/// <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;
}
}
public void GenerateAttributeAttributeOf()
{
var entityMetadata = new EntityMetadata {
LogicalName = "ee_test", MetadataId = Guid.NewGuid(), DisplayName = new Label("Test", 1033)
};
var decimalAttributeMetadata = new DecimalAttributeMetadata
{
LogicalName = "ee_testdecimal",
MetadataId = Guid.NewGuid(),
DisplayName = new Label("Dec", 1033)
}.Set(x => x.EntityLogicalName, entityMetadata.LogicalName).Set(x => x.AttributeOf, "ee_blah");
organizationMetadata.Entities.Returns(new[] {
entityMetadata.Set(x => x.Attributes, new AttributeMetadata [] { decimalAttributeMetadata })
});
var f = Builder.Create <SolutionComponent>();
f.Set(x => x.Regarding, entityMetadata.MetadataId);
SolutionHelper.organisationService.RetrieveMultiple(Arg.Any <QueryExpression>())
.Returns(new EntityCollection(new List <Entity> {
Builder.Create <SolutionComponent>().Set(x => x.Regarding, entityMetadata.MetadataId).Set(x => x.ObjectTypeCode, ComponentType.Entity),
}));
Assert.IsFalse(sut.GenerateAttribute(decimalAttributeMetadata, serviceProvider));
}
private IEnumerable <string> checkDifferenceDecimalAttribute(DecimalAttributeMetadata originalAttributeMetadata, DecimalAttributeMetadata readAttributeMetadata)
{
List <string> attributeToChange = new List <string>();
if (originalAttributeMetadata.Precision != readAttributeMetadata.Precision)
{
originalAttributeMetadata.Precision = readAttributeMetadata.Precision;
attributeToChange.Add("Precision");
}
if (originalAttributeMetadata.MinValue != readAttributeMetadata.MinValue)
{
originalAttributeMetadata.MinValue = readAttributeMetadata.MinValue;
attributeToChange.Add("Min Value");
}
if (originalAttributeMetadata.MaxValue != readAttributeMetadata.MaxValue)
{
originalAttributeMetadata.MaxValue = readAttributeMetadata.MaxValue;
attributeToChange.Add("Max Value");
}
if (originalAttributeMetadata.ImeMode != readAttributeMetadata.ImeMode)
{
originalAttributeMetadata.ImeMode = readAttributeMetadata.ImeMode;
attributeToChange.Add("ImeMode");
}
return(attributeToChange);
}
/// <summary>
/// Sets the decimal size according to the sql precision and scale arguments.
/// </summary>
/// <param name="metadata"></param>
/// <returns></returns>
public static bool SetFromSqlPrecisionAndScale(this DecimalAttributeMetadata metadata, int precision, int scale)
{
if (precision < scale)
{
throw new ArgumentOutOfRangeException("precision must be equal to or greater than scale.");
}
if (scale < DecimalAttributeMetadata.MinSupportedPrecision || scale > DecimalAttributeMetadata.MaxSupportedPrecision)
{
throw new ArgumentOutOfRangeException("scale is not within min and max crm values.");
}
// = 12
var crmMaxValueLengthWithoutPrecision = Math.Max(Math.Truncate(Math.Abs(DecimalAttributeMetadata.MaxSupportedValue)).ToString().Length, Math.Truncate(Math.Abs(DecimalAttributeMetadata.MinSupportedValue)).ToString().Length);
if (precision - scale > crmMaxValueLengthWithoutPrecision)
{
throw new ArgumentOutOfRangeException("The precision is greater than the maximum value crm will allow.");
}
metadata.Precision = scale;
// need to set appropriate min and max values.
// If the precision is equal to the max precision allowed, then set min and max values allowed.
if (precision == crmMaxValueLengthWithoutPrecision)
{
metadata.MinValue = (decimal)DecimalAttributeMetadata.MinSupportedValue;
metadata.MaxValue = (decimal)DecimalAttributeMetadata.MaxSupportedValue;
}
else
{
// the min value should be a series of 9's to the specified precision and scale.
var maxNumberBuilder = new StringBuilder();
for (int i = 0; i < precision - scale; i++)
{
maxNumberBuilder.Append("9");
}
if (scale > 0)
{
maxNumberBuilder.Append(".");
for (int i = 0; i < scale; i++)
{
maxNumberBuilder.Append("9");
}
}
decimal maxD;
if (!decimal.TryParse(maxNumberBuilder.ToString(), out maxD))
{
throw new FormatException(string.Format("Unable to parse {0} as a decimal.", maxNumberBuilder.ToString()));
}
var maxNumber = decimal.Parse(maxNumberBuilder.ToString());
metadata.MaxValue = maxNumber;
metadata.MinValue = -maxNumber;
}
return(true);
}
/// <summary>
/// Gets the sql precision for the crm decimal attribute.
/// </summary>
/// <param name="metadata"></param>
/// <returns></returns>
public static int MaxSupportedSqlPrecision(this DecimalAttributeMetadata metadata)
{
// = 12 + max scale of 10 = 22 in total.
var crmPrecision = Math.Max(Math.Truncate(Math.Abs(DecimalAttributeMetadata.MaxSupportedValue)).ToString().Length, Math.Truncate(Math.Abs(DecimalAttributeMetadata.MinSupportedValue)).ToString().Length);
// int crmPrecision = Math.Max(Math.Truncate(DecimalAttributeMetadata.MaxSupportedValue).ToString().Length, Math.Truncate(DecimalAttributeMetadata.MinSupportedValue).ToString().Length);
return(crmPrecision + DecimalAttributeMetadata.MaxSupportedPrecision);
}
private object CopyValueInternal(AttributeMetadata oldAttribute, DecimalAttributeMetadata newAttribute, object value)
{
decimal output;
if (decimal.TryParse(value.ToString(), out output))
{
return output;
}
Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to Decimal");
return null;
}
private object CopyValueInternal(AttributeMetadata oldAttribute, DecimalAttributeMetadata newAttribute, object value)
{
decimal output;
if (decimal.TryParse(value.ToString(), out output))
{
return(output);
}
Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to Decimal");
return(null);
}
private AttributeMetadata CloneAttributes(DecimalAttributeMetadata att)
{
return(new DecimalAttributeMetadata
{
MaxValue = att.MaxValue,
MinValue = att.MinValue,
Precision = att.Precision,
ImeMode = att.ImeMode,
FormulaDefinition = att.FormulaDefinition
});
}
private AttributeMetadata CreateDecimalAttribute(ExcelWorksheet sheet, int rowIndex, int startCell)
{
var damd = new DecimalAttributeMetadata
{
Precision = sheet.GetValue <int>(rowIndex, startCell),
MinValue = sheet.GetValue <decimal>(rowIndex, startCell + 1),
MaxValue = sheet.GetValue <decimal>(rowIndex, startCell + 2)
};
return(damd);
}
public void HandleObfuscation(Entity entity, FieldToBeObfuscated field, IEntityMetadataCache metaData)
{
entity.ThrowArgumentNullExceptionIfNull(nameof(entity));
field.ThrowArgumentNullExceptionIfNull(nameof(field));
metaData.ThrowArgumentNullExceptionIfNull(nameof(metaData));
DecimalAttributeMetadata decimalMetaData = (DecimalAttributeMetadata)metaData.GetAttribute(entity.LogicalName, field.FieldName);
int min = (int)decimalMetaData.MinValue.GetValueOrDefault(0);
int max = (int)decimalMetaData.MaxValue.GetValueOrDefault(10);
entity[field.FieldName] = decimalScramblerClient.ExecuteScramble((decimal)entity[field.FieldName], min, max);
}
private object CopyValueInternal(AttributeMetadata oldAttribute, DecimalAttributeMetadata newAttribute, object value, Dictionary <string, string> migrationMapping)
{
var copy = value.ToString();
copy = migrationMapping.TryGetValue(copy, out var mappedValue) ? mappedValue : copy;
if (decimal.TryParse(copy, out var output))
{
return(output);
}
Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to Decimal");
return(null);
}
private AttributeMetadata decimalFieldCreation(string[] row)
{
DecimalAttributeMetadata attrMetadata = new DecimalAttributeMetadata(Utils.addOrgPrefix(row[ExcelColumsDefinition.SCHEMANAMEEXCELCOL], organizationPrefix, currentOperationCreate));
generalFieldCreation(row, attrMetadata);
int parseResult;
decimal decimalResult;
attrMetadata.MaxValue = decimal.TryParse(row[ExcelColumsDefinition.DECIMALMAXVALUE], out decimalResult) ? decimalResult : (decimal?)null;
attrMetadata.MinValue = decimal.TryParse(row[ExcelColumsDefinition.DECIMALMINVALUE], out decimalResult) ? decimalResult : (decimal?)null;
attrMetadata.Precision = int.TryParse(row[ExcelColumsDefinition.DECIMALPRECISION], out parseResult) ? parseResult : (int?)null;
string imeModeFormatString = row[ExcelColumsDefinition.DECIMALIMEMODE];
attrMetadata.ImeMode = Enum.IsDefined(typeof(ImeMode), imeModeFormatString) ? (ImeMode)Enum.Parse(typeof(ImeMode), imeModeFormatString, true) : (ImeMode?)null;
return(attrMetadata);
}
private AttributeMetadata CreateDecimalAttribute(object[] dataRowValues)
{
var metadata = new DecimalAttributeMetadata
{
Precision = 2,
MinValue = (decimal)DecimalAttributeMetadata.MinSupportedValue,
MaxValue = (decimal)DecimalAttributeMetadata.MaxSupportedValue,
ImeMode = ImeMode.Auto
};
foreach (var column in Columns)
{
var value = dataRowValues[column.Position - 1];
var field = (ConfigurationFile.AttributeFields)column.TargetField;
if (value != null && !string.IsNullOrEmpty(value as string))
{
switch (field)
{
case ConfigurationFile.AttributeFields.Precision:
var precision = (int)value;
if (precision >= DecimalAttributeMetadata.MinSupportedPrecision && precision <= DecimalAttributeMetadata.MaxSupportedPrecision)
{
metadata.Precision = precision;
}
break;
case ConfigurationFile.AttributeFields.MinimumValue:
metadata.MinValue = (decimal)value;
break;
case ConfigurationFile.AttributeFields.MaximumValue:
metadata.MaxValue = (decimal)value;
break;
case ConfigurationFile.AttributeFields.ImeMode:
metadata.ImeMode = (ImeMode)EnumUtils.GetSelectedOption(field, value);
break;
}
}
else if (!EnumUtils.IsOptional(field))
{
throw new ArgumentException($"Mandatory data field {EnumUtils.Label(field)} does not contain a value.");
}
}
return(metadata);
}
public DecimalAttributeMetadata CreateQuantityDecimal(string schema, string label, int lang, AttributeRequiredLevel requiredLevel, decimal maxValue, decimal minValue, int precisionSize)
{
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = schema,
DisplayName = new Label(label, lang),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
Description = new Label(label, lang),
// Set extended properties
MaxValue = maxValue, //100,
MinValue = minValue, //0,
Precision = precisionSize //3
};
return(decimalAttribute);
}
/// <summary>
/// Procedure: CreateDecimal
/// Handles:
/// Created By: Will Wilson
/// Created Date: 01/01/2016
/// Changes By:
/// Changes Date:
/// Changes Made:
/// </summary>
static DecimalAttributeMetadata CreateDecimal(string schema, string label, int lang, AttributeRequiredLevel requiredLevel)
{
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = schema,
DisplayName = new Label(label, lang),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
Description = new Label(label, lang),
// Set extended properties
MaxValue = 100,
MinValue = 0,
Precision = 1
};
return(decimalAttribute);
}
private DecimalAttributeMetadata BuildCreateDecimalAttribute()
{
var decimalMetadata = new DecimalAttributeMetadata();
int precision = decimalMetadata.DefaultSqlPrecision();
int scale = decimalMetadata.DefaultSqlScale();
var dataType = this.CurrentColumnDefinition.DataType;
if (dataType.Arguments != null && dataType.Arguments.Any())
{
// first is scale, second is precision.
var argsCount = dataType.Arguments.Count();
if (argsCount > 2)
{
throw new InvalidOperationException("Datatype can have a maximum of 2 size arguments.");
}
if (argsCount >= 1)
{
var sqlPrecisionArg = dataType.Arguments.First();
((IVisitableBuilder)sqlPrecisionArg).Accept(this);
if (CurrentNumericLiteralValue != null)
{
precision = Convert.ToInt32(CurrentNumericLiteralValue);
CurrentNumericLiteralValue = null;
}
}
if (argsCount >= 2)
{
int?sqlScale = null;
var sqlScaleArg = dataType.Arguments.Skip(1).Take(1).Single();
((IVisitableBuilder)sqlScaleArg).Accept(this);
if (CurrentNumericLiteralValue != null)
{
sqlScale = Convert.ToInt32(CurrentNumericLiteralValue);
CurrentNumericLiteralValue = null;
}
scale = sqlScale.Value;
}
}
decimalMetadata.SetFromSqlPrecisionAndScale(precision, scale);
return(decimalMetadata);
}
public DecimalAttributeMetadata Create(AttributeMetadata baseMetadata, int?maxvalue, int?minvalue, int?precision)
{
// Create a decimal attribute
var decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = baseMetadata.SchemaName,
DisplayName = baseMetadata.DisplayName,
RequiredLevel = baseMetadata.RequiredLevel,
Description = baseMetadata.Description,
// Set extended properties
MaxValue = maxvalue,
MinValue = minvalue,
Precision = precision
};
return(decimalAttribute);
}
private static DecimalAttributeMetadata CreateDecimalAttributeMetadata(string name, string displayName, AttributeRequiredLevel attributeRequiredLevel, string desription, int minValue, int maxValue, int precision)
{
// Create a date time attribute
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = publisherPrefix + name,
LogicalName = publisherPrefix + name,
DisplayName = new Label(displayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(attributeRequiredLevel),
Description = new Label(desription, _languageCode),
// Set extended properties
MaxValue = maxValue,
MinValue = minValue,
Precision = precision
};
return(decimalAttribute);
}
/// <summary>
/// Gets the sql precision for the crm decimal attribute.
/// </summary>
/// <param name="metadata"></param>
/// <returns></returns>
public static bool IsSqlPrecisionSupported(this DecimalAttributeMetadata metadata, int precision, int scale)
{
if (precision < scale)
{
throw new ArgumentOutOfRangeException("precision must be equal to or greater than scale.");
}
if (scale < DecimalAttributeMetadata.MinSupportedPrecision || scale > DecimalAttributeMetadata.MaxSupportedPrecision)
{
return(false);
}
// = 12
int crmMaxValueLengthWithoutPrecision = Math.Max(DecimalAttributeMetadata.MinSupportedValue.ToString().Length, DecimalAttributeMetadata.MaxSupportedValue.ToString().Length);
if (precision - scale > crmMaxValueLengthWithoutPrecision)
{
return(false);
}
return(true);
}
public EntityAttributeMetadataBuilder DecimalAttribute(string schemaName, string displayName, string description, AttributeRequiredLevel requiredLevel, decimal?min, decimal?max, int?precision)
{
// Define the primary attribute for the entity
// Create a integer attribute
int languageCode = 1033;
var att = new DecimalAttributeMetadata()
{
// Set base properties
SchemaName = schemaName,
DisplayName = new Label(schemaName, languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
Description = new Label(description, languageCode),
// Set extended properties
Precision = precision,
MaxValue = max,
MinValue = min
};
this.Attributes.Add(att);
return(this);
}
protected override void ExecuteCmdlet()
{
base.ExecuteCmdlet();
DecimalAttributeMetadata attribute = new DecimalAttributeMetadata
{
ImeMode = ImeMode.Auto
};
if (ImeType == CrmImeType.Active)
{
attribute.ImeMode = ImeMode.Active;
}
if (ImeType == CrmImeType.Disabled)
{
attribute.ImeMode = ImeMode.Disabled;
}
if (ImeType == CrmImeType.Inactive)
{
attribute.ImeMode = ImeMode.Inactive;
}
if (MaxValue.HasValue)
{
attribute.MaxValue = MaxValue.Value;
}
if (MinValue.HasValue)
{
attribute.MinValue = MinValue.Value;
}
if (Precision.HasValue)
{
attribute.Precision = Precision.Value;
}
WriteAttribute(attribute);
}
[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();
}
}
private static UpdateFormulaResponse UpdateInternal(DecimalAttributeMetadata att, AttributeMetadata from, AttributeMetadata to) { return UpdateForumlaDefinition(att, from, to); }
private AttributeMetadata GetAttributeMetadata(string type, string logicalname, string displayname, AttributeRequiredLevel requiredlevel)
{
AttributeMetadata attribute = null;
if (type != null)
{
switch (type.ToLower())
{
case "boolean":
attribute = new BooleanAttributeMetadata
{
// Set extended properties
OptionSet = new BooleanOptionSetMetadata(
new OptionMetadata(new Label("True", languageCode), 1),
new OptionMetadata(new Label("False", languageCode), 0)
)
};
break;
case "datetime":
// Create a date time attribute
attribute = new DateTimeAttributeMetadata
{
// Set extended properties
Format = DateTimeFormat.DateOnly,
ImeMode = ImeMode.Disabled
};
break;
case "double":
// Create a decimal attribute
attribute = new DecimalAttributeMetadata
{
// Set extended properties
MaxValue = 100,
MinValue = 0,
Precision = 1
};
break;
case "integer":
// Create a integer attribute
attribute = new IntegerAttributeMetadata
{
// Set extended properties
Format = IntegerFormat.None,
MaxValue = 100,
MinValue = 0
};
break;
case "memo":
// Create a memo attribute
attribute = new MemoAttributeMetadata
{
// Set extended properties
Format = StringFormat.TextArea,
ImeMode = ImeMode.Disabled,
MaxLength = 500
};
break;
case "money":
// Create a money attribute
MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata
{
// Set extended properties
MaxValue = 1000.00,
MinValue = 0.00,
Precision = 1,
PrecisionSource = 1,
ImeMode = ImeMode.Disabled
};
break;
case "picklist":
// Create a picklist attribute
attribute = new PicklistAttributeMetadata
{
// Set extended properties
// Build local picklist options
OptionSet = new OptionSetMetadata
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist
}
};
break;
case "string":
// Create a string attribute
attribute = new StringAttributeMetadata
{
// Set extended properties
MaxLength = 100
};
break;
default:
throw new ArgumentException(string.Format("Unexpected attribute type: {0}", type));
}
// Set base properties
attribute.SchemaName = logicalname;
attribute.DisplayName = new Label(displayname, languageCode);
attribute.RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredlevel);
}
return(attribute);
}
public void CreateCRMAttribute(DataRow record)
{
string result = string.Empty;
try
{
#region # Read From Datatable #
AttributeMetadata createMetadata = new AttributeMetadata();
bool isGlobal = false;
AttributeRequiredLevel requirementLevel = AttributeRequiredLevel.None;
string reqLevelText = "";
int precisionSource = 0;
int currencyPrecision = 2;
if (record["RequiredLevel"] != null && !string.IsNullOrEmpty(Convert.ToString(record["RequiredLevel"])))
{
reqLevelText = Convert.ToString(record["RequiredLevel"]).ToLower();
requirementLevel = reqLevelText == "required" ? AttributeRequiredLevel.ApplicationRequired : AttributeRequiredLevel.Recommended;
}
reqLevelText = record["Attribute Type"].ToString().ToLower();
string attributeSchemaName = record["Attribute Schema Name"].ToString().ToLower();
string optionSetValues = record["Option Set Values"].ToString().ToLower();
string attributeDisplayName = record["Attribute Display Name"].ToString().ToLower();
string attributeDiscription = record["Description"].ToString().ToLower();
bool boolDefaultValue = record["Default Value"].ToString().ToLower() == "yes"?true:false;
Microsoft.Xrm.Sdk.Metadata.StringFormat stringFormat = GetStringFormat(record["String Format"].ToString().ToLower());
int stringLength = record["String Length"] != null && !string.IsNullOrEmpty(Convert.ToString(record["String Length"])) && Convert.ToInt32(record["String Length"].ToString()) <= 4000? Convert.ToInt32(record["String Length"].ToString()) : 4000;
Microsoft.Xrm.Sdk.Metadata.DateTimeFormat dateFormat = record["Date Type Format"] != null && !string.IsNullOrEmpty(record["Date Type Format"].ToString()) ? GetDateFormat(record["Date Type Format"].ToString().ToLower()):DateTimeFormat.DateAndTime;
Microsoft.Xrm.Sdk.Metadata.IntegerFormat integerFormt = record["Integer Format"] != null && !string.IsNullOrEmpty(record["Integer Format"].ToString()) ? GetIntegerFormat(record["Integer Format"].ToString().ToLower()) : IntegerFormat.None;
Double intMinValue = record["Integer Minimum Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Integer Minimum Value"])) && Convert.ToDouble(record["Integer Minimum Value"].ToString()) <= 2147483647 && Convert.ToDouble(record["Integer Minimum Value"].ToString()) >= -2147483647 ? Convert.ToDouble(record["Integer Minimum Value"].ToString()) : -2147483648;
Double intMaxValue = record["Integer Maximum Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Integer Maximum Value"])) && Convert.ToDouble(record["Integer Maximum Value"].ToString()) <= 2147483647 && Convert.ToDouble(record["Integer Maximum Value"].ToString()) >= -2147483647 ? Convert.ToDouble(record["Integer Maximum Value"].ToString()) : 2147483647;
int floatingPrecision = record["Floating Number Precision"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Floating Number Precision"])) ? Convert.ToInt32(record["Floating Number Precision"].ToString()) : 2;
Double floatMinValue = record["Float Min Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Float Min Value"])) && Convert.ToDouble(record["Float Min Value"].ToString()) >= 0 && Convert.ToDouble(record["Float Min Value"].ToString()) <= 1000000000 ? Convert.ToDouble(record["Float Min Value"].ToString()) : 0;
Double floatMaxValue = record["Float Max Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Float Max Value"])) && Convert.ToDouble(record["Float Max Value"].ToString()) >= 0 && Convert.ToDouble(record["Float Max Value"].ToString()) <= 1000000000 ? Convert.ToDouble(record["Float Max Value"].ToString()) : 1000000000;
int decimalPrecision = record["Decimal Precision"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Decimal Precision"])) ? Convert.ToInt32(record["Decimal Precision"].ToString()) : 2;
Decimal decimalMinValue = record["Decimal Min Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Decimal Min Value"])) && Convert.ToDecimal(record["Decimal Min Value"].ToString()) >= -100000000000 && Convert.ToDecimal(record["Decimal Min Value"].ToString()) <= 100000000000 ? Convert.ToDecimal(record["Decimal Min Value"].ToString()) : -100000000000;
Decimal decimalMaxValue = record["Decimsl Max Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Decimsl Max Value"])) && Convert.ToDecimal(record["Decimsl Max Value"].ToString()) >= -100000000000 && Convert.ToDecimal(record["Decimsl Max Value"].ToString()) <= 100000000000 ? Convert.ToDecimal(record["Decimsl Max Value"].ToString()) : 100000000000;
Double currencyMinValue = record["Currency Min Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Currency Min Value"])) && Convert.ToDouble(record["Currency Min Value"].ToString()) >= -922337203685477 && Convert.ToDouble(record["Currency Min Value"].ToString()) <= 922337203685477 ? Convert.ToDouble(record["Currency Min Value"].ToString()) : -922337203685477;
Double currencyMaxValue = record["Currency Max Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Currency Max Value"])) && Convert.ToDouble(record["Currency Max Value"].ToString()) >= -922337203685477 && Convert.ToDouble(record["Currency Max Value"].ToString()) <= 922337203685477 ? Convert.ToDouble(record["Currency Max Value"].ToString()) : 922337203685477;
Microsoft.Xrm.Sdk.Metadata.ImeMode imeMode = GetIMEMode(record["IME Mode"].ToString().ToLower());
if (record["Currency precision"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Currency precision"]).ToLower()))
{
switch (Convert.ToString(record["Currency precision"]).ToLower().Trim())
{
case "pricing decimal precision":
precisionSource = 1;
break;
case "currency precision":
precisionSource = 2;
break;
default:
currencyPrecision = Convert.ToInt32(Convert.ToString(record["Currency precision"]));
break;
}
}
bool isAuditEnabled = record["AuditEnable"] != null && record["AuditEnable"].ToString().ToLower() == "yes" ? true : false;
bool isValidForAdvancFind = record["IsValidForAdvancedFind"] != null && record["IsValidForAdvancedFind"].ToString().ToLower() == "yes" ? true : false;
#endregion # Read From Datatable #
switch (reqLevelText.ToLower().Trim())
{
case "boolean":
// Create a boolean attribute
createMetadata = new BooleanAttributeMetadata
{
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
// Set extended properties
OptionSet = new BooleanOptionSetMetadata(
new OptionMetadata(new Microsoft.Xrm.Sdk.Label("Yes", _languageCode), 1),
new OptionMetadata(new Microsoft.Xrm.Sdk.Label("No", _languageCode), 0)
),
DefaultValue = boolDefaultValue,
IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled),
IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind),
};
break;
case "date and time":
createMetadata = new DateTimeAttributeMetadata
{
// Set base properties
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
// Set extended properties
Format = dateFormat,
ImeMode = imeMode,
IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled),
IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind),
};
break;
case "multiple line of text":
createMetadata = new MemoAttributeMetadata
{
// Set base properties
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
// Set extended properties
ImeMode = imeMode,
IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled),
IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind),
MaxLength = stringLength
};
break;
case "whole number":
createMetadata = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
// Set extended properties
// ImeMode = imeMode,// in crm 2016 ths feature is there
// Set extended properties
Format = IntegerFormat.None,
MaxValue = Convert.ToInt32(intMaxValue),
MinValue = Convert.ToInt32(intMinValue),
IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled),
IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind)
};
break;
case "floating point number":
createMetadata = new DoubleAttributeMetadata
{
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
MaxValue = floatMaxValue,
MinValue = floatMinValue,
Precision = floatingPrecision,
IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled),
IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind),
ImeMode = imeMode
};
break;
case "decimal number":
createMetadata = new DecimalAttributeMetadata
{
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
MaxValue = decimalMaxValue,
MinValue = decimalMinValue,
Precision = decimalPrecision,
IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled),
IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind),
ImeMode = imeMode
};
break;
case "currency":
createMetadata = new MoneyAttributeMetadata
{
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
MaxValue = currencyMaxValue,
MinValue = currencyMinValue,
Precision = currencyPrecision,
PrecisionSource = precisionSource,
ImeMode = imeMode
};
break;
case "option set":
OptionMetadataCollection optionMetadataCollection = GetOptionMetadata(optionSetValues);
OptionSetMetadata Optionmedata = new OptionSetMetadata();
if (optionMetadataCollection != null && optionMetadataCollection.Count() > 0)
{
Optionmedata.Options.AddRange(optionMetadataCollection);
}
Optionmedata.IsGlobal = isGlobal;
Optionmedata.OptionSetType = OptionSetType.Picklist;
createMetadata = new PicklistAttributeMetadata
{
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
OptionSet = Optionmedata
};
break;
case "single line of text":
createMetadata = new StringAttributeMetadata
{
SchemaName = attributeSchemaName,
DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel),
Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode),
// Set extended properties
ImeMode = imeMode,
IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled),
IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind),
MaxLength = stringLength
};
break;
}
CreateAttributeRequest request = new CreateAttributeRequest
{
Attribute = createMetadata,
EntityName = ApplicationSetting.SelectedEntity.LogicalName
};
try
{
Service.Execute(request);
result = "Success";
}
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
result = ex.Message;
}
catch (Exception ex)
{
result = ex.Message;
}
}
catch (Exception ex)
{
result = ex.Message;
}
}
public DecimalAttributeMetadataInfo(DecimalAttributeMetadata amd)
: base(amd)
{
this.amd = amd;
}
private IEnumerable <string> checkDifferenceAttributeMetadata(AttributeMetadata originalAttributeMetadata, AttributeMetadata readAttributeMetadata)
{
List <string> attributesToUpdate = checkGlobalDifferenceAttributeMetadata(originalAttributeMetadata, readAttributeMetadata);
switch (originalAttributeMetadata.AttributeType)
{
case AttributeTypeCode.Integer:
IntegerAttributeMetadata intattrMetadata = originalAttributeMetadata as IntegerAttributeMetadata;
attributesToUpdate.AddRange(checkDifferenceIntegerAttribute(intattrMetadata, readAttributeMetadata as IntegerAttributeMetadata));
originalAttributeMetadata = intattrMetadata;
break;
case AttributeTypeCode.DateTime:
DateTimeAttributeMetadata dateattrMetadata = originalAttributeMetadata as DateTimeAttributeMetadata;
attributesToUpdate.AddRange(checkDifferenceDateTimeAttribute(dateattrMetadata, readAttributeMetadata as DateTimeAttributeMetadata));
originalAttributeMetadata = dateattrMetadata;
break;
case AttributeTypeCode.String:
StringAttributeMetadata strattrMetadata = originalAttributeMetadata as StringAttributeMetadata;
attributesToUpdate.AddRange(checkDifferenceStringAttribute(strattrMetadata, readAttributeMetadata as StringAttributeMetadata));
originalAttributeMetadata = strattrMetadata;
break;
case AttributeTypeCode.Picklist:
PicklistAttributeMetadata pklattrMetadata = originalAttributeMetadata as PicklistAttributeMetadata;
attributesToUpdate.AddRange(checkDifferencePicklistAttribute(pklattrMetadata, readAttributeMetadata as PicklistAttributeMetadata));
originalAttributeMetadata = pklattrMetadata;
break;
case AttributeTypeCode.Memo:
MemoAttributeMetadata memattrMetadata = originalAttributeMetadata as MemoAttributeMetadata;
attributesToUpdate.AddRange(checkDifferenceMemoAttribute(memattrMetadata, readAttributeMetadata as MemoAttributeMetadata));
originalAttributeMetadata = memattrMetadata;
break;
case AttributeTypeCode.Double:
DoubleAttributeMetadata dblattrMetadata = originalAttributeMetadata as DoubleAttributeMetadata;
attributesToUpdate.AddRange(checkDifferenceDoubleAttribute(dblattrMetadata, readAttributeMetadata as DoubleAttributeMetadata));
originalAttributeMetadata = dblattrMetadata;
break;
case AttributeTypeCode.Decimal:
DecimalAttributeMetadata dcmattrMetadata = originalAttributeMetadata as DecimalAttributeMetadata;
attributesToUpdate.AddRange(checkDifferenceDecimalAttribute(dcmattrMetadata, readAttributeMetadata as DecimalAttributeMetadata));
originalAttributeMetadata = dcmattrMetadata;
break;
case AttributeTypeCode.Boolean:
BooleanAttributeMetadata blnattrMetadata = originalAttributeMetadata as BooleanAttributeMetadata;
attributesToUpdate.AddRange(checkDifferenceBooleanAttribute(blnattrMetadata, readAttributeMetadata as BooleanAttributeMetadata));
originalAttributeMetadata = blnattrMetadata;
break;
case AttributeTypeCode.Money:
MoneyAttributeMetadata mnyattrMetadata = originalAttributeMetadata as MoneyAttributeMetadata;
attributesToUpdate.AddRange(checkDifferenceMoneyAttribute(mnyattrMetadata, readAttributeMetadata as MoneyAttributeMetadata));
originalAttributeMetadata = mnyattrMetadata;
break;
}
return(attributesToUpdate);
}
private AttributeMetadata CloneAttributes(DecimalAttributeMetadata att)
{
return new DecimalAttributeMetadata
{
MaxValue = att.MaxValue,
MinValue = att.MinValue,
Precision = att.Precision,
ImeMode = att.ImeMode,
FormulaDefinition = att.FormulaDefinition
};
}
private DecimalAttributeMetadata CreateDecimalAttributeMetadata(AttributeTemplate attributeTemplate)
{
var decimalAttributeMetadata = new DecimalAttributeMetadata
{
MinValue = -100000000000.00M,
MaxValue = 100000000000.00M,
Precision = 2
};
return decimalAttributeMetadata;
}
public void CreateAttribute(CrmServiceClient service, string entityname, List <DxEntityAttribute> entityAttributes)
{
#region Attribute Metadata
StringAttributeMetadata dxStringAttributeMetadata = null;
DecimalAttributeMetadata dxDecimalAttributeMetadata = null;
IntegerAttributeMetadata dxIntegerAttributeMetadata = null;
MoneyAttributeMetadata dxMoneyAttributeMetadata = null;
DateTimeAttributeMetadata dxDateTimeAttributeMetadata = null;
#endregion
AttributeMetadata attributeMetadata = null;
foreach (DxEntityAttribute dxEntityAttribute in entityAttributes)
{
switch (dxEntityAttribute.PType)
{
case 1:
dxStringAttributeMetadata = new StringAttributeMetadata
{
SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")),
dxEntityAttribute.PSchemaName.ToLower().Trim()),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = dxEntityAttribute.StringAttribute.PMaxLength,
FormatName = dxEntityAttribute.StringAttribute.PStringFormatName,
DisplayName =
new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082),
Description =
new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082),
};
attributeMetadata = dxStringAttributeMetadata;
break;
case 2:
dxDecimalAttributeMetadata = new DecimalAttributeMetadata
{
SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")),
dxEntityAttribute.PSchemaName.ToLower().Trim()),
DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082),
Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxValue = dxEntityAttribute.DecimalAttribute.PMaxValue,
MinValue = dxEntityAttribute.DecimalAttribute.PMinValue,
Precision = dxEntityAttribute.DecimalAttribute.PPrecision
};
attributeMetadata = dxDecimalAttributeMetadata;
break;
case 3:
dxIntegerAttributeMetadata = new IntegerAttributeMetadata
{
SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")),
dxEntityAttribute.PSchemaName.ToLower().Trim()),
DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082),
Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxValue = dxEntityAttribute.IntegerAttribute.PMaxValue,
MinValue = dxEntityAttribute.IntegerAttribute.PMinValue,
Format = dxEntityAttribute.IntegerAttribute.PFormat
};
attributeMetadata = dxIntegerAttributeMetadata;
break;
case 4:
dxMoneyAttributeMetadata = new MoneyAttributeMetadata
{
SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")),
dxEntityAttribute.PSchemaName.ToLower().Trim()),
DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082),
Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxValue = dxEntityAttribute.MoneyAttribute.PMaxValue,
MinValue = dxEntityAttribute.MoneyAttribute.PMinValue,
Precision = dxEntityAttribute.MoneyAttribute.PPrecision,
PrecisionSource = dxEntityAttribute.MoneyAttribute.PPrecisionSource,
ImeMode = dxEntityAttribute.MoneyAttribute.PImeMode
};
attributeMetadata = dxMoneyAttributeMetadata;
break;
case 5:
dxDateTimeAttributeMetadata = new DateTimeAttributeMetadata
{
SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")),
dxEntityAttribute.PSchemaName.ToLower().Trim()),
DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082),
Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = dxEntityAttribute.DateTimeAttribute.PFormat,
ImeMode = dxEntityAttribute.DateTimeAttribute.PImeMode
};
attributeMetadata = dxDateTimeAttributeMetadata;
break;
}
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = entityname,
Attribute = attributeMetadata,
};
service.OrganizationServiceProxy.Execute(createBankNameAttributeRequest);
}
}
/// <summary>
/// Gets the default sql scale for the crm decimal attribute.
/// </summary>
/// <param name="metadata"></param>
/// <returns></returns>
public static int DefaultSqlScale(this DecimalAttributeMetadata metadata)
{
int scale = DecimalAttributeMetadata.MinSupportedPrecision;
return(scale);
}
/// <summary>
/// Gets the default sql precision for the crm decimal attribute.
/// </summary>
/// <param name="metadata"></param>
/// <returns></returns>
public static int DefaultSqlPrecision(this DecimalAttributeMetadata metadata)
{
var precision = Math.Max(Math.Truncate(Math.Abs(DecimalAttributeMetadata.MaxSupportedValue)).ToString().Length, Math.Truncate(Math.Abs(DecimalAttributeMetadata.MinSupportedValue)).ToString().Length);
return(precision + DefaultSqlScale(metadata));
}
/// <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;
}
}
private RetrieveAttributeResponse ExecuteInternal(RetrieveAttributeRequest request)
{
var response = new RetrieveAttributeResponse();
var entityType =
CrmServiceUtility.GetEarlyBoundProxyAssembly().GetTypes().FirstOrDefault(t =>
t.GetCustomAttribute <EntityLogicalNameAttribute>(true)?.LogicalName == request.EntityLogicalName);
var propertyTypes = entityType?.GetProperties()
.Where(p =>
p.GetCustomAttribute <AttributeLogicalNameAttribute>()?.LogicalName == request.LogicalName
).Select(p => p.PropertyType.IsGenericType
? p.PropertyType.GenericTypeArguments.First()
: p.PropertyType).ToList();
var propertyType = propertyTypes?.Count == 1
? propertyTypes[0]
: propertyTypes?.FirstOrDefault(p => p != typeof(OptionSetValue) &&
p != typeof(EntityReference)); // Handle OptionSets/EntityReferences that may have multiple properties
if (propertyType == null)
{
throw new Exception($"Unable to find a property for Entity {request.EntityLogicalName} and property {request.LogicalName} in {CrmServiceUtility.GetEarlyBoundProxyAssembly().FullName}");
}
AttributeMetadata metadata;
if (propertyType.IsEnum || propertyTypes.Any(p => p == typeof(OptionSetValue)))
{
metadata = CreateOptionSetAttributeMetadata(request, propertyType);
}
else if (propertyType == typeof(string))
{
metadata = new StringAttributeMetadata(request.LogicalName);
}
else if (propertyTypes.Any(p => p == typeof(EntityReference)))
{
metadata = new LookupAttributeMetadata
{
LogicalName = request.LogicalName
};
}
#if !XRM_2013
else if (propertyType == typeof(Guid))
{
metadata = new UniqueIdentifierAttributeMetadata
{
LogicalName = request.LogicalName
};
}
#endif
else if (propertyType == typeof(bool))
{
metadata = new BooleanAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(Money))
{
metadata = new MoneyAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(int))
{
metadata = new IntegerAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(long))
{
metadata = new BigIntAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(DateTime))
{
metadata = new DateTimeAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(double))
{
metadata = new DoubleAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(decimal))
{
metadata = new DecimalAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else
{
throw new NotImplementedException($"Attribute Type of {propertyType.FullName} is not implemented.");
}
response.Results["AttributeMetadata"] = metadata;
return(response);
}
/// <summary>
/// Add output columns
/// </summary>
/// <param name="propertyValue"></param>
public void AddOutputColumns(String propertyValue)
{
if (!String.IsNullOrEmpty(propertyValue))
{
if (service == null)
{
AcquireConnections(null);
}
if (service != null)
{
DataTable dt = GetData(propertyValue, true);
IDTSOutput100 output = ComponentMetaData.OutputCollection[0];
output.OutputColumnCollection.RemoveAll();
output.ExternalMetadataColumnCollection.RemoveAll();
if (dt != null)
{
//Check if there are any rows in the datatable
if (dt.Rows != null && dt.Rows.Count > 0)
{
DataTable schemaDT = dt.CreateDataReader().GetSchemaTable();
foreach (DataRow row in schemaDT.Rows)
{
IDTSOutputColumn100 outputCol = output.OutputColumnCollection.New();
AttributeMetadata mdta = entMetadata.Attributes.FirstOrDefault(m => m.LogicalName == row["ColumnName"].ToString());
bool isLong = false;
DataType dType = DataRecordTypeToBufferType((Type)row["DataType"]);
dType = ConvertBufferDataTypeToFitManaged(dType, ref isLong);
int length = ((int)row["ColumnSize"]) == -1 ? 4000 : (int)row["ColumnSize"];
int precision = row["NumericPrecision"] is System.DBNull ? 0 : (short)row["NumericPrecision"];
int scale = row["NumericScale"] is System.DBNull ? 0 : (short)row["NumericScale"];
int codePage = schemaDT.Locale.TextInfo.ANSICodePage;
switch (dType)
{
//case DataType.DT_DATE:
// precision = 0;
// scale = 0;
// break;
case DataType.DT_STR:
case DataType.DT_TEXT:
MemoAttributeMetadata att = (MemoAttributeMetadata)mdta;
if (att.MaxLength.HasValue)
{
length = (int)att.MaxLength;
}
else
{
length = 1048576;
}
precision = 0;
scale = 0;
break;
case DataType.DT_CY:
MoneyAttributeMetadata attMoney = (MoneyAttributeMetadata)mdta;
if (attMoney.PrecisionSource == 0) //TODO get the other types of precision sources
{
if (attMoney.Precision.HasValue)
{
scale = (int)attMoney.Precision;
}
else
{
scale = 2;
}
}
else
{
scale = 4;
}
int precision1 = 0, precision2 = 0;
if (attMoney.MaxValue.HasValue)
{
precision1 = attMoney.MaxValue.Value.ToString().Length;
}
if (attMoney.MinValue.HasValue)
{
precision2 = attMoney.MinValue.Value.ToString().Length;
}
if (precision1 > precision2)
{
precision = precision1;
}
else
{
precision = precision2;
}
length = 0;
codePage = 0;
if (precision == 0)
{
precision = 23;
}
if (precision > 38)
{
precision = 38;
}
if (scale > precision)
{
scale = precision;
}
break;
case DataType.DT_NUMERIC:
case DataType.DT_DECIMAL:
DecimalAttributeMetadata attDecimal = (DecimalAttributeMetadata)mdta;
if (attDecimal.Precision.HasValue)
{
scale = (int)attDecimal.Precision;
}
else
{
scale = 2;
}
int precisiondec1 = 0, precisiondec2 = 0;
if (attDecimal.MaxValue.HasValue)
{
precisiondec1 = attDecimal.MaxValue.Value.ToString().Length;
}
if (attDecimal.MinValue.HasValue)
{
precisiondec2 = attDecimal.MinValue.Value.ToString().Length;
}
if (precisiondec1 > precisiondec2)
{
precision = precisiondec1;
}
else
{
precision = precisiondec2;
}
length = 0;
codePage = 0;
if (precision == 0)
{
precision = 23;
}
if (precision > 38)
{
precision = 38;
}
if (scale > precision)
{
scale = precision;
}
break;
case DataType.DT_WSTR:
if (mdta.GetType() == typeof(StringAttributeMetadata))
{
StringAttributeMetadata attstring = (StringAttributeMetadata)mdta;
if (attstring.MaxLength.HasValue)
{
length = (int)attstring.MaxLength;
}
else
{
length = 4000;
}
}
else
{
MemoAttributeMetadata attmemo = (MemoAttributeMetadata)mdta;
length = (int)attmemo.MaxLength;
}
precision = 0;
scale = 0;
codePage = 0;
break;
default:
length = 0;
precision = 0;
scale = 0;
codePage = 0;
break;
}
outputCol.Name = row["ColumnName"].ToString();
outputCol.SetDataTypeProperties(dType, length, precision, scale, codePage);
CreateExternalMetaDataColumn(output, outputCol);
}
}
}
}
}
}
public DecimalAttributeMetadataInfo(DecimalAttributeMetadata amd)
: base(amd)
{
this.amd = amd;
}
public void CreateOrUpdateDecimalAttribute(string schemaName, string displayName, string description,
bool isRequired, bool audit, bool searchable, string recordType,
decimal minimum, decimal maximum)
{
DecimalAttributeMetadata metadata;
if (FieldExists(schemaName, recordType))
metadata = (DecimalAttributeMetadata) GetFieldMetadata(schemaName, recordType);
else
metadata = new DecimalAttributeMetadata();
SetCommon(metadata, schemaName, displayName, description, isRequired, audit, searchable);
metadata.MinValue = minimum;
metadata.MaxValue = maximum;
CreateOrUpdateAttribute(schemaName, recordType, metadata);
}
