protected void CreateCase_Click(object sender, EventArgs args)
{
RedirectToLoginIfAnonymous();
if (CaseEntitlementEnabled)
{
var supportRequest = new Entity("adx_supportrequest");
supportRequest["adx_name"] = "Support Request for {0}".FormatWith(Portal.User.GetAttributeValue <string>("fullname"));
supportRequest["adx_responsiblecontact"] = Portal.User.ToEntityReference();
XrmContext.AddObject(supportRequest);
XrmContext.SaveChanges();
var redirectUrl = BuildOpenNewSupportRequestUrl(supportRequest.Id);
Response.Redirect(redirectUrl);
}
else
{
var redirectUrl = CreateCaseUrl();
Response.Redirect(redirectUrl);
}
}
protected void InviteButton_Click(object sender, EventArgs e)
{
if (!Page.IsValid)
{
return;
}
//create invitation Code
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == ContactToEdit.GetAttributeValue <Guid>("contactid"));
if (contact == null)
{
throw new ArgumentNullException(string.Format("Unable to find contact with id equal to {0}", ContactToEdit.GetAttributeValue <Guid>("contactid")));
}
var invitation = new Entity("adx_invitation");
invitation.SetAttributeValue("adx_name", "Auto-generated email confirmation");
invitation.SetAttributeValue("adx_type", new OptionSetValue(756150000)); // Single
invitation.SetAttributeValue("adx_invitecontact", contact.ToEntityReference());
invitation.SetAttributeValue("adx_invitationcode", XrmContext.CreateInvitationCode());
XrmContext.AddObject(invitation);
CreatePermissions();
XrmContext.SaveChanges();
// Execute workflow to send invitation code in confirmation email
XrmContext.ExecuteWorkflowByName(ServiceContext.GetSiteSettingValueByName(Website, "Account/EmailConfirmation/WorkflowName") ?? "ADX Sign Up Email", invitation.Id);
InvitationConfirmationMessage.Visible = true;
}
protected void ScheduleService_Click(object sender, EventArgs e)
{
var availableResourceId = (Guid)AvailableTimes.SelectedDataKey.Values["AvailableResource"];
var availableResource = XrmContext.ResourceSet.First(r => r.ResourceId == availableResourceId);
var selectedStart = (DateTime)AvailableTimes.SelectedDataKey.Values["ScheduledStartUniversalTime"];
var selectedEnd = (DateTime)AvailableTimes.SelectedDataKey.Values["ScheduledEndUniversalTime"];
var appointment = new ServiceAppointment
{
ServiceId = Service.ToEntityReference(),
Subject = "Web Service Scheduler: " + ServiceType.SelectedItem,
ScheduledStart = selectedStart,
ScheduledEnd = selectedEnd,
Resources = new[] { new ActivityParty {
PartyId = new EntityReference(availableResource.ObjectTypeCode, availableResource.Id)
} },
Customers = new[] { new ActivityParty {
PartyId = Contact.ToEntityReference()
} }
};
XrmContext.AddObject(appointment);
XrmContext.SaveChanges();
XrmContext.SetState((int)Enums.ServiceAppointmentState.Scheduled, 4, appointment);
var page = ServiceContext.GetPageBySiteMarkerName(Website, "Service Details");
Response.Redirect(string.Format("{0}?serviceid={1}", ServiceContext.GetUrl(page), appointment.Id));
}
protected void InviteContact(Entity contact)
{
var invitation = new Entity("adx_invitation");
invitation.SetAttributeValue("adx_name", "Auto-generated email confirmation");
invitation.SetAttributeValue("adx_type", new OptionSetValue(756150000)); // Single
invitation.SetAttributeValue("adx_invitecontact", contact.ToEntityReference());
invitation.SetAttributeValue("adx_invitationcode", XrmContext.CreateInvitationCode());
var oppPermissions = new Entity("adx_opportunitypermissions");
oppPermissions.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", "opportunitity permissions for " + contact.GetAttributeValue <string>("fullname"));
oppPermissions.SetAttributeValue("adx_contactid", contact.ToEntityReference());
oppPermissions.SetAttributeValue("adx_accountid", contact.GetAttributeValue <EntityReference>("parentcustomerid"));
oppPermissions.SetAttributeValue("adx_scope", new OptionSetValue((int)Enums.OpportunityAccessScope.Self));
oppPermissions.SetAttributeValue("adx_read", true);
var channelPermissions = new Entity("adx_channelpermissions");
channelPermissions.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", "channel permissions for " + contact.GetAttributeValue <string>("fullname"));
channelPermissions.SetAttributeValue("adx_contactid", contact.ToEntityReference());
channelPermissions.SetAttributeValue("adx_accountid", contact.GetAttributeValue <EntityReference>("parentcustomerid"));
XrmContext.AddObject(invitation);
XrmContext.AddObject(channelPermissions);
XrmContext.AddObject(oppPermissions);
XrmContext.UpdateObject(contact);
XrmContext.SaveChanges();
// Execute workflow to send invitation code in confirmation email
XrmContext.ExecuteWorkflowByName(ServiceContext.GetSiteSettingValueByName(Website, "Account/EmailConfirmation/WorkflowName") ?? "ADX Sign Up Email", invitation.Id);
}
protected void OpenNewSupportRequest_OnClick(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
if (CaseEntitlementEnabled)
{
var supportRequest = new Entity("adx_supportrequest");
var metadataCache = new Dictionary <string, EntityMetadata>();
supportRequest.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", Subject.Text, metadataCache);
supportRequest.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_title", Subject.Text, metadataCache);
supportRequest["adx_responsiblecontact"] = Portal.User.ToEntityReference();
var product = Product.SelectedItem;
Guid productId;
if (product != null && Guid.TryParse(product.Value, out productId))
{
supportRequest["adx_product"] = new EntityReference("product", productId);
}
XrmContext.AddObject(supportRequest);
XrmContext.SaveChanges();
var redirectUrl = BuildOpenNewSupportRequestUrl(supportRequest.Id);
Response.Redirect(redirectUrl);
}
else
{
var redirectUrl = CreateCaseUrl();
Response.Redirect(redirectUrl);
}
}
protected void AddToCart()
{
const string nameFormat = "Case Order for {0}";
var cart = new Entity("adx_shoppingcart");
cart.SetAttributeValue("adx_websiteid", Website.ToEntityReference());
cart.SetAttributeValue("adx_system", true);
if (Contact == null)
{
cart.SetAttributeValue("adx_name", string.Format(nameFormat, VisitorID));
cart.SetAttributeValue("adx_visitorid", VisitorID);
}
else
{
cart.SetAttributeValue("adx_name", string.Format(nameFormat, Contact.GetAttributeValue <string>("fullname")));
cart.SetAttributeValue("adx_contactid", Contact.ToEntityReference());
}
XrmContext.AddObject(cart);
XrmContext.SaveChanges();
// Choose Parent Product
var selectedValue = PlanPackageList.SelectedValue;
var guids = selectedValue.Split('&');
var supportProductId = new Guid(guids[0]);
var uomId = new Guid(guids[1]);
var caseProduct = XrmContext.CreateQuery("product")
.FirstOrDefault(p => p.GetAttributeValue <Guid>("productid") == supportProductId);
var myUom = XrmContext.CreateQuery("uom")
.FirstOrDefault(uom => uom.GetAttributeValue <Guid>("uomid") == uomId);
var productId = caseProduct != null ? caseProduct.Id : Guid.Empty;
cart = XrmContext.CreateQuery("adx_shoppingcart")
.FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_shoppingcartid") == cart.Id);
var myCart = cart == null ? null : new ShoppingCart(cart, XrmContext);
if (myCart == null)
{
throw new ApplicationException("Unable to retrieve case purchase shopping cart.");
}
myCart.AddProductToCart(productId, myUom, PriceListName);
var total = myCart.GetCartTotal();
if (total < 0)
{
throw new ApplicationException("Case purchase shopping cart cannot have a sub-zero total value.");
}
AddCartToSupportRequest(myCart);
}
protected void ScheduleListView_ItemCommand(object sender, ListViewCommandEventArgs e)
{
if (e == null || e.CommandArgument == null)
{
return;
}
var id = new Guid(e.CommandArgument.ToString());
switch (e.CommandName)
{
case "AddToSchedule":
{
// add this to the user's schedule
var sessionSchedule = XrmContext.CreateQuery("adx_eventschedule").First(es => es.GetAttributeValue <Guid>("adx_eventscheduleid") == id);
var registration = new Entity("adx_eventregistration");
registration.SetAttributeValue("adx_attendeeid", Attendee.ToEntityReference());
registration.SetAttributeValue("adx_eventid", sessionSchedule.GetAttributeValue <EntityReference>("adx_eventid"));
registration.SetAttributeValue("adx_eventscheduleid", sessionSchedule.ToEntityReference());
registration.SetAttributeValue("adx_registrationdate", DateTime.UtcNow);
XrmContext.AddObject(registration);
XrmContext.SaveChanges();
}
break;
case "RemoveFromSchedule":
{
// remove this from the user's schedule
var sessionSchedule = XrmContext.CreateQuery("adx_eventschedule").First(es => es.GetAttributeValue <Guid>("adx_eventscheduleid") == id);
var eventSchedules = sessionSchedule.GetRelatedEntities(XrmContext, new Relationship("adx_eventschedule_eventregistration")).ToList();
var registration = eventSchedules.FirstOrDefault(er => er.GetAttributeValue <EntityReference>("adx_attendeeid") == Attendee.ToEntityReference());
XrmContext.DeleteObject(registration);
XrmContext.SaveChanges();
}
break;
case "Feedback":
{
var feedbackPage = ServiceContext.GetPageBySiteMarkerName(Website, "Event Feedback");
if (feedbackPage != null)
{
var url = new UrlBuilder(ServiceContext.GetUrl(feedbackPage));
url.QueryString["id"] = id.ToString();
Response.Redirect(url.PathWithQueryString);
}
}
break;
}
// redirect to current page (to avoid re-post issues)
if (SiteMap.CurrentNode == null)
{
return;
}
Response.Redirect(SiteMap.CurrentNode.Url);
}
protected void ScheduleService_Click(object sender, EventArgs e)
{
var availableResourceId = (Guid)AvailableTimes.SelectedDataKey.Values["AvailableResource"];
var availableResource = XrmContext.CreateQuery("resource").First(r => r.GetAttributeValue <Guid>("resourceid") == availableResourceId);
var selectedStart = (DateTime)AvailableTimes.SelectedDataKey.Values["ScheduledStartUniversalTime"];
var selectedEnd = (DateTime)AvailableTimes.SelectedDataKey.Values["ScheduledEndUniversalTime"];
var appointment = new Entity("serviceappointment");
appointment.SetAttributeValue("serviceid", Service.ToEntityReference());
appointment.SetAttributeValue("subject", "Web Service Scheduler: " + ServiceType.SelectedItem);
appointment.SetAttributeValue("scheduledstart", selectedStart);
appointment.SetAttributeValue("scheduledend", selectedEnd);
var resourcesActivityParty = new Entity("activityparty");
resourcesActivityParty["partyid"] = new EntityReference(availableResource.GetAttributeValue <string>("objecttypecode"), availableResource.Id);
var resources = new EntityCollection(new List <Entity> {
resourcesActivityParty
});
appointment.SetAttributeValue("resources", resources);
var customersActivityParty = new Entity("activityparty");
customersActivityParty["partyid"] = Contact.ToEntityReference();
var customers = new EntityCollection(new List <Entity> {
customersActivityParty
});
appointment.SetAttributeValue("customers", customers);
XrmContext.AddObject(appointment);
XrmContext.SaveChanges();
XrmContext.SetState((int)ServiceAppointmentState.Scheduled, 4, appointment);
var page = ServiceContext.GetPageBySiteMarkerName(Website, "Service Details");
Response.Redirect(string.Format("{0}?serviceid={1}", ServiceContext.GetUrl(page), appointment.Id));
}
protected void ProductItemCommand(object sender, CommandEventArgs e)
{
if (e.CommandName != "AddToCart")
{
return;
}
if (Cart == null)
{
const string nameFormat = "Cart for {0}";
var cart = new Entity("adx_shoppingcart");
cart.SetAttributeValue("adx_websiteid", Website.ToEntityReference());
if (Contact == null)
{
cart.SetAttributeValue("adx_name", string.Format(nameFormat, VisitorID));
cart.SetAttributeValue("adx_visitorid", VisitorID);
}
else
{
cart.SetAttributeValue("adx_name", string.Format(nameFormat, Contact.GetAttributeValue <string>("fullname")));
cart.SetAttributeValue("adx_contactid", Contact.ToEntityReference());
}
XrmContext.AddObject(cart);
XrmContext.SaveChanges();
}
var productId = new Guid(e.CommandArgument.ToString());
if (Cart == null)
{
throw new Exception("Error Processing Cart.");
}
Cart.AddProductToCart(productId, PriceListName);
Response.Redirect(Html.SiteMarkerUrl("Shopping Cart") ?? Request.Url.PathAndQuery);
}
protected bool CreatePermissions()
{
var changes = false;
var oppPermissions = XrmContext.CreateQuery("adx_opportunitypermissions").FirstOrDefault(op => op.GetAttributeValue <EntityReference>("adx_contactid") != null && op.GetAttributeValue <EntityReference>("adx_contactid").Equals(ContactToEdit.ToEntityReference()));
if (oppPermissions == null)
{
oppPermissions = new Entity("adx_opportunitypermissions");
oppPermissions.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", "opportunitity permissions for " + ContactToEdit.GetAttributeValue <string>("fullname"));
oppPermissions.SetAttributeValue("adx_contactid", ContactToEdit.ToEntityReference());
oppPermissions.SetAttributeValue("adx_accountid", ContactToEdit.GetAttributeValue <EntityReference>("parentcustomerid"));
oppPermissions.SetAttributeValue("adx_scope", new OptionSetValue((int)Enums.OpportunityAccessScope.Self));
oppPermissions.SetAttributeValue("adx_read", true);
XrmContext.AddObject(oppPermissions);
changes = true;
}
var channelPermissions = ServiceContext.CreateQuery("adx_channelpermissions").FirstOrDefault(cp => cp.GetAttributeValue <EntityReference>("adx_contactid") != null && cp.GetAttributeValue <EntityReference>("adx_contactid").Equals(ContactToEdit.ToEntityReference()));
if (channelPermissions == null)
{
channelPermissions = new Entity("adx_channelpermissions");
channelPermissions.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", "channel permissions for " + ContactToEdit.GetAttributeValue <string>("fullname"));
channelPermissions.SetAttributeValue("adx_contactid", ContactToEdit.ToEntityReference());
channelPermissions.SetAttributeValue("adx_accountid", ContactToEdit.GetAttributeValue <EntityReference>("parentcustomerid"));
XrmContext.AddObject(channelPermissions);
changes = true;
}
return(changes);
}
protected void CreateButton_Click(object sender, EventArgs e)
{
var access = ServiceContext.GetCaseAccessByContact(Contact) as Adx_caseaccess;
if (access == null || !access.Adx_Create.GetValueOrDefault())
{
return; // no permission to create a case
}
PriorityCode.SelectedValue = PriorityCode.Items.FindByText(ServiceContext.GetSiteSettingValueByName(Website, "case/prioritycode")).Value;
var subject = XrmContext.SubjectSet.First(s => s.Title == ServiceContext.GetSiteSettingValueByName(Website, "case/subject"));
var incident = new Incident
{
Title = TitleTextBox.Text,
PriorityCode = int.Parse(PriorityCode.SelectedValue),
CaseTypeCode = int.Parse(CaseType.SelectedValue),
SubjectId = subject.ToEntityReference(),
CustomerId = Contact.ToEntityReference(),
Adx_CreatedByUsername = Contact.FullName,
Adx_CreatedByIPAddress = Request.UserHostAddress,
};
XrmContext.AddObject(incident);
XrmContext.SaveChanges();
var noteSubject = "Note created on " + DateTime.Now + " by " + Contact.FullName;
XrmContext.AddNoteAndSave(incident, noteSubject, WebAnnotationPrefix + " " + Description.Text, Attachment.PostedFile);
var page = ServiceContext.GetPageBySiteMarkerName(Website, "Cases");
Response.Redirect(ServiceContext.GetUrl(page));
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == e.EntityId);
if (contact == null)
{
throw new Exception(string.Format("A contact couldn't be found with a contact ID equal to {0}.", e.EntityId));
}
var parentCustomerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
if (parentCustomerAccount == null)
{
throw new Exception("Parent Customer Account could not be found associated to the current user's contact.");
}
Guid accountId = (Guid.TryParse(CompanyNameList.SelectedValue, out accountId)) ? accountId : Guid.Empty;
var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == accountId);
var opportunity = OriginatingOpportunity == null ? null : XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == OriginatingOpportunity.Id);
if (opportunity != null)
{
var contactCrossover = opportunity.GetRelatedEntities(XrmContext, new Relationship("adx_opportunity_contact")).FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == contact.GetAttributeValue <Guid>("contactid"));
var oppnote = new Entity("adx_opportunitynote");
if (contactCrossover == null)
{
XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_contact"), contact);
oppnote.SetAttributeValue("adx_name", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference());
var assignedToContact = opportunity.GetRelatedEntity(XrmContext, new Relationship("msa_contact_opportunity"));
oppnote.SetAttributeValue("adx_assignedto", assignedToContact != null ? assignedToContact.GetAttributeValue <string>("fullname") : string.Empty);
XrmContext.AddObject(oppnote);
XrmContext.UpdateObject(opportunity);
}
}
contact.SetAttributeValue("msa_managingpartnerid", parentCustomerAccount.ToEntityReference());
if (account != null)
{
contact.SetAttributeValue("parentcustomerid", account.ToEntityReference());
XrmContext.UpdateObject(account);
}
XrmContext.UpdateObject(contact);
if (SetAsPrimary)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
account.SetAttributeValue("primarycontactid", contact.ToEntityReference());
XrmContext.UpdateObject(account);
}
XrmContext.SaveChanges();
if (opportunity != null)
{
var url = GetUrlForRequiredSiteMarker("Opportunity Details");
url.QueryString.Set("OpportunityID", opportunity.GetAttributeValue <Guid>("opportunityid").ToString());
Response.Redirect(url.PathWithQueryString);
}
else if (ReturnToAccount)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
var url = GetUrlForRequiredSiteMarker("Edit Customer Account");
url.QueryString.Set("AccountID", account.Id.ToString());
Response.Redirect(url.PathWithQueryString);
}
else if (FromCreateOpportunity)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
var url = GetUrlForRequiredSiteMarker("Create Opportunity");
url.QueryString.Set("AccountId", account.Id.ToString());
Response.Redirect(url.PathWithQueryString);
}
else
{
var url = GetUrlForRequiredSiteMarker("Manage Customer Contacts");
Response.Redirect(url.PathWithQueryString);
}
}
protected void Register_Click(object sender, EventArgs e)
{
if (!Page.IsValid)
{
return;
}
// Determine if the user is already in the CRM as either a lead or customer
var existingContact = XrmContext.ContactSet.FirstOrDefault(c => c.EMailAddress1 == EMail.Text);
var existingLead = XrmContext.LeadSet.FirstOrDefault(l => l.EMailAddress1 == EMail.Text);
var eventParticipant = new ActivityParty();
if (existingContact != null)
{
eventParticipant.contact_activity_parties = existingContact;
eventParticipant.PartyId = new EntityReference(Contact.EntityLogicalName, existingContact.ContactId.GetValueOrDefault());
}
else if (existingLead != null)
{
eventParticipant.lead_activity_parties = existingLead;
eventParticipant.PartyId = new EntityReference(Lead.EntityLogicalName, existingLead.Id);
}
else
{
// No Contact or Lead previously exsits in the CRM
// Create the registrant as a lead in the CRM
var newLead = new Lead
{
Subject = string.Format("{0}, {1}: {2}", LastName.Text, FirstName.Text, Campaign.Name),
FirstName = FirstName.Text,
LastName = LastName.Text,
CompanyName = CompanyName.Text,
LeadQualityCode = 2,
Telephone1 = Phone.Text,
EMailAddress1 = EMail.Text,
Address1_Line1 = Address1.Text,
Address1_Line2 = Address2.Text,
Address1_Line3 = Address3.Text,
Address1_StateOrProvince = State.Text,
Address1_PostalCode = PostalCode.Text,
Address1_Country = Country.Text
};
XrmContext.AddObject(newLead);
XrmContext.SaveChanges();
existingLead = XrmContext.LeadSet.FirstOrDefault(l => l.EMailAddress1 == EMail.Text);
if (existingLead != null)
{
eventParticipant.lead_activity_parties = existingLead;
eventParticipant.PartyId = new EntityReference(Lead.EntityLogicalName, existingLead.Id);
}
}
// Register user for event by creating a marketing response
var registration = new CampaignResponse
{
Customer = new[] { eventParticipant },
RegardingObjectId = Campaign.ToEntityReference(),
ResponseCode = 200000,
Subject = string.Format("{0}, {1}: {2}", LastName.Text, FirstName.Text, Campaign.Name),
ChannelTypeCode = 200000,
ReceivedOn = DateTime.Now,
FirstName = FirstName.Text,
LastName = LastName.Text,
MSA_StreetAddress1 = Address1.Text,
MSA_StreetAddress2 = Address2.Text,
MSA_StreetAddress3 = Address3.Text,
MSA_City = City.Text,
MSA_State = State.Text,
MSA_PostalCode = PostalCode.Text,
MSA_Country = Country.Text,
CompanyName = CompanyName.Text,
MSA_JobTitle = JobTitle.Text,
Telephone = Phone.Text,
EMailAddress = EMail.Text,
Description = Notes.Text,
MSA_PreferredMethodofCommunication = CommunicationMethod.SelectedIndex
};
XrmContext.AddObject(registration);
XrmContext.SaveChanges();
//Show Confirmation
RegForm.Visible = false;
ConfirmationMsg.Visible = true;
EventExportLink.NavigateUrl = string.Format("/Event.axd?type=registration&id={0}", Campaign.Id);
}