/// <summary>
/// Updates the QueryExpression's ColumnSet to include the specified attributes only.
/// </summary>
/// <param name="columnSet">The target CRM ColumnSet.</param>
/// <param name="selectExpand">The OData select/expand options.</param>
private void UpdateColumnSetFromSelectExpand(ColumnSet columnSet, SelectExpandQueryOption selectExpand)
{
if (selectExpand == null || selectExpand.SelectExpandClause == null || selectExpand.SelectExpandClause.AllSelected)
{
foreach (var attributeName in this.EntityMapper.GetAttributeNames())
{
columnSet.AddColumn(attributeName);
}
}
else
{
foreach (var item in selectExpand.SelectExpandClause.SelectedItems.OfType <PathSelectItem>())
{
var pathItem = item.SelectedPath.OfType <PropertySegment>().Single();
if (pathItem.Property.Name != "Deleted")
{
var attributeName = EntityMapper.GetAttributeName(pathItem.Property.Name);
columnSet.AddColumn(attributeName);
}
}
}
columnSet.Columns.Remove("id");
}
/// <summary>
/// Set the additional columns. Associate & disassociate message will have related entities. The primary key attribute related to
/// related entities also needs to be added into the columns set
/// </summary>
/// <param name="entityName">Primary Entity</param>
/// <param name="columns">Column set</param>
private void SetAdditionalColumns(string entityName, ColumnSet columns)
{
//check the type of message for the respective entityName
var message = this.processingEntities[entityName] as AssociateDisassociateMessage;
//if the message is of AssociateDisassociateMessage type add related entities key attributes also.
if (message != null)
{
//add related entity 1
AddColumn(columns, message.RelatedEntity1Name);
//add related entity 2
AddColumn(columns, message.RelatedEntity2Name);
}
//add primary name attribute
string primaryNameAttribute = this.TryGetPrimaryNameAttribute(entityName);
if (!string.IsNullOrEmpty(primaryNameAttribute))
{
columns.AddColumn(primaryNameAttribute);
}
// add website lookup attribute
EntityTrackingInfo info;
if (entityInfoList.TryGetValue(entityName, out info) && info.WebsiteLookupAttribute != null)
{
columns.AddColumn(info.WebsiteLookupAttribute);
}
}
public Dictionary <string, Guid[]> BuildMassResolverIndex()
{
ColumnSet columnSet = new ColumnSet();
foreach (var primaryKey in primaryKeyAttributeMetadataDictionary)
{
columnSet.AddColumn(primaryKey.Key);
}
if (columnSet.Columns.Contains(entityMetadata.PrimaryIdAttribute) == false)
{
columnSet.AddColumn(entityMetadata.PrimaryIdAttribute);
}
List <ConditionExpression> conditions = new List <ConditionExpression>();
foreach (var primaryKey in primaryKeyAttributeMetadataDictionary)
{
conditions.Add(new ConditionExpression(primaryKey.Key, ConditionOperator.NotNull));
}
DataCollection <Entity> existingEntities = Crm2013Wrapper.Crm2013Wrapper.RetrieveMultiple(service, entityMetadata.LogicalName, columnSet, conditions);
Dictionary <string, Guid[]> keyDictionary = BuildExistingCheckDictionary(existingEntities, primaryKeyAttributeMetadataDictionary);
return(keyDictionary);
}
private static Entity GetEntity(IOrganizationService service, string logicalName, Guid id, string emailField)
{
ColumnSet columnSet = new ColumnSet();
columnSet.AddColumn(emailField);
columnSet.AddColumn(logicalName == "systemuser" ? "isdisabled" : "statecode");
return(service.Retrieve(logicalName, id, columnSet));
}
private List <Entity> GetSatisSenetleri(Guid QuoteId)
{
ConditionExpression conditionExpression1 = new ConditionExpression();
conditionExpression1.AttributeName = "new_quoteid";
conditionExpression1.Operator = ConditionOperator.Equal;
conditionExpression1.Values.Add((object)QuoteId);
ConditionExpression conditionExpression2 = new ConditionExpression();
conditionExpression2.AttributeName = "statuscode";
conditionExpression2.Values.AddRange((object)2, (object)7);
conditionExpression2.Operator = ConditionOperator.NotIn;
ConditionExpression conditionExpression3 = new ConditionExpression();
conditionExpression3.AttributeName = "new_isvoucher";
conditionExpression3.Operator = ConditionOperator.Equal;
conditionExpression3.Values.Add(true);
FilterExpression filterExpression = new FilterExpression();
filterExpression.Conditions.Add(conditionExpression1);
filterExpression.Conditions.Add(conditionExpression2);
filterExpression.Conditions.Add(conditionExpression3);
filterExpression.FilterOperator = LogicalOperator.And;
ColumnSet columnSet = new ColumnSet();
columnSet.AddColumn("new_paymentid");
columnSet.AddColumn("new_date");
columnSet.AddColumn("new_paymentamount");
OrderExpression orderExpression = new OrderExpression();
orderExpression.AttributeName = "new_date";
orderExpression.OrderType = OrderType.Ascending;
QueryExpression queryExpression = new QueryExpression();
queryExpression.ColumnSet = columnSet;
queryExpression.Criteria = filterExpression;
queryExpression.EntityName = "new_payment";
queryExpression.Orders.Add(orderExpression);
RetrieveMultipleResponse multipleResponse = (RetrieveMultipleResponse)this.service.Execute((OrganizationRequest) new RetrieveMultipleRequest()
{
Query = (QueryBase)queryExpression
});
if (multipleResponse.EntityCollection.Entities != null || multipleResponse.EntityCollection.Entities.Count > 0)
{
return(Enumerable.ToList <Entity>((IEnumerable <Entity>)multipleResponse.EntityCollection.Entities));
}
else
{
return((List <Entity>)null);
}
}
/// <summary>
/// on Pre Retrive
/// </summary>
/// <param name="context"></param>
void AddSecureFieldIfNotExists(IPluginExecutionContext context, IOrganizationService service)
{
var primaryEntityName = context.PrimaryEntityName;
if (!String.IsNullOrEmpty(primaryEntityName))
{
TableRelationation tableRelation = TableRelationation.GetSinglton();
ConfigCaching configCaching = GetCacheConfig(service);
// load userTeam if not loaded yet because is in grant user
UsersTeam userteam = UsersTeam.GetSinglton(service, configCaching);
if (tableRelation.Entities.Contains(primaryEntityName.ToLower()))
{
if (context.InputParameters.Contains("ColumnSet"))
{
ColumnSet columns = context.InputParameters["ColumnSet"] as ColumnSet;
if (columns != null && !columns.AllColumns)
{ // Validate if exists
if (!columns.Columns.Contains(General.SecureField))
{
columns.AddColumn(General.SecureField);
}
}
}
}
}
}
protected override void ExecuteInternal(LocalWorkflowContext context)
{
var stageNameToSet = this.StageNameInArgument.Get(context.CodeActivityContext).ToUpper();
RetrieveProcessInstancesRequest retrieveProcessInstancesRequest = new RetrieveProcessInstancesRequest
{
EntityId = context.WorkflowContext.PrimaryEntityId,
EntityLogicalName = context.WorkflowContext.PrimaryEntityName
};
RetrieveProcessInstancesResponse retrievedProcessInstancesResponse = (RetrieveProcessInstancesResponse)context.OrganizationService.Execute(retrieveProcessInstancesRequest);
var activeProcessInstance = retrievedProcessInstancesResponse.Processes.Entities[0]; // First record is the active process instance
var workflowReference = (EntityReference)activeProcessInstance.Attributes["processid"];
Process workflow = context.OrganizationService.Retrieve(workflowReference.LogicalName, workflowReference.Id, new ColumnSet(true)).ToEntity <Process>();
RetrieveActivePathRequest pathRequest = new RetrieveActivePathRequest
{
ProcessInstanceId = activeProcessInstance.Id
};
RetrieveActivePathResponse pathResponse = (RetrieveActivePathResponse)context.OrganizationService.Execute(pathRequest);
var stageToSetId = (Guid)pathResponse.ProcessStages.Entities.Where(x => x.Attributes["stagename"].ToString().ToUpper() == stageNameToSet).First().Attributes["processstageid"];
ColumnSet columns = new ColumnSet();
columns.AddColumn("activestageid");
Entity retrievedProcessInstance = context.OrganizationService.Retrieve(workflow.UniqueName, activeProcessInstance.Id, columns);
// Set the next stage as the active stage
retrievedProcessInstance["activestageid"] = new EntityReference(ProcessStage.EntityLogicalName, stageToSetId);
context.OrganizationService.Update(retrievedProcessInstance);
}
private Entity RetrieveCustomFields(string pEntity, Dictionary <string, string> attributes, List <string> columns)
{
Entity retVal = null;
try
{
var query = new QueryByAttribute(pEntity);
foreach (var pair in attributes)
{
query.AddAttributeValue(pair.Key, pair.Value);
}
if (columns.Count > 0)
{
ColumnSet col = new ColumnSet();
foreach (var column in columns)
{
col.AddColumn(column);
}
query.ColumnSet = col;
}
var records = this.Manager.GetProxy().RetrieveMultiple(query);
if (records.Entities != null && records.Entities.FirstOrDefault() != null)
{
retVal = records.Entities.FirstOrDefault();
}
}
catch (Exception ex)
{
throw new System.ArgumentException("Error on function RetrieveCustomFields. " + errorMaxLength(ex.Message));
}
return(retVal);
}
private EntityCollection RetrieveCustomFieldsList(string pEntity, Dictionary <string, string> attributes, IEnumerable <string> columns)
{
EntityCollection records = null;
try
{
var query = new QueryByAttribute(pEntity);
foreach (var pair in attributes)
{
query.AddAttributeValue(pair.Key, pair.Value);
}
if (columns.Count() > 0)
{
ColumnSet col = new ColumnSet();
foreach (var column in columns)
{
col.AddColumn(column);
}
query.ColumnSet = col;
}
records = this.Manager.GetProxy().RetrieveMultiple(query);
}
catch (Exception ex)
{
throw new System.ArgumentException("Error on function RetrieveCustomFieldsList: " + errorMaxLength(ex.Message));
}
return(records);
}
protected Guid GetBaseCurrencyId()
{
if (this.baseCurrencyKey == Guid.Empty)
{
ColumnSet cols = new ColumnSet();
cols.AddColumn("basecurrencyid");
QueryByAttribute queryAtrib = new QueryByAttribute("organization")
{
ColumnSet = cols
};
try
{
EntityCollection organizations = this.OrganizationService.RetrieveMultiple(queryAtrib);
Entity setupOrg = organizations.Entities.FirstOrDefault();
this.baseCurrencyKey = ((EntityReference)setupOrg["basecurrencyid"]).Id;
}
catch (Exception ex)
{
throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.CurrencyRetrievalExceptionMessage, this.OrganizationName), ex)
{
ExceptionId = ErrorCodes.CrmPlatformException
};
}
}
return(this.baseCurrencyKey);
}
public Entity RetrieveSND(Guid sndId, IOrganizationService service)
{
try
{
ColumnSet sndColumns = new ColumnSet();
sndColumns.AddColumn(Constant.SNDMethod.SalesMethod);
sndColumns.AddColumn(Constant.SNDMethod.RouteNumber);
Entity sndRecord = service.Retrieve(Constant.SNDMethod.EntityName, sndId, sndColumns);
return(sndRecord);
}
catch (Exception ex)
{
throw ex;
}
}
public Entity RetrieveCustomerData(Guid accountId, IOrganizationService service)
{
try
{
ColumnSet accountColumns = new ColumnSet();
accountColumns.AddColumn(Constant.Customer.ProductCustomerFlag);
accountColumns.AddColumn(Constant.Customer.Status);
Entity accountRecord = service.Retrieve(Constant.Customer.EntityName, accountId, accountColumns);
return(accountRecord);
}
catch (Exception ex)
{
throw ex;
}
}
/// <summary>
/// Add primary key attribute to column set
/// </summary>
/// <param name="columns">column set</param>
/// <param name="relatedEntityName">related Entity Name</param>
private void AddColumn(ColumnSet columns, string relatedEntityName)
{
string primaryKeyAttribute = this.TryGetPrimaryKey(relatedEntityName);
if (!string.IsNullOrEmpty(primaryKeyAttribute))
{
columns.AddColumn(primaryKeyAttribute);
}
}
private ColumnSet GetColumnSet(string [] mappedAttributes)
{
var columnSet = new ColumnSet(mappedAttributes);
if (!columnSet.Columns.Contains(entityMetadata.PrimaryIdAttribute))
{
columnSet.AddColumn(entityMetadata.PrimaryIdAttribute);
}
return(columnSet);
}
public void Can_add_single_attribute()
{
var strongTypeColumnSet = new ColumnSet <xts_entity>();
ColumnSet columnSet = strongTypeColumnSet;
strongTypeColumnSet.AddColumn(x => x.AttributeWithCaseChar);
Assert.Single(strongTypeColumnSet.Columns);
Assert.Single(columnSet.Columns);
Assert.Equal("attributewithcasechar", columnSet.Columns[0]);
}
/// <summary>
/// Creates a ColumnSet object based on the keys in the mapping dictionary
/// </summary>
/// <returns>A ColumnSet</returns>
public static ColumnSet GetColumnsBasedOnMapping(Dictionary<PropertyInfo, string> mapping)
{
// Create the column set object that indicates the properties to be retrieved.
ColumnSet cols = new ColumnSet();
foreach (string attribute in mapping.Values)
{
cols.AddColumn(attribute);
}
return cols;
}
private ColumnSet createColumnSet(string[] columns)
{
var columnSet = new ColumnSet();
for (int i = 0; i < columns.Length; i++)
{
columnSet.AddColumn(columns[i]);
}
return(columnSet);
}
/// <summary>
/// Ensure that when we try to read encrypted columns we read both the clear text and ciphertext.
/// (We need to add the ciphertext to the list of columns to retreive, so that when we try to decrypt it late rin the pipeline, it is available.)x
/// </summary>
/// <param name="target"></param>
/// <param name="colSet"></param>
/// <param name="trace"></param>
public void AddAdditionalColumns(EntityReference target, ColumnSet colSet, Action <string> trace)
{
if (config.ContainsKey(target.LogicalName))
{
config[target.LogicalName].ForEach((a, i) =>
{
if (colSet.Columns.Contains(a.Key) && a.Key != a.Value)
{
colSet.AddColumn(a.Value);
}
});
}
}
public void AddColumn_Test()
{
// Setup
ColumnSet <TestEntity> columnSet = new ColumnSet <TestEntity>();
string expected = nameof(TestEntity.ReferenceTypeProperty).ToLower();
// Act
columnSet.AddColumn(t => t.ReferenceTypeProperty);
var actual = columnSet.Columns;
// Assert
Assert.AreEqual(1, actual.Count);
Assert.AreEqual(expected, actual[0]);
}
public void AddColumnTest()
{
// Setup
string expectedColumn = nameof(TestEntity.ReferenceTypeProperty).ToLower();
// Act
ColumnSet columnSet = new ColumnSet();
columnSet.AddColumn <TestEntity>(t => t.ReferenceTypeProperty);
// Assert
Assert.AreEqual(1, columnSet.Columns.Count);
Assert.AreEqual(expectedColumn, columnSet.Columns[0]);
}
public static ColumnSet MapColumnSet(MetadataHelper metadataHelper, ColumnSet columnSet)
{
ColumnSet externalColumnSet = new ColumnSet()
{
AllColumns = columnSet.AllColumns,
};
foreach (var col in columnSet.Columns)
{
externalColumnSet.AddColumn(metadataHelper.GetExternalAttributeName(col));
}
return(externalColumnSet);
}
private static bool isDuplicate(string clientid, IOrganizationService orgservice)
{
//we search CRM to see if clientid is already in use and return true if it is and false otherwise
var query = new QueryExpression("account");
var columns = new ColumnSet();
var filter = new FilterExpression();
columns.AddColumn("ergo_clientid");
filter.AddCondition("ergo_clientid", ConditionOperator.Equal, clientid);
query.ColumnSet = columns;
query.Criteria.AddFilter(filter);
if(orgservice.RetrieveMultiple(query).Entities.Any()) return true;
return false;
}
/// <summary>
/// Get Column Set
/// </summary>
/// <param name="entityName">entity Name</param>
/// <returns>Return column set having only ID column or set it to pull all columns</returns>
private ColumnSet GetColumnSet(string entityName)
{
string primaryKeyAttribute = this.TryGetPrimaryKey(entityName);
ColumnSet columns = new ColumnSet();
if (string.IsNullOrEmpty(primaryKeyAttribute))
{
columns.AllColumns = true;
}
else
{
columns.AddColumn(primaryKeyAttribute);
SetAdditionalColumns(entityName, columns);
}
return(columns);
}
public static ColumnSet GetColumnSet <T>() where T : CrmEntityBase, new()
{
var propHelpers = PropertyHelper.GetProperties(typeof(T));
var crmAttributes = propHelpers
.Where(p => p.CRMFieldBaseAttribute != null)
.Select(p => p.CRMFieldBaseAttribute.AttributeName)
.Where(an => !an.Contains("."))
.Distinct();
var columnSet = new ColumnSet(crmAttributes.ToArray());
var logicalName = new T().LogicalName;
columnSet.AddColumn($"{logicalName}id");
return(columnSet);
}
public static ColumnSet GetColumnSetByFields(params Expression <Func <T, Object> >[] fields)
{
ColumnSet columns = new ColumnSet();
foreach (var obj in fields)
{
// TODO: magic?
CRMAttribute attr = GetAttributeFromExpression(obj?.Body, typeof(CRMAttribute)) as CRMAttribute;
if (attr != null)
{
columns.AddColumn(attr.FieldName);
}
}
return(columns);
}
/// <summary>
/// Method to Get a Record and return
/// it in the form of a Dynamic Entity Object
/// to the calling function
/// </summary>
/// <param name="poGuid"></param>
/// <param name="psEntityName"></param>
/// <param name="psAttributeName"></param>
/// <param name="poService"></param>
/// <param name="paColumnSet"></param>
/// <returns></returns>
public static DynamicEntity GetDynamicEntityBasedOnGuid(Guid poGuid, string psEntityName, string psAttributeName, CrmService poService, ArrayList paColumnSet)
{
CrmService loService = poService;
QueryExpression loQuery = new QueryExpression();
DynamicEntity loDynamicEntity = null;
ColumnSet loColSet = new ColumnSet();
foreach (string lsColumnItem in paColumnSet)
{
loColSet.AddColumn(lsColumnItem);
}
try
{
ConditionExpression loCondition = new ConditionExpression(psAttributeName, ConditionOperator.Equal, poGuid);
FilterExpression loFilter = new FilterExpression();
loQuery.EntityName = psEntityName;
loQuery.ColumnSet = loColSet;
loFilter.Conditions.Add(loCondition);
loQuery.Criteria = loFilter;
RetrieveMultipleRequest loRetrieve = new RetrieveMultipleRequest();
loRetrieve.Query = loQuery;
loRetrieve.ReturnDynamicEntities = true;
RetrieveMultipleResponse loResponse = (RetrieveMultipleResponse)loService.Execute(loRetrieve);
if (loResponse.BusinessEntityCollection.BusinessEntities.Count > 0)
{
loDynamicEntity = (DynamicEntity)loResponse.BusinessEntityCollection.BusinessEntities[0];
}
}
catch (System.Web.Services.Protocols.SoapException ex)
{
MessageBox.Show("Error: " + ex.Detail.InnerXml.ToString());
}
catch (Exception ex)
{
MessageBox.Show("Error: " + ex.Message.ToString());
}
return(loDynamicEntity);
}
private void LoadMissingAttributesForRecord(Entity record, string entity, IEnumerable <BulkActionItem> attributes)
{
var newcols = new ColumnSet(attributes.Select(a => a.Attribute.Metadata.LogicalName).ToArray());
if (newcols.Columns.Contains("statuscode"))
{
newcols.AddColumn("statecode");
}
var newrecord = Service.Retrieve(entity, record.Id, newcols);
foreach (var attribute in newrecord.Attributes.Keys)
{
if (newrecord.Contains(attribute) && !record.Contains(attribute))
{
record.Attributes.Add(attribute, newrecord[attribute]);
}
}
}
/// <summary>
/// To get ISO2 Code of source market
/// </summary>
/// <param name="sourceMarketId"></param>
/// <returns></returns>
protected string GetSourceMarketISO2Code(Guid sourceMarketId)
{
trace.Trace("GetSourceMarketISO2Code - Start");
var sourceMarket = string.Empty;
var columns = new ColumnSet();
columns.AddColumn(Attributes.Country.ISO2Code);
var country = service.Retrieve(Entities.Country, sourceMarketId, columns);
if (country != null && country.Attributes.Count > 0)
{
if (country.Attributes.Contains(Attributes.Country.ISO2Code) && country.Attributes[Attributes.Country.ISO2Code] != null)
{
sourceMarket = country.Attributes[Attributes.Country.ISO2Code].ToString();
}
}
trace.Trace("GetSourceMarketISO2Code - End");
return(sourceMarket);
}
public static void ChangeStage(IOrganizationService service, Guid op)
{
// Get Process Instances
RetrieveProcessInstancesRequest processInstanceRequest = new RetrieveProcessInstancesRequest
{
EntityId = op,
EntityLogicalName = Opportunity.EntityLogicalName
};
RetrieveProcessInstancesResponse processInstanceResponse = (RetrieveProcessInstancesResponse)service.Execute(processInstanceRequest);
// Declare variables to store values returned in response
int processCount = processInstanceResponse.Processes.Entities.Count;
Entity activeProcessInstance = processInstanceResponse.Processes.Entities[0]; // First record is the active process instance
Guid activeProcessInstanceID = activeProcessInstance.Id; // Id of the active process instance, which will be used later to retrieve the active path of the process instance
// Retrieve the active stage ID of in the active process instance
Guid activeStageID = new Guid(activeProcessInstance.Attributes["processstageid"].ToString());
// Retrieve the process stages in the active path of the current process instance
RetrieveActivePathRequest pathReq = new RetrieveActivePathRequest
{
ProcessInstanceId = activeProcessInstanceID
};
RetrieveActivePathResponse pathResp = (RetrieveActivePathResponse)service.Execute(pathReq);
// Retrieve the stage ID of the next stage that you want to set as active
activeStageID = (Guid)pathResp.ProcessStages.Entities[4].Attributes["processstageid"];
// Retrieve the process instance record to update its active stage
ColumnSet cols1 = new ColumnSet();
cols1.AddColumn("activestageid");
Entity retrievedProcessInstance = service.Retrieve("opportunitysalesprocess", activeProcessInstanceID, cols1);
// Set the next stage as the active stage
retrievedProcessInstance["activestageid"] = new EntityReference(OpportunitySalesProcess.EntityLogicalName, activeStageID);
service.Update(retrievedProcessInstance);
}
private ColumnSet VisitColumnSet(ColumnSet columnSet, int?topCount)
{
var columns = "*";
if (columnSet != null && !columnSet.AllColumns && columnSet.Columns.Count > 0)
{
columnSet.AddColumn(_metadata.PrimaryIdAttribute);
var columnNames = columnSet.Columns.Select(x => tableAlias + "." + _mapper.MapAttributeNameExternal(x)).Distinct();
columns = string.Join(", ", columnNames);
}
var top = string.Empty;
if (topCount != null)
{
top = $"TOP {topCount}";
}
Query += $"SELECT {top} {columns} FROM {_metadata.ExternalCollectionName} {tableAlias}";
return(columnSet);
}
private Entity GetContactDetail(Guid id, string[] columns)
{
ConditionExpression conditionExpression = new ConditionExpression();
conditionExpression.AttributeName = "contactid";
conditionExpression.Operator = ConditionOperator.Equal;
conditionExpression.Values.Add((object)id);
FilterExpression filterExpression = new FilterExpression();
filterExpression.Conditions.Add(conditionExpression);
filterExpression.FilterOperator = LogicalOperator.And;
ColumnSet columnSet = new ColumnSet();
foreach (string column in columns)
{
columnSet.AddColumn(column);
}
RetrieveMultipleResponse multipleResponse = (RetrieveMultipleResponse)this.service.Execute((OrganizationRequest) new RetrieveMultipleRequest()
{
Query = (QueryBase) new QueryExpression()
{
ColumnSet = columnSet,
Criteria = filterExpression,
EntityName = "contact"
}
});
if (multipleResponse.EntityCollection.Entities != null && multipleResponse.EntityCollection.Entities.Count > 0)
{
return(Enumerable.First <Entity>((IEnumerable <Entity>)multipleResponse.EntityCollection.Entities));
}
else
{
return((Entity)null);
}
}
/// <summary>
/// This method is used to get attributes from a specified entity. It returns Dictionary containing all the required attributes values.
/// </summary>
/// <param name="entityGuid">GUID of the entity</param>
/// <param name="entityName_">The entity name type (contact,lead,...)</param>
///<param name="entityAttributes">The ArrayList containing the attributes names types you want to retrieve (firstname,lastname,...)</param>
public Dictionary<string, string> getEntity(Guid entityGuid, string entityName_, ArrayList entityAttributes)
{
Dictionary<string, string> arrayData = new Dictionary<string, string>();
try
{
isconnected();
ArrayList arrayResults = new ArrayList();
// Create the retrieve target.
TargetRetrieveDynamic targetRetrieve = new TargetRetrieveDynamic();
// Set the properties of the target.
targetRetrieve.EntityName = entityName_;
targetRetrieve.EntityId = entityGuid;
// Create the request object.
RetrieveRequest retrieve = new RetrieveRequest();
ColumnSet col = new ColumnSet();
// Set the properties of the request object.
retrieve.Target = targetRetrieve;
for (int i = 0; i < entityAttributes.Count; i++)
{
col.AddColumn(entityAttributes[i].ToString());
}
retrieve.ColumnSet = col;
// Indicate that the BusinessEntity should be retrieved as a
// DynamicEntity.
retrieve.ReturnDynamicEntities = true;
// Execute the request.
RetrieveResponse retrieved = (RetrieveResponse)m_crmService.Execute(retrieve);
// Extract the DynamicEntity from the request.
DynamicEntity entity = (DynamicEntity)retrieved.BusinessEntity;
Microsoft.Crm.Sdk.CrmDateTime crmDateTimeVar = new Microsoft.Crm.Sdk.CrmDateTime();
Microsoft.Crm.Sdk.CrmNumber crmNumberVar = new Microsoft.Crm.Sdk.CrmNumber();
Picklist crmPickList = new Picklist();
Guid crmGuid = new Guid();
Microsoft.Crm.Sdk.Key keyVar = new Microsoft.Crm.Sdk.Key();
Lookup lookupVar = new Lookup();
Microsoft.Crm.Sdk.CrmBoolean boolVar = new Microsoft.Crm.Sdk.CrmBoolean();
for (int i = 0; i < entityAttributes.Count; i++)
{
if (entity.Properties.Contains(entityAttributes[i].ToString()))
{
if (entity.Properties[entityAttributes[i].ToString()].GetType().Equals(crmDateTimeVar.GetType()))
{
crmDateTimeVar = (Microsoft.Crm.Sdk.CrmDateTime)entity.Properties[entityAttributes[i].ToString()];
arrayData.Add(entityAttributes[i].ToString(),crmDateTimeVar.date.ToString());
}
else
{
if (entity.Properties[entityAttributes[i].ToString()].GetType().Equals(crmNumberVar.GetType()))
{
crmNumberVar = (Microsoft.Crm.Sdk.CrmNumber)entity.Properties[entityAttributes[i].ToString()];
arrayData.Add(entityAttributes[i].ToString(), crmNumberVar.Value.ToString());
}
else
{
if (entity.Properties[entityAttributes[i].ToString()].GetType().Equals(keyVar.GetType()))
{
keyVar = (Microsoft.Crm.Sdk.Key)entity.Properties[entityAttributes[i].ToString()];
arrayData.Add(entityAttributes[i].ToString(), keyVar.Value.ToString());
}
else
{
if (entity.Properties[entityAttributes[i].ToString()].GetType().Equals(lookupVar.GetType()))
{
lookupVar = (Microsoft.Crm.Sdk.Lookup)entity.Properties[entityAttributes[i].ToString()];
arrayData.Add(entityAttributes[i].ToString(), lookupVar.Value.ToString());
}
else
{
if (entity.Properties[entityAttributes[i].ToString()].GetType().Equals(boolVar.GetType()))
{
boolVar = (Microsoft.Crm.Sdk.CrmBoolean)entity.Properties[entityAttributes[i].ToString()];
arrayData.Add(entityAttributes[i].ToString(), boolVar.Value.ToString());
}
else
{
if (entity.Properties[entityAttributes[i].ToString()].GetType().Equals(crmPickList.GetType()))
{
crmPickList = (Microsoft.Crm.Sdk.Picklist)entity.Properties[entityAttributes[i].ToString()];
arrayData.Add(entityAttributes[i].ToString(), crmPickList.Value.ToString());
}
else
{
if (entity.Properties[entityAttributes[i].ToString()].GetType().Equals(crmGuid.GetType()))
{
crmGuid = (Guid)entity.Properties[entityAttributes[i].ToString()];
arrayData.Add(entityAttributes[i].ToString(), crmGuid.ToString());
}
else
{
arrayData.Add(entityAttributes[i].ToString(), entity.Properties[entityAttributes[i].ToString()].ToString());
}
}
}
}
}
}
}
}
else
{
arrayData.Add(entityAttributes[i].ToString(), "");
}
}
return arrayData;
}
catch (SoapException ex)
{
throw new InvalidPluginExecutionException("!SoapException!\n" + ex.Detail.SelectSingleNode("//description").InnerText);
}
catch (Exception ex)
{
throw new ESC_CRM_EX.getEntityException(ex.Message, entityName_, entityGuid);
}
}
public bool campaignExists(string campaignID)
{
try
{
isconnected();
ArrayList arrayResults = new ArrayList();
// Create the retrieve target.
TargetRetrieveDynamic targetRetrieve = new TargetRetrieveDynamic();
// Set the properties of the target.
targetRetrieve.EntityName = "campaign";
targetRetrieve.EntityId = new Guid(campaignID);
// Create the request object.
RetrieveRequest retrieve = new RetrieveRequest();
ColumnSet col = new ColumnSet();
// Set the properties of the request object.
retrieve.Target = targetRetrieve;
col.AddColumn("name");
retrieve.ColumnSet = col;
// Indicate that the BusinessEntity should be retrieved as a
// DynamicEntity.
retrieve.ReturnDynamicEntities = true;
// Execute the request.
RetrieveResponse retrieved = (RetrieveResponse)m_crmService.Execute(retrieve);
// Extract the DynamicEntity from the request.
DynamicEntity entity = (DynamicEntity)retrieved.BusinessEntity;
if (entity.Properties["name"].Equals(null)) return false;
return true;
}
catch (Exception)
{
return false;
}
}
public static ColumnSet GetXrmColumnSet(this Type type)
{
if (type.GetInterface(typeof(IXrmEntity).FullName) != null)
{
var properties = new List<PropertyInfo>();
foreach (var p in type.GetProperties())
{
if (!p.HasXrmAttributeNameDeclared())
{
properties.Add(p);
}
}
if(properties.Count < 1)
{
throw new XrmAttributeMappingMissingException("No attributes have been mapped for the type '{0}'.", type.FullName);
}
var columnSet = new ColumnSet();
foreach (var property in properties)
{
columnSet.AddColumn(property.GetXrmAttributeName());
}
return columnSet;
}
throw new ArgumentException(string.Format("Invalid type: Provided type '{0}' should implement {1}.", type.FullName, typeof(IXrmEntity).FullName));
}
public void Execute(IServiceProvider serviceProvider)
{
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
// Obtain the organization service reference.
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains("Target") &&
context.InputParameters["Target"] is EntityReference)
{
EntityReference reference = (EntityReference)context.InputParameters["Target"];
Entity translateEntity = service.Retrieve(reference.LogicalName, reference.Id,
new ColumnSet("isprimary", "isrootarticle", "title", "keywords", "description", "content", "languagelocaleid", "parentarticlecontentid"));
TranslateApiSettings apiSettings = MicrosoftTranslateHelper.GetTranslatorAPISettings(service, tracingService);
// Update the knowledge article entity record with the translated text only if it is only
// translation (isprimary= false, isrootarticle=false) and if isautotranslationenabled is true
if (((bool)translateEntity["isprimary"]) == false &&
((bool)translateEntity["isrootarticle"]) == false)
{
ColumnSet columns = new ColumnSet();
columns.AddColumn("languagelocaleid");
// Get the primary entity to retrieve the source language code
EntityReference parentArticleReference = (EntityReference)translateEntity["parentarticlecontentid"];
Entity primaryEntity = service.Retrieve("knowledgearticle", parentArticleReference.Id, columns);
EntityReference languageLocaleReference = (EntityReference)primaryEntity["languagelocaleid"];
new ColumnSet();
columns.AddColumn("code");
Entity languageLocaleEntity = service.Retrieve("languagelocale", languageLocaleReference.Id, columns);
string sourceLanguageCode = languageLocaleEntity["code"].ToString();
// Get the language code of the knowledge article being translated
languageLocaleReference = (EntityReference)translateEntity["languagelocaleid"];
languageLocaleEntity = service.Retrieve("languagelocale", languageLocaleReference.Id, columns);
string destinationLanguageCode = languageLocaleEntity["code"].ToString();
tracingService.Trace("knowledgeArticleId of the parent article: " + parentArticleReference.Id.ToString());
tracingService.Trace("Translating from <" + sourceLanguageCode + "> to <" + destinationLanguageCode + ">");
try
{
if (translateEntity.Attributes.ContainsKey("title"))
{
translateEntity["title"] = MicrosoftTranslateHelper.Translate(translateEntity["title"].ToString(), sourceLanguageCode, destinationLanguageCode, apiSettings.ClientSecret, apiSettings.ClientID);
}
tracingService.Trace("Translated <title>: {0}", translateEntity["title"].ToString());
if (translateEntity.Attributes.ContainsKey("keywords"))
{
translateEntity["keywords"] = MicrosoftTranslateHelper.Translate(translateEntity["keywords"].ToString(), sourceLanguageCode, destinationLanguageCode, apiSettings.ClientSecret, apiSettings.ClientID);
}
if (translateEntity.Attributes.ContainsKey("description"))
{
translateEntity["description"] = MicrosoftTranslateHelper.Translate(translateEntity["description"].ToString(), sourceLanguageCode, destinationLanguageCode, apiSettings.ClientSecret, apiSettings.ClientID);
}
if (translateEntity.Attributes.ContainsKey("content"))
{
translateEntity["content"] = MicrosoftTranslateHelper.Translate(translateEntity["content"].ToString(), sourceLanguageCode, destinationLanguageCode, apiSettings.ClientSecret, apiSettings.ClientID);
}
service.Update(translateEntity);
}
catch (FaultException <OrganizationServiceFault> ex)
{
tracingService.Trace("KnowledgeArticleTranslation: {0}", ex.ToString());
throw new Exception(ex.Message);
}
catch (Exception ex)
{
tracingService.Trace("KnowledgeArticleTranslationSolution: {0}", ex.ToString());
throw new Exception(ex.Message);
}
}
}
}
private void UpdateSettings()
{
if (string.IsNullOrWhiteSpace(this.OrganizationUrl) || !Uri.IsWellFormedUriString(this.OrganizationUrl, UriKind.Absolute))
{
Log.LogError(string.Format(CultureInfo.CurrentCulture, "The Organization Url is not valid. {0}", this.OrganizationUrl));
return;
}
if (this.Settings == null)
{
Log.LogError("Required parameter missing: Settings");
return;
}
Log.LogMessage(MessageImportance.Normal, string.Format(CultureInfo.CurrentCulture, "Connecting to Organization {0}.", this.OrganizationUrl));
string connectionString = string.Format(CultureInfo.CurrentCulture, "Server={0};Timeout={1}", this.OrganizationUrl, this.ConnectionTimeout);
var connection = CrmConnection.Parse(connectionString);
using (var serviceContext = new CrmOrganizationServiceContext(connection))
{
try
{
var request = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Attributes,
LogicalName = "organization"
};
var response = serviceContext.Execute(request) as RetrieveEntityResponse;
if (response == null)
{
Log.LogError(string.Format(
CultureInfo.CurrentCulture,
"No response was received while retrieving settings for Organization with Url {0}",
this.OrganizationUrl));
return;
}
var columnSet = new ColumnSet();
foreach (var settingItem in this.Settings)
{
string settingName = settingItem.ItemSpec;
columnSet.AddColumn(settingName);
var setting = response.EntityMetadata.Attributes.First(e => e.LogicalName == settingName);
if (setting == null || setting.AttributeType == null)
{
Log.LogError(string.Format(
CultureInfo.CurrentCulture,
"No meta data for setting {0} was found.",
settingName));
return;
}
}
var entityCollection = serviceContext.RetrieveMultiple(
new QueryExpression("organization")
{
ColumnSet = columnSet
});
if (entityCollection == null || entityCollection.Entities.Count == 0)
{
Log.LogError(string.Format(
CultureInfo.CurrentCulture,
"No setting was found for one of the settings"));
return;
}
var entity = entityCollection.Entities.First();
foreach (var settingItem in this.Settings)
{
string settingName = settingItem.ItemSpec;
string settingValue = settingItem.GetMetadata("value");
var setting = response.EntityMetadata.Attributes.First(e => e.LogicalName == settingName);
if (setting == null || setting.AttributeType == null)
{
Log.LogError(string.Format(
CultureInfo.CurrentCulture,
"No meta data was found for setting with Name {0} was found.",
settingName));
return;
}
entity.Attributes[settingName] = ConvertCrmTypeToDotNetType(setting.AttributeType.Value, settingValue);
}
serviceContext.Update(entity);
Log.LogMessage(MessageImportance.High, "The organization settings were updated successfully.");
}
catch (Exception exception)
{
Log.LogError(string.Format(CultureInfo.CurrentCulture, "An error occurred while update settings for Organization with Url {0}. [{1}]", this.OrganizationUrl, exception.Message));
}
}
}
