protected override void ExecuteWorkflowLogic()
{
var reviseQuoteRequest = new ReviseQuoteRequest()
{
ColumnSet = new ColumnSet("quoteid"),
QuoteId = Quote.Get(Context.ExecutionContext).Id
};
var reviseQuoteResponse = (ReviseQuoteResponse)Context.UserService.Execute(reviseQuoteRequest);
RevisedQuote.Set(Context.ExecutionContext, reviseQuoteResponse.Entity.ToEntityReference());
}
/// <summary>
/// Close existing <c>Quote</c> as <c>Revised</c> status and create a new <c>Quote</c> as <c>Draft</c> status.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.revisequoterequest(v=crm.7).aspx
/// </para>
/// </summary>
/// <param name="id">Existing <c>Quote</c> Id</param>
/// <param name="closeBeforeRevise">
/// Set this <c>true</c> if your <c>Quote</c> record is currently <c>Active</c> status.
/// Otherwise SDK throws an exception "The quote cannot be revised because it is not in closed state."
/// </param>
/// <param name="retrieveColumns">
/// Default attributes are "quoteid", "name", "quotenumber", "revisionnumber".
/// If you need more or different attributes please set this parameter
/// </param>
/// <returns>
/// Returns revised /newly created <c>Queote</c> in <see cref="ReviseQuoteResponse.Entity"/> property with attributes that defined in <c>retrievedQuoteColums</c> parameter
/// </returns>
public ReviseQuoteResponse Revise(Guid id, bool closeBeforeRevise, params string[] retrieveColumns)
{
ExceptionThrow.IfGuidEmpty(id, "id");
string[] columns = !retrieveColumns.IsNullOrEmpty() ? retrieveColumns : _quoteColumns;
if (closeBeforeRevise)
{
/*
* INFO : We have to "Close" as revised current quote before revised.
* Otherwise SDK throws an exception "The quote cannot be revised because it is not in closed state."
*/
Close(id, QuoteClosedStatusCode.Revised, 0, "", "", null);
}
ReviseQuoteRequest request = new ReviseQuoteRequest()
{
QuoteId = id,
ColumnSet = new ColumnSet(columns)
};
return((ReviseQuoteResponse)this.OrganizationService.Execute(request));
}
public void Execute(IServiceProvider serviceProvider)
{
// Instancia do servico e
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationService service = (IOrganizationService)serviceFactory.CreateOrganizationService(context.UserId);
// Log de plugins - Trace
ITracingService tracing = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
tracing.Trace($"Forma de registrar um log no CDS para monitorar a execução do plug-in. {DateTime.Now}");
// ID da Conta
Entity accountCreated = (Entity)context.InputParameters["Target"];
// 1 - QueryExpresion
QueryExpression qe = new QueryExpression("account");
qe.ColumnSet.AddColumns("websiteurl");
qe.Criteria.AddCondition("accountid", ConditionOperator.Equal, accountCreated.Id);
var resultSet_1 = service.RetrieveMultiple(qe);
// 2 - FetchXml
var fetchXml = "" +
"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
"<entity name='account'>" +
"<attribute name='name' /> " +
"<attribute name='primarycontactid' /> " +
"<attribute name='telephone1' /> " +
"<attribute name='accountid' /> " +
"<order attribute='name' descending='false' /> " +
"<filter type='and'> " +
"<condition attribute='accountid' operator='eq' uiname='TESTING COMPANY' uitype='account' value='" + accountCreated.Id + "' />" +
"</filter> " +
"</entity> " +
"</fetch>";
var resutSet_2 = service.RetrieveMultiple(new FetchExpression(fetchXml));
// 2 - Retrieve
var accountRetrieved = service.Retrieve("account", accountCreated.Id, new ColumnSet("websiteurl"));
Entity entity = new Entity("contact");
entity["fullname"] = "NOME FIXO";
entity["emailaddress1"] = accountRetrieved.GetAttributeValue <string>("websiteurl");
entity["parentcustomerid"] = new EntityReference(accountCreated.LogicalName, accountCreated.Id);
var contatoId = service.Create(entity);
// Update
var updateContato = new Entity("contact", contatoId);
updateContato["fullname"] = "Qualquer outra coisa";
service.Update(updateContato);
// Delete
service.Delete("contact", contatoId);
// Execute - ReviseQuote
var request = new ReviseQuoteRequest();
request.ColumnSet = new ColumnSet(true);
request.QuoteId = new Guid("df8004eb-303f-eb11-a813-000d3ac058c3");
var response = (ReviseQuoteResponse)service.Execute(request);
}
public void Should_Create_New_Quote_With_Lines_When_Revisioning()
{
var context = new XrmFakedContext();
var service = context.GetOrganizationService();
var quote = new Entity
{
LogicalName = "quote",
Id = Guid.NewGuid(),
Attributes = new AttributeCollection
{
{ "statuscode", new OptionSetValue(1) },
{ "name", "Adventure Quote" }
}
};
var quoteDetail = new Entity
{
LogicalName = "quotedetail",
Id = Guid.NewGuid(),
Attributes = new AttributeCollection
{
{ "quoteid", quote.ToEntityReference() },
{ "extendedamount", new Money(1000m) }
}
};
context.Initialize(new[]
{
quote, quoteDetail
});
var executor = new ReviseQuoteRequestExecutor();
var req = new ReviseQuoteRequest
{
ColumnSet = new ColumnSet(true),
QuoteId = quote.Id
};
executor.Execute(req, context);
quote = service.RetrieveMultiple(new QueryExpression("quote")
{
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression(LogicalOperator.And)
{
Conditions =
{
new ConditionExpression("quoteid", ConditionOperator.NotEqual, quote.Id)
}
}
}).Entities.SingleOrDefault();
Assert.NotNull(quote);
Assert.Equal("Adventure Quote", quote.GetAttributeValue <string>("name"));
var quoteLines = service.RetrieveMultiple(new QueryExpression("quotedetail")
{
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression(LogicalOperator.And)
{
Conditions = { new ConditionExpression("quoteid", ConditionOperator.Equal, quote.ToEntityReference()) }
}
}).Entities.ToList();
Assert.Equal(1, quoteLines.Count);
Assert.Equal(new Money(1000m), quoteLines.Single().GetAttributeValue <Money>("extendedamount"));
}
