/// <summary>
/// If it was created in Outlook and doesn't exist in CRM, (in which case it won't yet have a
/// magic SShouldSync property) then we need to guarantee changes made in CRM are copied back
/// by setting the Sync to Outlook checkbox in CRM.
/// </summary>
/// <param name="contactIdInCRM">The identifier of the contact in the CRM system</param>
/// <param name="syncProperty">If null, set the checkbox.</param>
/// <param name="create">If provided and false, then remove rather than creating the relationship.</param>
private static void EnsureSyncWithOutlookSetInCRM(CrmId contactIdInCRM, Outlook.UserProperty syncProperty, bool create = true)
{
if (syncProperty == null)
{
SetRelationshipParams info = new SetRelationshipParams
{
module1 = CrmModule,
module1_id = contactIdInCRM.ToString(),
module2 = "user_sync",
module2_id = RestAPIWrapper.GetUserId(),
delete = create ? 0 : 1
};
RestAPIWrapper.SetRelationshipUnsafe(info);
}
}
/// <summary>
/// Try, in turn, each field in this list of candidate fields seeking one which allows a relationship
/// to be successfully created.
/// </summary>
/// <remarks>
/// If the common relationship field names don't work, brute force it by getting all the possibles.
/// </remarks>
/// <param name="relationship">The relationship we're trying to make.</param>
/// <param name="candidateFields">Fields through which the relationship might be made.</param>
/// <returns>True if the relationship was made.</returns>
private static bool TrySetRelationship(SetRelationshipParams relationship, IEnumerable <Field> candidateFields)
{
bool result = false;
foreach (Field field in candidateFields)
{
result |= TrySetRelationship(relationship, field.name.ToLower());
if (result)
{
break;
}
}
return(result);
}
/// <summary>
/// Sets up a CRM relationship to mimic an Outlook relationship
/// </summary>
/// <param name="meetingId">The ID of the meeting</param>
/// <param name="foreignModule">the name of the module we're seeking to link with.</param>
/// <returns>True if a relationship </returns>
private bool SetCrmRelationshipFromOutlook(string meetingId, string foreignModule, string foreignId)
{
bool result = false;
if (foreignId != String.Empty)
{
SetRelationshipParams info = new SetRelationshipParams
{
module2 = AppointmentSyncing.CrmModule,
module2_id = meetingId,
module1 = foreignModule,
module1_id = foreignId
};
result = RestAPIWrapper.SetRelationshipUnsafe(info);
}
return(result);
}
/// <summary>
/// Sets a CRM relationship and returns boolean success. 'Unsafe' because most
/// callers ignore the result. Call 'SetRelationship' instead, which throws an
/// exception on failure.
/// </summary>
/// <param name="relationship">The relationship to set.</param>
public static bool SetRelationshipUnsafe(SetRelationshipParams relationship)
{
bool result;
try
{
result = TrySetRelationship(relationship, Objective.Meeting);
if (!result)
{
Log.Warn("RestAPIWrapper.SetRelationshipUnsafe: failed to set relationship");
}
}
catch (System.Exception exception)
{
Log.Error("RestAPIWrapper.SetRelationshipUnsafe:", exception);
result = false;
}
return(result);
}
/// <summary>
/// The protocols for how link fields are named vary. Try this possibility,
/// and log failures.
/// </summary>
/// <param name="relationship">The relationship to set.</param>
/// <param name="linkFieldName">The link field name to try.</param>
/// <returns>True if the relationship was created, else false.</returns>
public static bool TrySetRelationship(SetRelationshipParams relationship, string linkFieldName)
{
bool result;
linkFieldName = linkFieldName.ToLower();
if (EnsureLoggedIn())
{
object data = new
{
@session = SuiteCRMUserSession.id,
@module_name = relationship.module1,
@module_id = relationship.module1_id,
@link_field_name = linkFieldName,
@related_ids = new string[] { relationship.module2_id },
@name_value_list = new NameValue[] { },
@delete = relationship.delete
};
var value = SuiteCRMUserSession.RestServer.GetCrmResponse <RESTObjects.eNewSetRelationshipListResult>("set_relationship", data);
if (value.Failed == 0)
{
Log.Info($"RestAPIWrapper.TrySetRelationship: successfully set relationship using link field name '{linkFieldName}'");
}
else
{
Log.Warn($"RestAPIWrapper.TrySetRelationship: failed to set relationship using link field name '{linkFieldName}'");
}
result = (value.Created != 0);
}
else
{
result = false;
}
return(result);
}
/// <summary>
/// The protocols for how link fields are named vary. Try the most likely two possibilities,
/// and log failures.
/// </summary>
/// <param name="relationship">The relationship to set.</param>
/// <returns>True if the relationship was created, else false.</returns>
public static bool TrySetRelationship(SetRelationshipParams relationship, Objective objective)
{
return(TrySetRelationship(relationship, $"{relationship.module2}") ||
TrySetRelationship(relationship, $"{relationship.module2}_{relationship.module1}") ||
TrySetRelationship(relationship, GetActivitiesLinks(relationship.module1, objective)));
}
