/// <summary>
/// This method responsible for updating record in CRM
/// Based on the Attribute type, it takes the attrbite and update the record in CRM
/// </summary>
/// <param name="entityToUpd"></param>
/// <param name="crmHelper"></param>
/// <param name="updateAttributeStructure"></param>
/// <param name="recordNumber"></param>
/// <param name="stringBuilder"></param>
/// <returns></returns>
private bool UpdateRecord(Entity entityToUpd, CrmHelper crmHelper, UpdateAttributeStructure updateAttributeStructure, int recordNumber, ref StringBuilder stringBuilder)
{
string attrType = updateAttributeStructure.UpdateAttrDataType;
var fileRecord = updateAttributeStructure.FileRecord;
var updAttrName = updateAttributeStructure.UpdateAttrName;
var allowedRefTypes = (Enum.GetValues(typeof(AllowedRefAttrType))).OfType <object>().Select(o => o.ToString()).ToArray();
var allowedAllTypes = (Enum.GetValues(typeof(AllowedAttributeType))).OfType <object>().Select(o => o.ToString()).ToArray();
var whetherToProcess = Array.Exists(allowedAllTypes, element => element.ToLower() == attrType.ToLower());
if (!whetherToProcess)
{
stringBuilder.AppendLine($"Attribute selected for update is of type {attrType}, is currently unsupported.");
return(true);
}
if (string.IsNullOrEmpty(fileRecord.UpdateAttrValue))
{
entityToUpd[updAttrName] = null;
}
if (attrType.Equals(AttributeType.String.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
entityToUpd[updAttrName] = fileRecord.UpdateAttrValue.ToString();
}
else if (attrType.Equals(AttributeType.Integer.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
entityToUpd[updAttrName] = Convert.ToInt32(fileRecord.UpdateAttrValue);
}
else if (attrType.Equals(AttributeType.Double.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
entityToUpd[updAttrName] = Convert.ToDouble(fileRecord.UpdateAttrValue);
}
else if (attrType.Equals(AttributeType.Decimal.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
entityToUpd[updAttrName] = Convert.ToDecimal(fileRecord.UpdateAttrValue);
}
else if (attrType.Equals(AttributeType.Boolean.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
entityToUpd[updAttrName] = Convert.ToBoolean(bool.Parse(fileRecord.UpdateAttrValue));
}
else if (attrType.Equals(AttributeType.DateTime.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
entityToUpd[updAttrName] = DateTime.ParseExact(fileRecord.UpdateAttrValue, "M/d/yyyy h:mm", null);
}
else if (attrType.Equals(AttributeType.Picklist.ToString(), StringComparison.CurrentCultureIgnoreCase) ||
attrType.Equals(AttributeType.State.ToString(), StringComparison.CurrentCultureIgnoreCase) ||
attrType.Equals(AttributeType.Status.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
entityToUpd[updAttrName] = new OptionSetValue(Convert.ToInt32(fileRecord.UpdateAttrValue));
}
else if (attrType.Equals(AttributeType.Money.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
entityToUpd[updAttrName] = new Money(Convert.ToDecimal(fileRecord.UpdateAttrValue));
}
else if (Array.Exists(allowedRefTypes, element => element.ToLower() == attrType.ToLower()))
{
var tagetEntityName = updateAttributeStructure.TargetEntityName;
var targetEntityAttrName = updateAttributeStructure.TargetEntityAttrName;
QueryExpression qTargetEntity = new QueryExpression(tagetEntityName);
qTargetEntity.ColumnSet.AddColumns(targetEntityAttrName);
qTargetEntity.Criteria.AddCondition(targetEntityAttrName, ConditionOperator.Equal, fileRecord.UpdateAttrValue);
var ecTargetEntity = crmHelper.GetEntityCollection(qTargetEntity);
if (ecTargetEntity.Entities.Count == 0)
{
stringBuilder.AppendLine($"Record : {recordNumber + 1} , No record found for the entity {tagetEntityName} for Attribute {targetEntityAttrName} with value - {fileRecord.UpdateAttrValue} ");
return(false);
}
if (ecTargetEntity.Entities.Count > 1)
{
stringBuilder.AppendLine($"Record: { recordNumber + 1} ,More than one ({ecTargetEntity.Entities.Count}) record found for the entity {tagetEntityName} for Attribute {targetEntityAttrName} with value - {fileRecord.UpdateAttrValue} ");
return(false);
}
if (ecTargetEntity.Entities.Count == 1)
{
if (attrType.Equals(AttributeType.PartyList.ToString(), StringComparison.CurrentCultureIgnoreCase))
{
Entity activityParty = new Entity("activityparty");
activityParty["partyid"] = ecTargetEntity.Entities[0].ToEntityReference();
var parties = (EntityCollection)entityToUpd[updAttrName];
parties.Entities.Add(activityParty);
entityToUpd[updAttrName] = parties;
}
else
{
entityToUpd[updAttrName] = ecTargetEntity.Entities[0].ToEntityReference();
}
}
}
crmHelper.UpdateRecord(entityToUpd);
return(true);
}
/// <summary>
/// Method responsible to update record in CRM
/// It performs different validation before updaing the record and calls the update record method
/// </summary>
/// <param name="keyValuePairs"></param>
/// <param name="stringBuilder"></param>
private void ProcessLoadInCrm(List <FileUpdateModel> keyValuePairs, ref StringBuilder stringBuilder)
{
UpdateAttributeStructure updateAttributeStructure = new UpdateAttributeStructure();
var entityName = selectEntitiesComboBox.SelectedItem != null ? ((EntityMetadata)selectEntitiesComboBox.SelectedItem).LogicalName : null;
if (entityName == null)
{
stringBuilder.AppendLine("Entity Name not selected, can not proceed load");
return;
}
updateAttributeStructure.EntityName = entityName;
var selectedAttr = selectAttributeComboBox.SelectedItem != null ? (AttributeMetadata)selectAttributeComboBox.SelectedItem : null;
if (entityName == null)
{
stringBuilder.AppendLine("Attribute to be updated not selected, can not procees load");
return;
}
var selectedAttrType = ((AttributeMetadata)selectAttributeComboBox.SelectedItem).AttributeType;
var selectedAttrName = ((AttributeMetadata)selectAttributeComboBox.SelectedItem).LogicalName;
updateAttributeStructure.UpdateAttrName = selectedAttrName;
updateAttributeStructure.UpdateAttrDataType = selectedAttrType;
var allowedRefTypes = (Enum.GetValues(typeof(AllowedRefAttrType))).OfType <object>().Select(o => o.ToString()).ToArray();
var selectedAttrIsRef = Array.Exists(allowedRefTypes, element => element == selectedAttrType);
string targetEntityName = null;
string targetEntityAttrName = null;
if (selectedAttrIsRef == true)
{
targetEntityName = targetEntityComboBox.SelectedItem != null?targetEntityComboBox.SelectedItem.ToString() : null;
if (targetEntityName == null)
{
stringBuilder.AppendLine("Attribute to be updated is a reference attribute, target entity is not selected for it, can not proceed load");
return;
}
targetEntityAttrName = targetAttributecomboBox.SelectedItem != null ? ((AttributeMetadata)targetAttributecomboBox.SelectedItem).LogicalName : null;
updateAttributeStructure.TargetEntityName = targetEntityName;
if (targetEntityAttrName == null)
{
stringBuilder.AppendLine("Attribute to be updated is a reference attribute, target entity Attrbite is not selected for it, can not proceed load");
return;
}
updateAttributeStructure.TargetEntityAttrName = targetEntityAttrName;
}
var uniqueAttributeName = ((AttributeMetadata)selectUniqueAttributeComboBox.SelectedItem).LogicalName;
if (uniqueAttributeName == null)
{
stringBuilder.AppendLine("Attribute to be used as first column not selected, can not procees load");
return;
}
updateAttributeStructure.UniqueAttrName = uniqueAttributeName;
int succescCount = 0;
for (int i = 0; i < keyValuePairs.Count; i++)
{
try
{
var item = keyValuePairs[i];
updateAttributeStructure.FileRecord = item;
var crmHelper = new CrmHelper(Service);
var activeRecords = activeRecordsCheckBox.Checked;
QueryExpression qEntity = new QueryExpression(entityName);
qEntity.ColumnSet.AddColumns(uniqueAttributeName, selectedAttrName);
qEntity.Criteria.AddCondition(uniqueAttributeName, ConditionOperator.Equal, item.UniqueAttrValue);
if (activeRecords)
{
qEntity.Criteria.AddCondition("statecode", ConditionOperator.Equal, 0);
}
var ecEntity = crmHelper.GetEntityCollection(qEntity);
if (ecEntity.Entities.Count == 0)
{
stringBuilder.AppendLine($"Record : {i + 1} , No record or No Active found for the entity {entityName} for Attribute {uniqueAttributeName} with value - {item.UniqueAttrValue} ");
}
if (ecEntity.Entities.Count > 1)
{
stringBuilder.AppendLine($"Record: { i + 1} ,More than one ({ecEntity.Entities.Count}) record found for the entity {entityName} for Attribute {uniqueAttributeName} with value - {item.UniqueAttrValue} ");
}
if (ecEntity.Entities.Count == 1)
{
if (UpdateRecord(ecEntity.Entities[0], crmHelper, updateAttributeStructure, i, ref stringBuilder))
{
succescCount = succescCount + 1;
}
}
}
catch (Exception ex)
{
stringBuilder.AppendLine($"Record: { i + 1}, Failed, {ex.Message}");
}
}
stringBuilder.AppendLine($"Total Records Processed : {succescCount}");
}