Ejemplo n.º 1
8
        /// <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;
            }
        }
Ejemplo n.º 2
0
        /// <summary>
        /// Procedure: InsertGlobalOptionSet
        /// Handles: Inserts Values to existing optionset
        /// Created By: Steve Weinberger
        /// Created Date: 06/07/2016
        /// Changes By:
        /// Changes Date:
        /// Changes Made:
        /// </summary>
        public void InsertGlobalOptionSet(IOrganizationService service, string solutionName, string schema, string label, int lang, string[] optionLabels)
        {
            string globalOptionSetName = schema;
            int    _insertedOptionValue;

            OptionMetadataCollection options = new OptionMetadataCollection();

            foreach (string o in optionLabels)
            {
                InsertOptionValueRequest req = new InsertOptionValueRequest()
                {
                    SolutionUniqueName = solutionName,
                    OptionSetName      = globalOptionSetName,
                    Label = new Label(o, lang)
                };
                //InsertOptionValueResponse res = (InsertOptionValueResponse)service.Execute(req);

                _insertedOptionValue = ((InsertOptionValueResponse)service.Execute(req)).NewOptionValue;


                Console.WriteLine("Created {0} with the value of {1}.",
                                  req.Label.LocalizedLabels[0].Label,
                                  _insertedOptionValue);
            }

            //Publish the OptionSet
            PublishXmlRequest pxReq2 = new PublishXmlRequest {
                ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", globalOptionSetName)
            };

            service.Execute(pxReq2);
            Console.WriteLine("Global OptionSet inserted: {0}", schema);
        }
        private int InsertOptionSetValue(string label, int?value)
        {
            var request = new InsertOptionValueRequest
            {
                Label = new Label(label, LanguageCode)
            };

            if (value.HasValue)
            {
                request.Value = value;
            }
            if (isGlobalOptionSet)
            {
                request.OptionSetName = optionSetName;
            }
            else
            {
                request.EntityLogicalName    = EntityLogicalName;
                request.AttributeLogicalName = AttributeLogicalName;
            }
            Log.Debug("Adding option '{label}' ({request})", label, Newtonsoft.Json.JsonConvert.SerializeObject(request));
            var response = (InsertOptionValueResponse)CrmServiceClient.Execute(request);

            return(response.NewOptionValue);
        }
 /// <summary>
 /// Processes the global option sets
 /// </summary>
 /// <param name="dictionary">The <see cref="String"/> array that contains the global option set values.</param>
 /// <param name="key">The option set name to be created or updated.</param>
 private void ProcessGlobalPicklists(string[] dictionary, string key)
 {
     if (dictionary.Length > 0)
     {
         try
         {
             RetrieveOptionSetRequest retrieveOptionSetRequest = new RetrieveOptionSetRequest {
                 Name = key
             };
             RetrieveOptionSetResponse retrieveOptionSetResponse  = (RetrieveOptionSetResponse)this.CrmAdapter.OrganizationService.Execute(retrieveOptionSetRequest);
             OptionSetMetadata         retrievedOptionSetMetadata = (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
             OptionMetadata[]          optionList = retrievedOptionSetMetadata.Options.ToArray();
             foreach (string label in dictionary)
             {
                 var option = optionList.FirstOrDefault(opt => opt.Label.UserLocalizedLabel.Label == label);
                 if (option == null)
                 {
                     InsertOptionValueRequest insertOptionValueRequest = new InsertOptionValueRequest {
                         OptionSetName = key, Label = new Label(label, retrievedOptionSetMetadata.DisplayName.UserLocalizedLabel.LanguageCode)
                     };
                     this.CrmAdapter.OrganizationService.Execute(insertOptionValueRequest);
                 }
             }
         }
         catch (FaultException ex)
         {
             throw new AdapterException(ex.Message, ex)
                   {
                       ExceptionId = ErrorCodes.CrmPlatformException
                   };
         }
     }
 }
Ejemplo n.º 5
0
        public void addOptionCreateRequest(string[] row, List <CrmOperation> crmOp)
        {
            InsertOptionValueRequest insertOptionValueRequest;
            int result;

            if (optionMetadata.optionData.IsGlobal.Value)
            {
                insertOptionValueRequest =
                    new InsertOptionValueRequest
                {
                    OptionSetName = optionMetadata.optionData.Name,
                    Label         = new Label(row[ExcelColumsDefinition.OPTIONSETLABELEXCELCOL], languageCode),
                    Value         = int.TryParse(row[ExcelColumsDefinition.OPTIONSETVALUEEXCELCOL], out result) ? result : (int?)null
                };
            }
            else
            {
                insertOptionValueRequest =
                    new InsertOptionValueRequest
                {
                    AttributeLogicalName = optionMetadata.parentAttribute.LogicalName,
                    EntityLogicalName    = optionMetadata.parentAttribute.EntityLogicalName,
                    Label = new Label(row[ExcelColumsDefinition.OPTIONSETLABELEXCELCOL], languageCode),
                    Value = int.TryParse(row[ExcelColumsDefinition.OPTIONSETVALUEEXCELCOL], out result) ? result : (int?)null
                };
            }
            crmOp.Add(new CrmOperation(CrmOperation.CrmOperationType.create, CrmOperation.CrmOperationTarget.optionSet, insertOptionValueRequest, string.Format("Insert OptionSet {0}", row[ExcelColumsDefinition.OPTIONSETLABELEXCELCOL])));
        }
 public bool InsertOptionValue(bool globalOptionSet, string attributeName, string entityName, string optionText, int optionValue, int languageCode)
 {
     if (globalOptionSet)
     {
         InsertOptionValueRequest insertOptionValueRequest =
             new InsertOptionValueRequest
         {
             OptionSetName = attributeName,
             Value         = optionValue,
             Label         = new Label(optionText, languageCode)
         };
         int insertOptionValue = ((InsertOptionValueResponse)service.Execute(insertOptionValueRequest)).NewOptionValue;
     }
     else
     {
         // Create a request.
         InsertOptionValueRequest insertOptionValueRequest =
             new InsertOptionValueRequest
         {
             AttributeLogicalName = attributeName,
             EntityLogicalName    = entityName,
             Value = optionValue,
             Label = new Label(optionText, languageCode)
         };
         int insertOptionValue = ((InsertOptionValueResponse)service.Execute(insertOptionValueRequest)).NewOptionValue;
     }
     return(true);
 }
        public void When_calling_insert_option_set_value_for_local_optionset_optionmetadata_contains_it()
        {
            var ctx     = new XrmFakedContext();
            var service = ctx.GetFakedOrganizationService();

            var req = new InsertOptionValueRequest()
            {
                EntityLogicalName    = Account.EntityLogicalName,
                AttributeLogicalName = "new_custom",
                Label = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.DoesNotThrow(() => service.Execute(req));


            //Check the optionsetmetadata was updated
            var key = string.Format("{0}#{1}", req.EntityLogicalName, req.AttributeLogicalName);

            Assert.True(ctx.OptionSetValuesMetadata.ContainsKey(key));

            var option = ctx.OptionSetValuesMetadata[key].Options.FirstOrDefault();

            Assert.NotEqual(null, option);
            Assert.Equal("Yeah! This is a fake label!", option.Label.LocalizedLabels[0].Label);
        }
Ejemplo n.º 8
0
        public void Should_also_update_entity_metadata_when_not_using_global_option_set()
        {
            var label         = "dummy label";
            var attributeName = "statuscode";
            var ctx           = new XrmFakedContext();

            var entityMetadata = new EntityMetadata()
            {
                LogicalName = "contact"
            };

            StatusAttributeMetadata enumAttribute = new StatusAttributeMetadata()
            {
                LogicalName = attributeName
            };

            entityMetadata.SetAttributeCollection(new List <AttributeMetadata>()
            {
                enumAttribute
            });

            ctx.InitializeMetadata(entityMetadata);

            var req = new InsertOptionValueRequest()
            {
                EntityLogicalName    = Contact.EntityLogicalName,
                AttributeLogicalName = attributeName,
                Label = new Label(label, 0)
            };

            var service = ctx.GetOrganizationService();

            service.Execute(req);

            //Check the optionsetmetadata was updated
            var key = $"{Contact.EntityLogicalName}#{attributeName}";

            Assert.True(ctx.OptionSetValuesMetadata.ContainsKey(key));

            var option = ctx.OptionSetValuesMetadata[key].Options.FirstOrDefault();

            Assert.Equal(label, option.Label.LocalizedLabels[0].Label);

            // Get a list of Option Set values for the Status Reason fields from its metadata
            RetrieveAttributeRequest attReq = new RetrieveAttributeRequest
            {
                EntityLogicalName     = "contact",
                LogicalName           = "statuscode",
                RetrieveAsIfPublished = true
            };

            RetrieveAttributeResponse attResponse = (RetrieveAttributeResponse)service.Execute(attReq);

            StatusAttributeMetadata statusAttributeMetadata = (StatusAttributeMetadata)attResponse.AttributeMetadata;

            Assert.NotNull(statusAttributeMetadata.OptionSet);
            Assert.NotNull(statusAttributeMetadata.OptionSet.Options);
            Assert.Equal(1, statusAttributeMetadata.OptionSet.Options.Count(o => o.Label.LocalizedLabels[0].Label == label));
        }
Ejemplo n.º 9
0
        protected static void addOptionToCustomEntityOptionSet(CrmServiceClient service)
        {
            var insertOptionValueRequest = new InsertOptionValueRequest
            {
                AttributeLogicalName = _customAttributeSchemaName.ToLower(),
                EntityLogicalName    = _customEntitySchemaName.ToLower(),
                Label = new Label("Fifth Option", _languageCode)
            };

            service.Execute(insertOptionValueRequest);
        }
        public void When_calling_insert_option_set_value_without_optionsetname_exception_is_thrown()
        {
            var ctx = new XrmFakedContext();
            var service = ctx.GetFakedOrganizationService();

            var req = new InsertOptionValueRequest()
            {
                Label = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.Throws<Exception>(() => service.Execute(req));
        }
Ejemplo n.º 11
0
        public void When_calling_insert_option_set_value_without_optionsetname_exception_is_thrown()
        {
            var ctx     = new XrmFakedContext();
            var service = ctx.GetFakedOrganizationService();

            var req = new InsertOptionValueRequest()
            {
                Label = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.Throws <Exception>(() => service.Execute(req));
        }
        /// <summary>
        /// Get a request to add to the batch.
        /// </summary>
        /// <param name="option">The option for the request.</param>
        /// <param name="operation">The operation we are doing.</param>
        /// <returns>The request created.</returns>
        private static OrganizationRequest GetRequest(EntityItem option, Operation operation)
        {
            OrganizationRequest request = null;

            switch (operation)
            {
            case Operation.Insert:
                request = new InsertOptionValueRequest
                {
                    OptionSetName        = option.Parent.GlobalName,
                    EntityLogicalName    = option.Parent.Global ? null : option.Parent.Parent.LogicalName,
                    AttributeLogicalName = option.Parent.Global ? null : option.Parent.LogicalName,
                    Value       = option.Value,
                    Label       = option.Label,
                    Description = option.Description
                };
                break;

            case Operation.Update:
                request = new UpdateOptionValueRequest
                {
                    OptionSetName        = option.Parent.GlobalName,
                    EntityLogicalName    = option.Parent.Global ? null : option.Parent.Parent.LogicalName,
                    AttributeLogicalName = option.Parent.Global ? null : option.Parent.LogicalName,
                    Value       = option.Value,
                    Label       = option.Label,
                    Description = option.Description
                };

                break;

            case Operation.Delete:
                request = new DeleteOptionValueRequest
                {
                    OptionSetName        = option.GlobalName,
                    EntityLogicalName    = option.Global ? null : option.Parent.LogicalName,
                    AttributeLogicalName = option.Global ? null : option.LogicalName,
                    Value = option.Value
                };

                break;

            default:
                break;
            }

            return(request);
        }
Ejemplo n.º 13
0
        /// <summary>
        /// Global OptionSet의 Options 값을 Insert or Update
        /// </summary>
        /// <param name="dto"></param>
        /// <returns></returns>
        private OrganizationResponse InsertOrUpdateForOptionSetOptions(DtoOptionSet dto)
        {
            try
            {
                OrganizationResponse response = null;
                OptionMetadata[]     options  = RetrieveGlobalOptionSetOptions(dto.SchemaName);

                // Add a label and value to Global OptionSet
                foreach (var o in dto.Options)
                {
                    var optionCnt = options.Where(a => a.Value == o.Value).Count();

                    if (optionCnt == 0)
                    {
                        InsertOptionValueRequest insertOptionValueRequest = new InsertOptionValueRequest
                        {
                            OptionSetName = dto.SchemaName,
                            Value         = o.Value,                     // optional value - if ommited one will get assigned automatically
                            Label         = new Label(o.Label, _languageCode),
                            Description   = new Label(o.Description ?? string.Empty, _languageCode)
                        };

                        response = _orgService.Execute(insertOptionValueRequest);
                        //	int retVal = ((InsertOptionValueResponse)_orgService.Execute(insertOptionValueRequest)).NewOptionValue;
                    }
                    else                     // (optionCnt > 0)
                    {
                        UpdateOptionValueRequest updateOptionValueRequest = new UpdateOptionValueRequest
                        {
                            OptionSetName = dto.SchemaName,
                            Value         = o.Value,                     // optional value - if ommited one will get assigned automatically
                            Label         = new Label(o.Label, _languageCode),
                            Description   = new Label(o.Description ?? string.Empty, _languageCode)
                        };

                        response = _orgService.Execute(updateOptionValueRequest);
                    }
                }

                return(response);
            }
            catch (Exception)
            {
                throw;
            }
        }
        private IEnumerable <IExtensibleDataObject> pickListOptionCreation(string[] row, PicklistAttributeMetadata attr)
        {
            List <IExtensibleDataObject> opList = new List <IExtensibleDataObject>();
            int    result;
            string optionString = row[ExcelColumsDefinition.PICKLISTREF];

            if (optionString != string.Empty && optionString != ExcelDataAccess.voidOptionSetString)
            {
                foreach (string optionLine in optionString.Split(ExcelDataAccess.optionSetSeparator))
                {
                    InsertOptionValueRequest insertOptionValueRequest = new InsertOptionValueRequest();
                    string[] optValueName = optionLine.Split(new Char[1] {
                        ExcelDataAccess.optionSetNumberSeparator
                    }, 2);
                    if (optValueName.Count() == 2)
                    {
                        if (attr.OptionSet.IsGlobal != null && attr.OptionSet.IsGlobal.Value)
                        {
                            insertOptionValueRequest =
                                new InsertOptionValueRequest
                            {
                                OptionSetName = attr.OptionSet.Name,
                                Label         = new Label(optValueName[1], languageCode),
                                Value         = int.TryParse(optValueName[0], out result) ? result : (int?)null
                            };
                        }
                        else
                        {
                            insertOptionValueRequest =
                                new InsertOptionValueRequest
                            {
                                AttributeLogicalName = attr.SchemaName.ToLower(),
                                EntityLogicalName    = entityLocialName,
                                Label = new Label(optValueName[1], languageCode),
                                Value = int.TryParse(optValueName[0], out result) ? result : (int?)null
                            };
                        }
                        opList.Add(insertOptionValueRequest);
                    }
                }
            }
            return(opList);
        }
Ejemplo n.º 15
0
        private int?AddOptionSetItem(string logicalName, string key, object entityDetail, int optionValue)
        {
            try
            {
                var insertOptionValueRequest = new InsertOptionValueRequest
                {
                    EntityLogicalName    = logicalName,
                    AttributeLogicalName = key,
                    Label = new Label(entityDetail.ToString(), 1033),
                    Value = optionValue
                };

                return(((InsertOptionValueResponse)organizationProxy.Execute(insertOptionValueRequest)).NewOptionValue);
            }
            catch (Exception ex)
            {
                return(null);
            }
        }
Ejemplo n.º 16
0
        private int?AddOptionSetItem(string logicalName, string key, object entityDetail, int optionValue)
        {
            try
            {
                var insertOptionValueRequest = new InsertOptionValueRequest
                {
                    EntityLogicalName    = logicalName,
                    AttributeLogicalName = key,
                    Label = new Label(entityDetail.ToString(), 1033),
                    Value = optionValue
                };

                return(((InsertOptionValueResponse)organizationProxy.Execute(insertOptionValueRequest)).NewOptionValue);
            }
            catch (Exception exception)
            {
                Logger.LogError("GetDynamicsEntityProperties: " + exception.Message + exception.InnerException ?? "; Inner " + exception.InnerException.Message);
                return(null);
            }
        }
Ejemplo n.º 17
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        public void When_calling_insert_option_set_value_for_global_optionset_optionmetadata_contains_it()
        {
            var ctx     = new XrmFakedContext();
            var service = ctx.GetFakedOrganizationService();

            var req = new InsertOptionValueRequest()
            {
                OptionSetName = "GlobalOptionSet",
                Label         = new Label("Yeah! This is a fake label!", 0)
            };

            service.Execute(req);

            //Check the optionsetmetadata was updated
            Assert.True(ctx.OptionSetValuesMetadata.ContainsKey("GlobalOptionSet"));

            var option = ctx.OptionSetValuesMetadata["GlobalOptionSet"].Options.FirstOrDefault();

            Assert.NotEqual(null, option);
            Assert.Equal("Yeah! This is a fake label!", option.Label.LocalizedLabels[0].Label);
        }
        public void When_calling_insert_option_set_value_without_entityname_or_attributename_exception_is_thrown()
        {
            var ctx = new XrmFakedContext();
            var service = ctx.GetFakedOrganizationService();

            var req = new InsertOptionValueRequest()
            {
                EntityLogicalName = "Not empty",
                Label = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.Throws<Exception>(() => service.Execute(req));

            req = new InsertOptionValueRequest()
            {
                AttributeLogicalName = "Not empty",
                Label = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.Throws<Exception>(() => service.Execute(req));
        }
Ejemplo n.º 19
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        public void When_calling_insert_option_set_value_without_entityname_or_attributename_exception_is_thrown()
        {
            var ctx     = new XrmFakedContext();
            var service = ctx.GetFakedOrganizationService();

            var req = new InsertOptionValueRequest()
            {
                EntityLogicalName = "Not empty",
                Label             = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.Throws <Exception>(() => service.Execute(req));

            req = new InsertOptionValueRequest()
            {
                AttributeLogicalName = "Not empty",
                Label = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.Throws <Exception>(() => service.Execute(req));
        }
        public void When_calling_insert_option_set_value_for_global_optionset_optionmetadata_contains_it()
        {
            var ctx = new XrmFakedContext();
            var service = ctx.GetFakedOrganizationService();

            var req = new InsertOptionValueRequest()
            {
                OptionSetName = "GlobalOptionSet",
                Label = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.DoesNotThrow(() => service.Execute(req));

            
            //Check the optionsetmetadata was updated
            Assert.True(ctx.OptionSetValuesMetadata.ContainsKey("GlobalOptionSet"));

            var option = ctx.OptionSetValuesMetadata["GlobalOptionSet"].Options.FirstOrDefault();
            Assert.NotEqual(null, option);
            Assert.Equal("Yeah! This is a fake label!", option.Label.LocalizedLabels[0].Label);
        }
Ejemplo n.º 21
0
        /// <summary>
        /// Create a global option set.
        /// Set the options for that option set.
        /// Create a new reference to that option set on an entity.
        /// Update the option set's properties.
        /// Check the global option set for dependencies.
        /// Delete the option set.
        /// </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();

                    //<snippetWorkwithGlobalOptionSets1>
                    //<snippetWorkwithGlobalOptionSets2>
                    #region How to create global option set
                    // Define the request object and pass to the service.
                    CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
                    {
                        // Create a global option set (OptionSetMetadata).
                        OptionSet = new OptionSetMetadata
                        {
                            Name = _globalOptionSetName,
                            DisplayName = new Label("Example Option Set", _languageCode),
                            IsGlobal = true,
                            OptionSetType = OptionSetType.Picklist,
                            Options = 
                        {
                            new OptionMetadata(new Label("Open", _languageCode), null),
                            new OptionMetadata(new Label("Suspended", _languageCode), null),
                            new OptionMetadata(new Label("Cancelled", _languageCode), null),
                            new OptionMetadata(new Label("Closed", _languageCode), null)
                        }
                        }
                    };

                    // Execute the request.
                    CreateOptionSetResponse optionsResp =
                        (CreateOptionSetResponse)_serviceProxy.Execute(createOptionSetRequest);

                    //</snippetWorkwithGlobalOptionSets2>
                    #endregion How to create global option set

                    // Store the option set's id as it will be needed to find all the
                    // dependent components.
                    _optionSetId = optionsResp.OptionSetId;
                    Console.WriteLine("The global option set has been created.");

                    #region How to create a picklist linked to the global option set
                    //<snippetWorkwithGlobalOptionSets3>
                    // Create a Picklist linked to the option set.
                    // Specify which entity will own the picklist, and create it.
                    CreateAttributeRequest createRequest = new CreateAttributeRequest
                    {
                        EntityName = Contact.EntityLogicalName,
                        Attribute = new PicklistAttributeMetadata
                        {
                            SchemaName = "sample_examplepicklist",
                            LogicalName = "sample_examplepicklist",
                            DisplayName = new Label("Example Picklist", _languageCode),
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),

                            // In order to relate the picklist to the global option set, be sure
                            // to specify the two attributes below appropriately.
                            // Failing to do so will lead to errors.
                            OptionSet = new OptionSetMetadata
                            {
                                IsGlobal = true,
                                Name = _globalOptionSetName
                            }
                        }
                    };

                    _serviceProxy.Execute(createRequest);
                    //</snippetWorkwithGlobalOptionSets3>
                    Console.WriteLine("Referring picklist attribute created.");
                    #endregion How to create a picklist linked to the global option set

                    #region How to update a global option set
                    //<snippetWorkwithGlobalOptionSets4>
                    // Use UpdateOptionSetRequest to update the basic information of an option
                    // set. Updating option set values requires different messages (see below).
                    UpdateOptionSetRequest updateOptionSetRequest = new UpdateOptionSetRequest
                    {
                        OptionSet = new OptionSetMetadata
                        {
                            DisplayName = new Label("Updated Option Set", _languageCode),
                            Name = _globalOptionSetName,
                            IsGlobal = true
                        }
                    };

                    _serviceProxy.Execute(updateOptionSetRequest);

                    //Publish the OptionSet
                    PublishXmlRequest pxReq1 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
                    _serviceProxy.Execute(pxReq1);
                    //</snippetWorkwithGlobalOptionSets4>
                    Console.WriteLine("Option Set display name changed.");
                    #endregion How to update a global option set properties

                    #region How to insert a new option item in a global option set
                    //<snippetWorkwithGlobalOptionSets5>
                    // Use InsertOptionValueRequest to insert a new option into a 
                    // global option set.
                    InsertOptionValueRequest insertOptionValueRequest =
                        new InsertOptionValueRequest
                        {
                            OptionSetName = _globalOptionSetName,
                            Label = new Label("New Picklist Label", _languageCode)
                        };

                    // Execute the request and store the newly inserted option value 
                    // for cleanup, used in the later part of this sample.
                    _insertedOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
                        insertOptionValueRequest)).NewOptionValue;

                    //Publish the OptionSet
                    PublishXmlRequest pxReq2 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
                    _serviceProxy.Execute(pxReq2);
                    //</snippetWorkwithGlobalOptionSets5>
                    Console.WriteLine("Created {0} with the value of {1}.",
                        insertOptionValueRequest.Label.LocalizedLabels[0].Label,
                        _insertedOptionValue);
                    #endregion How to insert a new option item in a global option set

                    #region How to retrieve a global option set by it's name
                    //<snippetWorkwithGlobalOptionSets6>
                    // Use the RetrieveOptionSetRequest message to retrieve  
                    // a global option set by it's name.
                    RetrieveOptionSetRequest retrieveOptionSetRequest =
                        new RetrieveOptionSetRequest
                        {
                            Name = _globalOptionSetName
                        };

                    // Execute the request.
                    RetrieveOptionSetResponse retrieveOptionSetResponse =
                        (RetrieveOptionSetResponse)_serviceProxy.Execute(
                        retrieveOptionSetRequest);

                    Console.WriteLine("Retrieved {0}.",
                        retrieveOptionSetRequest.Name);

                    // Access the retrieved OptionSetMetadata.
                    OptionSetMetadata retrievedOptionSetMetadata =
                        (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;

                    // Get the current options list for the retrieved attribute.
                    OptionMetadata[] optionList =
                        retrievedOptionSetMetadata.Options.ToArray();
                    //</snippetWorkwithGlobalOptionSets6>
                    #endregion How to retrieve a global option set by it's name

                    #region How to update an option item in a picklist
                    //<snippetWorkwithGlobalOptionSets7>
                    // In order to change labels on option set values (or delete) option set
                    // values, you must use UpdateOptionValueRequest 
                    // (or DeleteOptionValueRequest).
                    UpdateOptionValueRequest updateOptionValueRequest =
                        new UpdateOptionValueRequest
                        {
                            OptionSetName = _globalOptionSetName,
                            // Update the second option value.
                            Value = optionList[1].Value.Value,
                            Label = new Label("Updated Option 1", _languageCode)
                        };

                    _serviceProxy.Execute(updateOptionValueRequest);

                    //Publish the OptionSet
                    PublishXmlRequest pxReq3 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
                    _serviceProxy.Execute(pxReq3);

                    

                    //</snippetWorkwithGlobalOptionSets7>
                    Console.WriteLine("Option Set option label changed.");
                    #endregion How to update an option item in a picklist

                    #region How to change the order of options of a global option set
                    //<snippetWorkwithGlobalOptionSets8>
                    // 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.
                        OptionSetName = _globalOptionSetName,
                        // 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);

                    //Publish the OptionSet
                    PublishXmlRequest pxReq4 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
                    _serviceProxy.Execute(pxReq4);
                    //</snippetWorkwithGlobalOptionSets8>
                    Console.WriteLine("Option Set option order changed");
                    #endregion How to change the order of options of a global option set

                    #region How to retrieve all global option sets
                    //<snippetWorkwithGlobalOptionSets9>
                    // Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
                    // Create the request.
                    RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
                        new RetrieveAllOptionSetsRequest();

                    // Execute the request
                    RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
                        (RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
                        retrieveAllOptionSetsRequest);

                    // Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to 
                    // work with all retrieved option sets.
                    if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
                    {
                        Console.WriteLine("All the global option sets retrieved as below:");
                        int count = 1;
                        foreach (OptionSetMetadataBase optionSetMetadata in
                            retrieveAllOptionSetsResponse.OptionSetMetadata)
                        {
                            Console.WriteLine("{0} {1}", count++,
                                (optionSetMetadata.DisplayName.LocalizedLabels.Count >0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
                        }
                    }
                    //</snippetWorkwithGlobalOptionSets9>
                    #endregion How to retrieve all global option sets


                    //</snippetWorkwithGlobalOptionSets1>

                    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;
            }
        }
Ejemplo n.º 22
0
        public void Reproduce_issue_278()
        {
            string attributeName = "statuscode";
            string label         = "A faked label";

            XrmFakedContext fakedContext = new XrmFakedContext
            {
                ProxyTypesAssembly = (Assembly.GetAssembly(typeof(Contact)))
            };

            var entityMetadata = new EntityMetadata()
            {
                LogicalName = "contact"
            };

            StatusAttributeMetadata enumAttribute = new StatusAttributeMetadata()
            {
                LogicalName = attributeName
            };

            entityMetadata.SetAttributeCollection(new List <AttributeMetadata>()
            {
                enumAttribute
            });

            var req = new InsertOptionValueRequest()
            {
                EntityLogicalName    = Contact.EntityLogicalName,
                AttributeLogicalName = attributeName,
                Label = new Label(label, 0)
            };

            fakedContext.InitializeMetadata(entityMetadata);

            var fakedService = fakedContext.GetFakedOrganizationService();

            fakedService.Execute(req);


            //Check the optionsetmetadata was updated
            var key = string.Format("{0}#{1}", Contact.EntityLogicalName, attributeName);

            Assert.True(fakedContext.OptionSetValuesMetadata.ContainsKey(key));

            var option = fakedContext.OptionSetValuesMetadata[key].Options.FirstOrDefault();

            Assert.Equal(label, option.Label.LocalizedLabels[0].Label);

            // Get a list of Option Set values for the Status Reason fields from its metadata
            RetrieveAttributeRequest attReq = new RetrieveAttributeRequest();

            attReq.EntityLogicalName     = "contact";
            attReq.LogicalName           = "statuscode";
            attReq.RetrieveAsIfPublished = true;

            RetrieveAttributeResponse attResponse = (RetrieveAttributeResponse)fakedService.Execute(attReq);

            // Cast as StatusAttributeMetadata
            StatusAttributeMetadata statusAttributeMetadata = (StatusAttributeMetadata)attResponse.AttributeMetadata;

            Assert.Equal(label, statusAttributeMetadata.OptionSet.Options.First().Label.LocalizedLabels[0].Label);
            //Assert.Equal(label, statusAttributeMetadata.OptionSet.Options.First().Label.UserLocalizedLabel.Label); This one is null when using the above Label constructor
        }
Ejemplo n.º 23
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        public void CreateOrUpdateSharedOptionSet(string schemaName, string displayName,
            IEnumerable<KeyValuePair<int, string>> options)
        {
            if (SharedOptionSetExists(schemaName))
            {
                var optionSetMetadata = GetSharedOptionSet(schemaName);
                optionSetMetadata.DisplayName = new Label(displayName, 1033);
                var updateOptionSetRequest = new UpdateOptionSetRequest
                {
                    OptionSet = optionSetMetadata
                };
                Execute(updateOptionSetRequest);
                if (options.Any())
                {
                    var existingOptions = OptionSetToKeyValues(optionSetMetadata.Options);
                    var optionSet = options.ToArray();
                    foreach (var option in existingOptions)
                    {
                        if (!optionSet.Any(o => o.Key == option.Key))
                        {
                            var request = new DeleteOptionValueRequest
                            {
                                OptionSetName = schemaName,
                                Value = option.Key
                            };
                            Execute(request);
                        }
                        else if (optionSet.Any(o => o.Key == option.Key && o.Value != option.Value))
                        {
                            var newValue = optionSet.Single(o => o.Key == option.Key);
                            var request = new UpdateOptionValueRequest
                            {
                                OptionSetName = schemaName,
                                Value = option.Key,
                                Label = new Label(newValue.Value, 1033)
                            };
                            Execute(request);
                        }
                    }
                    foreach (var option in optionSet)
                    {
                        if (!existingOptions.Any(o => o.Key == option.Key))
                        {
                            var request = new InsertOptionValueRequest
                            {
                                OptionSetName = schemaName,
                                Value = option.Key,
                                Label = new Label(option.Value, 1033)
                            };
                            Execute(request);
                        }
                    }
                }
            }
            else
            {
                var optionSetMetadata = new OptionSetMetadata();
                optionSetMetadata.Name = schemaName;
                optionSetMetadata.DisplayName = new Label(displayName, 1033);
                optionSetMetadata.IsGlobal = true;
                optionSetMetadata.Options.AddRange(
                    options.Select(o => new OptionMetadata(new Label(o.Value, 1033), o.Key)).ToList());

                var request = new CreateOptionSetRequest {OptionSet = optionSetMetadata};
                Execute(request);
            }
            RefreshSharedOptionValues(schemaName);
        }
Ejemplo n.º 24
0
 public void UpdatePicklistOptions(string fieldName, string recordType,
     IEnumerable<KeyValuePair<int, string>> optionSet)
 {
     if (optionSet.Any())
     {
         var existingOptions = GetPicklistKeyValues(recordType, fieldName);
         var itemUpdated = false;
         foreach (var option in existingOptions)
         {
             if (!optionSet.Any(o => o.Key == option.Key))
             {
                 var request = new DeleteOptionValueRequest
                 {
                     AttributeLogicalName = fieldName,
                     EntityLogicalName = recordType,
                     Value = option.Key
                 };
                 Execute(request);
                 itemUpdated = true;
             }
             else if (optionSet.Any(o => o.Key == option.Key && o.Value != option.Value))
             {
                 var newValue = optionSet.Single(o => o.Key == option.Key);
                 var request = new UpdateOptionValueRequest
                 {
                     AttributeLogicalName = fieldName,
                     EntityLogicalName = recordType,
                     Value = option.Key,
                     Label = new Label(newValue.Value, 1033)
                 };
                 Execute(request);
                 itemUpdated = true;
             }
         }
         foreach (var option in optionSet)
         {
             if (!existingOptions.Any(o => o.Key == option.Key))
             {
                 var request = new InsertOptionValueRequest
                 {
                     AttributeLogicalName = fieldName,
                     EntityLogicalName = recordType,
                     Value = option.Key,
                     Label = new Label(option.Value, 1033)
                 };
                 Execute(request);
                 itemUpdated = true;
             }
         }
         if (itemUpdated)
             RefreshFieldMetadata(fieldName, recordType);
     }
 }
        private void SaveGlobalOptionSet()
        {
            WorkAsync("Saving global optionset...",
                (w, e) =>
                {
                    var req = new RetrieveOptionSetRequest()
                    {
                        Name = ((Item)cboOptionSets.SelectedItem).Value,
                    };
                    var resp = (RetrieveOptionSetResponse)Service.Execute(req);
                    OptionSetMetadata md = (OptionSetMetadata)resp.OptionSetMetadata;

                    //foreach (var option in md.Options)
                    //{
                    //    var delReq = new DeleteOptionValueRequest()
                    //    {
                    //        OptionSetName = md.Name,
                    //        Value = option.Value.Value
                    //    };
                    //    Service.Execute(delReq);
                    //}

                    var data = (BindingList<Item>)dgvOptions.DataSource;

                    var execMultiReq = new ExecuteMultipleRequest()
                    {
                        Settings = new Microsoft.Xrm.Sdk.ExecuteMultipleSettings()
                        {
                            ContinueOnError = true,
                            ReturnResponses = false
                        },
                        Requests = new Microsoft.Xrm.Sdk.OrganizationRequestCollection()
                    };

                    foreach (var item in data)
                    {
                        var exists = (from o in md.Options where o.Value.Value == int.Parse(item.Value) select true).FirstOrDefault();
                        if (exists)
                        {
                            var upReq = new UpdateOptionValueRequest()
                            {
                                OptionSetName = md.Name,
                                Label = new Microsoft.Xrm.Sdk.Label(item.Name, 1033),
                                Value = int.Parse(item.Value)
                            };
                            execMultiReq.Requests.Add(upReq);
                        }
                        else
                        {
                            var addReq = new InsertOptionValueRequest()
                            {
                                OptionSetName = md.Name,
                                Label = new Microsoft.Xrm.Sdk.Label(item.Name, 1033),
                                Value = int.Parse(item.Value)
                            };
                            execMultiReq.Requests.Add(addReq);
                        }
                    }

                    foreach (var item in md.Options)
                    {
                        var exists = (from d in data where int.Parse(d.Value) == item.Value.Value select true).FirstOrDefault();
                        if (!exists)
                        {
                            var delReq = new DeleteOptionValueRequest()
                            {
                                OptionSetName = md.Name,
                                Value = item.Value.Value
                            };
                            execMultiReq.Requests.Add(delReq);
                        }
                    }

                    Service.Execute(execMultiReq);

                    w.ReportProgress(50, "Publishing global optionset...");

                    PublishXmlRequest pxReq1 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", md.Name) };
                    Service.Execute(pxReq1);
                },
                e =>
                {
                },
                e =>
                {
                    SetWorkingMessage(e.UserState.ToString());
                }
            );
        }
        /// <summary>
        /// Create a global option set.
        /// Set the options for that option set.
        /// Create a new reference to that option set on an entity.
        /// Update the option set's properties.
        /// Check the global option set for dependencies.
        /// Delete the option set.
        /// </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();

                    #region How to create global option set
                    // Define the request object and pass to the service.
                    CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
                    {
                        // Create a global option set (OptionSetMetadata).
                        OptionSet = new OptionSetMetadata
                        {
                            Name          = _globalOptionSetName,
                            DisplayName   = new Label("Example Option Set", _languageCode),
                            IsGlobal      = true,
                            OptionSetType = OptionSetType.Picklist,
                            Options       =
                            {
                                new OptionMetadata(new Label("Open",      _languageCode), null),
                                new OptionMetadata(new Label("Suspended", _languageCode), null),
                                new OptionMetadata(new Label("Cancelled", _languageCode), null),
                                new OptionMetadata(new Label("Closed",    _languageCode), null)
                            }
                        }
                    };

                    // Execute the request.
                    CreateOptionSetResponse optionsResp =
                        (CreateOptionSetResponse)_serviceProxy.Execute(createOptionSetRequest);

                    #endregion How to create global option set

                    // Store the option set's id as it will be needed to find all the
                    // dependent components.
                    _optionSetId = optionsResp.OptionSetId;
                    Console.WriteLine("The global option set has been created.");

                    #region How to create a picklist linked to the global option set
                    // Create a Picklist linked to the option set.
                    // Specify which entity will own the picklist, and create it.
                    CreateAttributeRequest createRequest = new CreateAttributeRequest
                    {
                        EntityName = Contact.EntityLogicalName,
                        Attribute  = new PicklistAttributeMetadata
                        {
                            SchemaName    = "sample_examplepicklist",
                            LogicalName   = "sample_examplepicklist",
                            DisplayName   = new Label("Example Picklist", _languageCode),
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),

                            // In order to relate the picklist to the global option set, be sure
                            // to specify the two attributes below appropriately.
                            // Failing to do so will lead to errors.
                            OptionSet = new OptionSetMetadata
                            {
                                IsGlobal = true,
                                Name     = _globalOptionSetName
                            }
                        }
                    };

                    _serviceProxy.Execute(createRequest);
                    Console.WriteLine("Referring picklist attribute created.");
                    #endregion How to create a picklist linked to the global option set

                    #region How to update a global option set
                    // Use UpdateOptionSetRequest to update the basic information of an option
                    // set. Updating option set values requires different messages (see below).
                    UpdateOptionSetRequest updateOptionSetRequest = new UpdateOptionSetRequest
                    {
                        OptionSet = new OptionSetMetadata
                        {
                            DisplayName = new Label("Updated Option Set", _languageCode),
                            Name        = _globalOptionSetName,
                            IsGlobal    = true
                        }
                    };

                    _serviceProxy.Execute(updateOptionSetRequest);

                    //Publish the OptionSet
                    PublishXmlRequest pxReq1 = new PublishXmlRequest {
                        ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
                    };
                    _serviceProxy.Execute(pxReq1);
                    Console.WriteLine("Option Set display name changed.");
                    #endregion How to update a global option set properties

                    #region How to insert a new option item in a global option set
                    // Use InsertOptionValueRequest to insert a new option into a
                    // global option set.
                    InsertOptionValueRequest insertOptionValueRequest =
                        new InsertOptionValueRequest
                    {
                        OptionSetName = _globalOptionSetName,
                        Label         = new Label("New Picklist Label", _languageCode)
                    };

                    // Execute the request and store the newly inserted option value
                    // for cleanup, used in the later part of this sample.
                    _insertedOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
                                                insertOptionValueRequest)).NewOptionValue;

                    //Publish the OptionSet
                    PublishXmlRequest pxReq2 = new PublishXmlRequest {
                        ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
                    };
                    _serviceProxy.Execute(pxReq2);
                    Console.WriteLine("Created {0} with the value of {1}.",
                                      insertOptionValueRequest.Label.LocalizedLabels[0].Label,
                                      _insertedOptionValue);
                    #endregion How to insert a new option item in a global option set

                    #region How to retrieve a global option set by it's name
                    // Use the RetrieveOptionSetRequest message to retrieve
                    // a global option set by it's name.
                    RetrieveOptionSetRequest retrieveOptionSetRequest =
                        new RetrieveOptionSetRequest
                    {
                        Name = _globalOptionSetName
                    };

                    // Execute the request.
                    RetrieveOptionSetResponse retrieveOptionSetResponse =
                        (RetrieveOptionSetResponse)_serviceProxy.Execute(
                            retrieveOptionSetRequest);

                    Console.WriteLine("Retrieved {0}.",
                                      retrieveOptionSetRequest.Name);

                    // Access the retrieved OptionSetMetadata.
                    OptionSetMetadata retrievedOptionSetMetadata =
                        (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;

                    // Get the current options list for the retrieved attribute.
                    OptionMetadata[] optionList =
                        retrievedOptionSetMetadata.Options.ToArray();
                    #endregion How to retrieve a global option set by it's name

                    #region How to update an option item in a picklist
                    // In order to change labels on option set values (or delete) option set
                    // values, you must use UpdateOptionValueRequest
                    // (or DeleteOptionValueRequest).
                    UpdateOptionValueRequest updateOptionValueRequest =
                        new UpdateOptionValueRequest
                    {
                        OptionSetName = _globalOptionSetName,
                        // Update the second option value.
                        Value = optionList[1].Value.Value,
                        Label = new Label("Updated Option 1", _languageCode)
                    };

                    _serviceProxy.Execute(updateOptionValueRequest);

                    //Publish the OptionSet
                    PublishXmlRequest pxReq3 = new PublishXmlRequest {
                        ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
                    };
                    _serviceProxy.Execute(pxReq3);



                    Console.WriteLine("Option Set option label changed.");
                    #endregion How to update an option item in a picklist

                    #region How to change the order of options of a global option set
                    // 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.
                        OptionSetName = _globalOptionSetName,
                        // 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);

                    //Publish the OptionSet
                    PublishXmlRequest pxReq4 = new PublishXmlRequest {
                        ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
                    };
                    _serviceProxy.Execute(pxReq4);
                    Console.WriteLine("Option Set option order changed");
                    #endregion How to change the order of options of a global option set

                    #region How to retrieve all global option sets
                    // Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
                    // Create the request.
                    RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
                        new RetrieveAllOptionSetsRequest();

                    // Execute the request
                    RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
                        (RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
                            retrieveAllOptionSetsRequest);

                    // Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to
                    // work with all retrieved option sets.
                    if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
                    {
                        Console.WriteLine("All the global option sets retrieved as below:");
                        int count = 1;
                        foreach (OptionSetMetadataBase optionSetMetadata in
                                 retrieveAllOptionSetsResponse.OptionSetMetadata)
                        {
                            Console.WriteLine("{0} {1}", count++,
                                              (optionSetMetadata.DisplayName.LocalizedLabels.Count > 0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
                        }
                    }
                    #endregion How to retrieve all global option sets



                    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;
            }
        }
        public void When_calling_insert_option_set_value_for_local_optionset_optionmetadata_contains_it()
        {
            var ctx = new XrmFakedContext();
            var service = ctx.GetFakedOrganizationService();

            var req = new InsertOptionValueRequest()
            {
                EntityLogicalName = Account.EntityLogicalName,
                AttributeLogicalName = "new_custom",
                Label = new Label("Yeah! This is a fake label!", 0)
            };

            Assert.DoesNotThrow(() => service.Execute(req));


            //Check the optionsetmetadata was updated
            var key = string.Format("{0}#{1}", req.EntityLogicalName, req.AttributeLogicalName);

            Assert.True(ctx.OptionSetValuesMetadata.ContainsKey(key));

            var option = ctx.OptionSetValuesMetadata[key].Options.FirstOrDefault();
            Assert.NotEqual(null, option);
            Assert.Equal("Yeah! This is a fake label!", option.Label.LocalizedLabels[0].Label);
        }
        /// <summary>
        /// Processes the non-global option sets
        /// </summary>
        /// <param name="dictionary">The <C>Dictionary</C> that contains the name value pairs for the option set.</param>
        /// <param name="entityName">The name of the <C>Entity</C> that the option set belongs to.</param>
        private void ProcessPickLists(Dictionary <string, object> dictionary, string entityName)
        {
            if (dictionary == null)
            {
                return;
            }

            OrganizationResponse langRes = null;

            foreach (string attributeName in dictionary.Keys)
            {
                string[] values = dictionary[attributeName] as string[];
                if (values.Length < 1)
                {
                    continue;
                }

                RetrieveAttributeRequest attribReq = new RetrieveAttributeRequest();
                attribReq.EntityLogicalName     = entityName;
                attribReq.LogicalName           = attributeName;
                attribReq.RetrieveAsIfPublished = true;
                OrganizationRequest langReq = new OrganizationRequest("RetrieveAvailableLanguages");

                // Get the attribute metadata for the state attribute.
                RetrieveAttributeResponse metadataRespone = null;
                try
                {
                    metadataRespone = (RetrieveAttributeResponse)this.CrmAdapter.OrganizationService.Execute(attribReq);
                    if (langRes == null)
                    {
                        langRes = this.CrmAdapter.OrganizationService.Execute(langReq);
                    }
                }
                catch (Exception e)
                {
                    throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.MetadataClientPicklistExceptionMessage, entityName, e.Message), e)
                          {
                              ExceptionId = ErrorCodes.PicklistMetadataRetrieval
                          };
                }

                if (metadataRespone != null)
                {
                    PicklistAttributeMetadata picklistAttrib = metadataRespone.AttributeMetadata as PicklistAttributeMetadata;
                    int optionNumber = 200000;
                    InsertOptionValueRequest insertRequest = new InsertOptionValueRequest();
                    insertRequest.AttributeLogicalName = picklistAttrib.LogicalName;
                    insertRequest.EntityLogicalName    = entityName;
                    insertRequest.Label = new Label();
                    insertRequest.Value = new int?();
                    foreach (string picklistName in values)
                    {
                        try
                        {
                            var option = picklistAttrib.OptionSet.Options.FirstOrDefault(opt => opt.Label.UserLocalizedLabel.Label.Replace(NotInErp, string.Empty).Trim().ToUpperInvariant() == picklistName.ToUpperInvariant() || opt.Label.UserLocalizedLabel.Label.Replace("*", string.Empty).Trim().ToUpperInvariant() == picklistName.ToUpperInvariant());
                            optionNumber += picklistAttrib.OptionSet.Options.Count();

                            // Add new values
                            if (option == null)
                            {
                                insertRequest.Value = optionNumber++;
                                insertRequest.Label = CreateSingleLabel(picklistName, metadataRespone.AttributeMetadata.DisplayName.UserLocalizedLabel.LanguageCode);
                                this.CrmAdapter.OrganizationService.Execute(insertRequest);
                            }
                            else if (option.Label.UserLocalizedLabel.Label != picklistName)
                            {
                                // Update existing values if they are different
                                this.CrmAdapter.OrganizationService.Execute(new UpdateOptionValueRequest()
                                {
                                    AttributeLogicalName = picklistAttrib.LogicalName, EntityLogicalName = entityName, Label = CreateSingleLabel(picklistName, option.Label.UserLocalizedLabel.LanguageCode), MergeLabels = false, Value = option.Value.Value
                                });
                            }
                        }
                        catch (FaultException e)
                        {
                            if (e.Message.Contains("because another picklist or status option for this attribute already exists"))
                            {
                                throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.ValueExistsMessage, entityName, e.Message), e)
                                      {
                                          ExceptionId = ErrorCodes.PicklistMetadataCreation
                                      };
                            }
                            else
                            {
                                throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.AddingValueExceptionMessage, picklistName, e.Message), e)
                                      {
                                          ExceptionId = ErrorCodes.PicklistMetadataCreation
                                      };
                            }
                        }
                    }
                }
            }
        }
Ejemplo n.º 29
0
        [STAThread] // Required to support the interactive login experience
        static void Main(string[] args)
        {
            CrmServiceClient service = null;

            try
            {
                service = SampleHelpers.Connect("Connect");
                if (service.IsReady)
                {
                    // Create any entity records that the demonstration code requires
                    SetUpSample(service);
                    #region Demonstrate
                    // Define the request object and pass to the service.
                    var createOptionSetRequest = new CreateOptionSetRequest
                    {
                        // Create a global option set (OptionSetMetadata).
                        OptionSet = new OptionSetMetadata
                        {
                            Name          = _globalOptionSetName,
                            DisplayName   = new Label("Example Option Set", _languageCode),
                            IsGlobal      = true,
                            OptionSetType = OptionSetType.Picklist,
                            Options       =
                            {
                                new OptionMetadata(new Label("Open",      _languageCode), null),
                                new OptionMetadata(new Label("Suspended", _languageCode), null),
                                new OptionMetadata(new Label("Cancelled", _languageCode), null),
                                new OptionMetadata(new Label("Closed",    _languageCode), null)
                            }
                        }
                    };

                    // Execute the request.
                    CreateOptionSetResponse optionsResp =
                        (CreateOptionSetResponse)service.Execute(createOptionSetRequest);

                    //</snippetWorkwithGlobalOptionSets2>
                    #endregion How to create global option set

                    // Store the option set's id as it will be needed to find all the
                    // dependent components.
                    _optionSetId = optionsResp.OptionSetId;
                    Console.WriteLine("The global option set has been created.");

                    #region How to create a picklist linked to the global option set
                    //<snippetWorkwithGlobalOptionSets3>
                    // Create a Picklist linked to the option set.
                    // Specify which entity will own the picklist, and create it.
                    var createRequest = new CreateAttributeRequest
                    {
                        EntityName = Contact.EntityLogicalName,
                        Attribute  = new PicklistAttributeMetadata
                        {
                            SchemaName    = "sample_examplepicklist",
                            LogicalName   = "sample_examplepicklist",
                            DisplayName   = new Label("Example Picklist", _languageCode),
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),

                            // In order to relate the picklist to the global option set, be sure
                            // to specify the two attributes below appropriately.
                            // Failing to do so will lead to errors.
                            OptionSet = new OptionSetMetadata
                            {
                                IsGlobal = true,
                                Name     = _globalOptionSetName
                            }
                        }
                    };

                    service.Execute(createRequest);
                    //</snippetWorkwithGlobalOptionSets3>
                    Console.WriteLine("Referring picklist attribute created.");
                    #endregion How to create a picklist linked to the global option set

                    #region How to update a global option set
                    //<snippetWorkwithGlobalOptionSets4>
                    // Use UpdateOptionSetRequest to update the basic information of an option
                    // set. Updating option set values requires different messages (see below).
                    var updateOptionSetRequest = new UpdateOptionSetRequest
                    {
                        OptionSet = new OptionSetMetadata
                        {
                            DisplayName = new Label("Updated Option Set", _languageCode),
                            Name        = _globalOptionSetName,
                            IsGlobal    = true
                        }
                    };

                    service.Execute(updateOptionSetRequest);

                    //Publish the OptionSet
                    var pxReq1 = new PublishXmlRequest {
                        ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
                    };
                    service.Execute(pxReq1);
                    //</snippetWorkwithGlobalOptionSets4>
                    Console.WriteLine("Option Set display name changed.");
                    #endregion How to update a global option set properties

                    #region How to insert a new option item in a global option set
                    //<snippetWorkwithGlobalOptionSets5>
                    // Use InsertOptionValueRequest to insert a new option into a
                    // global option set.
                    InsertOptionValueRequest insertOptionValueRequest =
                        new InsertOptionValueRequest
                    {
                        OptionSetName = _globalOptionSetName,
                        Label         = new Label("New Picklist Label", _languageCode)
                    };

                    // Execute the request and store the newly inserted option value
                    // for cleanup, used in the later part of this sample.
                    _insertedOptionValue = ((InsertOptionValueResponse)service.Execute(
                                                insertOptionValueRequest)).NewOptionValue;

                    //Publish the OptionSet
                    PublishXmlRequest pxReq2 = new PublishXmlRequest {
                        ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
                    };
                    service.Execute(pxReq2);
                    //</snippetWorkwithGlobalOptionSets5>
                    Console.WriteLine("Created {0} with the value of {1}.",
                                      insertOptionValueRequest.Label.LocalizedLabels[0].Label,
                                      _insertedOptionValue);
                    #endregion How to insert a new option item in a global option set

                    #region How to retrieve a global option set by it's name
                    //<snippetWorkwithGlobalOptionSets6>
                    // Use the RetrieveOptionSetRequest message to retrieve
                    // a global option set by it's name.
                    RetrieveOptionSetRequest retrieveOptionSetRequest =
                        new RetrieveOptionSetRequest
                    {
                        Name = _globalOptionSetName
                    };

                    // Execute the request.
                    RetrieveOptionSetResponse retrieveOptionSetResponse =
                        (RetrieveOptionSetResponse)service.Execute(
                            retrieveOptionSetRequest);

                    Console.WriteLine("Retrieved {0}.",
                                      retrieveOptionSetRequest.Name);

                    // Access the retrieved OptionSetMetadata.
                    OptionSetMetadata retrievedOptionSetMetadata =
                        (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;

                    // Get the current options list for the retrieved attribute.
                    OptionMetadata[] optionList =
                        retrievedOptionSetMetadata.Options.ToArray();
                    //</snippetWorkwithGlobalOptionSets6>
                    #endregion How to retrieve a global option set by it's name

                    #region How to update an option item in a picklist
                    //<snippetWorkwithGlobalOptionSets7>
                    // In order to change labels on option set values (or delete) option set
                    // values, you must use UpdateOptionValueRequest
                    // (or DeleteOptionValueRequest).
                    UpdateOptionValueRequest updateOptionValueRequest =
                        new UpdateOptionValueRequest
                    {
                        OptionSetName = _globalOptionSetName,
                        // Update the second option value.
                        Value = optionList[1].Value.Value,
                        Label = new Label("Updated Option 1", _languageCode)
                    };

                    service.Execute(updateOptionValueRequest);

                    //Publish the OptionSet
                    PublishXmlRequest pxReq3 = new PublishXmlRequest {
                        ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
                    };
                    service.Execute(pxReq3);



                    //</snippetWorkwithGlobalOptionSets7>
                    Console.WriteLine("Option Set option label changed.");
                    #endregion How to update an option item in a picklist

                    #region How to change the order of options of a global option set
                    //<snippetWorkwithGlobalOptionSets8>
                    // 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.
                        OptionSetName = _globalOptionSetName,
                        // 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
                    service.Execute(orderOptionRequest);

                    //Publish the OptionSet
                    PublishXmlRequest pxReq4 = new PublishXmlRequest {
                        ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
                    };
                    service.Execute(pxReq4);
                    //</snippetWorkwithGlobalOptionSets8>
                    Console.WriteLine("Option Set option order changed");
                    #endregion How to change the order of options of a global option set

                    #region How to retrieve all global option sets
                    //<snippetWorkwithGlobalOptionSets9>
                    // Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
                    // Create the request.
                    RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
                        new RetrieveAllOptionSetsRequest();

                    // Execute the request
                    RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
                        (RetrieveAllOptionSetsResponse)service.Execute(
                            retrieveAllOptionSetsRequest);

                    // Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to
                    // work with all retrieved option sets.
                    if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
                    {
                        Console.WriteLine("All the global option sets retrieved as below:");
                        int count = 1;
                        foreach (OptionSetMetadataBase optionSetMetadata in
                                 retrieveAllOptionSetsResponse.OptionSetMetadata)
                        {
                            Console.WriteLine("{0} {1}", count++,
                                              (optionSetMetadata.DisplayName.LocalizedLabels.Count > 0) ? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
                        }
                    }
                    #endregion Demonstrate

                    #region Clean up
                    CleanUpSample(service);
                    #endregion Clean up
                }
                else
                {
                    const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
                    if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
                    {
                        Console.WriteLine("Check the connection string values in cds/App.config.");
                        throw new Exception(service.LastCrmError);
                    }
                    else
                    {
                        throw service.LastCrmException;
                    }
                }
            }
            catch (Exception ex)
            {
                SampleHelpers.HandleException(ex);
            }

            finally
            {
                if (service != null)
                {
                    service.Dispose();
                }

                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
Ejemplo n.º 30
0
        public void Should_store_user_localized_label()
        {
            var label         = "fake";
            var attributeName = "statuscode";
            var ctx           = new XrmFakedContext();

            LocalizedLabel localizedLabel1 = new LocalizedLabel(label, 10);
            LocalizedLabel localizedLabel2 = new LocalizedLabel("falso", 10);

            LocalizedLabel[] localizedLabels = new LocalizedLabel[] { localizedLabel1, localizedLabel2 };

            var entityMetadata = new EntityMetadata()
            {
                LogicalName = "contact"
            };

            StatusAttributeMetadata enumAttribute = new StatusAttributeMetadata()
            {
                LogicalName = attributeName
            };

            entityMetadata.SetAttributeCollection(new List <AttributeMetadata>()
            {
                enumAttribute
            });

            ctx.InitializeMetadata(entityMetadata);

            var req = new InsertOptionValueRequest()
            {
                EntityLogicalName    = Contact.EntityLogicalName,
                AttributeLogicalName = attributeName,
                Label = new Label(localizedLabel1, localizedLabels)
            };

            var service = ctx.GetOrganizationService();

            service.Execute(req);

            //Check the optionsetmetadata was updated
            var key = $"{Contact.EntityLogicalName}#{attributeName}";

            Assert.True(ctx.OptionSetValuesMetadata.ContainsKey(key));

            var option = ctx.OptionSetValuesMetadata[key].Options.FirstOrDefault();

            Assert.Equal(label, option.Label.LocalizedLabels[0].Label);

            // Get a list of Option Set values for the Status Reason fields from its metadata
            RetrieveAttributeRequest attReq = new RetrieveAttributeRequest
            {
                EntityLogicalName     = "contact",
                LogicalName           = "statuscode",
                RetrieveAsIfPublished = true
            };

            RetrieveAttributeResponse attResponse = (RetrieveAttributeResponse)service.Execute(attReq);

            StatusAttributeMetadata statusAttributeMetadata = (StatusAttributeMetadata)attResponse.AttributeMetadata;

            Assert.NotNull(statusAttributeMetadata.OptionSet);
            Assert.NotNull(statusAttributeMetadata.OptionSet.Options);
            Assert.Equal(1, statusAttributeMetadata.OptionSet.Options.Count(o => o.Label.LocalizedLabels[0].Label == label));

            foreach (var optionMetadata in statusAttributeMetadata.OptionSet.Options)
            {
                Console.WriteLine("Key " + optionMetadata.Value + "                    Value: " + optionMetadata.Label.UserLocalizedLabel.Label);
            }
        }
Ejemplo n.º 31
0
        [STAThread] // Required to support the interactive login experience
        static void Main(string[] args)
        {
            CrmServiceClient service = null;

            try
            {
                service = SampleHelpers.Connect("Connect");
                if (service.IsReady)
                {
                    // Create any entity records that the demonstration code requires
                    SetUpSample(service);
                    #region Demonstrate

                    _productVersion = Version.Parse(((RetrieveVersionResponse)service.Execute(new RetrieveVersionRequest())).Version);

                    #region How to create attributes
                    // Create storage for new attributes being created
                    addedAttributes = new List <AttributeMetadata>();

                    // Create a boolean attribute
                    var boolAttribute = new BooleanAttributeMetadata
                    {
                        // Set base properties
                        SchemaName    = "new_Boolean",
                        LogicalName   = "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
                    var dtAttribute = new DateTimeAttributeMetadata
                    {
                        // Set base properties
                        SchemaName    = "new_Datetime",
                        LogicalName   = "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
                    var decimalAttribute = new DecimalAttributeMetadata
                    {
                        // Set base properties
                        SchemaName    = "new_Decimal",
                        LogicalName   = "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
                    var integerAttribute = new IntegerAttributeMetadata
                    {
                        // Set base properties
                        SchemaName    = "new_Integer",
                        LogicalName   = "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
                    var memoAttribute = new MemoAttributeMetadata
                    {
                        // Set base properties
                        SchemaName    = "new_Memo",
                        LogicalName   = "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
                    var moneyAttribute = new MoneyAttributeMetadata
                    {
                        // Set base properties
                        SchemaName    = "new_Money",
                        LogicalName   = "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
                    var pickListAttribute =
                        new PicklistAttributeMetadata
                    {
                        // Set base properties
                        SchemaName    = "new_Picklist",
                        LogicalName   = "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
                    var stringAttribute = new StringAttributeMetadata
                    {
                        // Set base properties
                        SchemaName  = "new_String",
                        LogicalName = "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);

                    //Multi-select attribute requires version 9.0 or higher.
                    if (_productVersion > new Version("9.0"))
                    {
                        // Create a multi-select optionset
                        var multiSelectOptionSetAttribute = new MultiSelectPicklistAttributeMetadata()
                        {
                            SchemaName    = "new_MultiSelectOptionSet",
                            LogicalName   = "new_multiselectoptionset",
                            DisplayName   = new Label("Multi-Select OptionSet", _languageCode),
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            Description   = new Label("Multi-Select OptionSet description", _languageCode),
                            OptionSet     = new OptionSetMetadata()
                            {
                                IsGlobal      = false,
                                OptionSetType = OptionSetType.Picklist,
                                Options       =
                                {
                                    new OptionMetadata(new Label("First Option",  _languageCode), null),
                                    new OptionMetadata(new Label("Second Option", _languageCode), null),
                                    new OptionMetadata(new Label("Third Option",  _languageCode), null)
                                }
                            }
                        };
                        // Add to list
                        addedAttributes.Add(multiSelectOptionSetAttribute);
                    }

                    // 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.
                        var createAttributeRequest = new CreateAttributeRequest
                        {
                            EntityName = Contact.EntityLogicalName,
                            Attribute  = anAttribute
                        };

                        // Execute the request.
                        service.Execute(createAttributeRequest);

                        Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName);
                    }
                    #endregion How to create attributes

                    #region How to insert status
                    // Use InsertStatusValueRequest message to insert a new status
                    // in an existing status attribute.
                    // Create the request.
                    var 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)service.Execute(
                                                insertStatusValueRequest)).NewOptionValue;

                    Console.WriteLine("Created status named '{0}' with the value of {1}.",
                                      insertStatusValueRequest.Label.LocalizedLabels[0].Label,
                                      _insertedStatusValue);
                    #endregion How to insert status

                    #region How to retrieve attribute
                    // Create the request
                    var attributeRequest = new RetrieveAttributeRequest
                    {
                        EntityLogicalName     = Contact.EntityLogicalName,
                        LogicalName           = "new_string",
                        RetrieveAsIfPublished = true
                    };

                    // Execute the request
                    RetrieveAttributeResponse attributeResponse =
                        (RetrieveAttributeResponse)service.Execute(attributeRequest);

                    Console.WriteLine("Retrieved the attribute {0}.",
                                      attributeResponse.AttributeMetadata.SchemaName);
                    #endregion How to retrieve attribute

                    #region How to update attribute
                    // Modify the retrieved attribute
                    var retrievedAttributeMetadata =
                        attributeResponse.AttributeMetadata;
                    retrievedAttributeMetadata.DisplayName =
                        new Label("Update String Attribute", _languageCode);

                    // Update an attribute retrieved via RetrieveAttributeRequest
                    var updateRequest = new UpdateAttributeRequest
                    {
                        Attribute   = retrievedAttributeMetadata,
                        EntityName  = Contact.EntityLogicalName,
                        MergeLabels = false
                    };

                    // Execute the request
                    service.Execute(updateRequest);

                    Console.WriteLine("Updated the attribute {0}.",
                                      retrievedAttributeMetadata.SchemaName);
                    #endregion How to update attribute

                    #region How to update state value
                    // Modify the state value label from Active to Open.
                    // Create the request.
                    var updateStateValue = new UpdateStateValueRequest
                    {
                        AttributeLogicalName = "statecode",
                        EntityLogicalName    = Contact.EntityLogicalName,
                        Value = 1,
                        Label = new Label("Open", _languageCode)
                    };

                    // Execute the request.
                    service.Execute(updateStateValue);

                    Console.WriteLine(
                        "Updated {0} state attribute of {1} entity from 'Active' to '{2}'.",
                        updateStateValue.AttributeLogicalName,
                        updateStateValue.EntityLogicalName,
                        updateStateValue.Label.LocalizedLabels[0].Label
                        );
                    #endregion How to update state value

                    #region How to insert a new option item in a local option set
                    // Create a request.
                    var insertOptionValueRequest =
                        new InsertOptionValueRequest
                    {
                        AttributeLogicalName = "new_picklist",
                        EntityLogicalName    = Contact.EntityLogicalName,
                        Label = new Label("New Picklist Label", _languageCode)
                    };

                    // Execute the request.
                    int insertOptionValue = ((InsertOptionValueResponse)service.Execute(
                                                 insertOptionValueRequest)).NewOptionValue;

                    Console.WriteLine("Created {0} with the value of {1}.",
                                      insertOptionValueRequest.Label.LocalizedLabels[0].Label,
                                      insertOptionValue);
                    #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
                    // Use the RetrieveAttributeRequest message to retrieve
                    // a attribute by it's logical name.
                    var retrieveAttributeRequest =
                        new RetrieveAttributeRequest
                    {
                        EntityLogicalName     = Contact.EntityLogicalName,
                        LogicalName           = "new_picklist",
                        RetrieveAsIfPublished = true
                    };

                    // Execute the request.
                    RetrieveAttributeResponse retrieveAttributeResponse =
                        (RetrieveAttributeResponse)service.Execute(
                            retrieveAttributeRequest);

                    // Access the retrieved attribute.
                    var 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.
                    var 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
                    service.Execute(orderOptionRequest);

                    Console.WriteLine("Option Set option order changed");
                    #endregion How to change the order of options of a global option set

                    // NOTE: All customizations must be published before they can be used.
                    service.Execute(new PublishAllXmlRequest());
                    Console.WriteLine("Published all customizations.");
                    #endregion Demonstrate

                    #region Clean up
                    CleanUpSample(service);
                    #endregion Clean up
                }
                else
                {
                    const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
                    if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
                    {
                        Console.WriteLine("Check the connection string values in cds/App.config.");
                        throw new Exception(service.LastCrmError);
                    }
                    else
                    {
                        throw service.LastCrmException;
                    }
                }
            }
            catch (Exception ex)
            {
                SampleHelpers.HandleException(ex);
            }

            finally
            {
                if (service != null)
                {
                    service.Dispose();
                }

                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
 /// <summary>
 /// Processes the global option sets
 /// </summary>
 /// <param name="dictionary">The <see cref="String"/> array that contains the global option set values.</param>
 /// <param name="key">The option set name to be created or updated.</param>
 private void ProcessGlobalPicklists(string[] dictionary, string key)
 {
     if (dictionary.Length > 0)
     {
         try
         {
             RetrieveOptionSetRequest retrieveOptionSetRequest = new RetrieveOptionSetRequest { Name = key };
             RetrieveOptionSetResponse retrieveOptionSetResponse = (RetrieveOptionSetResponse)this.CrmAdapter.OrganizationService.Execute(retrieveOptionSetRequest);
             OptionSetMetadata retrievedOptionSetMetadata = (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
             OptionMetadata[] optionList = retrievedOptionSetMetadata.Options.ToArray();
             foreach (string label in dictionary)
             {
                 var option = optionList.FirstOrDefault(opt => opt.Label.UserLocalizedLabel.Label == label);
                 if (option == null)
                 {
                     InsertOptionValueRequest insertOptionValueRequest = new InsertOptionValueRequest { OptionSetName = key, Label = new Label(label, retrievedOptionSetMetadata.DisplayName.UserLocalizedLabel.LanguageCode) };
                     this.CrmAdapter.OrganizationService.Execute(insertOptionValueRequest);
                 }
             }
         }
         catch (FaultException ex)
         {
             throw new AdapterException(ex.Message, ex) { ExceptionId = ErrorCodes.CrmPlatformException };
         }
     }
 }
        /// <summary>
        /// Processes the non-global option sets
        /// </summary>
        /// <param name="dictionary">The <C>Dictionary</C> that contains the name value pairs for the option set.</param>
        /// <param name="entityName">The name of the <C>Entity</C> that the option set belongs to.</param>
        private void ProcessPickLists(Dictionary<string, object> dictionary, string entityName)
        {
            if (dictionary == null)
            {
                return;
            }

            OrganizationResponse langRes = null;
            foreach (string attributeName in dictionary.Keys)
            {
                string[] values = dictionary[attributeName] as string[];
                if (values.Length < 1)
                {
                    continue;
                }

                RetrieveAttributeRequest attribReq = new RetrieveAttributeRequest();
                attribReq.EntityLogicalName = entityName;
                attribReq.LogicalName = attributeName;
                attribReq.RetrieveAsIfPublished = true;
                OrganizationRequest langReq = new OrganizationRequest("RetrieveAvailableLanguages");

                // Get the attribute metadata for the state attribute.
                RetrieveAttributeResponse metadataRespone = null;
                try
                {
                    metadataRespone = (RetrieveAttributeResponse)this.CrmAdapter.OrganizationService.Execute(attribReq);
                    if (langRes == null)
                    {
                        langRes = this.CrmAdapter.OrganizationService.Execute(langReq);
                    }
                }
                catch (Exception e)
                {
                    throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.MetadataClientPicklistExceptionMessage, entityName, e.Message), e) { ExceptionId = ErrorCodes.PicklistMetadataRetrieval };
                }

                if (metadataRespone != null)
                {
                    PicklistAttributeMetadata picklistAttrib = metadataRespone.AttributeMetadata as PicklistAttributeMetadata;
                    int optionNumber = 200000;
                    InsertOptionValueRequest insertRequest = new InsertOptionValueRequest();
                    insertRequest.AttributeLogicalName = picklistAttrib.LogicalName;
                    insertRequest.EntityLogicalName = entityName;
                    insertRequest.Label = new Label();
                    insertRequest.Value = new int?();
                    foreach (string picklistName in values)
                    {
                        try
                        {
                            var option = picklistAttrib.OptionSet.Options.FirstOrDefault(opt => opt.Label.UserLocalizedLabel.Label.Replace(NotInErp, string.Empty).Trim().ToUpperInvariant() == picklistName.ToUpperInvariant() || opt.Label.UserLocalizedLabel.Label.Replace("*", string.Empty).Trim().ToUpperInvariant() == picklistName.ToUpperInvariant());
                            optionNumber += picklistAttrib.OptionSet.Options.Count();

                            // Add new values
                            if (option == null)
                            {
                                insertRequest.Value = optionNumber++;
                                insertRequest.Label = CreateSingleLabel(picklistName, metadataRespone.AttributeMetadata.DisplayName.UserLocalizedLabel.LanguageCode);
                                this.CrmAdapter.OrganizationService.Execute(insertRequest);
                            }
                            else if (option.Label.UserLocalizedLabel.Label != picklistName)
                            {
                                // Update existing values if they are different
                                this.CrmAdapter.OrganizationService.Execute(new UpdateOptionValueRequest() { AttributeLogicalName = picklistAttrib.LogicalName, EntityLogicalName = entityName, Label = CreateSingleLabel(picklistName, option.Label.UserLocalizedLabel.LanguageCode), MergeLabels = false, Value = option.Value.Value });
                            }
                        }
                        catch (FaultException e)
                        {
                            if (e.Message.Contains("because another picklist or status option for this attribute already exists"))
                            {
                                throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.ValueExistsMessage, entityName, e.Message), e) { ExceptionId = ErrorCodes.PicklistMetadataCreation };
                            }
                            else
                            {
                                throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.AddingValueExceptionMessage, picklistName, e.Message), e) { ExceptionId = ErrorCodes.PicklistMetadataCreation };
                            }
                        }
                    }
                }
            }
        }
Ejemplo n.º 34
0
        /// <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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // 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",
                        // When RetrieveAsIfPublished property is set to false, retrieves only the currently published changes. Default setting of the property is false.
                        // When RetrieveAsIfPublished property is set to true, retrieves the changes that are published and those changes that have not been published.
                        RetrieveAsIfPublished = false
                    };

                    // 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",
                        // When RetrieveAsIfPublished property is set to false, retrieves only the currently published changes. Default setting of the property is false.
                        // When RetrieveAsIfPublished property is set to true, retrieves the changes that are published and those changes that have not been published.
                        RetrieveAsIfPublished = false
                    };

                    // 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;
            }
        }
Ejemplo n.º 35
0
  protected void addOptionToCustomEntityOptionSet()
  {

   InsertOptionValueRequest insertOptionValueRequest =
    new InsertOptionValueRequest
    {
     AttributeLogicalName = _customAttributeSchemaName.ToLower(),
     EntityLogicalName = _customEntitySchemaName.ToLower(),
     Label = new Label("Fifth Option", _languageCode)
    };

   _service.Execute(insertOptionValueRequest);


  }