/// <summary>
/// Create and configure the organization service proxy.
/// Create few types of attributes.
/// Insert status in the existing status list.
/// Retrieve attribute.
/// Update attribute.
/// Update existing state value.
/// Optionally delete/revert any attributes
/// that were created/changed for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetWorkWithAttributes1>
#region How to create attributes
//<snippetWorkWithAttributes2>
// Create storage for new attributes being created
addedAttributes = new List<AttributeMetadata>();
// Create a boolean attribute
BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata
{
// Set base properties
SchemaName = "new_boolean",
DisplayName = new Label("Sample Boolean", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Boolean Attribute", _languageCode),
// Set extended properties
OptionSet = new BooleanOptionSetMetadata(
new OptionMetadata(new Label("True", _languageCode), 1),
new OptionMetadata(new Label("False", _languageCode), 0)
)
};
// Add to list
addedAttributes.Add(boolAttribute);
// Create a date time attribute
DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata
{
// Set base properties
SchemaName = "new_datetime",
DisplayName = new Label("Sample DateTime", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("DateTime Attribute", _languageCode),
// Set extended properties
Format = DateTimeFormat.DateOnly,
ImeMode = ImeMode.Disabled
};
// Add to list
addedAttributes.Add(dtAttribute);
// Create a decimal attribute
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = "new_decimal",
DisplayName = new Label("Sample Decimal", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Decimal Attribute", _languageCode),
// Set extended properties
MaxValue = 100,
MinValue = 0,
Precision = 1
};
// Add to list
addedAttributes.Add(decimalAttribute);
// Create a integer attribute
IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = "new_integer",
DisplayName = new Label("Sample Integer", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Integer Attribute", _languageCode),
// Set extended properties
Format = IntegerFormat.None,
MaxValue = 100,
MinValue = 0
};
// Add to list
addedAttributes.Add(integerAttribute);
// Create a memo attribute
MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata
{
// Set base properties
SchemaName = "new_memo",
DisplayName = new Label("Sample Memo", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Memo Attribute", _languageCode),
// Set extended properties
Format = StringFormat.TextArea,
ImeMode = ImeMode.Disabled,
MaxLength = 500
};
// Add to list
addedAttributes.Add(memoAttribute);
// Create a money attribute
MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata
{
// Set base properties
SchemaName = "new_money",
DisplayName = new Label("Money Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Money Attribue", _languageCode),
// Set extended properties
MaxValue = 1000.00,
MinValue = 0.00,
Precision = 1,
PrecisionSource = 1,
ImeMode = ImeMode.Disabled
};
// Add to list
addedAttributes.Add(moneyAttribute);
// Create a picklist attribute
PicklistAttributeMetadata pickListAttribute =
new PicklistAttributeMetadata
{
// Set base properties
SchemaName = "new_picklist",
DisplayName = new Label("Sample Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Picklist Attribute", _languageCode),
// Set extended properties
// Build local picklist options
OptionSet = new OptionSetMetadata
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(
new Label("Created", _languageCode), null),
new OptionMetadata(
new Label("Updated", _languageCode), null),
new OptionMetadata(
new Label("Deleted", _languageCode), null)
}
}
};
// Add to list
addedAttributes.Add(pickListAttribute);
// Create a string attribute
StringAttributeMetadata stringAttribute = new StringAttributeMetadata
{
// Set base properties
SchemaName = "new_string",
DisplayName = new Label("Sample String", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("String Attribute", _languageCode),
// Set extended properties
MaxLength = 100
};
// Add to list
addedAttributes.Add(stringAttribute);
// NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship.
// Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type.
// NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK.
foreach (AttributeMetadata anAttribute in addedAttributes)
{
// Create the request.
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = anAttribute
};
// Execute the request.
_serviceProxy.Execute(createAttributeRequest);
Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName);
}
//</snippetWorkWithAttributes2>
#endregion How to create attributes
#region How to insert status
//<snippetWorkWithAttributes3>
// Use InsertStatusValueRequest message to insert a new status
// in an existing status attribute.
// Create the request.
InsertStatusValueRequest insertStatusValueRequest =
new InsertStatusValueRequest
{
AttributeLogicalName = "statuscode",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("Dormant", _languageCode),
StateCode = 0
};
// Execute the request and store newly inserted value
// for cleanup, used later part of this sample.
_insertedStatusValue = ((InsertStatusValueResponse)_serviceProxy.Execute(
insertStatusValueRequest)).NewOptionValue;
Console.WriteLine("Created {0} with the value of {1}.",
insertStatusValueRequest.Label.LocalizedLabels[0].Label,
_insertedStatusValue);
//</snippetWorkWithAttributes3>
#endregion How to insert status
#region How to retrieve attribute
//<snippetWorkWithAttributes4>
// Create the request
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_string",
RetrieveAsIfPublished = true
};
// Execute the request
RetrieveAttributeResponse attributeResponse =
(RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest);
Console.WriteLine("Retrieved the attribute {0}.",
attributeResponse.AttributeMetadata.SchemaName);
//</snippetWorkWithAttributes4>
#endregion How to retrieve attribute
#region How to update attribute
//<snippetWorkWithAttributes5>
// Modify the retrieved attribute
AttributeMetadata retrievedAttributeMetadata =
attributeResponse.AttributeMetadata;
retrievedAttributeMetadata.DisplayName =
new Label("Update String Attribute", _languageCode);
// Update an attribute retrieved via RetrieveAttributeRequest
UpdateAttributeRequest updateRequest = new UpdateAttributeRequest
{
Attribute = retrievedAttributeMetadata,
EntityName = Contact.EntityLogicalName,
MergeLabels = false
};
// Execute the request
_serviceProxy.Execute(updateRequest);
Console.WriteLine("Updated the attribute {0}.",
retrievedAttributeMetadata.SchemaName);
//</snippetWorkWithAttributes5>
#endregion How to update attribute
#region How to update state value
//<snippetWorkWithAttributes6>
// Modify the state value label from Active to Open.
// Create the request.
UpdateStateValueRequest updateStateValue = new UpdateStateValueRequest
{
AttributeLogicalName = "statecode",
EntityLogicalName = Contact.EntityLogicalName,
Value = 1,
Label = new Label("Open", _languageCode)
};
// Execute the request.
_serviceProxy.Execute(updateStateValue);
Console.WriteLine(
"Updated {0} state attribute of {1} entity from 'Active' to '{2}'.",
updateStateValue.AttributeLogicalName,
updateStateValue.EntityLogicalName,
updateStateValue.Label.LocalizedLabels[0].Label
);
//</snippetWorkWithAttributes6>
#endregion How to update state value
#region How to insert a new option item in a local option set
//<snippetWorkWithAttributes7>
// Create a request.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request.
int insertOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
insertOptionValueRequest)).NewOptionValue;
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
insertOptionValue);
//</snippetWorkWithAttributes7>
#endregion How to insert a new option item in a local option set
#region How to change the order of options of a local option set
//<snippetWorkWithAttributes8>
// Use the RetrieveAttributeRequest message to retrieve
// a attribute by it's logical name.
RetrieveAttributeRequest retrieveAttributeRequest =
new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_picklist",
RetrieveAsIfPublished = true
};
// Execute the request.
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)_serviceProxy.Execute(
retrieveAttributeRequest);
// Access the retrieved attribute.
PicklistAttributeMetadata retrievedPicklistAttributeMetadata =
(PicklistAttributeMetadata)
retrieveAttributeResponse.AttributeMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
_serviceProxy.Execute(orderOptionRequest);
Console.WriteLine("Option Set option order changed");
//</snippetWorkWithAttributes8>
#endregion How to change the order of options of a global option set
// NOTE: All customizations must be published before they can be used.
_serviceProxy.Execute(new PublishAllXmlRequest());
Console.WriteLine("Published all customizations.");
//</snippetWorkWithAttributes1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private AttributeMetadata CreateNumberAttribute(ExcelWorksheet sheet, int rowIndex, int startCell)
{
var namd = new IntegerAttributeMetadata
{
MinValue = sheet.GetValue <int>(rowIndex, startCell + 1),
MaxValue = sheet.GetValue <int>(rowIndex, startCell + 2)
};
switch (sheet.GetValue <string>(rowIndex, startCell))
{
default:
namd.Format = IntegerFormat.None;
break;
case "Duration":
namd.Format = IntegerFormat.Duration;
break;
case "Timezone":
namd.Format = IntegerFormat.TimeZone;
break;
case "Language code":
namd.Format = IntegerFormat.Language;
break;
case "Locale":
namd.Format = IntegerFormat.Locale;
break;
}
return(namd);
}
public void HandleObfuscation(Entity entity, FieldToBeObfuscated field, IEntityMetadataCache metaData)
{
// Get the min and maximum values for the field using the meta data cache
IntegerAttributeMetadata intMetaData = (IntegerAttributeMetadata)metaData.GetAttribute(entity.LogicalName, field.FieldName);
int min = intMetaData.MinValue.GetValueOrDefault(0);
int max = intMetaData.MaxValue.GetValueOrDefault(10);
entity[field.FieldName] = intScramblerClient.ExecuteScramble((int)entity[field.FieldName], min, max);
}
private IntegerAttributeMetadata BuildCreateIntAttribute()
{
// Must be an integer attribute.
var intAttribute = new IntegerAttributeMetadata();
intAttribute.MaxValue = int.MaxValue;
intAttribute.MinValue = int.MinValue;
intAttribute.Format = IntegerFormat.None;
return(intAttribute);
}
private AttributeMetadata CloneAttributes(IntegerAttributeMetadata att)
{
return(new IntegerAttributeMetadata
{
Format = att.Format,
MaxValue = att.MaxValue,
MinValue = att.MinValue,
FormulaDefinition = att.FormulaDefinition
});
}
private object CopyValueInternal(AttributeMetadata oldAttribute, IntegerAttributeMetadata newAttribute, object value)
{
int output;
if (int.TryParse(value.ToString(), out output))
{
return output;
}
Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to Integer");
return null;
}
private AttributeMetadata CloneAttributes(IntegerAttributeMetadata att)
{
return new IntegerAttributeMetadata
{
Format = att.Format,
MaxValue = att.MaxValue,
MinValue = att.MinValue,
FormulaDefinition = att.FormulaDefinition
};
}
private object CopyValueInternal(AttributeMetadata oldAttribute, IntegerAttributeMetadata newAttribute, object value)
{
int output;
if (int.TryParse(value.ToString(), out output))
{
return(output);
}
Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to Integer");
return(null);
}
private AttributeMetadata integerFieldCreation(string[] row)
{
IntegerAttributeMetadata attrMetadata = new IntegerAttributeMetadata(Utils.addOrgPrefix(row[ExcelColumsDefinition.SCHEMANAMEEXCELCOL], organizationPrefix, currentOperationCreate));
generalFieldCreation(row, attrMetadata);
int parseResult;
string intgerFormatString = row[ExcelColumsDefinition.INTEGERFORMATCOL];
attrMetadata.Format = Enum.IsDefined(typeof(IntegerFormat), intgerFormatString) ? (IntegerFormat)Enum.Parse(typeof(IntegerFormat), intgerFormatString, true) : (IntegerFormat?)null;
attrMetadata.MaxValue = int.TryParse(row[ExcelColumsDefinition.INTEGERMAXVALUECOL], out parseResult) ? parseResult : (int?)null;
attrMetadata.MinValue = int.TryParse(row[ExcelColumsDefinition.INTEGERMINVALUECOL], out parseResult) ? parseResult : (int?)null;
return(attrMetadata);
}
private IEnumerable <string> checkDifferenceIntegerAttribute(IntegerAttributeMetadata originalAttributeMetadata, IntegerAttributeMetadata readAttributeMetadata)
{
List <string> attributeToChange = new List <string>();
if (originalAttributeMetadata.MinValue != readAttributeMetadata.MinValue)
{
originalAttributeMetadata.MinValue = readAttributeMetadata.MinValue;
attributeToChange.Add("MinValue");
}
if (originalAttributeMetadata.MaxValue != readAttributeMetadata.MaxValue)
{
originalAttributeMetadata.MaxValue = readAttributeMetadata.MaxValue;
attributeToChange.Add("MaxValue");
}
return(attributeToChange);
}
private AttributeMetadata CreateIntegerAttribute(object[] dataRowValues)
{
var metadata = new IntegerAttributeMetadata
{
Format = IntegerFormat.None,
MinValue = IntegerAttributeMetadata.MinSupportedValue,
MaxValue = IntegerAttributeMetadata.MaxSupportedValue
};
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.IntegerFormat:
metadata.Format = (IntegerFormat)EnumUtils.GetSelectedOption(field, value);
break;
case ConfigurationFile.AttributeFields.MinimumValue:
var minValue = Convert.ToInt32(value);
if (minValue >= IntegerAttributeMetadata.MinSupportedValue && minValue <= IntegerAttributeMetadata.MaxSupportedValue)
{
metadata.MinValue = minValue;
}
break;
case ConfigurationFile.AttributeFields.MaximumValue:
var maxValue = Convert.ToInt32(value);
if (maxValue >= IntegerAttributeMetadata.MinSupportedValue && maxValue <= IntegerAttributeMetadata.MaxSupportedValue)
{
metadata.MinValue = maxValue;
}
break;
}
}
else if (!EnumUtils.IsOptional(field))
{
throw new ArgumentException($"Mandatory data field {EnumUtils.Label(field)} does not contain a value.");
}
}
return(metadata);
}
public IntegerAttributeMetadata CreateSmallInteger(string schema, string label, int lang, AttributeRequiredLevel requiredLevel, int size)
{
IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = schema,
DisplayName = new Label(label, lang),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
Description = new Label(label, lang),
// Set extended properties
Format = IntegerFormat.None,
MaxValue = size,
MinValue = 0
};
return(integerAttribute);
}
public IntegerAttributeMetadata Create(AttributeMetadata baseMetadata, IntegerFormat integetFormat, int?maxvalue, int?minvalue)
{
var integerAttribute = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = baseMetadata.SchemaName,
DisplayName = baseMetadata.DisplayName,
RequiredLevel = baseMetadata.RequiredLevel,
Description = baseMetadata.Description,
// Set extended properties
Format = IntegerFormat.None,
MaxValue = 100,
MinValue = 0
};
return(integerAttribute);
}
private static IntegerAttributeMetadata CreateIntegerAttributeMetadata(string name, string displayName, AttributeRequiredLevel attributeRequiredLevel, string desription, int minValue, int maxValue)
{
// Create a date time attribute
IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata
{
// 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
Format = IntegerFormat.None,
MaxValue = maxValue,
MinValue = minValue
};
return(integerAttribute);
}
public EntityAttributeMetadataBuilder IntAttribute(string schemaName, string displayName, string description, AttributeRequiredLevel requiredLevel, IntegerFormat format, int min, int max)
{
// Define the primary attribute for the entity
// Create a integer attribute
int languageCode = 1033;
var integerAttribute = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = schemaName,
DisplayName = new Label(schemaName, languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
Description = new Label(description, languageCode),
// Set extended properties
Format = format,
MaxValue = max,
MinValue = min
};
this.Attributes.Add(integerAttribute);
return(this);
}
private object CopyValueInternal(AttributeMetadata oldAttribute, IntegerAttributeMetadata newAttribute, object value, Dictionary <string, string> migrationMapping)
{
var unformatted = value.ToString();
unformatted = migrationMapping.TryGetValue(unformatted, out var mappedValue) ? mappedValue : unformatted;
// Handle 1.0000
if (unformatted.Contains("."))
{
while (unformatted.EndsWith("0") || unformatted.EndsWith("."))
{
unformatted = unformatted.Substring(0, unformatted.Length - 1);
}
}
if (int.TryParse(unformatted, out var output))
{
return(output);
}
Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to Integer");
return(null);
}
protected override void ExecuteCmdlet()
{
base.ExecuteCmdlet();
IntegerAttributeMetadata attribute = new IntegerAttributeMetadata();
if (Format.HasValue)
{
attribute.Format = IntegerFormat.None;
if (Format == CrmIntegerAttributeFormat.Duration)
{
attribute.Format = IntegerFormat.Duration;
}
if (Format == CrmIntegerAttributeFormat.Language)
{
attribute.Format = IntegerFormat.Language;
}
if (Format == CrmIntegerAttributeFormat.Locale)
{
attribute.Format = IntegerFormat.Locale;
}
if (Format == CrmIntegerAttributeFormat.TimeZone)
{
attribute.Format = IntegerFormat.TimeZone;
}
}
if (MaxValue.HasValue)
{
attribute.MaxValue = MaxValue.Value;
}
if (MinValue.HasValue)
{
attribute.MinValue = MinValue.Value;
}
WriteAttribute(attribute);
}
/// <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;
}
}
[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 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 IntegerAttributeMetadataInfo(IntegerAttributeMetadata amd)
: base(amd)
{
this.amd = amd;
}
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 static AttributeMetadata SetMetadataType(string type, string prefix, string name)
{
AttributeMetadata value = new AttributeMetadata();
switch (type)
{
case "Single Line of Text":
value = new StringAttributeMetadata();
((StringAttributeMetadata)value).Format = Microsoft.Xrm.Sdk.Metadata.StringFormat.Text;
((StringAttributeMetadata)value).MaxLength = 100;
break;
case "Two Options":
value = new BooleanAttributeMetadata();
((BooleanAttributeMetadata)value).OptionSet = new BooleanOptionSetMetadata(new OptionMetadata(
new Microsoft.Xrm.Sdk.Label("Yes", 1033), 10000),
new OptionMetadata(new Microsoft.Xrm.Sdk.Label("No", 1033), 10001));
((BooleanAttributeMetadata)value).DefaultValue = false;
break;
case "Whole Number":
value = new IntegerAttributeMetadata();
((IntegerAttributeMetadata)value).Format = Microsoft.Xrm.Sdk.Metadata.IntegerFormat.None;
((IntegerAttributeMetadata)value).MinValue = -2147483648;
((IntegerAttributeMetadata)value).MaxValue = 2147483647;
break;
case "Floating Point Number":
value = new DoubleAttributeMetadata();
((DoubleAttributeMetadata)value).Precision = 2;
((DoubleAttributeMetadata)value).MinValue = 0.00;
((DoubleAttributeMetadata)value).MaxValue = 1000000000.00;
break;
case "Decimal Number":
value = new DecimalAttributeMetadata();
((DecimalAttributeMetadata)value).Precision = 2;
((DecimalAttributeMetadata)value).MinValue = (decimal)0.00;
((DecimalAttributeMetadata)value).MaxValue = (decimal)1000000000.00;
break;
case "Currency":
value = new MoneyAttributeMetadata();
((MoneyAttributeMetadata)value).Precision = 4;
((MoneyAttributeMetadata)value).PrecisionSource = 2;
((MoneyAttributeMetadata)value).MinValue = 0.0000;
((MoneyAttributeMetadata)value).MaxValue = 1000000000.0000;
break;
case "Multiple Lines of Text":
value = new MemoAttributeMetadata();
((MemoAttributeMetadata)value).MaxLength = 2000;
break;
case "Date and Time":
value = new DateTimeAttributeMetadata();
((DateTimeAttributeMetadata)value).Format = Microsoft.Xrm.Sdk.Metadata.DateTimeFormat.DateOnly;
break;
}
value.SchemaName = prefix + "_" + name.ToLower();
value.DisplayName = new Microsoft.Xrm.Sdk.Label(name, 1033);
value.IsAuditEnabled = new BooleanManagedProperty(true);
return(value);
}
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);
}
}
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 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);
}
private IntegerAttributeMetadata CreateIntAttributeMetadata(AttributeTemplate attributeTemplate)
{
var integerAttributeMetadata = new IntegerAttributeMetadata
{
MinValue = attributeTemplate.MinLength == default(int)
? DefaultConfiguration.DefaultIntMinValue
: attributeTemplate.MinLength,
MaxValue = attributeTemplate.MaxLength == default(int)
? DefaultConfiguration.DefaultIntMaxValue
: attributeTemplate.MaxLength,
Format = attributeTemplate.IntegerFormat == default(IntegerFormat?)
? DefaultConfiguration.DefaultIntegerFormat
: attributeTemplate.IntegerFormat
};
return integerAttributeMetadata;
}
public void CreateOrUpdateIntegerAttribute(string schemaName, string displayName, string description,
bool isRequired, bool audit, bool searchable,
string recordType, int minimum, int maximum)
{
IntegerAttributeMetadata metadata;
if (FieldExists(schemaName, recordType))
metadata = (IntegerAttributeMetadata) GetFieldMetadata(schemaName, recordType);
else
metadata = new IntegerAttributeMetadata();
SetCommon(metadata, schemaName, displayName, description, isRequired, audit, searchable);
metadata.MinValue = minimum;
metadata.MaxValue = maximum;
CreateOrUpdateAttribute(schemaName, recordType, metadata);
}
private static UpdateFormulaResponse UpdateInternal(IntegerAttributeMetadata att, AttributeMetadata from, AttributeMetadata to) { return UpdateForumlaDefinition(att, from, to); }
public IntegerAttributeMetadataInfo(IntegerAttributeMetadata amd)
: base(amd)
{
this.amd = amd;
}
private static UpdateFormulaResponse UpdateInternal(IntegerAttributeMetadata att, AttributeMetadata from, AttributeMetadata to)
{
return(UpdateForumlaDefinition(att, from, to));
}
