/// <summary>
/// Assigns ownership of a record to a new user or team
/// </summary>
/// <param name="entityname">The Name of the Entity</param>
/// <param name="id">The unique Id of the record that is to be assigned</param>
/// <param name="ownerid">The new owner of the record</param>
/// <param name="ownertype">The type of owner of the record</param>
public static void AssignOwnership(string entityname, Guid id, Guid ownerid, OwnerTypeCode ownertype)
{
AssignRequest request = new AssignRequest();
request.Target = new EntityReference(entityname, id);
request.Assignee = new EntityReference(ownertype.ToString().ToLower(), ownerid);
AssignResponse response = (AssignResponse)OrganizationService.Execute(request);
}
private AssignResponse HandleAssign(OrganizationRequest orgRequest, EntityReference userRef)
{
var request = MakeRequest <AssignRequest>(orgRequest);
var resp = new AssignResponse();
dataMethods.Assign(request.Target, request.Assignee, userRef);
return(resp);
}
protected override void Execute(System.Activities.CodeActivityContext context)
{
var workflowContext = context.GetExtension <IWorkflowContext>();
var service = this.RetrieveOrganizationService(context);
QueryResult result = ExecuteQueryForRecords(context);
if (!result.EntityName.Equals("systemuser", StringComparison.InvariantCultureIgnoreCase) &&
!result.EntityName.Equals("team", StringComparison.InvariantCultureIgnoreCase))
{
throw new ArgumentException("Query must return a User or Team record");
}
// Ensure the record has an owner field
RetrieveEntityRequest request = new Microsoft.Xrm.Sdk.Messages.RetrieveEntityRequest()
{
EntityFilters = Microsoft.Xrm.Sdk.Metadata.EntityFilters.Entity,
LogicalName = workflowContext.PrimaryEntityName
};
RetrieveEntityResponse metadataResponse = service.Execute(request) as RetrieveEntityResponse;
if (metadataResponse.EntityMetadata.OwnershipType == null || metadataResponse.EntityMetadata.OwnershipType.Value != OwnershipTypes.UserOwned)
{
throw new ArgumentException("This activity is only available for User owned records");
}
if (!result.RecordIds.Any())
{
return;
}
var workflowRecord = new EntityReference(workflowContext.PrimaryEntityName, workflowContext.PrimaryEntityId);
var assignee = new EntityReference(result.EntityName, result.RecordIds.FirstOrDefault());
AssignRequest assignRequest = new AssignRequest()
{
Assignee = assignee,
Target = workflowRecord
};
try
{
AssignResponse response = service.Execute(assignRequest) as AssignResponse;
if (assignee.LogicalName.Equals("team"))
{
this.NewOwner_Team.Set(context, assignee);
}
else
{
this.NewOwner_User.Set(context, assignee);
}
this.RecordReassigned.Set(context, true);
}
catch (Exception ex)
{
throw new Exception($"There was an error reassigning the record: {ex.Message}");
}
}
private void UpdateEntityOwner(IOrganizationService service, string entityName, Guid entityId, Guid ownerId, string ownerIdType)
{
AssignRequest request = new AssignRequest()
{
Assignee = new EntityReference(ownerIdType, ownerId),
Target = new EntityReference(entityName, entityId)
};
try
{
AssignResponse response = (AssignResponse)service.Execute(request);
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new Exception("XrmWorkflowTools.AssignChildRecords.UpdateEntityOwner: " + ex.Message);
}
}
public void AssignEntityToUserTest()
{
Mock <IOrganizationService> orgSvc = null;
Mock <MoqHttpMessagehander> fakHttpMethodHander = null;
ServiceClient cli = null;
testSupport.SetupMockAndSupport(out orgSvc, out fakHttpMethodHander, out cli);
AssignResponse assignResponse = new AssignResponse();
orgSvc.Setup(f => f.Execute(It.IsAny <AssignRequest>())).Returns(assignResponse);
bool result = cli.AssignEntityToUser(testSupport._DefaultId, "account", testSupport._DefaultId);
Assert.True(result);
}
public Respuesta Asignar(Guid ContactoID, Guid UsuarioID, IOrganizationService Servicio)
{
Respuesta resp = new Respuesta();
try
{
AssignRequest assign = new AssignRequest();
assign.Assignee = new EntityReference("systemuser", UsuarioID);
assign.Target = new EntityReference(_nombreEntidad, ContactoID);
AssignResponse response = (AssignResponse)Servicio.Execute(assign);
var name = response.ResponseName;
}
catch (Exception ex)
{
resp.Error = ex.Message;
}
return(resp);
}
static void ExecuteAssign(OrganizationServiceProxy serviceProxy)
{
Guid systemuserid = Guid.Empty;
EntityReference alvo = new EntityReference();
QueryExpression queryExpression = new QueryExpression("systemuser");
queryExpression.Criteria.AddCondition("fullname", ConditionOperator.BeginsWith, "Marcos");
queryExpression.ColumnSet = new ColumnSet(true);
EntityCollection colecaoEntidades = serviceProxy.RetrieveMultiple(queryExpression);
if (colecaoEntidades.Entities != null && colecaoEntidades.Entities.Count > 0)
{
systemuserid = colecaoEntidades[0].Id;
EntityReference dono = new EntityReference("systemuser", systemuserid);
queryExpression = new QueryExpression("account");
queryExpression.Criteria.AddCondition("name", ConditionOperator.BeginsWith, "Alpine");
queryExpression.ColumnSet = new ColumnSet(true);
colecaoEntidades = serviceProxy.RetrieveMultiple(queryExpression);
if (colecaoEntidades.Entities != null && colecaoEntidades.Entities.Count > 0)
{
foreach (var item in colecaoEntidades.Entities)
{
try
{
alvo = new EntityReference("account", item.Id);
AssignRequest assignRequest = new AssignRequest();
assignRequest.Assignee = dono;
assignRequest.Target = alvo;
AssignResponse response = (AssignResponse)serviceProxy.Execute(assignRequest);
}
catch (Exception ex)
{
Console.WriteLine(ex.Message.ToString());
}
}
}
}
}
public String CreateContact(Guid contact_ID, Contact contact)
{
Guid contactid = contact_ID;
try
{
contact cont = new contact();
CrmConnection crmc = new CrmConnection("Crm");
CrmService crmService = crmc.CreateCrmService();
if (contact_ID == new Guid("{00000000-0000-0000-0000-000000000000}"))
{
contactid = crmService.Create(cont);
}
// Создаем экземпляр динамческого объекта и указываем его имя
DynamicEntity myDEUpdate = new DynamicEntity();
myDEUpdate.Name = "contact";
// Создаем KeyProperty для хранения GUID’а обновляемой записи
KeyProperty myContactGuid = new KeyProperty();
myContactGuid.Name = "contactid";
// Указываем GUID обновляемой записи
Key myContactKey = new Key();
myContactKey.Value = contactid;
myContactGuid.Value = myContactKey;
myDEUpdate.Properties.Add(myContactGuid);
if (contact.address1_city != null)
{
myDEUpdate.Properties.Add(new StringProperty("address1_city", contact.address1_city));
}
if (contact.address1_country != null)
{
myDEUpdate.Properties.Add(new StringProperty("address1_country", contact.address1_country));
}
if (contact.address1_line1 != null)
{
myDEUpdate.Properties.Add(new StringProperty("address1_line1", contact.address1_line1));
}
if (contact.address1_name != null)
{
myDEUpdate.Properties.Add(new StringProperty("address1_name", contact.address1_name));
}
if (contact.address1_postalcode != null)
{
myDEUpdate.Properties.Add(new StringProperty("address1_postalcode", contact.address1_postalcode));
}
if (contact.emailaddress1 != null)
{
myDEUpdate.Properties.Add(new StringProperty("emailaddress1", contact.emailaddress1));
}
if (contact.firstname != null)
{
myDEUpdate.Properties.Add(new StringProperty("firstname", contact.firstname));
}
if (contact.lastname != null)
{
myDEUpdate.Properties.Add(new StringProperty("lastname", contact.lastname));
}
if (contact.middlename != null)
{
myDEUpdate.Properties.Add(new StringProperty("middlename", contact.middlename));
}
if (contact.mobilephone != null)
{
myDEUpdate.Properties.Add(new StringProperty("mobilephone", contact.mobilephone));
}
if (contact.salutation != null)
{
myDEUpdate.Properties.Add(new StringProperty("salutation", contact.salutation));
}
//Кем выдан
if (contact.new_giveoutby != null)
{
myDEUpdate.Properties.Add(new StringProperty("new_giveoutby", contact.new_giveoutby));
}
//Номер
if (contact.new_nomer != null)
{
myDEUpdate.Properties.Add(new StringProperty("new_nomer", contact.new_nomer));
}
//Серия
if (contact.new_seria != null)
{
myDEUpdate.Properties.Add(new StringProperty("new_seria", contact.new_seria));
}
//Пол
if (contact.gendercode != 0)
{
myDEUpdate.Properties.Add(new PicklistProperty("gendercode", new Picklist(contact.gendercode)));
}
//Гражданство
if (contact.new_nationality != 0)
{
myDEUpdate.Properties.Add(new PicklistProperty("new_nationality", new Picklist(contact.new_nationality)));
}
//Тип ФЛ
if (contact.new_type != 0)
{
myDEUpdate.Properties.Add(new PicklistProperty("new_type", new Picklist(contact.new_type)));
}
//Семейное положение
if (contact.familystatuscode != 0)
{
myDEUpdate.Properties.Add(new PicklistProperty("familystatuscode", new Picklist(contact.familystatuscode)));
}
//День рождения
if (contact.birthdate != null)
{
myDEUpdate.Properties.Add(new CrmDateTimeProperty("birthdate", CrmDateTime.FromUser(DateTime.ParseExact(contact.birthdate, "yyyyMMddHHmmss", CultureInfo.InvariantCulture))));
}
//Посетил открытый урок
if (contact.new_openles != null)
{
myDEUpdate.Properties.Add(new CrmDateTimeProperty("new_openles", CrmDateTime.FromUser(DateTime.ParseExact(contact.new_openles, "yyyyMMddHHmmss", CultureInfo.InvariantCulture))));
}
//Дата выдачи
if (contact.new_dategiveout != null)
{
myDEUpdate.Properties.Add(new CrmDateTimeProperty("new_dategiveout", CrmDateTime.FromUser(DateTime.ParseExact(contact.new_dategiveout, "yyyyMMddHHmmss", CultureInfo.InvariantCulture))));
}
crmService.Update(myDEUpdate);
//поиск контакта для переназначения ответственного, если таковой меняется
Owner ownerID = new Owner();
if (contact_ID != new Guid("{00000000-0000-0000-0000-000000000000}"))
{
try
{
string ln = ""; //фамилия
BusinessEntityCollection fcontact = searchContact(contact_ID.ToString());
foreach (DynamicEntity cont1 in fcontact.BusinessEntities)
{
ln = cont1["lastname"].ToString();
if (cont1.Properties.Contains("ownerid"))
{
ownerID = (Owner)cont1["ownerid"];
}
}
logger.Info($"Нашли контакт {ln}. ownerid={ownerID.Value.ToString()}");
}
catch (Exception ex)
{
logger.Error($"Ошибка: {ex.ToString()}");
}
}
if (contact.ownerid != new Guid("{00000000-0000-0000-0000-000000000000}"))
{
if (ownerID.Value != contact.ownerid)
{
TargetOwnedContact target = new TargetOwnedContact();
SecurityPrincipal assignee = new SecurityPrincipal();
assignee.Type = SecurityPrincipalType.User;
assignee.PrincipalId = contact.ownerid;
target.EntityId = contactid;
AssignRequest assign = new AssignRequest();
assign.Assignee = assignee;
assign.Target = target;
AssignResponse res = (AssignResponse)crmService.Execute(assign);
}
}
return(contactid.ToString());
}
catch (SoapException ex)
{
logger.Error($"Ошибка: {ex.Detail.InnerText}");
return(ex.Detail.InnerText);
}
}