public List <RelatedEntityType> ReadNNRelationship <RelatedEntityType>(string relationshipName, Entity currentEntity, Func <Entity, RelatedEntityType> crmEntityCreater, params string[] relatedColumns)
{
List <RelatedEntityType> relatedObjects = new List <RelatedEntityType>();
ColumnSet columns = new ColumnSet(relatedColumns);
RetrieveRelationshipRequest request = new RetrieveRelationshipRequest()
{
Name = relationshipName,
};
RetrieveRelationshipResponse response = (RetrieveRelationshipResponse)Connection.Service.Execute(request);
ManyToManyRelationshipMetadata metaData = (ManyToManyRelationshipMetadata)response.Results["RelationshipMetadata"];
KeyValuePair <EntityRelationshipInfo, EntityRelationshipInfo> relationshipInfo = EntityRelationshipInfo.GetFromMetaData(currentEntity.LogicalName, metaData);
List <Guid> relatedIds = GetRelatedIds(currentEntity.Id, metaData.IntersectEntityName, relationshipInfo.Key.IntersectAttribute, relationshipInfo.Value.IntersectAttribute);
foreach (Guid entityId in relatedIds)
{
Entity relatedEntity = Connection.Service.Retrieve(relationshipInfo.Value.LogicalName, entityId, columns);
RelatedEntityType relatedObject = crmEntityCreater(relatedEntity);
relatedObjects.Add(relatedObject);
}
return(relatedObjects);
}
public OrganizationResponse Execute(OrganizationRequest request, XrmFakedContext ctx)
{
var retrieveRequest = request as RetrieveRelationshipRequest;
if (retrieveRequest == null)
{
throw new Exception("Only RetrieveRelationshipRequest can be processed!");
}
var service = ctx.GetFakedOrganizationService();
var fakeRelationShip = ctx.GetRelationship(retrieveRequest.Name);
if (fakeRelationShip == null)
{
throw new Exception(string.Format("Relationship {0} does not exist in the metadata cache", retrieveRequest.Name));
}
var response = new RetrieveRelationshipResponse();
response.Results = new ParameterCollection();
response.Results.Add("RelationshipMetadata", GetRelationshipMetadata(fakeRelationShip));
response.ResponseName = "RetrieveRelationship";
return(response);
}
public void UpdateChildRecords(string relationshipName, string parentEntityType, string parentEntityId, string parentFieldNameToUpdate, string setValueToUpdate, string childFieldNameToUpdate)
{
//1) Get child lookup field name
RetrieveRelationshipRequest req = new RetrieveRelationshipRequest()
{
Name = relationshipName
};
RetrieveRelationshipResponse res = (RetrieveRelationshipResponse)service.Execute(req);
OneToManyRelationshipMetadata rel = (OneToManyRelationshipMetadata)res.RelationshipMetadata;
string childEntityType = rel.ReferencingEntity;
string childEntityFieldName = rel.ReferencingAttribute;
//2) retrieve all child records
QueryByAttribute querybyattribute = new QueryByAttribute(childEntityType);
querybyattribute.ColumnSet = new ColumnSet(childEntityFieldName);
querybyattribute.Attributes.AddRange(childEntityFieldName);
querybyattribute.Values.AddRange(new Guid(parentEntityId));
EntityCollection retrieved = service.RetrieveMultiple(querybyattribute);
//2') retrieve parent fielv value
var valueToUpdate = new object();
if (parentFieldNameToUpdate != null && parentFieldNameToUpdate != "")
{
Entity retrievedEntity = (Entity)service.Retrieve(parentEntityType, new Guid(parentEntityId), new ColumnSet(parentFieldNameToUpdate));
if (retrievedEntity.Attributes.Contains(parentFieldNameToUpdate))
{
valueToUpdate = retrievedEntity.Attributes[parentFieldNameToUpdate];
}
else
{
valueToUpdate = null;
}
}
else
{
valueToUpdate = setValueToUpdate;
}
//3) update each child record
foreach (Entity child in retrieved.Entities)
{
if (childEntityType.ToLower() == "dynamicpropertyinstance")
{
//pending...
UpdateProductPropertiesRequest req2 = new UpdateProductPropertiesRequest();
// req2.
break;
}
Entity entUpdate = new Entity(childEntityType);
entUpdate.Id = child.Id;
entUpdate.Attributes.Add(childFieldNameToUpdate, valueToUpdate);
service.Update(entUpdate);
}
}
private RetrieveRelationshipResponse HandleRetrieveRelationship(OrganizationRequest orgRequest, EntityReference userRef)
{
var request = MakeRequest <RetrieveRelationshipRequest>(orgRequest);
var resp = new RetrieveRelationshipResponse();
resp.Results["RelationshipMetadata"] =
dataMethods.GetRelationshipMetadata(request.Name, request.MetadataId, userRef);
return(resp);
}
public static EntityRelationship GetEntity(IOrganizationService service, Guid id)
{
RetrieveRelationshipResponse response = (RetrieveRelationshipResponse)service.Execute(
new RetrieveRelationshipRequest()
{
MetadataId = id
}
);
return(new EntityRelationship(response.RelationshipMetadata));
}
public static RelationshipMetadataBase GetRelationshipMetadata(IOrganizationService service, Guid objectId)
{
RetrieveRelationshipRequest attributeRequest = new RetrieveRelationshipRequest
{
MetadataId = objectId,
RetrieveAsIfPublished = true
};
RetrieveRelationshipResponse attributeResponse =
(RetrieveRelationshipResponse)service.Execute(attributeRequest);
return(attributeResponse.RelationshipMetadata);
}
public bool QueryOneToManyRelationship()
{
RetrieveRelationshipRequest request = new RetrieveRelationshipRequest();
request.Name = "contact_customer_accounts";
request.RetrieveAsIfPublished = true;
RetrieveRelationshipResponse response = (RetrieveRelationshipResponse)OrganizationServiceProxy.Execute(request);
OneToManyRelationshipMetadata relationship = (OneToManyRelationshipMetadata)response.RelationshipMetadata;
Assert.AreEqual(relationship.IsCustomRelationship, false);
Assert.AreEqual(relationship.SchemaName, "contact_customer_accounts");
Assert.AreEqual(relationship.ReferencedAttribute, "accountid");
return(true);
}
public bool QueryManyToManyRelationship()
{
RetrieveRelationshipRequest request = new RetrieveRelationshipRequest();
request.Name = "accountleads_association";
request.RetrieveAsIfPublished = true;
RetrieveRelationshipResponse response = (RetrieveRelationshipResponse)OrganizationServiceProxy.Execute(request);
ManyToManyRelationshipMetadata relationship = (ManyToManyRelationshipMetadata)response.RelationshipMetadata;
Assert.AreEqual(relationship.IsCustomRelationship, false);
Assert.AreEqual(relationship.SchemaName, "accountleads_association");
Assert.AreEqual(relationship.IntersectEntityName, "accountleads");
return(true);
}
internal override OrganizationResponse Execute(OrganizationRequest orgRequest, EntityReference userRef)
{
var request = MakeRequest <RetrieveRelationshipRequest>(orgRequest);
if (request.Name == null && request.MetadataId == Guid.Empty)
{
throw new FaultException("Relationship name is required when MetadataId is not specified");
}
var metadata = Utility.GetRelationshipMetadataDefaultNull(this.metadata.EntityMetadata, request.Name, request.MetadataId, userRef);
if (metadata == null)
{
throw new FaultException($"Could not find relationship with name {request.Name} or metadataid {request.MetadataId}");
}
var resp = new RetrieveRelationshipResponse();
resp.Results["RelationshipMetadata"] = metadata;
return(resp);
}
public OneToManyRelationshipMetadata GetRelationshipInfo(string relationshipName, IOrganizationService orgService)
{
if (String.IsNullOrEmpty(relationshipName))
{
throw new NullReferenceException("relationshipName");
}
RetrieveRelationshipRequest req = new RetrieveRelationshipRequest()
{
Name = relationshipName,
RetrieveAsIfPublished = false
};
RetrieveRelationshipResponse resp = (RetrieveRelationshipResponse)orgService.Execute(req);
if (!(resp.RelationshipMetadata is OneToManyRelationshipMetadata))
{
throw new InvalidWorkflowException($"The relationship {relationshipName} is not a one to many relationship");
}
return((OneToManyRelationshipMetadata)resp.RelationshipMetadata);
}
private ManyToManyRelationshipMetadata GetRelationshipInfo(string relationshipName, IOrganizationService orgService)
{
if (String.IsNullOrEmpty(relationshipName))
{
throw new NullReferenceException("relationshipName");
}
RetrieveRelationshipRequest request = new RetrieveRelationshipRequest()
{
Name = relationshipName,
RetrieveAsIfPublished = false
};
RetrieveRelationshipResponse response = (RetrieveRelationshipResponse)orgService.Execute(request);
var relationshipMeta = response.RelationshipMetadata;
if (!(relationshipMeta is ManyToManyRelationshipMetadata))
{
throw new WorkflowApplicationException($"The relationship {relationshipName} is not a many to many relationship");
}
return((ManyToManyRelationshipMetadata)relationshipMeta);
}
/// <summary>
/// Retrieves related records using a relationship metadata
/// </summary>
/// <param name="relationshipName">relationship to navigate</param>
/// <param name="parentEntityId">Parent Id</param>
/// <returns></returns>
public EntityCollection GetChildRecords(string relationshipName, string parentEntityId)
{
//1) Get child lookup field name
RetrieveRelationshipRequest req = new RetrieveRelationshipRequest()
{
Name = relationshipName
};
RetrieveRelationshipResponse res = (RetrieveRelationshipResponse)service.Execute(req);
OneToManyRelationshipMetadata rel = (OneToManyRelationshipMetadata)res.RelationshipMetadata;
string childEntityType = rel.ReferencingEntity;
string childEntityFieldName = rel.ReferencingAttribute;
//2) retrieve all child records
QueryByAttribute querybyattribute = new QueryByAttribute(childEntityType);
querybyattribute.ColumnSet = new ColumnSet(childEntityFieldName);
querybyattribute.Attributes.AddRange(childEntityFieldName);
querybyattribute.Values.AddRange(new Guid(parentEntityId));
EntityCollection retrieved = service.RetrieveMultiple(querybyattribute);
return(retrieved);
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create one-to-many relationship.
/// Create many-to-many relationship.
/// Optionally delete any entity records that were created 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();
//<snippetWorkWithRelationships1>
bool eligibleCreateOneToManyRelationship =
EligibleCreateOneToManyRelationship("account", "campaign");
if (eligibleCreateOneToManyRelationship)
{
CreateOneToManyRequest createOneToManyRelationshipRequest =
new CreateOneToManyRequest
{
OneToManyRelationship =
new OneToManyRelationshipMetadata
{
ReferencedEntity = "account",
ReferencingEntity = "campaign",
SchemaName = "new_account_campaign",
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = "new_parent_accountid",
DisplayName = new Label("Account Lookup", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Sample Lookup", 1033)
}
};
CreateOneToManyResponse createOneToManyRelationshipResponse =
(CreateOneToManyResponse)_serviceProxy.Execute(
createOneToManyRelationshipRequest);
_oneToManyRelationshipId =
createOneToManyRelationshipResponse.RelationshipId;
_oneToManyRelationshipName =
createOneToManyRelationshipRequest.OneToManyRelationship.SchemaName;
Console.WriteLine(
"The one-to-many relationship has been created between {0} and {1}.",
"account", "campaign");
}
//</snippetWorkWithRelationships1>
//<snippetWorkWithRelationships2>
bool accountEligibleParticipate =
EligibleCreateManyToManyRelationship("account");
bool campaignEligibleParticipate =
EligibleCreateManyToManyRelationship("campaign");
if (accountEligibleParticipate && campaignEligibleParticipate)
{
CreateManyToManyRequest createManyToManyRelationshipRequest =
new CreateManyToManyRequest
{
IntersectEntitySchemaName = "new_accounts_campaigns",
ManyToManyRelationship = new ManyToManyRelationshipMetadata
{
SchemaName = "new_accounts_campaigns",
Entity1LogicalName = "account",
Entity1AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
Entity2LogicalName = "campaign",
Entity2AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Campaign", 1033),
Order = 10000
}
}
};
CreateManyToManyResponse createManytoManyRelationshipResponse =
(CreateManyToManyResponse)_serviceProxy.Execute(
createManyToManyRelationshipRequest);
_manyToManyRelationshipId =
createManytoManyRelationshipResponse.ManyToManyRelationshipId;
_manyToManyRelationshipName =
createManyToManyRelationshipRequest.ManyToManyRelationship.SchemaName;
Console.WriteLine(
"The many-to-many relationship has been created between {0} and {1}.",
"account", "campaign");
}
//</snippetWorkWithRelationships2>
// Publish the customization changes.
_serviceProxy.Execute(new PublishAllXmlRequest());
//<snippetWorkWithRelationships.RetrieveRelationship>
//You can use either the Name or the MetadataId of the relationship.
//Retrieve the One-to-many relationship using the MetadataId.
RetrieveRelationshipRequest retrieveOneToManyRequest =
new RetrieveRelationshipRequest {
MetadataId = _oneToManyRelationshipId
};
RetrieveRelationshipResponse retrieveOneToManyResponse =
(RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveOneToManyRequest);
Console.WriteLine("Retrieved {0} One-to-many relationship by id", retrieveOneToManyResponse.RelationshipMetadata.SchemaName);
//Retrieve the Many-to-many relationship using the Name.
RetrieveRelationshipRequest retrieveManyToManyRequest =
new RetrieveRelationshipRequest {
Name = _manyToManyRelationshipName
};
RetrieveRelationshipResponse retrieveManyToManyResponse =
(RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveManyToManyRequest);
Console.WriteLine("Retrieved {0} Many-to-Many relationship by Name", retrieveManyToManyResponse.RelationshipMetadata.MetadataId);
//</snippetWorkWithRelationships.RetrieveRelationship>
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 RetrieveRelationshipResponse ExecuteInternal(RetrieveRelationshipRequest request)
{
if (string.IsNullOrWhiteSpace(request.Name))
{
throw new NotImplementedException("Unable to process a RetrieveRelationshipRequest without a Name");
}
PropertyInfo property = null;
foreach (var type in CrmServiceUtility.GetEarlyBoundProxyAssembly(Info.EarlyBoundEntityAssembly).GetTypes())
{
property = type.GetProperties(BindingFlags.Public | BindingFlags.Instance)
.FirstOrDefault(a =>
{
if (a.GetCustomAttributes(typeof(AttributeLogicalNameAttribute), false).Length == 0)
{
return(false);
}
var att = a.GetCustomAttributes(typeof(RelationshipSchemaNameAttribute), false);
return(att.Length != 0 && ((RelationshipSchemaNameAttribute)att.FirstOrDefault())?.SchemaName == request.Name);
});
if (property != null)
{
break;
}
}
if (property == null)
{
throw new KeyNotFoundException($"Unable to find a relationship {request.Name}.");
}
RelationshipMetadataBase relationship;
if (typeof(Entity).IsAssignableFrom(property.PropertyType))
{
var referencedType = EntityHelper.GetEntityLogicalName(property.PropertyType);
relationship = new OneToManyRelationshipMetadata
{
ReferencedEntity = referencedType,
ReferencedAttribute = EntityHelper.GetIdAttributeName(referencedType),
ReferencingEntity = EntityHelper.GetEntityLogicalName(property.DeclaringType),
ReferencingAttribute = property.GetAttributeLogicalName()
};
}
else
{
var att = property.GetAttributeLogicalName();
relationship = new ManyToManyRelationshipMetadata
{
IntersectEntityName = att.Substring(0, att.Length - "_association".Length)
};
}
var response = new RetrieveRelationshipResponse
{
Results =
{
["RelationshipMetadata"] = relationship
}
};
return(response);
}
public void UpdateChildRecords(string relationshipName, string parentEntityType, string parentEntityId, string parentFieldNameToUpdate, string setValueToUpdate, string childFieldNameToUpdate, bool _UpdateonlyActive)
{
//1) Get child lookup field name
RetrieveRelationshipRequest req = new RetrieveRelationshipRequest()
{
Name = relationshipName
};
RetrieveRelationshipResponse res = (RetrieveRelationshipResponse)service.Execute(req);
OneToManyRelationshipMetadata rel = (OneToManyRelationshipMetadata)res.RelationshipMetadata;
string childEntityType = rel.ReferencingEntity;
string childEntityFieldName = rel.ReferencingAttribute;
//2) retrieve all child records
QueryByAttribute querybyattribute = new QueryByAttribute(childEntityType);
querybyattribute.ColumnSet = new ColumnSet(childEntityFieldName);
if (!_UpdateonlyActive)
{
querybyattribute.Attributes.AddRange(childEntityFieldName);
querybyattribute.Values.AddRange(new Guid(parentEntityId));
}
else
{
querybyattribute.Attributes.AddRange(childEntityFieldName, "statecode");
querybyattribute.Values.AddRange(new Guid(parentEntityId), 0);
}
EntityCollection retrieved = service.RetrieveMultiple(querybyattribute);
//2') retrieve parent fielv value
var valueToUpdate = new object();
if (parentFieldNameToUpdate != null && parentFieldNameToUpdate != "")
{
Entity retrievedEntity = (Entity)service.Retrieve(parentEntityType, new Guid(parentEntityId), new ColumnSet(parentFieldNameToUpdate));
if (retrievedEntity.Attributes.Contains(parentFieldNameToUpdate))
{
valueToUpdate = retrievedEntity.Attributes[parentFieldNameToUpdate];
}
else
{
valueToUpdate = null;
}
}
else
{
valueToUpdate = setValueToUpdate;
}
//3) update each child record
foreach (Entity child in retrieved.Entities)
{
if (childEntityType.ToLower() == "dynamicpropertyinstance")
{
//pending...
UpdateProductPropertiesRequest req2 = new UpdateProductPropertiesRequest();
// req2.
break;
}
RetrieveAttributeRequest reqAtt = new RetrieveAttributeRequest();
reqAtt.EntityLogicalName = childEntityType;
reqAtt.LogicalName = childFieldNameToUpdate;
RetrieveAttributeResponse resAtt = (RetrieveAttributeResponse)service.Execute(reqAtt);
bool valueToUpdateBool = false;
AttributeMetadata meta = resAtt.AttributeMetadata;
Entity entUpdate = new Entity(childEntityType);
entUpdate.Id = child.Id;
if (meta.AttributeType.Value.ToString() == "Boolean")
{
if (valueToUpdate is bool)
{
if ((bool)valueToUpdate == true)
{
valueToUpdate = "1";
}
else
{
valueToUpdate = "0";
}
}
if (valueToUpdate == "1")
{
entUpdate.Attributes.Add(childFieldNameToUpdate, true);
}
else
{
entUpdate.Attributes.Add(childFieldNameToUpdate, false);
}
}
else
{
if (meta.AttributeType.Value.ToString() == "Picklist" || meta.AttributeType.Value.ToString() == "Status")
{
if (valueToUpdate == null)
{
entUpdate.Attributes.Add(childFieldNameToUpdate, null);
}
else
{
if (valueToUpdate is OptionSetValue)
{
valueToUpdate = ((OptionSetValue)valueToUpdate).Value;
}
OptionSetValue opt = new OptionSetValue(Convert.ToInt32(valueToUpdate));
entUpdate.Attributes.Add(childFieldNameToUpdate, opt);
}
}
else
{
entUpdate.Attributes.Add(childFieldNameToUpdate, valueToUpdate);
}
}
service.Update(entUpdate);
}
}
