/// <summary>
/// Fakes the RetrieveAttributeRequest that checks if an attribute exists for a given entity
/// For simpicity, it asumes all attributes exist
/// </summary>
/// <param name="context"></param>
/// <param name="fakedService"></param>
protected static OrganizationResponse FakeRetrieveAttributeRequest(XrmFakedContext context, IOrganizationService fakedService, RetrieveAttributeRequest req)
{
var response = new RetrieveAttributeResponse
{
};
return response;
}
private static AttributeMetadata LoadAttributeMetadata(string entityLogicalName, string attributeLogicalName)
{
string cacheKey = entityLogicalName + "|" + attributeLogicalName;
AttributeMetadata metaData = (AttributeMetadata)_attributeMetaData[cacheKey];
if (metaData == null)
{
RetrieveAttributeRequest request = new RetrieveAttributeRequest();
request.EntityLogicalName = entityLogicalName;
request.LogicalName = attributeLogicalName;
request.RetrieveAsIfPublished = true;
RetrieveAttributeResponse response = (RetrieveAttributeResponse)OrganizationServiceProxy.Execute(request);
metaData = response.AttributeMetadata;
_attributeMetaData[cacheKey] = metaData;
}
return(metaData);
}
public static string GetDropDownValue(string entityName, string attributeName, int attributeValue)
{
string DropDownText = string.Empty;
OrganizationServiceProxy serviceProxy = CrmHelper.Connect();
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityName,
LogicalName = attributeName
};
RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)serviceProxy.Execute(attributeRequest);
// Handle Picklist options
if (attributeResponse.AttributeMetadata.AttributeType == AttributeTypeCode.Picklist)
{
PicklistAttributeMetadata picklist = (PicklistAttributeMetadata)attributeResponse.AttributeMetadata;
foreach (OptionMetadata option in picklist.OptionSet.Options)
{
if (option.Value == attributeValue)
{
DropDownText = option.Label.UserLocalizedLabel.Label;
break;
}
}
}
// Handle Status options
else if (attributeResponse.AttributeMetadata.AttributeType == AttributeTypeCode.Status)
{
StatusAttributeMetadata status = (StatusAttributeMetadata)attributeResponse.AttributeMetadata;
foreach (StatusOptionMetadata option in status.OptionSet.Options)
{
if (option.Value == attributeValue)
{
DropDownText = option.Label.UserLocalizedLabel.Label;
break;
}
}
}
return(DropDownText);
}
public Dictionary <int, string> GetOptionSet(string entityName, string fieldName)
{
this._tracer.Trace("Method: GetOptionSet");
this._tracer.Trace("Parameters: entityName={0}, fieldName={1}", entityName, fieldName);
Dictionary <int, string> options = new Dictionary <int, string>();
try
{
RetrieveAttributeRequest request = new RetrieveAttributeRequest
{
EntityLogicalName = entityName,
LogicalName = fieldName,
RetrieveAsIfPublished = true
};
this._tracer.Trace("Getting OptionSet");
RetrieveAttributeResponse response = (RetrieveAttributeResponse)this._sdk.Execute(request);
this._tracer.Trace("OptionSet retrieved");
if (response != null && response.Results != null)
{
PicklistAttributeMetadata pam = (PicklistAttributeMetadata)response.AttributeMetadata;
OptionMetadata[] omd = pam.OptionSet.Options.ToArray();
omd.ToList()
.ForEach(o =>
{
options.Add(o.Value.Value, o.Label.UserLocalizedLabel.Label);
});
}
this._tracer.Trace("Number of options found: {0}", options.Count);
}
catch (Exception ex)
{
this._tracer.Trace("Unable to retrieve OptionSet from CRM");
this._tracer.Trace(ex.ToString());
}
return(options);
}
public Dictionary <int, string> GetOptionSetValues(string entidade, string campo)
{
Dictionary <int, string> dic = new Dictionary <int, string>();
RetrieveAttributeRequest request = new RetrieveAttributeRequest();
request.EntityLogicalName = entidade;
request.LogicalName = campo;
request.RetrieveAsIfPublished = true;
RetrieveAttributeResponse response = (RetrieveAttributeResponse)this.Provider.Execute(request);
if (response.Results.Count > 0)
{
PicklistAttributeMetadata picklist = (PicklistAttributeMetadata)response.AttributeMetadata;
foreach (var item in picklist.OptionSet.Options)
{
dic.Add(item.Value.Value, item.Label.LocalizedLabels[0].Label);
}
}
return(dic);
}
public List <rows> listOptionSet(String entity, String attribute)
{
List <rows> Lrow = new List <rows>();
RetrieveAttributeRequest request = new RetrieveAttributeRequest
{
EntityLogicalName = entity,
LogicalName = attribute,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse response = (RetrieveAttributeResponse)_serviceProxy.Execute(request);
PicklistAttributeMetadata picklist = (PicklistAttributeMetadata)response.AttributeMetadata;
foreach (OptionMetadata rec in picklist.OptionSet.Options)
{
Lrow.Add(new rows()
{
Name = rec.Label.LocalizedLabels[0].Label, Value = Int32.Parse(rec.Value.ToString())
});
}
return(Lrow);
}
public static string GetPickListLabel(string entityName, string fieldName, int value, IOrganizationService service)
{
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityName,
LogicalName = fieldName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse response = (RetrieveAttributeResponse)service.Execute(attributeRequest);
EnumAttributeMetadata attributeMetadata = (EnumAttributeMetadata)response.AttributeMetadata;
foreach (OptionMetadata optionMeta in attributeMetadata.OptionSet.Options)
{
if (optionMeta.Value == value)
{
return(optionMeta.Label.UserLocalizedLabel.Label);
}
}
return(string.Empty);
}
private AttributeMetadata GetAttributeMetadata(string entityName, string attributeName)
{
string attributeKey = entityName + attributeName;
if (!AttributeMetadata.ContainsKey(attributeKey))
{
try
{
RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)Context.OrganizationService.Execute(new RetrieveAttributeRequest()
{
EntityLogicalName = entityName, LogicalName = attributeName
});
AttributeMetadata.Add(attributeKey, attributeResponse.AttributeMetadata);
}
catch
{
throw new InvalidPluginExecutionException(String.Format("{1} attribute does not exist on {0} entity, or entity does not exist.", entityName, attributeName));
}
}
return(AttributeMetadata[attributeKey]);
}
internal static List <Tuple <string, int> > GetPicklistValues(IOrganizationService service, string entityLogicalName, string attributeLogicalName)
{
List <Tuple <string, int> > retVal = new List <Tuple <string, int> >();
RetrieveAttributeRequest rar = new RetrieveAttributeRequest()
{
EntityLogicalName = entityLogicalName,
LogicalName = attributeLogicalName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse rarr = (RetrieveAttributeResponse)service.Execute(rar);
if (rarr.AttributeMetadata.GetType().Name == "PicklistAttributeMetadata")
{
foreach (OptionMetadata om in ((PicklistAttributeMetadata)rarr.AttributeMetadata).OptionSet.Options)
{
retVal.Add(new Tuple <string, int>(om.Label.LocalizedLabels[0].Label, om.Value.Value));
}
}
else if (rarr.AttributeMetadata.GetType().Name == "StateAttributeMetadata")
{
foreach (OptionMetadata om in ((StateAttributeMetadata)rarr.AttributeMetadata).OptionSet.Options)
{
retVal.Add(new Tuple <string, int>(om.Label.LocalizedLabels[0].Label, om.Value.Value));
}
}
else if (rarr.AttributeMetadata.GetType().Name == "StatusAttributeMetadata")
{
foreach (OptionMetadata om in ((StatusAttributeMetadata)rarr.AttributeMetadata).OptionSet.Options)
{
retVal.Add(new Tuple <string, int>(om.Label.LocalizedLabels[0].Label, om.Value.Value));
}
}
return(retVal);
}
public static string GetOptionsSetTextOnValue(IOrganizationService service, string entitySchemaName, string attributeSchemaName, int optionsetValue)
{
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entitySchemaName,
LogicalName = attributeSchemaName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata retrievedPicklistAttributeMetadata = (PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
string metadata = string.Empty;
if (optionList.Length > 0)
{
metadata = (from a in optionList
where a.Value == optionsetValue
select a.Label.UserLocalizedLabel.Label).First();
}
return(metadata);
}
private void DoUpdate(IPluginExecutionContext context, IOrganizationService orgService)
{
//Entity vehicle = orgService.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet("new_vehicleowner"));
//Entity preImage = context.PreEntityImages[C_ImageName];
//Entity postImage = context.PostEntityImages[C_ImageName];
Entity postImage = orgService.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet("customer"));
//EntityReference preVehicleOwner = GetAmountValue(preImage);
if (postImage.Contains("customer") != false)
{
EntityCollection ec = (EntityCollection)postImage["customer"];
postImage["new_customerlookup"] = null;
for (int i = 0; i < ec.Entities.Count; i++)
{
if ((ec[i]["partyid"] as EntityReference).LogicalName == "account")
{
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = C_EntityName,
LogicalName = "new_customerlookup",
RetrieveAsIfPublished = true
};
// Execute the request
RetrieveAttributeResponse attributeResponse =
(RetrieveAttributeResponse)orgService.Execute(attributeRequest);
if (attributeResponse != null)
{
postImage["new_customerlookup"] = ec[i]["partyid"];
}
}
}
orgService.Update(postImage);
}
}
public CRMPicklist CRMGetPicklist(CRMPicklist picklist)
{
OrganizationServiceProxy _serviceProxy;
using (_serviceProxy = GetCRMConnection())
{
try
{
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = picklist.EntityLogicalName,
LogicalName = picklist.AttributeLogicalName
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)_serviceProxy.Execute(retrieveAttributeRequest);
PicklistAttributeMetadata pick = (PicklistAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
StateAttributeMetadata a = new StateAttributeMetadata();
List <CRMPicklistOption> options = new List <CRMPicklistOption>();
foreach (OptionMetadata o in pick.OptionSet.Options)
{
CRMPicklistOption option = new CRMPicklistOption();
option.PicklistValue = o.Value.HasValue ? o.Value.Value : 0;
option.PicklistLabel = o.Label.UserLocalizedLabel.Label;
options.Add(option);
}
picklist.Picklist = options;
}
catch (Exception ex)
{
throw;
}
}
return(picklist);
}
/// <summary>
///
/// </summary>
/// <param name="entityName"></param>
/// <param name="attributeName"></param>
/// <returns></returns>
public AttributeMetadata GetAttributeMetadata(string entityName, string attributeName)
{
string entityAndAttribute = string.Format(CultureInfo.InvariantCulture, "{0}.{1}", entityName, attributeName);
AttributeMetadata attributeMetadata = null;
ValidateMetadata();
if (!_attributeMetadataCache.TryGetValue(entityAndAttribute, out attributeMetadata))
{
if (!_attributeMetadataCache.TryGetValue(entityAndAttribute, out attributeMetadata))
{
RetrieveAttributeRequest request = new RetrieveAttributeRequest();
request.EntityLogicalName = entityName;
request.LogicalName = attributeName;
RetrieveAttributeResponse response = (RetrieveAttributeResponse)svcAct.Command_Execute(request, "GetAttributeMetadata");
if (response != null)
{
attributeMetadata = response.AttributeMetadata;
_attributeMetadataCache.TryAdd(String.Format(CultureInfo.InvariantCulture, "{0}.{1}", entityName, attributeName), attributeMetadata);
_metadataLastValidatedAt = DateTime.UtcNow;
}
else
{
if (svcAct.LastException != null)
{
throw new DataverseOperationException($"Failed to resolve attribute metadata for {attributeName} in entity {entityName}.", svcAct.LastException);
}
else
{
throw new DataverseOperationException($"Failed to resolve attribute metadata for {attributeName} in entity {entityName}.", null);
}
}
}
}
return(attributeMetadata);
}
private string RetrieveOptionSetLabel(EntityReference entityReference, string attributeLogicalName, OptionSetValue optionSetValue, IOrganizationService organizationService)
{
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityReference.LogicalName,
LogicalName = attributeLogicalName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse attributeResponse = organizationService.Execute(attributeRequest) as RetrieveAttributeResponse;
if (attributeResponse.AttributeMetadata is EnumAttributeMetadata)
{
OptionMetadataCollection options = ((EnumAttributeMetadata)attributeResponse.AttributeMetadata).OptionSet?.Options;
if (options != null)
{
foreach (OptionMetadata option in options)
{
if (option != null && option.Value == optionSetValue.Value)
{
if (option.Label == null ||
option.Label.UserLocalizedLabel == null)
{
return(string.Empty);
}
else
{
return(option.Label.UserLocalizedLabel.Label);
}
}
}
}
}
return(string.Empty); //Unexpected type
}
public void Can_get_attribute_metadata_generic()
{
var attributeMetadata = new AttributeMetadata();
RetrieveAttributeRequest request = null;
var context = Substitute.For <ITransactionContext <Entity> >();
context.Service.Execute(Arg.Any <RetrieveAttributeRequest>())
.Returns(ci =>
{
request = ci.ArgAt <RetrieveAttributeRequest>(0);
var response = new RetrieveAttributeResponse
{
["AttributeMetadata"] = attributeMetadata
};
return(response);
});
var retrievedAttributeMetadata = context.GetMetadata <xts_entity>(e => e.xts_attribute);
Assert.Same(attributeMetadata, retrievedAttributeMetadata);
Assert.Equal("xts_entity", request.EntityLogicalName);
Assert.Equal("xts_attribute", request.LogicalName);
Assert.False(request.RetrieveAsIfPublished);
}
private int GetOptionSetId(String entityName, String fieldname, String optionSetName)
{
RetrieveAttributeRequest raRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityName,
LogicalName = fieldname,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse raResponse = (RetrieveAttributeResponse)_dependencies.GetServiceContext().Execute(raRequest);
PicklistAttributeMetadata paMetadata = (PicklistAttributeMetadata)raResponse.AttributeMetadata;
OptionMetadata[] optionList = paMetadata.OptionSet.Options.ToArray();
foreach (OptionMetadata oMD in optionList)
{
var a = oMD.Label.LocalizedLabels[0].Label;
var b = optionSetName;
if (oMD.Label.LocalizedLabels[0].Label == optionSetName)
{
return(oMD.Value.Value);
}
}
return(0);
}
private RetrieveAttributeResponse ExecuteInternal(RetrieveAttributeRequest request)
{
var response = new RetrieveAttributeResponse();
var optionSet = new PicklistAttributeMetadata
{
OptionSet = new OptionSetMetadata()
};
response.Results["AttributeMetadata"] = optionSet;
var enumExpression = CrmServiceUtility.GetEarlyBoundProxyAssembly().GetTypes().Where(t =>
t.GetCustomAttributes(typeof(DataContractAttribute), false).Length > 0 &&
t.GetCustomAttributes(typeof(System.CodeDom.Compiler.GeneratedCodeAttribute), false).Length > 0 &&
t.Name.Contains(request.LogicalName)).ToList();
// Search By EntityLogicalName_LogicalName
// Then By LogicName_EntityLogicalName
// Then By LogicaName
var enumType = enumExpression.FirstOrDefault(t => t.Name == request.EntityLogicalName + "_" + request.LogicalName) ??
enumExpression.FirstOrDefault(t => t.Name == request.LogicalName + "_" + request.EntityLogicalName) ??
enumExpression.FirstOrDefault(t => t.Name == request.LogicalName);
AddEnumTypeValues(optionSet.OptionSet, enumType,
String.Format("Unable to find local optionset enum for entity: {0}, attribute: {1}", request.EntityLogicalName, request.LogicalName));
return response;
}
private RetrieveAttributeResponse ExecuteInternal(RetrieveAttributeRequest request)
{
var response = new RetrieveAttributeResponse();
var entityType =
CrmServiceUtility.GetEarlyBoundProxyAssembly().GetTypes().FirstOrDefault(t =>
t.GetCustomAttribute <EntityLogicalNameAttribute>(true)?.LogicalName == request.EntityLogicalName);
var propertyTypes = entityType?.GetProperties()
.Where(p =>
p.GetCustomAttribute <AttributeLogicalNameAttribute>()?.LogicalName == request.LogicalName
).Select(p => p.PropertyType.IsGenericType
? p.PropertyType.GenericTypeArguments.First()
: p.PropertyType).ToList();
var propertyType = propertyTypes?.Count == 1
? propertyTypes[0]
: propertyTypes?.FirstOrDefault(p => p != typeof(OptionSetValue) &&
p != typeof(EntityReference)); // Handle OptionSets/EntityReferences that may have multiple properties
if (propertyType == null)
{
throw new Exception($"Unable to find a property for Entity {request.EntityLogicalName} and property {request.LogicalName} in {CrmServiceUtility.GetEarlyBoundProxyAssembly().FullName}");
}
AttributeMetadata metadata;
if (propertyType.IsEnum || propertyTypes.Any(p => p == typeof(OptionSetValue)))
{
metadata = CreateOptionSetAttributeMetadata(request, propertyType);
}
else if (propertyType == typeof(string))
{
metadata = new StringAttributeMetadata(request.LogicalName);
}
else if (propertyTypes.Any(p => p == typeof(EntityReference)))
{
metadata = new LookupAttributeMetadata
{
LogicalName = request.LogicalName
};
}
#if !XRM_2013
else if (propertyType == typeof(Guid))
{
metadata = new UniqueIdentifierAttributeMetadata
{
LogicalName = request.LogicalName
};
}
#endif
else if (propertyType == typeof(bool))
{
metadata = new BooleanAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(Money))
{
metadata = new MoneyAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(int))
{
metadata = new IntegerAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(long))
{
metadata = new BigIntAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(DateTime))
{
metadata = new DateTimeAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(double))
{
metadata = new DoubleAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else if (propertyType == typeof(decimal))
{
metadata = new DecimalAttributeMetadata
{
LogicalName = request.LogicalName
};
}
else
{
throw new NotImplementedException($"Attribute Type of {propertyType.FullName} is not implemented.");
}
response.Results["AttributeMetadata"] = metadata;
return(response);
}
/// <summary>
/// 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();
}
}
/// <summary>
///
/// </summary>
/// <param name="oAttribute"></param>
/// <param name="attMetadata"></param>
/// <returns></returns>
static public string GetMetadataValue(object oAttribute, RetrieveAttributeResponse attMetadata)
{
string sReturn = string.Empty;
if (oAttribute.GetType().Equals(typeof(Microsoft.Xrm.Sdk.OptionSetValue)))
{
OptionMetadata[] optionList = null;
if (attMetadata.AttributeMetadata.GetType().FullName.Contains("PicklistAttributeMetadata"))
{
PicklistAttributeMetadata retrievedPicklistAttributeMetadata =
(PicklistAttributeMetadata)attMetadata.AttributeMetadata;
// Get the current options list for the retrieved attribute.
optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
}
else if (attMetadata.AttributeMetadata.GetType().FullName.Contains("StatusAttributeMetadata"))
{
StatusAttributeMetadata retrievedPicklistAttributeMetadata =
(StatusAttributeMetadata)attMetadata.AttributeMetadata;
// Get the current options list for the retrieved attribute.
optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
}
else if (attMetadata.AttributeMetadata.GetType().FullName.Contains("StateAttributeMetadata"))
{
StateAttributeMetadata retrievedPicklistAttributeMetadata =
(StateAttributeMetadata)attMetadata.AttributeMetadata;
// Get the current options list for the retrieved attribute.
optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
}
else
{
return(string.Empty);
}
// get the text values
int i = int.Parse((oAttribute as Microsoft.Xrm.Sdk.OptionSetValue).Value.ToString());
for (int c = 0; c < optionList.Length; c++)
{
OptionMetadata opmetadata = (OptionMetadata)optionList.GetValue(c);
if (opmetadata.Value == i)
{
sReturn = opmetadata.Label.UserLocalizedLabel.Label;
break;
}
}
}
else if (oAttribute.GetType().Equals(typeof(Microsoft.Xrm.Sdk.Money)))
{
sReturn = (oAttribute as Microsoft.Xrm.Sdk.Money).Value.ToString();
}
else if (oAttribute.GetType().Equals(typeof(Microsoft.Xrm.Sdk.EntityReference)))
{
sReturn = (oAttribute as Microsoft.Xrm.Sdk.EntityReference).Name;
}
else
{
sReturn = oAttribute.ToString();
}
if (sReturn == null || sReturn.Length == 0)
{
sReturn = "No Value";
}
return(sReturn);
}
public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") &&
context.InputParameters["Target"] is Entity)
{
Entity mortgage = (Entity)context.InputParameters["Target"];
try
{
WebRequest request = WebRequest.Create("http://revgroup4app.azurewebsites.net/api/mortgageriskscore");
WebResponse response = request.GetResponse();
StreamReader reader = new StreamReader(response.GetResponseStream());
string responseString = reader.ReadToEnd();
reader.Close();
response.Close();
MortgageRiskScore mrs = Helper.JsonDeserialize <MortgageRiskScore>(responseString);
// example response: {"RiskScore":30}
decimal RiskScore = mrs.RiskScore;
Guid BaseAprGuid = new Guid("4C767953-36AD-E811-A968-000D3A1CA7D6");
Guid MarginGuid = new Guid("D6EF9022-7EAF-E811-A968-000D3A1CABCE");
Entity config = service.Retrieve("rev_configuration", BaseAprGuid,
new ColumnSet("rev_value")); // getting the record for Base APR
decimal BaseApr = decimal.Parse(config.Attributes["rev_value"].ToString());
config = service.Retrieve("rev_configuration", MarginGuid,
new ColumnSet("rev_value")); // getting the record for Margin
decimal Margin = decimal.Parse(config.Attributes["rev_value"].ToString());
Entity SalesTax = service.Retrieve("rev_salestax",
((EntityReference)mortgage.Attributes["rev_salestaxid"]).Id,
new ColumnSet("rev_rate"));
decimal Tax = decimal.Parse(SalesTax.Attributes["rev_rate"].ToString());
RetrieveAttributeRequest req = new RetrieveAttributeRequest
{
EntityLogicalName = "rev_mortgage",
LogicalName = "rev_mortgageterm",
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse res = (RetrieveAttributeResponse)service.Execute(req);
PicklistAttributeMetadata metadata = (PicklistAttributeMetadata)res.AttributeMetadata;
OptionMetadata[] optionList = metadata.OptionSet.Options.ToArray();
string selectedOptionLabel = string.Empty;
foreach (OptionMetadata oMD in optionList)
{
if (oMD.Value == int.Parse(((OptionSetValue)mortgage.Attributes["rev_mortgageterm"]).Value.ToString()))
{
selectedOptionLabel = oMD.Label.UserLocalizedLabel.Label;
}
}
decimal IP = 12; // interest period per year, should be 12 since we are calculating monthly payment
decimal APR = BaseApr + Margin + (decimal)(Math.Log10((double)RiskScore) / 100) + Tax;
decimal PV = ((Money)mortgage.Attributes["rev_mortgageamount"]).Value; // present value
decimal R = APR / IP; // periodic interest rate
decimal N = IP * decimal.Parse(selectedOptionLabel); // interest periods for overall time period
decimal P = PV * R / (1 - (decimal)Math.Pow((double)(1 + R), (double)-N)); // monthly payment
Money MonthlyPayment = new Money(P);
mortgage.Attributes.Add("rev_finalapr", APR);
mortgage.Attributes.Add("rev_mortgagepayment", MonthlyPayment);
}
catch (FaultException <OrganizationServiceFault> ex)
{
//throw new InvalidPluginExecutionException("An error occurred in MyPlug-in.", ex);
throw new InvalidPluginExecutionException(ex.Message + " " + ex.StackTrace);
}
catch (Exception ex)
{
tracingService.Trace("MyPlugin: {0}", ex.Message + " " + ex.StackTrace);
throw;
}
}
}
public void SetPriority3()
{
var serviceProvider = new StubIServiceProvider();
var pluginContext = new StubIPluginExecutionContext();
var organizationService = new StubIOrganizationService();
pluginContext.PrimaryEntityNameGet = () => "incident";
pluginContext.PrimaryEntityIdGet = () => new Guid("54D94FC2-52AD-E511-8158-1458D04DB4D1");
Microsoft.Xrm.Sdk.ParameterCollection paramCollection = new Microsoft.Xrm.Sdk.ParameterCollection();
Entity incident = new Entity("incident");
incident.Id = new Guid("884A078B-0467-E711-80F5-3863BB3C0660");
incident.Attributes["statuscode"] = new OptionSetValue(2);
incident.Attributes["smp_problembuilding"] = new EntityReference("smp_building", new Guid("884A078B-0467-E711-80F5-3863BB3C1560"))
{
Name = "building"
};
incident.Attributes["new_problemroomnumber"] = new EntityReference("smp_room", new Guid("884A078B-0467-E711-80F5-3863BB3C0560"))
{
Name = "room"
};
incident.Attributes["caseorigincode"] = new OptionSetValue(3);
incident.Attributes["smp_duedate"] = "2018-01-08";////Convert.ToDateTime(null, CultureInfo.CurrentCulture);
incident.Attributes["smp_portalsubmit"] = false;
incident.Attributes["smp_duedatebybuildingtimezone"] = "2018-01-08";
////incident.Attributes["smp_occureddatetimebybuildingtimezone"] = "2018-01-08";
//// incident["smp_submitteddatetime"] = Convert.ToDateTime(null, CultureInfo.CurrentCulture);//new DateTime(2018, 1, 8);
incident["createdon"] = "2018-01-08";
incident["smp_problemoccureddatetime"] = "2018-01-08";
////incident.Attributes["smp_submitteddatetimebybuildingtimezone"] = "2018-01-08";
////incident.Attributes["smp_createddatetimebybuildingtimezone"] = "2018-01-08";
incident.Attributes["smp_priorityid"] = new EntityReference("smp_priority", Guid.Empty)
{
Name = "priority"
};
incident.Attributes["smp_problemroomtype"] = new EntityReference("smp_roomtype", new Guid("884A078B-0466-E711-80F5-3863BB3C0560"))
{
Name = "roomtype"
};
incident.Attributes["smp_problemclassid"] = new EntityReference("smp_problemclass", new Guid("884A078B-0468-E711-80F5-3863BB3C0560"))
{
Name = "problemClass"
};
incident.Attributes["smp_problemtypeid"] = new EntityReference("smp_problemtype", new Guid("884A078B-0469-E711-80F5-3863BB3C0560"))
{
Name = "problemType"
};
incident.Attributes["smp_priorityid"] = new EntityReference("smp_priority", Guid.Empty);
incident.Attributes["smp_contact"] = new EntityReference("contact", Guid.NewGuid());
paramCollection.Add("Target", incident);
pluginContext.InputParametersGet = () => paramCollection;
Helper.Helper.PluginVariables(serviceProvider, pluginContext, organizationService, 20, "Create", null);
organizationService.ExecuteOrganizationRequest = QueryBase =>
{
if (QueryBase.RequestName == "RetrieveAttribute")
{
PicklistAttributeMetadata picklistAttributeMetadata = new PicklistAttributeMetadata();
picklistAttributeMetadata.OptionSet = new OptionSetMetadata();
picklistAttributeMetadata.OptionSet.Options.Add(new OptionMetadata(new Label(new LocalizedLabel("+02:30", 1033), (new LocalizedLabel[] { new LocalizedLabel("+02:30", 1033) })), 0));
picklistAttributeMetadata.OptionSet.Options.Add(new OptionMetadata(new Label(new LocalizedLabel("+03:30", 1033), (new LocalizedLabel[] { new LocalizedLabel("+03:30", 1033) })), 1));
picklistAttributeMetadata.OptionSet.Options.Add(new OptionMetadata(new Label(new LocalizedLabel("-04:30", 1033), (new LocalizedLabel[] { new LocalizedLabel("-04:30", 1033) })), 2));
RetrieveAttributeResponse response = new RetrieveAttributeResponse();
response.Results.Add("AttributeMetadata", picklistAttributeMetadata);
return(response);
}
else if (QueryBase.RequestName == "LocalTimeFromUtcTime")
{
LocalTimeFromUtcTimeResponse localTimeResponse = new LocalTimeFromUtcTimeResponse();
////localTimeResponse.Results.Add("", value);
DateTime dateTime = Convert.ToDateTime(QueryBase.Parameters["UtcTime"]).AddMinutes(Convert.ToInt32(QueryBase.Parameters["TimeZoneCode"]));
localTimeResponse.Results.Add("LocalTime", dateTime);
return(localTimeResponse);
}
else if (QueryBase.RequestName == "UtcTimeFromLocalTime")
{
UtcTimeFromLocalTimeResponse utcTimeResponse = new UtcTimeFromLocalTimeResponse();
DateTime dateTime = Convert.ToDateTime(QueryBase.Parameters["LocalTime"]).AddMinutes(-Convert.ToInt32(QueryBase.Parameters["TimeZoneCode"]));
utcTimeResponse.Results.Add("UtcTime", dateTime);
return(utcTimeResponse);
}
return(null);
};
organizationService.RetrieveStringGuidColumnSet = delegate(string entity, Guid guid, ColumnSet secondaryUserColumnSet)
{
if (entity == "smp_building")
{
Entity building = new Entity(entity);
building.Id = Guid.NewGuid();
building["smp_timezoneid"] = new EntityReference("smp_timezone", Guid.NewGuid());
building["smp_isfinancialstatecampus"] = true;
return(building);
}
else if (entity == "smp_timezone")
{
Entity timeZone = new Entity(entity);
timeZone["smp_timezonename"] = "test timezone";
timeZone["smp_offset"] = new OptionSetValue(2);
return(timeZone);
}
else if (entity == "smp_priority")
{
Entity priority = new Entity(entity);
priority["smp_noofminutes"] = 100;
return(priority);
}
else if (entity == "smp_roomtype")
{
Entity roomType = new Entity(entity);
roomType["smp_zone"] = new OptionSetValue(1);
return(roomType);
}
return(null);
};
organizationService.RetrieveMultipleQueryBase = (query) =>
{
EntityCollection collection = new EntityCollection();
string entityName = string.Empty;
if (query.GetType().Name.Equals("FetchExpression"))
{
if (((FetchExpression)query).Query.Contains("<entity name='ava_keyvaluepair'>"))
{
entityName = "ava_keyvaluepair";
}
}
else if (query.GetType().Name.Equals("QueryExpression"))
{
entityName = ((QueryExpression)query).EntityName;
}
else
{
entityName = ((QueryByAttribute)query).EntityName;
}
if (entityName == "smp_providermatrix")
{
Entity matrix = new Entity("smp_providermatrix");
matrix.Id = new Guid("884A078B-0466-E711-80F5-3863BB3C0560");
matrix["smp_primaryproviderid"] = new EntityReference("account", new Guid("884A078B-0467-E711-80F5-3863BB3C1560"));
collection.Entities.Add(matrix);
}
else if (entityName == "smp_room")
{
Entity room = new Entity(entityName);
room["smp_name"] = "test room";
room["smp_roomid"] = new Guid("884A078B-0466-E711-80F5-3863BB3C0679");
collection.Entities.Add(room);
}
else if (entityName == "account")
{
Entity account = new Entity(entityName);
account["accountid"] = new Guid("884A078B-0467-E711-80F5-3863BB3C1560");
account["statuscode"] = 1;
collection.Entities.Add(account);
}
else if (entityName == "smp_slamatrix")
{
Entity slaMatrix = new Entity(entityName);
slaMatrix["smp_priorityid"] = new EntityReference("smp_priority", new Guid("884A078B-0467-E711-80F5-3863BB3C1489"));
slaMatrix["smp_starthours"] = 2;
slaMatrix["smp_endhours"] = 1;
collection.Entities.Add(slaMatrix);
}
else if (entityName == "smp_buildingworkhours")
{
////Entity buildWorkHours = new Entity(entityName);
////buildWorkHours["smp_starthours"] = new OptionSetValue(1);
////buildWorkHours["smp_endhours"] = new OptionSetValue(2);
////buildWorkHours.FormattedValues["smp_starthours"] = "08:30";
////buildWorkHours.FormattedValues["smp_endhours"] = "08:30";
////collection.Entities.Add(buildWorkHours);
}
else if (entityName == "smp_weekdays")
{
Entity weekdays = new Entity(entityName);
weekdays["smp_name"] = Convert.ToDateTime("09-03-2017 02:30 AM");
collection.Entities.Add(weekdays);
}
else if (entityName == "smp_configuration")
{
Entity configuration = new Entity(entityName);
configuration["smp_value"] = "Production";
collection.Entities.Add(configuration);
}
else if (entityName == "systemuser")
{
Entity systemuser = new Entity(entityName);
systemuser.Id = Guid.NewGuid();
systemuser["systemuserid"] = systemuser.Id;
collection.Entities.Add(systemuser);
}
else if (entityName == "usersettings")
{
Entity usersettings = new Entity(entityName);
usersettings["timezonecode"] = 85;
collection.Entities.Add(usersettings);
}
return(collection);
};
PreServiceRequestCreateSetPriority prioritySet = new PreServiceRequestCreateSetPriority();
prioritySet.Execute(serviceProvider);
}
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);
}
}
public DataTable GetPicklist(string EntityLogicalName, string AttributeLogicalName)
{
DataTable retVal = new DataTable()
{
TableName = "Picklist " + AttributeLogicalName
};
retVal.Columns.AddRange(
new DataColumn[] {
new DataColumn("Value", typeof(int)),
new DataColumn("Label", typeof(string))
});
//need to detmine global or local
RetrieveAttributeRequest rar = new RetrieveAttributeRequest()
{
EntityLogicalName = EntityLogicalName,
LogicalName = AttributeLogicalName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse rarr = (RetrieveAttributeResponse)connection.OrganizationService.Execute(rar);
if (rarr.AttributeMetadata.GetType().Name == "PicklistAttributeMetadata")
{
foreach (OptionMetadata om in ((PicklistAttributeMetadata)rarr.AttributeMetadata).OptionSet.Options)
{
DataRow dr = retVal.NewRow();
dr["Value"] = om.Value ?? 0;
dr["Label"] = om.Label.LocalizedLabels[0].Label;
retVal.Rows.Add(dr);
}
}
else if (rarr.AttributeMetadata.GetType().Name == "StateAttributeMetadata")
{
foreach (OptionMetadata om in ((StateAttributeMetadata)rarr.AttributeMetadata).OptionSet.Options)
{
DataRow dr = retVal.NewRow();
dr["Value"] = om.Value ?? 0;
dr["Label"] = om.Label.LocalizedLabels[0].Label;
retVal.Rows.Add(dr);
}
}
else if (rarr.AttributeMetadata.GetType().Name == "StatusAttributeMetadata")
{
foreach (OptionMetadata om in ((StatusAttributeMetadata)rarr.AttributeMetadata).OptionSet.Options)
{
DataRow dr = retVal.NewRow();
dr["Value"] = om.Value ?? 0;
dr["Label"] = om.Label.LocalizedLabels[0].Label;
retVal.Rows.Add(dr);
}
}
else
{
throw new Exception("unknown picklist");
}
return(retVal);
}
protected override void Execute(CodeActivityContext executionContext)
{
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
EntityReference mortgageref = Mortgage.Get(executionContext);
Entity mortgage = service.Retrieve(mortgageref.LogicalName, mortgageref.Id, new ColumnSet("modifiedon", "rev_mortgageterm", "rev_mortgagepayment"));
RetrieveAttributeRequest retrieveAttrReq = new RetrieveAttributeRequest
{
EntityLogicalName = "rev_mortgage",
LogicalName = "rev_mortgageterm",
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse retrieveAttrRes = (RetrieveAttributeResponse)service.Execute(retrieveAttrReq);
PicklistAttributeMetadata metadata = (PicklistAttributeMetadata)retrieveAttrRes.AttributeMetadata;
OptionMetadata[] optionList = metadata.OptionSet.Options.ToArray();
string selectedOptionLabel = string.Empty;
foreach (OptionMetadata oMD in optionList)
{
if (oMD.Value == int.Parse(((OptionSetValue)mortgage.Attributes["rev_mortgageterm"]).Value.ToString()))
{
selectedOptionLabel = oMD.Label.UserLocalizedLabel.Label;
}
}
ExecuteMultipleRequest execMultReq = new ExecuteMultipleRequest
{
Settings = new ExecuteMultipleSettings()
{
ContinueOnError = false,
ReturnResponses = true
},
Requests = new OrganizationRequestCollection()
};
DateTime dueDate = ((DateTime)mortgage.Attributes["modifiedon"]).AddMonths(1);
for (int i = 1; i <= int.Parse(selectedOptionLabel) * 12; ++i)
{
Entity mortgagepaymentrecord = new Entity("rev_mortgagepaymentrecord");
mortgagepaymentrecord.Attributes.Add("rev_name", "Payment Period " + i);
mortgagepaymentrecord.Attributes.Add("rev_duedate", dueDate);
mortgagepaymentrecord.Attributes.Add("rev_payment", (Money)mortgage.Attributes["rev_mortgagepayment"]);
mortgagepaymentrecord.Attributes.Add("rev_mortgageid", mortgageref);
CreateRequest createReq = new CreateRequest {
Target = mortgagepaymentrecord
};
execMultReq.Requests.Add(createReq);
dueDate = dueDate.AddMonths(1);
}
ExecuteMultipleResponse execMultRes = (ExecuteMultipleResponse)service.Execute(execMultReq);
}
/// <summary>
/// Processes the non-global option sets
/// </summary>
/// <param name="dictionary">The <C>Dictionary</C> that contains the name value pairs for the option set.</param>
/// <param name="entityName">The name of the <C>Entity</C> that the option set belongs to.</param>
private void ProcessPickLists(Dictionary <string, object> dictionary, string entityName)
{
if (dictionary == null)
{
return;
}
OrganizationResponse langRes = null;
foreach (string attributeName in dictionary.Keys)
{
string[] values = dictionary[attributeName] as string[];
if (values.Length < 1)
{
continue;
}
RetrieveAttributeRequest attribReq = new RetrieveAttributeRequest();
attribReq.EntityLogicalName = entityName;
attribReq.LogicalName = attributeName;
attribReq.RetrieveAsIfPublished = true;
OrganizationRequest langReq = new OrganizationRequest("RetrieveAvailableLanguages");
// Get the attribute metadata for the state attribute.
RetrieveAttributeResponse metadataRespone = null;
try
{
metadataRespone = (RetrieveAttributeResponse)this.CrmAdapter.OrganizationService.Execute(attribReq);
if (langRes == null)
{
langRes = this.CrmAdapter.OrganizationService.Execute(langReq);
}
}
catch (Exception e)
{
throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.MetadataClientPicklistExceptionMessage, entityName, e.Message), e)
{
ExceptionId = ErrorCodes.PicklistMetadataRetrieval
};
}
if (metadataRespone != null)
{
PicklistAttributeMetadata picklistAttrib = metadataRespone.AttributeMetadata as PicklistAttributeMetadata;
int optionNumber = 200000;
InsertOptionValueRequest insertRequest = new InsertOptionValueRequest();
insertRequest.AttributeLogicalName = picklistAttrib.LogicalName;
insertRequest.EntityLogicalName = entityName;
insertRequest.Label = new Label();
insertRequest.Value = new int?();
foreach (string picklistName in values)
{
try
{
var option = picklistAttrib.OptionSet.Options.FirstOrDefault(opt => opt.Label.UserLocalizedLabel.Label.Replace(NotInErp, string.Empty).Trim().ToUpperInvariant() == picklistName.ToUpperInvariant() || opt.Label.UserLocalizedLabel.Label.Replace("*", string.Empty).Trim().ToUpperInvariant() == picklistName.ToUpperInvariant());
optionNumber += picklistAttrib.OptionSet.Options.Count();
// Add new values
if (option == null)
{
insertRequest.Value = optionNumber++;
insertRequest.Label = CreateSingleLabel(picklistName, metadataRespone.AttributeMetadata.DisplayName.UserLocalizedLabel.LanguageCode);
this.CrmAdapter.OrganizationService.Execute(insertRequest);
}
else if (option.Label.UserLocalizedLabel.Label != picklistName)
{
// Update existing values if they are different
this.CrmAdapter.OrganizationService.Execute(new UpdateOptionValueRequest()
{
AttributeLogicalName = picklistAttrib.LogicalName, EntityLogicalName = entityName, Label = CreateSingleLabel(picklistName, option.Label.UserLocalizedLabel.LanguageCode), MergeLabels = false, Value = option.Value.Value
});
}
}
catch (FaultException e)
{
if (e.Message.Contains("because another picklist or status option for this attribute already exists"))
{
throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.ValueExistsMessage, entityName, e.Message), e)
{
ExceptionId = ErrorCodes.PicklistMetadataCreation
};
}
else
{
throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.AddingValueExceptionMessage, picklistName, e.Message), e)
{
ExceptionId = ErrorCodes.PicklistMetadataCreation
};
}
}
}
}
}
}
/// <summary>
/// Demonstrates sharing records by exercising various access messages including:
/// Grant, Modify, Revoke, RetrievePrincipalAccess, and
/// RetrievePrincipalsAndAccess.
/// </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)
{
try
{
Console.WriteLine("Export codeable concept pick list values");
string picklistmappingfilename = ConfigurationManager.AppSettings["cdm:conceptpicklistvalues"];
if (string.IsNullOrEmpty(picklistmappingfilename))
{
Console.WriteLine("Error: could not find the pick list mapping file name value");
return;
}
// we need this to support communicating with Dynamics Online Instances
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
//<snippetSharingRecords1>
// 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();
_service = (IOrganizationService)_serviceProxy;
// set the properties to get back the codeable concept picklist values
// from the picklist (optionset)
RetrieveAttributeRequest retrieveEntityRequest = new RetrieveAttributeRequest
{
EntityLogicalName = "msemr_codeableconcept",
LogicalName = "msemr_type",
RetrieveAsIfPublished = true
};
// execute the call and retrieve the actual metadata directly
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)_serviceProxy.Execute(retrieveEntityRequest);
var attributeMetadata = (EnumAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
// retrieve each option list item
var optionList = (from o in attributeMetadata.OptionSet.Options
select new { Value = o.Value, Text = o.Label.UserLocalizedLabel.Label }).ToList();
// the data we will write to the CSV file that get's used by our import program
// remember what we are doing here, is making the mapping file between
// the codeable concepts actual values, and the OptionSet "attribute" that
// needs to be set when you import a codeable concept
// so you have can either use the file we produce for you
// or create a fresh one based on any new values that are added over time
List <string> picklistmappingdata = new List <string>();
// iterate through each option and write out the value and text
// this will enable us to map the "Text" value given to us in the
// codeable concepts file that we generated OR if you generate some new ones
// you can run this program again to create the mapping file
// or at least have the copy that was generated for you
int totalOptions = 0;
foreach (var option in optionList)
{
totalOptions++;
// add to our string list of options
picklistmappingdata.Add(option.Text.Trim() + "," + option.Value.ToString().Trim()); //default to first string of the label
// write out our option count
Console.SetCursorPosition(0, Console.CursorTop);
Console.Write("Total Options Found [" + totalOptions.ToString() + "]");
System.Threading.Thread.Sleep(0);
}
// if we don't have any don't write anything
if (picklistmappingdata.Count > 0)
{
File.Delete(picklistmappingfilename); // Remove this line if you don't want to erase the current version
File.WriteAllLines(picklistmappingfilename, picklistmappingdata);
Console.SetCursorPosition(0, Console.CursorTop);
Console.WriteLine("Created codeable concepts mapping file [" + picklistmappingfilename + "]");
}
else
{
Console.WriteLine("Could not find any Codeable Concept Types");
}
}
}
// 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 void ShareSecuredFieldCore(IOrganizationService service, string entityName, string attributeName, Guid objectId, Guid principalId, bool allowRead, bool allowUpdate, bool shareWithTeam = true)
{
// Create the request
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityName,
LogicalName = attributeName,
RetrieveAsIfPublished = true
};
// Execute the request
RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)service.Execute(attributeRequest);
if (attributeResponse.AttributeMetadata != null && attributeResponse.AttributeMetadata.IsSecured != null && attributeResponse.AttributeMetadata.IsSecured.HasValue && attributeResponse.AttributeMetadata.IsSecured.Value)
{
// Create the query for retrieve User Shared Attribute permissions.
QueryExpression queryPOAA = new QueryExpression("principalobjectattributeaccess");
queryPOAA.ColumnSet = new ColumnSet(new string[] { "readaccess", "updateaccess" });
queryPOAA.Criteria.FilterOperator = LogicalOperator.And;
queryPOAA.Criteria.Conditions.Add(new ConditionExpression("attributeid", ConditionOperator.Equal, attributeResponse.AttributeMetadata.MetadataId));
queryPOAA.Criteria.Conditions.Add(new ConditionExpression("objectid", ConditionOperator.Equal, objectId));
queryPOAA.Criteria.Conditions.Add(new ConditionExpression("principalid", ConditionOperator.Equal, principalId));
// Execute the query.
EntityCollection responsePOAA = service.RetrieveMultiple(queryPOAA);
if (responsePOAA.Entities.Count > 0)
{
Entity poaa = responsePOAA.Entities[0];
if (allowRead || allowUpdate)
{
poaa["readaccess"] = allowRead;
poaa["updateaccess"] = allowUpdate;
service.Update(poaa);
}
else
{
service.Delete("principalobjectattributeaccess", poaa.Id);
}
}
else
{
if (allowRead || allowUpdate)
{
// Create POAA entity for user
Entity poaa = new Entity("principalobjectattributeaccess");
poaa["attributeid"] = attributeResponse.AttributeMetadata.MetadataId;
poaa["objectid"] = new EntityReference(entityName, objectId);
poaa["readaccess"] = allowRead;
poaa["updateaccess"] = allowUpdate;
if (shareWithTeam)
{
poaa["principalid"] = new EntityReference("team", principalId);
}
else
{
poaa["principalid"] = new EntityReference("systemuser", principalId);
}
service.Create(poaa);
}
}
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Grab all Solution Components for a solution.
QueryByAttribute componentQuery = new QueryByAttribute
{
EntityName = SolutionComponent.EntityLogicalName,
ColumnSet = new ColumnSet("componenttype", "objectid", "solutioncomponentid", "solutionid"),
Attributes = { "solutionid" },
// In your code, this value would probably come from another query.
Values = { _primarySolutionId }
};
IEnumerable <SolutionComponent> allComponents =
service.RetrieveMultiple(componentQuery).Entities.Cast <SolutionComponent>();
foreach (SolutionComponent component in allComponents)
{
// For each solution component, retrieve all dependencies for the component.
RetrieveDependentComponentsRequest dependentComponentsRequest =
new RetrieveDependentComponentsRequest
{
ComponentType = component.ComponentType.Value,
ObjectId = component.ObjectId.Value
};
RetrieveDependentComponentsResponse dependentComponentsResponse =
(RetrieveDependentComponentsResponse)service.Execute(dependentComponentsRequest);
// If there are no dependent components, we can ignore this component.
if (dependentComponentsResponse.EntityCollection.Entities.Any() == false)
{
continue;
}
// If there are dependencies upon this solution component, and the solution
// itself is managed, then you will be unable to delete the solution.
Console.WriteLine("Found {0} dependencies for Component {1} of type {2}",
dependentComponentsResponse.EntityCollection.Entities.Count,
component.ObjectId.Value,
component.ComponentType.Value
);
//A more complete report requires more code
foreach (Dependency d in dependentComponentsResponse.EntityCollection.Entities)
{
DependencyReport(service, d);
}
}
//Find out if any dependencies on a specific global option set would prevent it from being deleted
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)service.Execute(
retrieveOptionSetRequest);
_globalOptionSetId = retrieveOptionSetResponse.OptionSetMetadata.MetadataId;
if (_globalOptionSetId != null)
{
//Use the global OptionSet MetadataId with the appropriate componenttype
// to call RetrieveDependenciesForDeleteRequest
RetrieveDependenciesForDeleteRequest retrieveDependenciesForDeleteRequest = new RetrieveDependenciesForDeleteRequest
{
ComponentType = (int)componenttype.OptionSet,
ObjectId = (Guid)_globalOptionSetId
};
RetrieveDependenciesForDeleteResponse retrieveDependenciesForDeleteResponse =
(RetrieveDependenciesForDeleteResponse)service.Execute(retrieveDependenciesForDeleteRequest);
Console.WriteLine("");
foreach (Dependency d in retrieveDependenciesForDeleteResponse.EntityCollection.Entities)
{
if (d.DependentComponentType.Value == 2)//Just testing for Attributes
{
String attributeLabel = "";
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
MetadataId = (Guid)d.DependentComponentObjectId
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
AttributeMetadata attmet = retrieveAttributeResponse.AttributeMetadata;
attributeLabel = attmet.DisplayName.UserLocalizedLabel.Label;
Console.WriteLine("An {0} named {1} will prevent deleting the {2} global option set.",
(componenttype)d.DependentComponentType.Value,
attributeLabel,
_globalOptionSetName);
}
}
}
#region Clean up
CleanUpSample(service);
#endregion Clen up
//DeleteRequiredRecords(promptForDelete);
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
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();
}
}
/// <summary>
/// Shows how to detect dependencies that may cause a managed solution to become
/// un-deletable.
///
/// Get all solution components of a solution
/// For each solution component, list the dependencies upon that component.
/// </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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetGetSolutionDependencies1>
// Grab all Solution Components for a solution.
QueryByAttribute componentQuery = new QueryByAttribute
{
EntityName = SolutionComponent.EntityLogicalName,
ColumnSet = new ColumnSet("componenttype", "objectid", "solutioncomponentid", "solutionid"),
Attributes = { "solutionid" },
// In your code, this value would probably come from another query.
Values = { _primarySolutionId }
};
IEnumerable<SolutionComponent> allComponents =
_serviceProxy.RetrieveMultiple(componentQuery).Entities.Cast<SolutionComponent>();
foreach (SolutionComponent component in allComponents)
{
// For each solution component, retrieve all dependencies for the component.
RetrieveDependentComponentsRequest dependentComponentsRequest =
new RetrieveDependentComponentsRequest
{
ComponentType = component.ComponentType.Value,
ObjectId = component.ObjectId.Value
};
RetrieveDependentComponentsResponse dependentComponentsResponse =
(RetrieveDependentComponentsResponse)_serviceProxy.Execute(dependentComponentsRequest);
// If there are no dependent components, we can ignore this component.
if (dependentComponentsResponse.EntityCollection.Entities.Any() == false)
continue;
// If there are dependencies upon this solution component, and the solution
// itself is managed, then you will be unable to delete the solution.
Console.WriteLine("Found {0} dependencies for Component {1} of type {2}",
dependentComponentsResponse.EntityCollection.Entities.Count,
component.ObjectId.Value,
component.ComponentType.Value
);
//A more complete report requires more code
foreach (Dependency d in dependentComponentsResponse.EntityCollection.Entities)
{
DependencyReport(d);
}
}
//</snippetGetSolutionDependencies1>
//Find out if any dependencies on a specific global option set would prevent it from being deleted
//<snippetGetSolutionDependencies8>
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)_serviceProxy.Execute(
retrieveOptionSetRequest);
_globalOptionSetId = retrieveOptionSetResponse.OptionSetMetadata.MetadataId;
if (_globalOptionSetId != null)
{
//Use the global OptionSet MetadataId with the appropriate componenttype
// to call RetrieveDependenciesForDeleteRequest
RetrieveDependenciesForDeleteRequest retrieveDependenciesForDeleteRequest = new RetrieveDependenciesForDeleteRequest
{
ComponentType = (int)componenttype.OptionSet,
ObjectId = (Guid)_globalOptionSetId
};
RetrieveDependenciesForDeleteResponse retrieveDependenciesForDeleteResponse =
(RetrieveDependenciesForDeleteResponse)_serviceProxy.Execute(retrieveDependenciesForDeleteRequest);
Console.WriteLine("");
foreach (Dependency d in retrieveDependenciesForDeleteResponse.EntityCollection.Entities)
{
if (d.DependentComponentType.Value == 2)//Just testing for Attributes
{
String attributeLabel = "";
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
MetadataId = (Guid)d.DependentComponentObjectId
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)_serviceProxy.Execute(retrieveAttributeRequest);
AttributeMetadata attmet = retrieveAttributeResponse.AttributeMetadata;
attributeLabel = attmet.DisplayName.UserLocalizedLabel.Label;
Console.WriteLine("An {0} named {1} will prevent deleting the {2} global option set.",
(componenttype)d.DependentComponentType.Value,
attributeLabel,
_globalOptionSetName);
}
}
}
//</snippetGetSolutionDependencies8>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void DataTypeParsingTest()
{
Mock <IOrganizationService> orgSvc = null;
Mock <MoqHttpMessagehander> fakHttpMethodHander = null;
ServiceClient cli = null;
testSupport.SetupMockAndSupport(out orgSvc, out fakHttpMethodHander, out cli);
// Set up Responses
CreateResponse testCreate = new CreateResponse();
testCreate.Results.AddOrUpdateIfNotNull("accountid", testSupport._DefaultId);
testCreate.Results.AddOrUpdateIfNotNull("id", testSupport._DefaultId);
LookupAttributeMetadata lookupAttributeMeta1 = new LookupAttributeMetadata();
lookupAttributeMeta1.LogicalName = "field02";
lookupAttributeMeta1.Targets = new List <string>()
{
"account", "contact"
}.ToArray();
RetrieveAttributeResponse attribfield02Resp = new RetrieveAttributeResponse();
attribfield02Resp.Results.AddOrUpdateIfNotNull("AttributeMetadata", lookupAttributeMeta1);
LookupAttributeMetadata lookupAttributeMeta2 = new LookupAttributeMetadata();
lookupAttributeMeta2.LogicalName = "field07";
lookupAttributeMeta2.Targets = new List <string>()
{
"account"
}.ToArray();
RetrieveAttributeResponse attribfield07Resp = new RetrieveAttributeResponse();
attribfield07Resp.Results.AddOrUpdateIfNotNull("AttributeMetadata", lookupAttributeMeta2);
HttpResponseMessage createRespMsg = new HttpResponseMessage(System.Net.HttpStatusCode.OK);
createRespMsg.Headers.Add("Location", $"https://deploymenttarget02.crm.dynamics.com/api/data/v9.1/accounts({testSupport._DefaultId})");
createRespMsg.Headers.Add("OData-EntityId", $"https://deploymenttarget02.crm.dynamics.com/api/data/v9.1/accounts({testSupport._DefaultId})");
// Setup handlers to deal with both orgRequest and WebAPI request.
fakHttpMethodHander.Setup(s => s.Send(It.Is <HttpRequestMessage>(f => f.Method.ToString().Equals("post", StringComparison.OrdinalIgnoreCase)))).Returns(createRespMsg);
orgSvc.Setup(f => f.Execute(It.Is <CreateRequest>(p => p.Target.LogicalName.Equals("account")))).Returns(testCreate);
orgSvc.Setup(f => f.Execute(It.Is <RetrieveAttributeRequest>(p => p.LogicalName.Equals("field02", StringComparison.OrdinalIgnoreCase) && p.EntityLogicalName.Equals("account", StringComparison.OrdinalIgnoreCase)))).Returns(attribfield02Resp);
orgSvc.Setup(f => f.Execute(It.Is <RetrieveAttributeRequest>(p => p.LogicalName.Equals("field07", StringComparison.OrdinalIgnoreCase) && p.EntityLogicalName.Equals("account", StringComparison.OrdinalIgnoreCase)))).Returns(attribfield07Resp);
// Setup request for all datatypes
// use create operation to setup request
Dictionary <string, DataverseDataTypeWrapper> newFields = new Dictionary <string, DataverseDataTypeWrapper>();
newFields.Add("name", new DataverseDataTypeWrapper("CrudTestAccount", DataverseFieldType.String));
newFields.Add("Field01", new DataverseDataTypeWrapper(false, DataverseFieldType.Boolean));
newFields.Add("Field02", new DataverseDataTypeWrapper(testSupport._DefaultId, DataverseFieldType.Customer, "account"));
newFields.Add("Field03", new DataverseDataTypeWrapper(DateTime.UtcNow, DataverseFieldType.DateTime));
newFields.Add("Field04", new DataverseDataTypeWrapper(64, DataverseFieldType.Decimal));
newFields.Add("Field05", new DataverseDataTypeWrapper(1.001, DataverseFieldType.Float));
newFields.Add("Field06", new DataverseDataTypeWrapper(testSupport._DefaultId, DataverseFieldType.Key));
newFields.Add("Field07", new DataverseDataTypeWrapper(testSupport._DefaultId, DataverseFieldType.Lookup, "account"));
newFields.Add("Field08", new DataverseDataTypeWrapper(50, DataverseFieldType.Money));
newFields.Add("Field09", new DataverseDataTypeWrapper(100, DataverseFieldType.Number));
newFields.Add("Field010", new DataverseDataTypeWrapper(20, DataverseFieldType.Picklist));
newFields.Add("Field011", new DataverseDataTypeWrapper("RawValue", DataverseFieldType.Raw));
newFields.Add("Field012", new DataverseDataTypeWrapper(testSupport._DefaultId, DataverseFieldType.UniqueIdentifier));
Entity acctEntity = new Entity("account");
acctEntity.Attributes.Add("name", "CrudTestAccount");
acctEntity.Attributes.Add("Field01", false);
acctEntity.Attributes.Add("Field02", new EntityReference("parentaccount", testSupport._DefaultId));
acctEntity.Attributes.Add("Field03", DateTime.UtcNow);
acctEntity.Attributes.Add("Field04", 64);
acctEntity.Attributes.Add("Field05", 1.001);
acctEntity.Attributes.Add("Field08", 50);
acctEntity.Attributes.Add("Field09", 100);
acctEntity.Attributes.Add("Field010", new OptionSetValue(20));
// Test Helper create
var respId = cli.CreateNewRecord("account", newFields);
Assert.Equal(testSupport._DefaultId, respId);
// Test entity create
var response = cli.ExecuteOrganizationRequest(new CreateRequest()
{
Target = acctEntity
}, useWebAPI: false);
Assert.NotNull(response);
respId = ((CreateResponse)response).id;
Assert.Equal(testSupport._DefaultId, respId);
// Test low level create
respId = cli.Create(acctEntity);
Assert.Equal(testSupport._DefaultId, respId);
}
