", "User", new { id = response.Campaign.UserId }));
}
else
{
return(View(response.Message));
}
}
catch (System.Web.Http.HttpResponseException)
{
// Should be - HttpResponseException
return(RedirectToAction("Logout", "Account"));
}
catch (Exception e)
{
message = e.Message;
}
return(View(message));
}
public static PaginatedCampaignListResponseModel GetPaginatedCampaignListResponseModel()
{
var bonusType = new BonusType
{
Type = "Type",
DisplayName = "DisplayName"
};
var conditionResponseModel = new ConditionModel()
{
CampaignId = new Guid(ActiveCampaignId),
CompletionCount = 1,
Type = bonusType.Type,
Id = Guid.NewGuid().ToString("D"),
ImmediateReward = 10
};
var campaignResponseModel = new CampaignResponse()
{
Name = "SignUp Campaign",
Reward = 20,
Id = ActiveCampaignId,
CompletionCount = 1,
Conditions = new List <ConditionModel>()
{
conditionResponseModel
}
};
var campaignResponseModels = new List <CampaignResponse>()
{
campaignResponseModel
};
return(new PaginatedCampaignListResponseModel()
{
Campaigns = campaignResponseModels
});
}
/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">The execution context.</param>
protected override void Execute(CodeActivityContext executionContext) {
// Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
if (tracingService == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
}
tracingService.Trace("Entered GetCampaignResponseFromWebPageView.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
executionContext.ActivityInstanceId,
executionContext.WorkflowInstanceId);
// Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
if (context == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
}
tracingService.Trace("GetCampaignResponseFromWebPageView.Execute(), Correlation Id: {0}, Initiating User: {1}",
context.CorrelationId,
context.InitiatingUserId);
ITracingService t = tracingService;
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
// If we have a CampaignActivityId in the URL, create a CampaignResponse and map it
// to the Web Page View. If we have a CampaignResponseCustomer in the URL, add that
// Contact to the CampaignResponse and Web Page View.
// Get the Page View from the workflow context.
t.Trace("1. Get the Page View from the workflow context and default the driving variables.");
cldrkt_pageview pageView = (cldrkt_pageview)service.Retrieve(
context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet { AllColumns = true });
CampaignActivity campaignActivity = new CampaignActivity();
CampaignResponse campaignResponse = new CampaignResponse();
Contact contact = new Contact();
#region Process the Campaign Customer, if any.
// Get the Campaign Customer, if any.
t.Trace("c1. Get the Campaign Customer, if any...");
Guid contactId = Guid.Empty;
t.Trace("pageView.cldrkt_CampaignResponseCustomerId: " + pageView.cldrkt_CampaignResponseCustomerId);
if (String.IsNullOrWhiteSpace(pageView.cldrkt_CampaignResponseCustomerId))
{
contactId = Guid.Empty;
t.Trace("contactId: " + contactId.ToString());
}
else
{
Guid.TryParse(pageView.cldrkt_CampaignResponseCustomerId, out contactId);
if (contactId != Guid.Empty)
{
t.Trace("c2. Look up the Campaign Customer...");
contact = (Contact)service.Retrieve(Contact.EntityLogicalName, contactId, new ColumnSet { AllColumns = true });
t.Trace("contactId: " + contactId.ToString());
t.Trace("contact.Id: " + contact.Id.ToString());
if (contact != null)
{
// Add the Campaign Activity Customer to the Campaign Response and Page View
t.Trace("c3. Add the Campaign Activity Customer to the Campaign Response and Page View");
campaignResponse.Customer = new ActivityParty[]
{
new ActivityParty {PartyId = new EntityReference (contact.LogicalName, contact.Id)}
};
pageView.cldrkt_CampaignResponseCustomer = new EntityReference {
Id = contact.Id,
LogicalName = contact.LogicalName,
};
}
}
}
#endregion Process the Campaign Customer, if any.
#region Process the Campaign Activity, if any.
// Get the Campaign Activity, if any.
t.Trace("ca1. Get the Campaign Activity, if any...");
Guid campaignActivityId = Guid.Empty;
t.Trace("pageView.cldrkt_CampaignActivityId: " + pageView.cldrkt_CampaignActivityId);
if (String.IsNullOrWhiteSpace(pageView.cldrkt_CampaignActivityId))
{
campaignActivityId = Guid.Empty;
t.Trace("campaignActivityId: " + campaignActivityId);
}
else
{
Guid.TryParse(pageView.cldrkt_CampaignActivityId, out campaignActivityId);
if (campaignActivityId != Guid.Empty) // Look up the Campaign Activity
{
t.Trace("ca2. Look up the Campaign Activity...");
campaignActivity = (CampaignActivity)service.Retrieve(
CampaignActivity.EntityLogicalName, campaignActivityId, new ColumnSet { AllColumns = true });
t.Trace("campaignActivityId: " + campaignActivityId);
t.Trace("campaignActivity.Id: " + campaignActivity.Id.ToString());
if (campaignActivity != null) // Process for a Campaign Activity
{
// Create a Campaign Response.
t.Trace("ca3. Create a Campaign Response...");
campaignResponse.ChannelTypeCode = new OptionSetValue(636280000);
campaignResponse.OriginatingActivityId = new EntityReference {
Id = campaignActivity.Id,
LogicalName = CampaignActivity.EntityLogicalName,
};
campaignResponse.RegardingObjectId = new EntityReference // Required, must be the parent campaign
{
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = Campaign.EntityLogicalName,
};
campaignResponse.ReceivedOn = pageView.CreatedOn;
campaignResponse.Subject = pageView.cldrkt_name;
campaignResponse.ActivityId = service.Create(campaignResponse);
t.Trace("campaignResponse.ActivityId: " + campaignResponse.ActivityId);
t.Trace("campaignResponse.Id: " + campaignResponse.Id.ToString());
// Update the Campaign Response.
t.Trace("ca4. Update the Campaign Response.");
t.Trace("campaignResponse.Id: " + campaignResponse.Id);
if (campaignResponse.Id != Guid.Empty)
{
service.Update(campaignResponse);
t.Trace("campaignResponse.Id = " + campaignResponse.Id.ToString());
}
// Add the Campaign Activity to the Page View.
t.Trace("4. Add the Campaign Activity to the Page View");
pageView.cldrkt_Campaign = new EntityReference {
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = campaignActivity.RegardingObjectId.LogicalName,
};
pageView.cldrkt_CampaignActivity = new EntityReference {
Id = campaignActivity.Id,
LogicalName = campaignActivity.LogicalName,
};
pageView.cldrkt_CampaignResponse = new EntityReference {
Id = campaignResponse.Id,
LogicalName = campaignResponse.LogicalName,
};
}
}
}
#endregion Process the Campaign Activity, if any.
#region Set the day of the week, in Pacific Time Zone from UTC cldrkt_createdon.
DateTime createdOn = (DateTime)pageView["createdon"];
createdOn = DateTime.SpecifyKind(createdOn, DateTimeKind.Utc);
TimeZoneInfo timeZone = TimeZoneInfo.FindSystemTimeZoneById("Pacific Standard Time");
string dayOfWeek = TimeZoneInfo.ConvertTimeFromUtc(createdOn, timeZone).DayOfWeek.ToString().Substring(0, 3);
// Get the Days of the Week Option Set metadata.
RetrieveOptionSetRequest optionSetRequest = new RetrieveOptionSetRequest { Name = "cldrkt_daysoftheweek" };
RetrieveOptionSetResponse optionSetResponse = (RetrieveOptionSetResponse)service.Execute(optionSetRequest);
OptionSetMetadata optionSetMetaData = (OptionSetMetadata)optionSetResponse.OptionSetMetadata;
// Look up the OptionSetValue Value using dayOfWeek.
OptionSetValue optionSetValue = new OptionSetValue {
Value = (Int32)optionSetMetaData.Options
.FirstOrDefault(o => o.Label.UserLocalizedLabel.Label == dayOfWeek).Value,
};
// outputDayOfTheWeek.Set(executionContext, dayOfWeek);
pageView["cldrkt_createdonweekdayoptionset"] = optionSetValue;
#endregion Set the day of the week, in Pacific Time Zone from UTC cldrkt_createdon.
// Update the Page View.
t.Trace("10. Update the Page View.");
service.Update(pageView);
// throw new InvalidPluginExecutionException("Finished processing the Page View update.");
}
catch (FaultException<OrganizationServiceFault> e)
{
tracingService.Trace("Exception: {0}", e.ToString());
// Handle the exception.
throw;
}
tracingService.Trace("Exiting GetCampaignResponseFromWebPageView.Execute(), Correlation Id: {0}", context.CorrelationId);
}
/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">The execution context.</param>
protected override void Execute(CodeActivityContext executionContext)
{
// Create the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
if (tracingService == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
}
tracingService.Trace("Entered WebFormFill.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
executionContext.ActivityInstanceId,
executionContext.WorkflowInstanceId);
// Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
if (context == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
}
tracingService.Trace("WebFormFill.Execute(), Correlation Id: {0}, Initiating User: {1}",
context.CorrelationId,
context.InitiatingUserId);
ITracingService t = tracingService;
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
// TODO: Implement your custom Workflow business logic.
#region 1. Get the Web Form Fill from the workflow context.
t.Trace("1. Get the Form Fill from the workflow context.");
cldrkt_webformfill webFormFill = (cldrkt_webformfill)service.Retrieve(
context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet {
AllColumns = true
});
#endregion 1. Get the Web Form Fill from the workflow context.
#region 2. Get the transaction owner and response email sender.
QueryExpression userQuery = new QueryExpression {
EntityName = SystemUser.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "domainname",
Operator = ConditionOperator.Equal,
Values = { "*****@*****.**"},
}
}
}
};
t.Trace("2.1 Get the system user who will send the email.");
SystemUser user = (SystemUser)service.RetrieveMultiple(userQuery).Entities.FirstOrDefault();
t.Trace("2.2 The sender is: " + user.FullName.ToString());
#endregion 2. Get the transaction owner and response email sender.
#region 3. Look up the Contact from the email address, and create a new Contact if it doesn't already exist.
t.Trace("3. Find or create the Contact from the email address." + webFormFill.cldrkt_Email);
Contact contact = new Contact {
EMailAddress1 = webFormFill.cldrkt_Email,
FirstName = webFormFill.cldrkt_FirstName,
Id = Guid.NewGuid(),
LastName = webFormFill.cldrkt_LastName,
Telephone1 = webFormFill.cldrkt_BusinessPhone,
};
t.Trace("3.1 Look up the Contact using the email address entered: " + webFormFill.cldrkt_Email.ToString());
QueryExpression contactsQuery = new QueryExpression {
EntityName = Contact.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "emailaddress1",
Operator = ConditionOperator.Equal,
Values = { contact.EMailAddress1},
}
}
}
};
Contact c = (Contact)service.RetrieveMultiple(contactsQuery).Entities.FirstOrDefault();
if (c != null)
{
contact.Id = c.Id; // Will overwrite existing Contact data with entered data.
contact.ParentCustomerId = c.ParentCustomerId; // So it will be there for the Account lookup.
t.Trace("3.2.1 The existing contact is: " + contact.Id.ToString() + " " + contact.EMailAddress1);
}
else
{
t.Trace("3.3.1 Create a new contact.");
contact.Id = service.Create(contact);
t.Trace("3.3.2 The new contact is: " + contact.Id.ToString() + " " + contact.EMailAddress1);
}
service.Update(contact);
#endregion 3. Look up the Contact from the email address, and create a new Contact if it doesn't already exist.
#region 4. Look up or create the Account and map this Contact to it.
t.Trace("4. Look up or create the Account and map this Contact to it.");
//t.Trace("4. Contact is " + contact.FullName);
//t.Trace("4. Contact.Id is " + contact.Id);
//t.Trace("4. contact.ParentCustomerId is " + contact.ParentCustomerId.ToString());
Account account = new Account {
Name = webFormFill.cldrkt_Organization,
};
// Look up or create the parent Account.
if (contact.ParentCustomerId != null)
{
t.Trace("4.1 Build the parent account query.");
// Look up the parent account.
QueryExpression parentAccountQuery = new QueryExpression {
EntityName = Account.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "accountid",
Operator = ConditionOperator.Equal,
Values = { contact.ParentCustomerId.Id,},
}
},
},
};
t.Trace("4.2 Look up Account a.");
Account a = (Account)service.RetrieveMultiple(parentAccountQuery).Entities.FirstOrDefault();
t.Trace("4.3 If a exists, use it. Otherwise create a new Account.");
if (a != null)
{
t.Trace("4.3.1 The Account exists.");
account = a;
t.Trace("4.2.2 The existing Account is " + account.Name);
}
else
{
t.Trace("4.3.2 Create a new Account.");
account.Id = a.Id;
t.Trace("4.3.1 The new Account is " + account.Id.ToString());
}
}
else
{
t.Trace("4.4 Create a new Account.");
account.Id = service.Create(account);
};
// Map the contact to the account.
account.PrimaryContactId = new EntityReference {
Id = contact.Id,
LogicalName = Contact.EntityLogicalName,
};
service.Update(account);
// Map the account to the contact.
contact.ParentCustomerId = new EntityReference {
Id = account.Id,
LogicalName = Account.EntityLogicalName,
};
service.Update(contact);
#endregion 4. Look up or create the Account and map this Contact to it.
#region 5. Get the Campaign from the Campaign Activity ID and log a Campaign Response.
t.Trace("5. Get the Campaign Activity, if any...");
CampaignActivity campaignActivity = new CampaignActivity();
CampaignResponse campaignResponse = new CampaignResponse();
Guid campaignActivityId = Guid.Empty;
t.Trace("5.1 webFormFill.cldrkt_CampaignActivityID: " + webFormFill.cldrkt_CampaignActivityID);
if (String.IsNullOrWhiteSpace(webFormFill.cldrkt_CampaignActivityID))
{
campaignActivityId = Guid.Empty;
}
else
{
t.Trace("5.2 We have a webFormFill.cldrkt_CampaignActivityID: " + webFormFill.cldrkt_CampaignActivityID);
Guid.TryParse(webFormFill.cldrkt_CampaignActivityID, out campaignActivityId);
t.Trace("5.2.1 CampaignActivityID is " + campaignActivityId.ToString());
if (campaignActivityId != Guid.Empty)
{
t.Trace("5.2.2 Look up the Campaign Activity...");
campaignActivity = (CampaignActivity)service.Retrieve(
CampaignActivity.EntityLogicalName, campaignActivityId, new ColumnSet {
AllColumns = true
});
t.Trace("5.2.3 campaignActivityId: " + campaignActivityId);
t.Trace("5.2.4 campaignActivity.Id: " + campaignActivity.Id.ToString());
if (campaignActivity != null) // Found a Campaign Activity.
{
// Create a Campaign Response.
t.Trace("5.3 Create a Campaign Response...");
campaignResponse.ChannelTypeCode = new OptionSetValue((int)636280001); // 636280001: Web Page Form fill
campaignResponse.Customer = new ActivityParty[] {
new ActivityParty {
PartyId = new EntityReference(Contact.EntityLogicalName, contact.Id)
}
};
campaignResponse.FirstName = webFormFill.cldrkt_FirstName;
campaignResponse.LastName = webFormFill.cldrkt_LastName;
campaignResponse.EMailAddress = webFormFill.cldrkt_Email;
campaignResponse.Telephone = webFormFill.cldrkt_BusinessPhone;
campaignResponse.CompanyName = webFormFill.cldrkt_Organization;
campaignResponse.PromotionCodeName = webFormFill.cldrkt_PromotionCode;
campaignResponse.cldrkt_CampaignActivityId = new EntityReference {
Id = campaignActivity.Id,
LogicalName = CampaignActivity.EntityLogicalName,
};
campaignResponse.OriginatingActivityId = new EntityReference {
Id = webFormFill.Id,
LogicalName = cldrkt_webformfill.EntityLogicalName,
};
campaignResponse.RegardingObjectId = new EntityReference // Required, must be the parent campaign
{
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = Campaign.EntityLogicalName,
};
campaignResponse.ReceivedOn = webFormFill.CreatedOn;
campaignResponse.Subject = webFormFill.Subject; //TODO: Change to an available field.
t.Trace("5.2.5 Create the Campaign Response.");
campaignResponse.ActivityId = service.Create(campaignResponse);
t.Trace("5.3.1 campaignResponse.ActivityId: " + campaignResponse.ActivityId);
t.Trace("5.3.2 campaignResponse.Id: " + campaignResponse.Id.ToString());
// Update the Campaign Response.
t.Trace("5.4 Update the Campaign Response.");
if (campaignResponse.Id != Guid.Empty)
{
service.Update(campaignResponse);
t.Trace("5.4.1 campaignResponse.Id = " + campaignResponse.Id.ToString());
}
// Add the Campaign Activity to the Web Form Fill.
t.Trace("5.5. Add the Campaign Activity to the Web Form fill");
webFormFill.cldrkt_Campaign = new EntityReference {
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = campaignActivity.RegardingObjectId.LogicalName,
};
webFormFill.cldrkt_CampaignActivity = new EntityReference {
Id = campaignActivity.Id,
LogicalName = campaignActivity.LogicalName,
};
webFormFill.cldrkt_CampaignResponse = new EntityReference {
Id = campaignResponse.Id,
LogicalName = campaignResponse.LogicalName,
};
t.Trace("5.6 Update the webFormFill.");
service.Update(webFormFill);
}
}
}
#endregion 5. Get the Campaign from the Campaign Activity ID and log a Campaign Response.
#region 6. Create a new Opportunity and map it to the Contact.
t.Trace("6. Create a new Opportunity and map it to the Contact. ");
string productNumber = // Defaulting to SMSP. The Product Number has to be valid.
String.IsNullOrEmpty(webFormFill.cldrkt_ProductNumber) ? "SMSP-License" : webFormFill.cldrkt_ProductNumber;
QueryExpression productQuery = new QueryExpression {
EntityName = Product.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "productnumber",
Operator = ConditionOperator.Equal,
Values = { productNumber},
}
}
}
};
t.Trace("6.1.1 Look up the product. ");
Product product = (Product)service.RetrieveMultiple(productQuery).Entities.FirstOrDefault();
t.Trace("6.1.2 product.Id is " + product.Id.ToString() + " product.ProductId is " + product.ProductId);
t.Trace("6.1.3 product.ProductId is " + product.Id.ToString() + " ");
t.Trace("6.2 Create the Opportunity. ");
t.Trace("6.2.0 campaignActivity.Id is " + campaignActivity.Id.ToString());
t.Trace("6.2.1 campaignActivity.RegardingObjectId.Id is " + campaignActivity.RegardingObjectId.Id.ToString());
t.Trace("6.2.2 account.Name and product.ProductNumber are " + account.Name + " " + product.ProductNumber);
t.Trace("6.2.3 product.PriceLevelId is " + product.PriceLevelId.Id.ToString());
Opportunity opportunity = new Opportunity {
CampaignId = campaignActivity.RegardingObjectId,
cldrkt_EstimatedUsers = (int?)webFormFill.cldrkt_ProductQuantity,
Name = webFormFill.Subject, // Required.
cldrkt_DateofLastContact = webFormFill.CreatedOn,
IsRevenueSystemCalculated = true,
ParentAccountId = new EntityReference {
Id = account.Id,
LogicalName = Account.EntityLogicalName,
},
ParentContactId = new EntityReference {
Id = contact.Id,
LogicalName = Contact.EntityLogicalName,
},
PriceLevelId = product.PriceLevelId, // Required
StepName = "1-Conversation",
TransactionCurrencyId = product.TransactionCurrencyId, // Required.
};
t.Trace("6.2.5 opportunity.TransactionCurrencyId is " + opportunity.TransactionCurrencyId.Name.ToString());
t.Trace("6.2.6 TransactionCurrencyId.Id is " + opportunity.TransactionCurrencyId.Id.ToString());
t.Trace("6.2.6.1 opportunity.ParentContactId.Id is " + opportunity.ParentContactId.Id.ToString());
opportunity.Id = service.Create(opportunity);
service.Update(opportunity);
t.Trace("6.2.7 opportunity.Id is " + opportunity.Id.ToString());
t.Trace("6.2.7.1 ShowMe price is " + Helpers.GetShowMePricePerUser((decimal)webFormFill.cldrkt_ProductQuantity));
t.Trace("6.3 Create the OpportunityProduct.");
OpportunityProduct opportunityProduct = new OpportunityProduct {
OpportunityId = new EntityReference {
LogicalName = Opportunity.EntityLogicalName,
Id = opportunity.Id,
},
ProductId = new EntityReference {
LogicalName = Product.EntityLogicalName,
Id = product.Id,
},
UoMId = new EntityReference {
LogicalName = UoM.EntityLogicalName,
Id = product.DefaultUoMId.Id,
},
Quantity = webFormFill.cldrkt_ProductQuantity,
PricePerUnit = new Money {
Value = Helpers.GetShowMePricePerUser((decimal)webFormFill.cldrkt_ProductQuantity),
},
IsPriceOverridden = true,
};
t.Trace("6.3.1 Creating the opportunityProduct. ");
opportunityProduct.Id = service.Create(opportunityProduct);
t.Trace("6.3.2 opportunityProduct.Id is " + opportunityProduct.Id.ToString());
t.Trace("6.3.3 opportunityProductProductId.Id is " + opportunityProduct.ProductId.Id.ToString());
t.Trace("6.3.4 opportunityProduct.Quantity is " + opportunityProduct.Quantity);
t.Trace("6.3.5 opportunityProduct.Quantity.Value is " + opportunityProduct.Quantity.Value);
t.Trace("6.3.6 opportunityProduct.PricePerUnit is " + opportunityProduct.PricePerUnit);
t.Trace("6.3.7 opportunityProduct.PricePerUnit.Value is " + opportunityProduct.PricePerUnit.Value);
service.Update(opportunityProduct);
service.Update(opportunity);
#endregion 6. Create a new Opportunity and map it to the Contact.
#region 7. Get the response email template.
t.Trace(" 7. Get the email template from the Web Form Fill, otherwise use a default template");
QueryExpression templateQuery = new QueryExpression {
EntityName = Template.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "title",
Operator = ConditionOperator.Equal,
Values = { webFormFill.cldrkt_EmailTemplateTitle},
}
}
}
};
Template emailTemplate = new Template();
Guid defaultEmailTemplateId = Guid.Parse("d4fe12fd-72d2-e311-9e62-6c3be5be5e68"); // Default, SMSP demo request
Guid emailTemplateId = new Guid();
if (String.IsNullOrEmpty(webFormFill.cldrkt_EmailTemplateTitle))
{
emailTemplateId = defaultEmailTemplateId;
t.Trace("7.1 No email template set from the web form.");
}
else
{
t.Trace("7.2.1 Looking up Template from webFormFill: " + webFormFill.cldrkt_EmailTemplateTitle);
emailTemplate = (Template)service.RetrieveMultiple(templateQuery).Entities.FirstOrDefault();
if (emailTemplate == null)
{
t.Trace("Template is null");
}
else
{
t.Trace("Template is not null.");
t.Trace("Template type is: " + emailTemplate.TemplateTypeCode.ToString());
}
t.Trace("7.2.1 Looked up Template using the Title. ");
emailTemplateId = emailTemplate == null ? defaultEmailTemplateId : emailTemplate.Id;
t.Trace("7.2.2 emailTemplateId: " + emailTemplateId.ToString());
}
t.Trace("7.3.1 The email template is " + emailTemplate.Title.ToString() + " type of " + emailTemplate.TemplateTypeCode + " Id: " + emailTemplateId.ToString());
#endregion 7. Get the response email template.
#region 8. Create and send the response email.
t.Trace("8. Create and send the email message.");
t.Trace("8. Send from: " + user.FullName.ToString());
t.Trace("8. Send to: " + contact.Id.ToString() + " using template " + emailTemplate.Title + " with Id " + emailTemplateId.ToString());
// Create an email using an Opportunity template. "To" is a Contact type.
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest {
Target = new Email {
To = new ActivityParty[] { new ActivityParty {
PartyId = new EntityReference(Contact.EntityLogicalName, opportunity.ParentContactId.Id)
} },
From = new ActivityParty[] { new ActivityParty {
PartyId = new EntityReference(SystemUser.EntityLogicalName, user.Id)
} },
Subject = "",
Description = "",
DirectionCode = true,
},
RegardingId = opportunity.Id, // Required, and the type must match the Email Template type.
RegardingType = emailTemplate.TemplateTypeCode,
TemplateId = emailTemplateId,
};
t.Trace("8.1 Send email to: " + opportunity.ParentContactId.Id.ToString() + " from: " + user.DomainName);
t.Trace("8.1.1 Contact ID is: " + contact.Id.ToString() + ", email template is " + emailTemplate.Id.ToString() + ", opportunity is " + opportunity.Id.ToString());
t.Trace("8.1.2 email template id is: " + emailUsingTemplateReq.TemplateId.ToString());
SendEmailFromTemplateResponse email = (SendEmailFromTemplateResponse)service.Execute(emailUsingTemplateReq);
t.Trace("8.2 Email sent: " + email.Id.ToString());
#endregion 8. Create and send the response email.
#region 9. Add this Contact to the Marketing List, and create the list if it doesn't exist.
t.Trace("9. Add this Contact to the Marketing List. " + contact.Id.ToString() + " to List " + webFormFill.cldrkt_AddToMarketingList);
List staticContactList = new List {
CreatedFromCode = new OptionSetValue((int)2), // Required. Account = 1, Contact = 2, Lead = 4.
Id = Guid.NewGuid(), // Required.
ListName = webFormFill.cldrkt_AddToMarketingList, // Required.
LogicalName = List.EntityLogicalName,
OwnerId = new EntityReference { // Required.
Id = user.Id,
LogicalName = SystemUser.EntityLogicalName,
},
StatusCode = new OptionSetValue((int)0),
Type = false, // Required. True = dynamic, false = static.
};
QueryExpression listQuery = new QueryExpression {
EntityName = List.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "listname",
Operator = ConditionOperator.Equal,
Values = { webFormFill.cldrkt_AddToMarketingList},
}
}
}
};
t.Trace("9.1 Get this list, if it exists: " + webFormFill.cldrkt_AddToMarketingList);
Entity list = service.RetrieveMultiple(listQuery).Entities.FirstOrDefault();
t.Trace("9.2 Look up the list.");
if (list == null)
{
t.Trace("9.3.1 Create a new list: " + staticContactList.Id.ToString());
staticContactList.Id = service.Create(staticContactList);
}
else
{
t.Trace("9.3.2 Use the list we found: " + list.Id.ToString());
staticContactList.Id = list.Id;
}
t.Trace("9.4 Add the Contact " + contact.Id.ToString() + " to List " + staticContactList.Id.ToString());
AddMemberListRequest addMemberListRequest = new AddMemberListRequest {
EntityId = contact.Id,
ListId = staticContactList.Id,
};
service.Execute(addMemberListRequest);
#endregion 9. Add this Contact to the Marketing List, and create the list if it doesn't exist.
#region 10. Update the entities we've worked on.
t.Trace("10. Update the entities we've worked on. ");
webFormFill.RegardingObjectId = new EntityReference {
Id = contact.Id, LogicalName = Contact.EntityLogicalName,
};
service.Update(webFormFill);
service.Update(contact);
service.Update(opportunityProduct);
service.Update(opportunity);
service.Update(webFormFill);
#endregion 10. Update the entities we've worked on.
//throw new InvalidPluginExecutionException("Finished processing the Web Form Fill update.");
}
catch (FaultException <OrganizationServiceFault> e)
{
tracingService.Trace("Exception: {0}", e.ToString());
// Handle the exception.
throw;
}
tracingService.Trace("Exiting WebFormFill.Execute(), Correlation Id: {0}", context.CorrelationId);
}
protected void Register_Click(object sender, EventArgs e)
{
if (!Page.IsValid)
{
return;
}
// Determine if the user is already in the CRM as either a lead or customer
var existingContact = XrmContext.ContactSet.FirstOrDefault(c => c.EMailAddress1 == EMail.Text);
var existingLead = XrmContext.LeadSet.FirstOrDefault(l => l.EMailAddress1 == EMail.Text);
var eventParticipant = new ActivityParty();
if (existingContact != null)
{
eventParticipant.contact_activity_parties = existingContact;
eventParticipant.PartyId = new EntityReference(Contact.EntityLogicalName, existingContact.ContactId.GetValueOrDefault());
}
else if (existingLead != null)
{
eventParticipant.lead_activity_parties = existingLead;
eventParticipant.PartyId = new EntityReference(Lead.EntityLogicalName, existingLead.Id);
}
else
{
// No Contact or Lead previously exsits in the CRM
// Create the registrant as a lead in the CRM
var newLead = new Lead
{
Subject = string.Format("{0}, {1}: {2}", LastName.Text, FirstName.Text, Campaign.Name),
FirstName = FirstName.Text,
LastName = LastName.Text,
CompanyName = CompanyName.Text,
LeadQualityCode = 2,
Telephone1 = Phone.Text,
EMailAddress1 = EMail.Text,
Address1_Line1 = Address1.Text,
Address1_Line2 = Address2.Text,
Address1_Line3 = Address3.Text,
Address1_StateOrProvince = State.Text,
Address1_PostalCode = PostalCode.Text,
Address1_Country = Country.Text
};
XrmContext.AddObject(newLead);
XrmContext.SaveChanges();
existingLead = XrmContext.LeadSet.FirstOrDefault(l => l.EMailAddress1 == EMail.Text);
if (existingLead != null)
{
eventParticipant.lead_activity_parties = existingLead;
eventParticipant.PartyId = new EntityReference(Lead.EntityLogicalName, existingLead.Id);
}
}
// Register user for event by creating a marketing response
var registration = new CampaignResponse
{
Customer = new[] { eventParticipant },
RegardingObjectId = Campaign.ToEntityReference(),
ResponseCode = 200000,
Subject = string.Format("{0}, {1}: {2}", LastName.Text, FirstName.Text, Campaign.Name),
ChannelTypeCode = 200000,
ReceivedOn = DateTime.Now,
FirstName = FirstName.Text,
LastName = LastName.Text,
MSA_StreetAddress1 = Address1.Text,
MSA_StreetAddress2 = Address2.Text,
MSA_StreetAddress3 = Address3.Text,
MSA_City = City.Text,
MSA_State = State.Text,
MSA_PostalCode = PostalCode.Text,
MSA_Country = Country.Text,
CompanyName = CompanyName.Text,
MSA_JobTitle = JobTitle.Text,
Telephone = Phone.Text,
EMailAddress = EMail.Text,
Description = Notes.Text,
MSA_PreferredMethodofCommunication = CommunicationMethod.SelectedIndex
};
XrmContext.AddObject(registration);
XrmContext.SaveChanges();
//Show Confirmation
RegForm.Visible = false;
ConfirmationMsg.Visible = true;
EventExportLink.NavigateUrl = string.Format("/Event.axd?type=registration&id={0}", Campaign.Id);
}
