public FlowEntity GetForm(SystemForm systemForm)
{
var expression = ExtLinq.True <FlowEntity>();
expression = expression.And(t => t.DeleteMark != true && t.EnabledMark == true && t.FormType == (int)FormType.System && t.SystemFormType == (int)systemForm);
return(service.IQueryable(expression).OrderBy(t => t.SortCode).FirstOrDefault());
}
public bool Start(SystemForm systemForm, string key, Dictionary <string, string> prarms)
{
bool bResult = false;
try
{
List <WorkControlEntity> controls = new List <WorkControlEntity>();
if (prarms != null && prarms.Count > 0)
{
WorkControlEntity workControlEntity = new WorkControlEntity();
foreach (var item in prarms)
{
workControlEntity = new WorkControlEntity();
workControlEntity.FullName = item.Key;
workControlEntity.Value = item.Value;
controls.Add(workControlEntity);
}
}
FlowEntity flowEntity = flowApp.GetForm(systemForm);
workApp.StartApply(flowEntity?.Id, key, controls);
bResult = true;
}
catch
{
bResult = false;
}
return(bResult);
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecutePreValidateSmartintForEntityCreate(LocalPluginContext localContext)
{
Entity entity = GetTargetEntity(localContext);
if (entity == null)
{
return;
}
var entityInfo = GetEntityInfo(entity);
SystemForm systemForm = GetSystemForm(localContext, entityInfo);
FormType form = Deserialize <FormType>(systemForm.FormXml);
form = FixFormNavigation(form);
form.Navigation.NavBar.Items = AddItem(form.Navigation.NavBar.Items);
string result = Serialize <FormType>(form);
if (result.Equals(systemForm.FormXml))
{
return;
}
systemForm.FormXml = result;
UpdateSystemForm(localContext, systemForm);
PublishSystemForm(localContext, entityInfo.Item1);
}
public IActionResult CopyForm(Guid systemFormId, string name)
{
string msg = string.Empty;
if (!systemFormId.Equals(Guid.Empty))
{
var entity = _systemFormFinder.FindById(systemFormId);
if (entity != null)
{
var newForm = new SystemForm();
entity.CopyTo(newForm);
newForm.Name = name.IfEmpty(entity.Name + " Copy");
newForm.IsDefault = false;
newForm.CreatedBy = CurrentUser.SystemUserId;
newForm.CreatedOn = DateTime.Now;
newForm.SystemFormId = Guid.NewGuid();
List <Guid> assignRolesId = null;
if (entity.AuthorizationEnabled)
{
var assignRoles = _roleObjectAccessService.Query(entity.SystemFormId, FormDefaults.ModuleName);
if (assignRoles.NotEmpty())
{
assignRolesId = assignRoles.Select(x => x.RoleId).ToList();
}
}
_systemFormCreater.Create(newForm);
return(SaveSuccess(new { id = entity.SystemFormId }));
}
}
return(SaveFailure());
}
protected SystemForm GetSystemForm(LocalPluginContext localContext, Tuple <string, string, bool> entityInfo)
{
QueryExpression q = new QueryExpression(SystemForm.EntityLogicalName);
q.EntityName = SystemForm.EntityLogicalName;
q.ColumnSet = new ColumnSet("formxml");
q.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, entityInfo.Item1);
q.Criteria.AddCondition("type", ConditionOperator.Equal, "2");
if (entityInfo.Item3)
{
q.AddOrder("publishedon", OrderType.Ascending);
}
else
{
q.Criteria.AddCondition("name", ConditionOperator.Equal, entityInfo.Item2);
}
EntityCollection entityCollection = localContext.OrganizationService.RetrieveMultiple(q);
SystemForm systemForm = entityCollection.Entities.FirstOrDefault() as SystemForm;
if (systemForm == null)
{
throw new InvalidPluginExecutionException(string.Format("No form found for entity"));
}
return(systemForm);
}
private void updateButton_Click(object sender, EventArgs e)
{
//do stuff
SystemForm parent = (SystemForm)this.Owner;
parent.searchButton.PerformClick();
this.Close();
}
public void LoadData(SystemForm systemForm)
{
if (systemForm.FormId.HasValue)
{
this.FormId = systemForm.FormId;
}
this.Name = systemForm.Name;
this.Description = systemForm.Description;
this.ObjectTypeCode = systemForm.ObjectTypeCode;
}
public IActionResult CreateForm(EditFormModel model)
{
if (ModelState.IsValid)
{
var entity = new SystemForm();
model.CopyTo(entity);
entity.SystemFormId = Guid.NewGuid();
entity.StateCode = RecordState.Enabled;
entity.FormType = (int)FormType.Main;
_systemFormCreater.Create(entity);
return(CreateSuccess(new { id = entity.SystemFormId }));
}
return(CreateFailure(GetModelErrors()));
}
public DependentEntity GetDependencyObject(Dependency dependency)
{
var objectId = dependency.DependentComponentObjectId.Value;
switch (dependency.DependentComponentTypeValue)
{
case Dependency.ComponentType.SystemForm:
return(SystemForm.GetEntity(this.Service, objectId));
case Dependency.ComponentType.EntityRelationship:
return(EntityRelationship.GetEntity(this.Service, objectId));
}
return(null);
}
public bool Start(SystemForm systemForm, string key)
{
bool bResult = false;
try
{
FlowEntity flowEntity = flowApp.GetForm(systemForm);
workApp.StartApply(flowEntity?.Id, key);
bResult = true;
}
catch
{
bResult = false;
}
return(bResult);
}
public IActionResult CreateDashBoard([FromBody] EditDashBoardModel model)
{
if (ModelState.IsValid)
{
var entity = new SystemForm();
model.CopyTo(entity);
entity.SystemFormId = Guid.NewGuid();
entity.SolutionId = SolutionId.Value;
entity.EntityId = Guid.Empty;
entity.StateCode = Core.RecordState.Enabled;
entity.FormType = (int)FormType.Dashboard;
entity.CreatedBy = CurrentUser.SystemUserId;
entity.CreatedOn = DateTime.Now;
return(_systemFormCreater.Create(entity).CreateResult(T, new { id = entity.SystemFormId }));
}
return(CreateFailure(GetModelErrors()));
}
public async Task <IActionResult> Edit(int id)
{
try
{
SystemForm item = await _systemFormRepository.GetByIDAsync(id);
SystemFormViewModel model = _mapper.Map <SystemForm, SystemFormViewModel>(item);
return(View(model));
}
catch (Exception e)
{
Log.Error(e, e.Message);
return(View("~/Views/Shared/Error.cshtml", new ErrorViewModel {
RequestId = e.Message
}));
}
}
private void simpleButtonHardware_Click(object sender, EventArgs e)
{
var sp = DevExpressHelper.GetSelectedRecord <SalePoint>(gridViewSalePoints);
if (sp != null)
{
try
{
var clientService = Protocol.CreateClientProxy(sp.IP);
SystemForm.Show(this, sp, clientService.GetSystemInfo());
}
catch (Exception ex)
{
ErrorHelper.ShowError <ErrorForm>(null, ex);
}
}
}
public IActionResult CopyDashboard(Guid systemFormId, string name)
{
if (!systemFormId.Equals(Guid.Empty))
{
var entity = _systemFormFinder.FindById(systemFormId);
if (entity != null)
{
var newForm = new SystemForm();
entity.CopyTo(newForm);
newForm.Name = name.IfEmpty(entity.Name + " Copy");
newForm.CreatedBy = CurrentUser.SystemUserId;
newForm.CreatedOn = DateTime.Now;
newForm.SystemFormId = Guid.NewGuid();
return(_systemFormCreater.Create(newForm).CreateResult(T, new { id = entity.SystemFormId }));
}
}
return(CreateFailure(GetModelErrors()));
}
private bool IsExistSystemFlow(SystemForm systemForm, string flowId)
{
bool bResult = false;
var expression = ExtLinq.True <FlowEntity>();
expression = expression.And(t => t.DeleteMark != true &&
t.EnabledMark == true &&
t.FormType == (int)FormType.System &&
t.SystemFormType == (int)systemForm);
if (!string.IsNullOrWhiteSpace(flowId))
{
expression = expression.And(t => t.Id != flowId);
}
FlowEntity flow = service.IQueryable(expression).OrderBy(t => t.SortCode).FirstOrDefault();
if (flow == null || string.IsNullOrWhiteSpace(flow.Id))
{
bResult = true;
}
return(bResult);
}
private void ShowImage()
{
CrmQuery qe = new CrmQuery("systemform");
qe.AddSimpleCondition("type", "2"); //main form
qe.AddSimpleCondition("objecttypecode", Person.EntityLogicalName.ToLower());
qe.Attributes = new List <string>()
{
"formxml"
};
var allSysforms = WebControlUtility.CrmData.RetrieveMultiple <SystemForm>(qe);
SystemForm ImageAttributeDemoMainForm = allSysforms.First <SystemForm>();
XDocument ImageAttributeDemoMainFormXml = XDocument.Parse(ImageAttributeDemoMainForm.formxml);
if (ImageAttributeDemoMainFormXml.Root.Attribute("showImage").Value == "true")
{
ImageAttributeDemoMainFormXml.Root.SetAttributeValue("showImage", false);
}
else
{
ImageAttributeDemoMainFormXml.Root.SetAttributeValue("showImage", true); //Updating the entity form definition
}
ImageAttributeDemoMainForm.formxml = ImageAttributeDemoMainFormXml.ToString();
WebControlUtility.CrmData.Update(ImageAttributeDemoMainForm);
OrganizationServiceContext context = new OrganizationServiceContext(WebControlUtility.CrmData.Connection.OrganizationService);
PublishXmlRequest pxReq1 = new PublishXmlRequest {
ParameterXml = String.Format(@"
<importexportxml>
<entities>
<entity>{0}</entity>
</entities>
</importexportxml>", Person.EntityLogicalName.ToLower())
};
context.Execute(pxReq1);
}
public StringBuilder CopySetTabandFieldsData(string entityLogicalName, List <TabParametersModel> tabParm)
{
QueryExpression qe = new QueryExpression("systemform");
qe.Criteria.AddCondition("type", ConditionOperator.Equal, 2); //main form
qe.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, entityLogicalName); //for new_bankaccount entity
qe.ColumnSet.AddColumn("formxml");
//Retrieve the first main entity form for this entity
SystemForm bankAccountMainForm = (SystemForm)_serviceProxy.RetrieveMultiple(qe).Entities[0];
XDocument bankAccountFormXml = XDocument.Parse(bankAccountMainForm.FormXml);
//Set the showImage attribute so the entity image will be displayed
bankAccountFormXml.Root.SetAttributeValue("showImage", true);
bankAccountFormXml.Element("form")
.Element("tabs")
.Elements("tab")
.Where(x => (string)x.Attribute("verticallayout") == "true")
.Remove();
StringBuilder MyStringBuilder = new StringBuilder();
int i = 1;
foreach (var tab in tabParm)
{
i += 1;
Guid tabId = Guid.NewGuid();
Guid sectioId = Guid.NewGuid();
if (i > 2)
{
MyStringBuilder.AppendLine();
MyStringBuilder.Append("<tab name=\"" + tab.TabName + "\" id=\"{" + tabId + "}\" IsUserDefined=\"0\" locklevel=\"0\" showlabel=\"true\" expanded=\"true\" >");
}
else
{
MyStringBuilder.Append("<tab name=\"" + tab.TabName + "\" id=\"{" + tabId + "}\" IsUserDefined=\"0\" locklevel=\"0\" showlabel=\"true\" expanded=\"true\" >");
}
MyStringBuilder.Append("<labels><label description=\"" + tab.TabDisplayName + "\" languagecode=\"1033\" /></labels>");
MyStringBuilder.Append("<columns><column width=\"100%\"><sections><section name=\"" + tab.TabSectionName + "\" showlabel=\"false\" showbar=\"false\" locklevel=\"0\" id=\"{" + sectioId + "}\" IsUserDefined=\"0\" layout=\"varwidth\" columns=\"1\" labelwidth=\"115\" celllabelalignment=\"Left\" celllabelposition=\"Left\" ><labels><label description=\"" + tab.TabSectionDisplayName + "\" languagecode=\"1033\" /></labels>");
MyStringBuilder.Append("<rows>");
foreach (var field in tab.EntityFields)
{
Guid cellId = Guid.NewGuid();
Guid classId = Guid.NewGuid();
if (field.IsGrid)
{
MyStringBuilder.Append("<row><cell id=\"{" + cellId + "}\" showlabel=\"true\" locklevel=\"0\" > <labels><label description=\"" + field.FieldDisplayName + "\" languagecode=\"1033\" /> </labels><control id=\"" + field.ControlId + "\" classid=\"{" + classId + "}\" disabled=\"false\"><parameters><ViewId>" + field.ViewId + "</ViewId><IsUserView>false</IsUserView><RelationshipName>New_Parent_powerformId</RelationshipName><TargetEntityType>new_powerformfieldsid</TargetEntityType><AutoExpand>Fixed</AutoExpand><EnableQuickFind>false</EnableQuickFind><EnableViewPicker>false</EnableViewPicker><ViewIds>" + field.ViewId + "</ViewIds ><EnableJumpBar>false</EnableJumpBar><ChartGridMode>Grid</ChartGridMode><VisualizationId/><IsUserChart>false</IsUserChart><EnableChartPicker>false</EnableChartPicker><RecordsPerPage>10</RecordsPerPage></parameters></control></cell></row>");
}
else
{
MyStringBuilder.Append("<row><cell id=\"{" + cellId + "}\" showlabel=\"true\" locklevel=\"0\" > <labels><label description=\"" + field.FieldDisplayName + "\" languagecode=\"1033\" /> </labels><control id=\"" + field.ControlId + "\" classid=\"{" + classId + "}\" datafieldname=\"" + field.DataFieldName + "\" disabled=\"false\" /></cell></row>");
}
}
MyStringBuilder.Append("</rows>");
MyStringBuilder.Append("</section></sections></column></columns>");
MyStringBuilder.Append("</tab>");
}
var sd = MyStringBuilder.ToString();
if (!String.IsNullOrEmpty(MyStringBuilder.ToString()))
{
using (StringReader reader = new StringReader(sd))
{
string line;
while ((line = reader.ReadLine()) != null)
{
XDocument formTabXml = XDocument.Parse(line.ToString());
//Adding this tab to the tabs element
var s = formTabXml.Root;
bankAccountFormXml.Root.Element("tabs").Add(formTabXml.Root);
}
//Updateing the entity form definition
bankAccountMainForm.FormXml = bankAccountFormXml.ToString();
//saving the bank account form
_serviceProxy.Update(bankAccountMainForm);
// Customizations must be published after an entity is updated.
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
Console.WriteLine("\nCustomizations were published.");
}
}
return(MyStringBuilder);
}
private async Task GetCurrentFormDescription(IOrganizationServiceExtented service, CommonConfiguration commonConfig, SystemForm systemForm)
{
string formXml = systemForm.FormXml;
if (string.IsNullOrEmpty(formXml))
{
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionEntityFieldIsEmptyFormat4, service.ConnectionData.Name, SystemForm.Schema.EntityLogicalName, systemForm.Name, SystemForm.Schema.Headers.formxml);
this._iWriteToOutput.ActivateOutputWindow(service.ConnectionData);
return;
}
commonConfig.CheckFolderForExportExists(this._iWriteToOutput);
var descriptor = new SolutionComponentDescriptor(service);
descriptor.SetSettings(commonConfig);
var handler = new FormDescriptionHandler(descriptor, new DependencyRepository(service));
string fileName = EntityFileNameFormatter.GetSystemFormFileName(service.ConnectionData.Name, systemForm.ObjectTypeCode, systemForm.Name, "FormDescription", FileExtension.txt);
string filePath = Path.Combine(commonConfig.FolderForExport, FileOperations.RemoveWrongSymbols(fileName));
try
{
XElement doc = XElement.Parse(formXml);
string desc = await handler.GetFormDescriptionAsync(doc, systemForm.ObjectTypeCode, systemForm.Id, systemForm.Name, systemForm.FormattedValues[SystemForm.Schema.Attributes.type]);
File.WriteAllText(filePath, desc, new UTF8Encoding(false));
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionEntityFieldExportedToFormat5, service.ConnectionData.Name, SystemForm.Schema.EntityLogicalName, systemForm.Name, "FormDescription", filePath);
this._iWriteToOutput.PerformAction(service.ConnectionData, filePath);
service.TryDispose();
}
catch (Exception ex)
{
this._iWriteToOutput.WriteErrorToOutput(service.ConnectionData, ex);
}
}
[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
//Grab the default public view for opportunities.
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "isdefault",
Operator = ConditionOperator.Equal,
Values = { true }
},
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = { 0 }
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { Opportunity.EntityTypeCode }
}
}
}
};
//This query should return one and only one result.
SavedQuery defaultOpportunityQuery = service.RetrieveMultiple(mySavedQuery)
.Entities.Select(x => (SavedQuery)x).FirstOrDefault();
// Retrieve visualizations out of the system.
// This sample assumes that you have the "Top Opportunities"
// visualization that is installed with Microsoft Dynamics CRM.
QueryByAttribute visualizationQuery = new QueryByAttribute
{
EntityName = SavedQueryVisualization.EntityLogicalName,
ColumnSet = new ColumnSet("savedqueryvisualizationid"),
Attributes = { "name" },
//If you do not have this visualization, you will need to change
//this line.
Values = { "Top Opportunities" }
};
SavedQueryVisualization visualization = service.RetrieveMultiple(visualizationQuery).
Entities.Select(x => (SavedQueryVisualization)x).FirstOrDefault();
//This is the language code for U.S. English. If you are running this code
//in a different locale, you will need to modify this value.
int languageCode = 1033;
//We set up our dashboard and specify the FormXml. Refer to the
//FormXml schema in the Microsoft Dynamics CRM SDK for more information.
SystemForm dashboard = new SystemForm
{
Name = "Sample Dashboard",
Description = "Sample organization-owned dashboard.",
FormXml = String.Format(@"<form>
<tabs>
<tab name='Test Dashboard' verticallayout='true'>
<labels>
<label description='Sample Dashboard' languagecode='{0}' />
</labels>
<columns>
<column width='100%'>
<sections>
<section name='Information Section'
showlabel='false' showbar='false'
columns='111'>
<labels>
<label description='Information Section'
languagecode='{0}' />
</labels>
<rows>
<row>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunitiess - 1'
languagecode='{0}' />
</labels>
<control id='TopOpportunities'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Chart</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunities - 2'
languagecode='{0}' />
</labels>
<control id='TopOpportunities2'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Grid</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
</rows>
</section>
</sections>
</column>
</columns>
</tab>
</tabs>
</form>",
languageCode,
defaultOpportunityQuery.SavedQueryId.Value.ToString("B"),
visualization.SavedQueryVisualizationId.Value.ToString("B")),
IsDefault = false
};
_dashboardId = service.Create(dashboard);
Console.WriteLine("Created {0}.", dashboard.Name);
//Now we will retrieve the dashboard.
SystemForm retrievedDashboard = (SystemForm)service.Retrieve(SystemForm.EntityLogicalName, _dashboardId, new ColumnSet(true));
Console.WriteLine("Retrieved the dashboard.");
// Update the retrieved dashboard. Enable the chart picker on the chart.
var xDocument = XDocument.Parse(retrievedDashboard.FormXml);
var chartPicker = (from control in xDocument.Descendants("control")
where control.Attribute("id").Value == "TopOpportunities"
select control.Descendants("EnableChartPicker").First()
).First();
chartPicker.Value = "true";
//Now we place the updated Xml back into the dashboard, and update it.
retrievedDashboard.FormXml = xDocument.ToString();
service.Update(retrievedDashboard);
// Publish the dashboard changes to the solution.
// This is only required for organization-owned dashboards.
var updateRequest = new PublishXmlRequest
{
ParameterXml = @"<dashboard>_dashboardId</dashboard>"
};
service.Execute(updateRequest);
Console.WriteLine("Updated the dashboard.");
#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();
}
}
private Task OpenInWebSystemFormXml(IOrganizationServiceExtented service, CommonConfiguration commonConfig, XDocument doc, string filePath, SystemForm systemForm)
{
return(Task.Run(() =>
{
service.UrlGenerator.OpenSolutionComponentInWeb(ComponentType.SystemForm, systemForm.Id);
service.TryDispose();
}));
}
private Task GetCurrentSystemFormXmlAsync(IOrganizationServiceExtented service, CommonConfiguration commonConfig, XDocument doc, string filePath, SystemForm systemForm)
{
return(Task.Run(() => GetCurrentSystemFormXml(service, commonConfig, systemForm)));
}
private void GetCurrentSystemFormJson(IOrganizationServiceExtented service, CommonConfiguration commonConfig, SystemForm systemForm)
{
string formJson = systemForm.FormJson;
if (string.IsNullOrEmpty(formJson))
{
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionEntityFieldIsEmptyFormat4, service.ConnectionData.Name, SystemForm.Schema.EntityLogicalName, systemForm.Name, SystemForm.Schema.Headers.formjson);
this._iWriteToOutput.ActivateOutputWindow(service.ConnectionData);
return;
}
formJson = ContentComparerHelper.FormatJson(formJson);
commonConfig.CheckFolderForExportExists(this._iWriteToOutput);
string currentFileName = EntityFileNameFormatter.GetSystemFormFileName(service.ConnectionData.Name, systemForm.ObjectTypeCode, systemForm.Name, SystemForm.Schema.Headers.formjson, FileExtension.json);
string currentFilePath = Path.Combine(commonConfig.FolderForExport, FileOperations.RemoveWrongSymbols(currentFileName));
try
{
File.WriteAllText(currentFilePath, formJson, new UTF8Encoding(false));
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionEntityFieldExportedToFormat5, service.ConnectionData.Name, SystemForm.Schema.EntityLogicalName, systemForm.Name, SystemForm.Schema.Headers.formjson, currentFilePath);
}
catch (Exception ex)
{
this._iWriteToOutput.WriteErrorToOutput(service.ConnectionData, ex);
}
this._iWriteToOutput.PerformAction(service.ConnectionData, currentFilePath);
service.TryDispose();
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateImageAttributeDemoEntity()
{
//Create a Custom entity
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Image Attribute Demo", 1033),
DisplayCollectionName = new Label("Image Attribute Demos", 1033),
Description = new Label("An entity created by an SDK sample to demonstrate how to upload and retrieve entity images.", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "sample_Name",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Name", 1033),
Description = new Label("The primary attribute for the Image Attribute Demo entity.", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The Image Attribute Demo entity has been created.");
//Create an Image attribute for the custom entity
// Only one Image attribute can be added to an entity that doesn't already have one.
CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
{
EntityName = _customEntityName.ToLower(),
Attribute = new ImageAttributeMetadata
{
SchemaName = "EntityImage", //The name is always EntityImage
//Required level must be AttributeRequiredLevel.None
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Image", 1033),
Description = new Label("An image to show with this demonstration.", 1033)
}
};
_serviceProxy.Execute(createEntityImageRequest);
Console.WriteLine("The Image attribute has been created.");
//<snippetEntityImages5>
QueryExpression qe = new QueryExpression("systemform");
qe.Criteria.AddCondition("type", ConditionOperator.Equal, 2); //main form
qe.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, _customEntityName.ToLower());
qe.ColumnSet.AddColumn("formxml");
SystemForm ImageAttributeDemoMainForm = (SystemForm)_serviceProxy.RetrieveMultiple(qe).Entities[0];
XDocument ImageAttributeDemoMainFormXml = XDocument.Parse(ImageAttributeDemoMainForm.FormXml);
//Set the showImage attribute so the entity image will be displayed
ImageAttributeDemoMainFormXml.Root.SetAttributeValue("showImage", true);
//Updating the entity form definition
ImageAttributeDemoMainForm.FormXml = ImageAttributeDemoMainFormXml.ToString();
_serviceProxy.Update(ImageAttributeDemoMainForm);
//</snippetEntityImages5>
Console.WriteLine("The Image Attribute Demo main form has been updated to show images.");
PublishXmlRequest pxReq1 = new PublishXmlRequest {
ParameterXml = String.Format(@"
<importexportxml>
<entities>
<entity>{0}</entity>
</entities>
</importexportxml>", _customEntityName.ToLower())
};
_serviceProxy.Execute(pxReq1);
Console.WriteLine("The Image Attribute Demo entity was published");
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a dashboard.
/// Retrieve the dashboard.
/// Update the dashboard.
/// Delete the dashboard.
/// </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();
//<snippetCRUDDashboards1>
//Grab the default public view for opportunities.
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "isdefault",
Operator = ConditionOperator.Equal,
Values = { true }
},
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = { 0 }
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { Opportunity.EntityTypeCode }
}
}
}
};
//This query should return one and only one result.
SavedQuery defaultOpportunityQuery = _serviceProxy.RetrieveMultiple(mySavedQuery)
.Entities.Select(x => (SavedQuery)x).FirstOrDefault();
// Retrieve visualizations out of the system.
// This sample assumes that you have the "Top Opportunities"
// visualization that is installed with Microsoft Dynamics CRM.
QueryByAttribute visualizationQuery = new QueryByAttribute
{
EntityName = SavedQueryVisualization.EntityLogicalName,
ColumnSet = new ColumnSet("savedqueryvisualizationid"),
Attributes = { "name" },
//If you do not have this visualization, you will need to change
//this line.
Values = { "Top Opportunities" }
};
SavedQueryVisualization visualization = _serviceProxy.RetrieveMultiple(visualizationQuery).
Entities.Select(x => (SavedQueryVisualization)x).FirstOrDefault();
//<snippetCRUDDashboards2>
//This is the language code for U.S. English. If you are running this code
//in a different locale, you will need to modify this value.
int languageCode = 1033;
//We set up our dashboard and specify the FormXml. Refer to the
//FormXml schema in the Microsoft Dynamics CRM SDK for more information.
SystemForm dashboard = new SystemForm
{
Name = "Sample Dashboard",
Description = "Sample organization-owned dashboard.",
FormXml = String.Format(@"<form>
<tabs>
<tab name='Test Dashboard' verticallayout='true'>
<labels>
<label description='Sample Dashboard' languagecode='{0}' />
</labels>
<columns>
<column width='100%'>
<sections>
<section name='Information Section'
showlabel='false' showbar='false'
columns='111'>
<labels>
<label description='Information Section'
languagecode='{0}' />
</labels>
<rows>
<row>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunitiess - 1'
languagecode='{0}' />
</labels>
<control id='TopOpportunities'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Chart</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunities - 2'
languagecode='{0}' />
</labels>
<control id='TopOpportunities2'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Grid</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
</rows>
</section>
</sections>
</column>
</columns>
</tab>
</tabs>
</form>",
languageCode,
defaultOpportunityQuery.SavedQueryId.Value.ToString("B"),
visualization.SavedQueryVisualizationId.Value.ToString("B")),
IsDefault = false
};
_dashboardId = _serviceProxy.Create(dashboard);
//</snippetCRUDDashboards2>
Console.WriteLine("Created {0}.", dashboard.Name);
//Now we will retrieve the dashboard.
SystemForm retrievedDashboard = (SystemForm)_serviceProxy.Retrieve(SystemForm.EntityLogicalName, _dashboardId, new ColumnSet(true));
Console.WriteLine("Retrieved the dashboard.");
// Update the retrieved dashboard. Enable the chart picker on the chart.
XDocument xDocument = XDocument.Parse(retrievedDashboard.FormXml);
var chartPicker = (from control in xDocument.Descendants("control")
where control.Attribute("id").Value == "TopOpportunities"
select control.Descendants("EnableChartPicker").First()
).First();
chartPicker.Value = "true";
//Now we place the updated Xml back into the dashboard, and update it.
retrievedDashboard.FormXml = xDocument.ToString();
_serviceProxy.Update(retrievedDashboard);
// Publish the dashboard changes to the solution.
// This is only required for organization-owned dashboards.
PublishXmlRequest updateRequest = new PublishXmlRequest
{
ParameterXml = @"<dashboard>_dashboardId</dashboard>"
};
_serviceProxy.Execute(updateRequest);
Console.WriteLine("Updated the dashboard.");
DeleteRequiredRecords(promptForDelete);
//</snippetCRUDDashboards1>
}
}
// 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;
}
}
//<snippetCreateUpdateEntityMetadata12>
/// <summary>
/// Updates the formXml to add a new tab containing the fields added by this sample.
/// <param name="entityLogicalName">The logical name of the new_bankaccount entity used in this sample</param>
/// </summary>
public void UpdateEntityForm(String entityLogicalName)
{
QueryExpression qe = new QueryExpression("systemform");
qe.Criteria.AddCondition("type", ConditionOperator.Equal, 2); //main form
qe.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, entityLogicalName); //for new_bankaccount entity
qe.ColumnSet.AddColumn("formxml");
//Retrieve the first main entity form for this entity
SystemForm bankAccountMainForm = (SystemForm)_serviceProxy.RetrieveMultiple(qe).Entities[0];
XDocument bankAccountFormXml = XDocument.Parse(bankAccountMainForm.FormXml);
//Set the showImage attribute so the entity image will be displayed
bankAccountFormXml.Root.SetAttributeValue("showImage", true);
// Definition of a custom tab containing the custom attributes created in this sample
String formTabXmlString = @"<tab name=""custom_attributes""
id=""{824792c4-ea85-1504-40e2-b780b26dc6ab}""
IsUserDefined=""0""
locklevel=""0""
showlabel=""true""
expanded=""true"">
<labels>
<label description=""Custom Attributes""
languagecode=""1033"" />
</labels>
<columns>
<column width=""100%"">
<sections>
<section name=""custom_section""
showlabel=""false""
showbar=""false""
locklevel=""0""
id=""{9bda81ec-e41b-7a4d-08b4-4536c5862ce1}""
IsUserDefined=""0""
layout=""varwidth""
columns=""1""
labelwidth=""115""
celllabelalignment=""Left""
celllabelposition=""Left"">
<labels>
<label description=""Section""
languagecode=""1033"" />
</labels>
<rows>
<row>
<cell id=""{04b95931-78c7-6913-a005-922d20e521b7}""
showlabel=""true""
locklevel=""0"">
<labels>
<label description=""Account Owner""
languagecode=""1033"" />
</labels>
<control id=""new_parent_contactid""
classid=""{270BD3DB-D9AF-4782-9025-509E298DEC0A}""
datafieldname=""new_parent_contactid""
disabled=""false"" />
</cell>
</row>
<row>
<cell id=""{6e5975d3-64b5-14eb-00e4-064e3dd298b9}""
showlabel=""true""
locklevel=""0"">
<labels>
<label description=""Bank Name""
languagecode=""1033"" />
</labels>
<control id=""new_bankname""
classid=""{4273EDBD-AC1D-40d3-9FB2-095C621B552D}""
datafieldname=""new_bankname""
disabled=""false"" />
</cell>
</row>
<row>
<cell id=""{3b436dba-6156-42e9-697b-e275d373505b}""
showlabel=""true""
locklevel=""0"">
<labels>
<label description=""Balance""
languagecode=""1033"" />
</labels>
<control id=""new_balance""
classid=""{533B9E00-756B-4312-95A0-DC888637AC78}""
datafieldname=""new_balance""
disabled=""false"" />
</cell>
</row>
<row>
<cell id=""{0e9a3d8a-bd69-71ad-4ca4-2dcd10858719}""
showlabel=""true""
locklevel=""0"">
<labels>
<label description=""Date""
languagecode=""1033"" />
</labels>
<control id=""new_checkeddate""
classid=""{5B773807-9FB2-42db-97C3-7A91EFF8ADFF}""
datafieldname=""new_checkeddate""
disabled=""false"" />
</cell>
</row>
</rows>
</section>
</sections>
</column>
</columns>
</tab>";
XDocument formTabXml = XDocument.Parse(formTabXmlString);
//Adding this tab to the tabs element
bankAccountFormXml.Root.Element("tabs").Add(formTabXml.Root);
//Updateing the entity form definition
bankAccountMainForm.FormXml = bankAccountFormXml.ToString();
//saving the bank account form
_serviceProxy.Update(bankAccountMainForm);
}
public AggregateRoot Retrieve(QueryBase request, bool ignorePermissions = false)
{
//查询单个实体，查询列表
//var entity = args.EntityId.Equals(Guid.Empty) ? _entityFinder.FindByName(args.EntityName) : _entityFinder.FindById(args.EntityId);
//var record = _dataFinder.RetrieveById(entity.Name, args.RecordId.Value);
string entityname = "";
Guid? recordId = null;
Guid? formId = null;
_aggregateRoot.MainEntity = _dataFinder.RetrieveById(entityname, recordId.Value);
//表单列表
SystemForm formEntity = null;
formEntity = _systemFormFinder.FindById(formId.Value);
FormBuilder formBuilder = new FormBuilder(formEntity.FormConfig);
List <PanelDescriptor> panelDescriptors = formBuilder.Form.Panels;
foreach (var panel in panelDescriptors)
{
foreach (var section in panel.Sections)
{
foreach (var row in section.Rows)
{
foreach (var cell in row.Cells)
{
if (cell.Control.ControlType == FormControlType.SubGrid)
{
var param = (SubGridParameters)cell.Control.Parameters;
//param.ViewId;
//param.RelationshipName
var queryView = _queryViewFinder.FindById(Guid.Parse(param.ViewId));
if (queryView != null)
{
//if (!queryView.IsDefault && queryView.IsAuthorization)
{
}
FetchDescriptor fetch = new FetchDescriptor
{
//Page = model.Page,
//PageSize = model.PageSize,
//FetchConfig = queryView.FetchConfig,
//GetAll = !model.PagingEnabled
};
//排序，过滤
var relationship = _relationShipFinder.FindByName(param.RelationshipName);
var filter = new FilterExpression();
var condition = new ConditionExpression(relationship.ReferencingAttributeName, ConditionOperator.Equal, recordId.Value);
filter.AddCondition(condition);
fetch.Filter = filter;
fetch.User = User;
var datas = _fetchService.Execute(fetch);
//_aggregateRoot.grids.Add("", datas.Items);
}
}
}
}
}
}
return(_aggregateRoot);
}
private async Task UpdateSystemFormXml(IOrganizationServiceExtented service, CommonConfiguration commonConfig, XDocument doc, string filePath, SystemForm systemForm)
{
{
string fieldTitle = SystemForm.Schema.Headers.formxml;
string formXml = systemForm.FormXml;
if (!string.IsNullOrEmpty(formXml))
{
commonConfig.CheckFolderForExportExists(this._iWriteToOutput);
string fileNameBackUp = EntityFileNameFormatter.GetSystemFormFileName(service.ConnectionData.Name, systemForm.ObjectTypeCode, systemForm.Name, fieldTitle + " BackUp", FileExtension.xml);
string filePathBackUp = Path.Combine(commonConfig.FolderForExport, FileOperations.RemoveWrongSymbols(fileNameBackUp));
try
{
formXml = ContentComparerHelper.FormatXmlByConfiguration(
formXml
, commonConfig
, XmlOptionsControls.FormXmlOptions
, schemaName: AbstractDynamicCommandXsdSchemas.FormXmlSchema
, formId: systemForm.Id
, entityName: systemForm.ObjectTypeCode
);
File.WriteAllText(filePathBackUp, formXml, new UTF8Encoding(false));
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionEntityFieldExportedToFormat5, service.ConnectionData.Name, SystemForm.Schema.EntitySchemaName, systemForm.Name, fieldTitle, filePathBackUp);
}
catch (Exception ex)
{
this._iWriteToOutput.WriteErrorToOutput(service.ConnectionData, ex);
}
}
else
{
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionEntityFieldIsEmptyFormat4, service.ConnectionData.Name, SystemForm.Schema.EntitySchemaName, systemForm.Name, fieldTitle);
this._iWriteToOutput.ActivateOutputWindow(service.ConnectionData);
}
}
var newText = doc.ToString(SaveOptions.DisableFormatting);
var updateEntity = new SystemForm
{
Id = systemForm.Id,
};
updateEntity.Attributes[SystemForm.Schema.Attributes.formxml] = newText;
await service.UpdateAsync(updateEntity);
var repositoryPublish = new PublishActionsRepository(service);
_iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionPublishingSystemFormFormat3, service.ConnectionData.Name, systemForm.ObjectTypeCode, systemForm.Name);
await repositoryPublish.PublishDashboardsAsync(new[] { systemForm.Id });
if (systemForm.ObjectTypeCode.IsValidEntityName())
{
_iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionPublishingEntitiesFormat2, service.ConnectionData.Name, systemForm.ObjectTypeCode);
await repositoryPublish.PublishEntitiesAsync(new[] { systemForm.ObjectTypeCode });
}
service.TryDispose();
}
public void ProcessAddControlOnFormAction()
{
var pluginContext = this.PluginContext;
var ctrl = this.control;
Guid formId;
if (!Guid.TryParse(ctrl.FormId, out formId))
{
throw new ArgumentException(nameof(ctrl.FormId));
}
ctrl.EntityLogicalName = ctrl.EntityLogicalName.Trim().ToLowerInvariant();
var orgCtx = pluginContext.OrgCtx;
var formXmlString =
orgCtx.SystemFormSet.Where(r => r.FormId == formId && r.ObjectTypeCode == ctrl.EntityLogicalName)
.Select(r => r.FormXml)
.FirstOrDefault();
if (string.IsNullOrWhiteSpace(formXmlString))
{
throw new NullReferenceException(nameof(formXmlString));
}
ctrl.TabName = ctrl.TabName.Trim().ToLowerInvariant();
ctrl.WebResource = ctrl.WebResource.Trim();
ctrl.FormId = ctrl.FormId.Trim().ToLowerInvariant();
ctrl.ItemSetName = ctrl.ItemSetName.Trim();
ctrl.NewSectionLabel = ctrl.NewSectionLabel.Trim();
ctrl.NewSectionName = ctrl.NewSectionName.Trim();
ctrl.SavingAttributeName = ctrl.SavingAttributeName.Trim().ToLowerInvariant();
var formXml = XDocument.Parse(formXmlString);
this.ValidateSectionName(formXml, ctrl.NewSectionName);
// ReSharper disable PossibleNullReferenceException
var xTabs = formXml.Root.Element("tabs").Elements("tab").ToList();
// ReSharper restore PossibleNullReferenceException
var xTab = xTabs.FirstOrDefault(
r =>
{
var xAttribute = r.Attribute("name");
return(xAttribute != null &&
xAttribute.Value.Equals(ctrl.TabName, StringComparison.InvariantCultureIgnoreCase));
});
if (xTab == null)
{
xTab = xTabs.FirstOrDefault(
r =>
{
var xAttribute = r.Attribute("id");
return(xAttribute != null &&
xAttribute.Value.Equals(ctrl.TabName, StringComparison.InvariantCultureIgnoreCase));
});
}
if (xTab == null)
{
throw new InvalidPluginExecutionException($"{ctrl.TabName} tab is not found.");
}
var xColumns = xTab.Elements("columns").Elements("column");
var controlSection = this.BuildControlSection();
const int AddBefore = 10;
const int AddFirst = 30;
var location = ctrl.NewSectionLocation;
if (location == AddFirst)
{
// ReSharper disable PossibleNullReferenceException
var xFirstColumn = xColumns.FirstOrDefault();
var columnSections = xFirstColumn.Element("sections");
columnSections.Add(controlSection);
// ReSharper restore PossibleNullReferenceException
}
else
{
var sectionName = ctrl.NearSectionName;
if (string.IsNullOrWhiteSpace(sectionName))
{
throw new NullReferenceException(nameof(sectionName));
}
sectionName = sectionName.Trim();
var section = formXml.XPathSelectElement($@"//section[@name=""{sectionName}""]");
if (section == null)
{
section = formXml.XPathSelectElement($@"//section[@id=""{sectionName}""]");
if (section == null)
{
throw new InvalidPluginExecutionException($"The '{sectionName}' section is not found on the form.");
}
}
if (location == AddBefore)
{
section.AddBeforeSelf(controlSection);
}
else
{
section.AddAfterSelf(controlSection);
}
}
var form = new SystemForm
{
FormId = formId,
FormXml = formXml.ToString()
};
pluginContext.Service.Update(form);
MetadataUtils.PublishEntity(pluginContext.Service, this.control.EntityLogicalName);
}
private async Task GetCurrentEntityDescription(IOrganizationServiceExtented service, CommonConfiguration commonConfig, SystemForm systemForm)
{
commonConfig.CheckFolderForExportExists(this._iWriteToOutput);
string fileName = EntityFileNameFormatter.GetSystemFormFileName(service.ConnectionData.Name, systemForm.ObjectTypeCode, systemForm.Name, EntityFileNameFormatter.Headers.EntityDescription, FileExtension.txt);
string filePath = Path.Combine(commonConfig.FolderForExport, FileOperations.RemoveWrongSymbols(fileName));
try
{
await EntityDescriptionHandler.ExportEntityDescriptionAsync(filePath, systemForm, service.ConnectionData);
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionExportedEntityDescriptionFormat3
, service.ConnectionData.Name
, systemForm.LogicalName
, filePath
);
}
catch (Exception ex)
{
this._iWriteToOutput.WriteErrorToOutput(service.ConnectionData, ex);
}
this._iWriteToOutput.PerformAction(service.ConnectionData, filePath);
service.TryDispose();
}
public IActionResult GetCompleteInfo(EntityFormModel args)
{
string nonePermissionFields = null, form = null, records = null;
if (args.EntityId.Equals(Guid.Empty) && args.EntityName.IsEmpty())
{
return(NotFound());
}
var entity = args.EntityId.Equals(Guid.Empty) ? _entityFinder.FindByName(args.EntityName) : _entityFinder.FindById(args.EntityId);
if (entity == null)
{
return(NotFound());
}
args.EntityId = entity.EntityId;
args.EntityName = entity.Name;
EditRecordModel m = new EditRecordModel
{
EntityMetaData = entity,
EntityId = args.EntityId,
RelationShipName = args.RelationShipName,
ReferencedRecordId = args.ReferencedRecordId
};
if (args.RecordId.HasValue && !args.RecordId.Value.Equals(Guid.Empty))
{
var record = _dataFinder.RetrieveById(entity.Name, args.RecordId.Value);
if (record == null || record.Count == 0)
{
return(NotFound());
}
var fileAttributes = _attributeFinder.FindByEntityId(entity.EntityId).Where(n => n.DataFormat.IsCaseInsensitiveEqual("fileupload"));
foreach (var item in fileAttributes)
{
if (record.GetStringValue(item.Name).IsNotEmpty())
{
record[item.Name] = string.Empty;
}
else
{
record.Remove(item.Name);
}
}
m.Entity = record;
m.RecordId = args.RecordId;
m.FormState = FormState.Update;
if (m.Entity.GetIntValue("statecode", -1) == 0)
{
m.FormState = FormState.Disabled;
//model.ReadOnly = true;
}
}
else if (args.CopyId.HasValue && !args.CopyId.Value.Equals(Guid.Empty))
{
var record = _dataFinder.RetrieveById(entity.Name, args.CopyId.Value);
if (record == null || record.Count == 0)
{
return(NotFound());
}
var fileAttributes = _attributeFinder.FindByEntityId(entity.EntityId).Where(n => n.DataFormat.IsCaseInsensitiveEqual("fileupload"));
foreach (var item in fileAttributes)
{
record.Remove(item.Name);
}
record.RemoveKeys(AttributeDefaults.SystemAttributes);
m.Entity = record;
//m.RecordId = model.RecordId;
m.FormState = FormState.Create;
}
else
{
//ViewData["record"] = "{}";
m.FormState = FormState.Create;
}
m.ReadOnly = args.ReadOnly;
var isCreate = !args.RecordId.HasValue || args.RecordId.Value.Equals(Guid.Empty);
SystemForm formEntity = null;
//workflow
if (!isCreate && m.EntityMetaData.WorkFlowEnabled && m.Entity.GetGuidValue("workflowid").Equals(Guid.Empty))
{
var processState = m.Entity.GetIntValue("processstate", -1);
if (processState == (int)WorkFlowProcessState.Processing)// || processState == (int)WorkFlowProcessState.Passed)
{
m.ReadOnly = true;
m.FormState = FormState.ReadOnly;
var instances = _workFlowInstanceService.Query(n => n.Take(1).Where(f => f.EntityId == m.EntityId.Value && f.ObjectId == m.RecordId.Value).Sort(s => s.SortDescending(f => f.CreatedOn)));
WorkFlowInstance instance = null;
if (instances.NotEmpty())
{
instance = instances.First();
}
if (instance != null)
{
var processInfo = _workFlowProcessFinder.GetCurrentStep(instance.WorkFlowInstanceId, CurrentUser.SystemUserId);
if (processInfo != null)
{
if (!processInfo.FormId.Equals(Guid.Empty))
{
formEntity = _systemFormFinder.FindById(processInfo.FormId);
}
}
}
}
m.WorkFlowProcessState = processState;
}
if (formEntity == null)
{
if (args.FormId.HasValue && !args.FormId.Value.Equals(Guid.Empty))
{
formEntity = _systemFormFinder.FindById(args.FormId.Value);
if (formEntity.StateCode != RecordState.Enabled)
{
formEntity = null;
}
}
else
{
//获取实体默认表单
formEntity = _systemFormFinder.FindEntityDefaultForm(args.EntityId);
}
}
if (formEntity == null)
{
return(JError(T["notfound_defaultform"]));
}
m.FormInfo = formEntity;
m.FormId = formEntity.SystemFormId;
FormBuilder formBuilder = new FormBuilder(formEntity.FormConfig);
_formService.Init(formEntity);
//表单可用状态
if (!isCreate && m.FormState != FormState.Disabled && formBuilder.Form.FormRules.NotEmpty())
{
if (_systemFormStatusSetter.IsDisabled(formBuilder.Form.FormRules, m.Entity))
{
m.FormState = FormState.Disabled;
}
}
//获取所有字段信息
m.AttributeList = _formService.AttributeMetaDatas;
//获取字段权限
if (!CurrentUser.IsSuperAdmin && m.AttributeList.Count(n => n.AuthorizationEnabled) > 0)
{
var securityFields = m.AttributeList.Where(n => n.AuthorizationEnabled).Select(f => f.AttributeId)?.ToList();
if (securityFields.NotEmpty())
{
//无权限的字段
var noneRead = _systemUserPermissionService.GetNoneReadFields(CurrentUser.SystemUserId, securityFields);
var noneEdit = _systemUserPermissionService.GetNoneEditFields(CurrentUser.SystemUserId, securityFields);
//移除无读取权限的字段内容
if (m.Entity.NotEmpty())
{
foreach (var item in noneRead)
{
m.Entity.Remove(m.AttributeList.Find(n => n.AttributeId == item).Name);
}
}
var obj = new { noneread = noneRead, noneedit = noneEdit };
nonePermissionFields = obj.SerializeToJson();
}
}
else
{
nonePermissionFields = "[]";
}
var _form = formBuilder.Form;
m.Form = _form;
form = _formService.Form.SerializeToJson(false);
//buttons
var buttons = _ribbonbuttonFinder.Find(m.EntityId.Value, RibbonButtonArea.Form);
if (formEntity.IsCustomButton && formEntity.CustomButtons.IsNotEmpty())
{
List <Guid> buttonid = new List <Guid>();
buttonid = buttonid.DeserializeFromJson(formEntity.CustomButtons);
buttons.RemoveAll(x => !buttonid.Contains(x.RibbonButtonId));
}
if (buttons.NotEmpty())
{
buttons = buttons.OrderBy(x => x.DisplayOrder).ToList();
m.RibbonButtons = buttons;
_ribbonButtonStatusSetter.Set(m.RibbonButtons, m.FormState, m.Entity);
}
if (isCreate)
{
var rep = _roleObjectAccessEntityPermissionService.FindUserPermission(m.EntityMetaData.Name, CurrentUser.LoginName, AccessRightValue.Create);
m.HasBasePermission = rep != null && rep.AccessRightsMask != EntityPermissionDepth.None;
}
else
{
var rep = _roleObjectAccessEntityPermissionService.FindUserPermission(m.EntityMetaData.Name, CurrentUser.LoginName, AccessRightValue.Update);
m.HasBasePermission = rep != null && rep.AccessRightsMask != EntityPermissionDepth.None;
}
m.SnRule = _serialNumberRuleFinder.FindByEntityId(args.EntityId);
if (m.SnRule != null && m.Entity.NotEmpty() && args.CopyId.HasValue)
{
m.Entity.SetAttributeValue(m.SnRule.AttributeName, null);
}
records = m.Entity.SerializeToJson();
m.StageId = args.StageId;
m.BusinessFlowId = args.BusinessFlowId;
m.BusinessFlowInstanceId = args.BusinessFlowInstanceId;
return(JOk(new { EditRecord = m, NonePermissionFields = nonePermissionFields, Form = form, Record = records }));
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a dashboard.
/// Retrieve the dashboard.
/// Update the dashboard.
/// Delete the dashboard.
/// </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();
//<snippetCRUDDashboards1>
//Grab the default public view for opportunities.
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "isdefault",
Operator = ConditionOperator.Equal,
Values = {true}
},
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = {0}
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = {Opportunity.EntityTypeCode}
}
}
}
};
//This query should return one and only one result.
SavedQuery defaultOpportunityQuery = _serviceProxy.RetrieveMultiple(mySavedQuery)
.Entities.Select(x => (SavedQuery)x).FirstOrDefault();
// Retrieve visualizations out of the system.
// This sample assumes that you have the "Top Opportunities"
// visualization that is installed with Microsoft Dynamics CRM.
QueryByAttribute visualizationQuery = new QueryByAttribute
{
EntityName = SavedQueryVisualization.EntityLogicalName,
ColumnSet = new ColumnSet("savedqueryvisualizationid"),
Attributes = { "name" },
//If you do not have this visualization, you will need to change
//this line.
Values = { "Top Opportunities" }
};
SavedQueryVisualization visualization = _serviceProxy.RetrieveMultiple(visualizationQuery).
Entities.Select(x => (SavedQueryVisualization)x).FirstOrDefault();
//<snippetCRUDDashboards2>
//This is the language code for U.S. English. If you are running this code
//in a different locale, you will need to modify this value.
int languageCode = 1033;
//We set up our dashboard and specify the FormXml. Refer to the
//FormXml schema in the Microsoft Dynamics CRM SDK for more information.
SystemForm dashboard = new SystemForm
{
Name = "Sample Dashboard",
Description = "Sample organization-owned dashboard.",
FormXml = String.Format(@"<form>
<tabs>
<tab name='Test Dashboard' verticallayout='true'>
<labels>
<label description='Sample Dashboard' languagecode='{0}' />
</labels>
<columns>
<column width='100%'>
<sections>
<section name='Information Section'
showlabel='false' showbar='false'
columns='111'>
<labels>
<label description='Information Section'
languagecode='{0}' />
</labels>
<rows>
<row>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunitiess - 1'
languagecode='{0}' />
</labels>
<control id='TopOpportunities'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Chart</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunities - 2'
languagecode='{0}' />
</labels>
<control id='TopOpportunities2'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Grid</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
</rows>
</section>
</sections>
</column>
</columns>
</tab>
</tabs>
</form>",
languageCode,
defaultOpportunityQuery.SavedQueryId.Value.ToString("B"),
visualization.SavedQueryVisualizationId.Value.ToString("B")),
IsDefault = false
};
_dashboardId = _serviceProxy.Create(dashboard);
//</snippetCRUDDashboards2>
Console.WriteLine("Created {0}.", dashboard.Name);
//Now we will retrieve the dashboard.
SystemForm retrievedDashboard = (SystemForm)_serviceProxy.Retrieve(SystemForm.EntityLogicalName, _dashboardId, new ColumnSet(true));
Console.WriteLine("Retrieved the dashboard.");
// Update the retrieved dashboard. Enable the chart picker on the chart.
XDocument xDocument = XDocument.Parse(retrievedDashboard.FormXml);
var chartPicker = (from control in xDocument.Descendants("control")
where control.Attribute("id").Value == "TopOpportunities"
select control.Descendants("EnableChartPicker").First()
).First();
chartPicker.Value = "true";
//Now we place the updated Xml back into the dashboard, and update it.
retrievedDashboard.FormXml = xDocument.ToString();
_serviceProxy.Update(retrievedDashboard);
// Publish the dashboard changes to the solution.
// This is only required for organization-owned dashboards.
PublishXmlRequest updateRequest = new PublishXmlRequest
{
ParameterXml = @"<dashboard>_dashboardId</dashboard>"
};
_serviceProxy.Execute(updateRequest);
Console.WriteLine("Updated the dashboard.");
DeleteRequiredRecords(promptForDelete);
//</snippetCRUDDashboards1>
}
}
// 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;
}
}
