public static void SavedQueries(XrmServiceContext svcContext)
{
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "name", "querytype", "isdefault", "returnedtypecode", "isquickfindquery"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = {0}
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = {SalesOrder.EntityTypeCode}
}
}
}
};
RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest { Query = mySavedQuery };
RetrieveMultipleResponse retrieveSavedQueriesResponse = (RetrieveMultipleResponse)svcContext.Execute(retrieveSavedQueriesRequest);
DataCollection<Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;
using (StreamWriter sw = new StreamWriter(crmPath + "SavedQueries.txt"))
{
//Display the Retrieved views
String oo = "Open Orders (Support)";
SavedQuery sq = new SavedQuery();
sw.WriteLine("rsq.SavedQueryId;rsq.Name;rsq.QueryType;rsq.IsDefault;rsq.ReturnedTypeCode;rsq.IsQuickFindQuery");
foreach (Entity ent in savedQueries)
{
SavedQuery rsq = (SavedQuery)ent;
sw.WriteLine("{0};{1};{2};{3};{4};{5}", rsq.SavedQueryId, rsq.Name, rsq.QueryType, rsq.IsDefault, rsq.ReturnedTypeCode, rsq.IsQuickFindQuery);
if (rsq.Name.Equals(oo))
sq = rsq;
}
sw.WriteLine("*****************");
sw.WriteLine("FetchXml: " + sq.FetchXml);
sw.WriteLine("ColumnSetXml: " + sq.ColumnSetXml);
//sw.WriteLine("CreatedBy: " + sq.CreatedBy.Name);
sw.WriteLine("Description: " + sq.Description);
sw.WriteLine("QueryAPI: " + sq.QueryAPI);
sw.WriteLine("ReturnedTypeCode: " + sq.ReturnedTypeCode);
ExecuteByIdSavedQueryRequest executeSavedQueryRequest = new ExecuteByIdSavedQueryRequest()
{
EntityId = sq.Id
};
// Execute the request
sw.WriteLine(" Executing Saved Query");
ExecuteByIdSavedQueryResponse executeSavedQueryResponse =
(ExecuteByIdSavedQueryResponse)svcContext.Execute(executeSavedQueryRequest);
// Check results
if (String.IsNullOrEmpty(executeSavedQueryResponse.String))
throw new Exception("Saved Query did not return any results");
sw.WriteLine(executeSavedQueryResponse.String);
}
}
public async Task <IActionResult> SaveQuery([FromBody] JQQueryBuilderSavedQuery query)
{
try
{
var savedQueryEntityType = SavedQueryEntityType.Person;
var savedQuery = await savedQueryRepository.Value.FindOneAsync(x => x.Type == savedQueryEntityType && x.Name == query.Name);
var isNew = false;
if (savedQuery == null)
{
isNew = true;
savedQuery = new SavedQuery
{
Type = savedQueryEntityType,
Name = query.Name,
Query = query.Query,
};
await savedQueryRepository.Value.InsertAsync(savedQuery);
}
else
{
savedQuery.Query = query.Query;
await savedQueryRepository.Value.UpdateAsync(savedQuery);
}
return(Json(new { Success = true, QueryId = savedQuery.Id, Name = savedQuery.Name, IsNew = isNew }));
}
catch (Exception x)
{
return(Json(new { Success = false, Message = x.GetBaseException().Message }));
}
}
public IEnumerable <SelectListItem> SavedQueries()
{
if (!SavedQueryVisible)
{
return(null);
}
string uname = Util.UserName;
var g = new Guid();
if (SavedQuery.HasValue() && SavedQuery.Contains(":"))
{
var lines = SavedQuery.Split(":".ToCharArray(), 2);
Guid.TryParse(lines[0], out g);
}
var q1 = from qb in Db.Queries
where qb.Owner == uname
orderby qb.Name
select new SelectListItem
{
Value = qb.QueryId + ":" + qb.Name,
Selected = qb.QueryId == g,
Text = qb.Name
};
var q2 = from qb in Db.Queries
where qb.Owner != uname && qb.Ispublic
orderby qb.Owner, qb.Name
select new SelectListItem
{
Value = qb.QueryId + ":" + qb.Name,
Selected = qb.QueryId == g,
Text = qb.Owner + ":" + qb.Name,
};
return(q1.Union(q2));
}
void btnSave_Click(object sender, EventArgs e)
{
if (txtQuery.Text.Trim().Length == 0)
{
lblError.Text = DevTools.NoQueryWarning;
return;
}
if (txtQueryName.Text.Trim().Length == 0)
{
lblError.Text = DevTools.QueryNameRequired;
return;
}
SavedQuery q = repository.Fetch(txtQueryName.Text);
if (q == null)
{
q = new SavedQuery();
}
q.Statement = txtQuery.Text;
q.Name = txtQueryName.Text;
if (currentUser != null)
{
q.LastModBy = currentUser.UserGuid;
}
q.LastModUtc = DateTime.UtcNow;
repository.Save(q);
RedirectToQuery(q.Id.ToString());
}
public ActionResult Save([Bind(Include = "Queries,SavedQueries,Query,Description,Csv")] QueryViewModel qvm)
{
SavedQuery savQuery = new SavedQuery();
// Check for valid Query. Must be SELECT Command, and only has a one semicolon at the end of the query
string Query = qvm.Query;
if (Query.Length >= 6 && Query.Substring(0, 6) == "SELECT" &&
Query.Substring(0, Query.Length - 1) != ";" && Query.Substring(Query.Length - 1, 1) == ";")
{
savQuery.Query = Query;
savQuery.Description = qvm.Description;
savQuery.CreationDate = DateTime.Today;
db.SavedQueries.Add(savQuery);
try
{
db.SaveChanges();
TempData["SuccessOHMsg"] = "Saved Query " + savQuery.SavedQueryID + " added";
}
catch
{
TempData["DangerOHMsg"] = "Problem saving query in the database. Please remember to enter a description before saving.";
return(RedirectToAction("Index", qvm));
}
}
else
{
TempData["DangerOHMsg"] = "There was a problem with the format of the query";
return(RedirectToAction("Index", qvm));
}
return(Run(qvm));
}
// Displays the sample product entity records in the browser.
public void ViewEntityListInBrowser()
{
try
{
//Get the view ID
QueryByAttribute query = new QueryByAttribute("savedquery");
query.AddAttributeValue("returnedtypecode", "sample_book");
query.AddAttributeValue("name", "Active Sample Books");
query.ColumnSet = new ColumnSet("savedqueryid", "name");
query.AddOrder("name", OrderType.Ascending);
RetrieveMultipleRequest req = new RetrieveMultipleRequest()
{
Query = query
};
RetrieveMultipleResponse resp = (RetrieveMultipleResponse)_serviceProxy.Execute(req);
SavedQuery activeSampleBooksView = (SavedQuery)resp.EntityCollection[0];
String webServiceURL = _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Address.Uri.AbsoluteUri;
String entityInDefaultSolutionUrl = webServiceURL.Replace("XRMServices/2011/Organization.svc",
String.Format("main.aspx?etn={0}&pagetype=entitylist&viewid=%7b{1}%7d&viewtype=1039", "sample_book", activeSampleBooksView.SavedQueryId));
// View in IE
ProcessStartInfo browserProcess = new ProcessStartInfo("iexplore.exe");
browserProcess.Arguments = entityInDefaultSolutionUrl;
Process.Start(browserProcess);
}
catch (SystemException)
{
Console.WriteLine("\nThere was a problem opening Internet Explorer.");
}
}
/// <summary>
/// Run the code example.
/// </summary>
/// <param name="user">The DFP user object running the code example.</param>
public void Run(DfpUser user, long savedQueryId)
{
ReportService reportService = (ReportService)user.GetService(
DfpService.v201608.ReportService);
// Set the file path where the report will be saved.
String filePath = _T("INSERT_FILE_PATH_HERE");
// Create statement to retrieve the saved query.
// [START report_guide_include_1] MOE:strip_line
StatementBuilder statementBuilder = new StatementBuilder()
.Where("id = :id")
.OrderBy("id ASC")
.Limit(1)
.AddValue("id", savedQueryId);
SavedQueryPage page =
reportService.getSavedQueriesByStatement(statementBuilder.ToStatement());
SavedQuery savedQuery = page.results[0];
if (!savedQuery.isCompatibleWithApiVersion)
{
throw new InvalidOperationException("Saved query is not compatible with this API version");
}
// Optionally modify the query.
ReportQuery reportQuery = savedQuery.reportQuery;
// [END report_guide_include_1] MOE:strip_line
reportQuery.adUnitView = ReportQueryAdUnitView.HIERARCHICAL;
// Create a report job using the saved query.
ReportJob reportJob = new ReportJob();
reportJob.reportQuery = reportQuery;
try {
// Run report.
reportJob = reportService.runReportJob(reportJob);
ReportUtilities reportUtilities = new ReportUtilities(reportService, reportJob.id);
// Set download options.
ReportDownloadOptions options = new ReportDownloadOptions();
options.exportFormat = ExportFormat.CSV_DUMP;
options.useGzipCompression = true;
reportUtilities.reportDownloadOptions = options;
// Download the report.
using (ReportResponse reportResponse = reportUtilities.GetResponse()) {
reportResponse.Save(filePath);
}
Console.WriteLine("Report saved to \"{0}\".", filePath);
} catch (Exception e) {
Console.WriteLine("Failed to run saved query. Exception says \"{0}\"",
e.Message);
}
}
private void addViewButton_Click(object sender, EventArgs e)
{
Entity entity = EntityBindingSource.Current as Entity;
Guid atrributeId = entity.EntityId;
SavedQuery query = new SavedQuery();
query.ReturnedTypeId = atrributeId;
_presenter.ShowSavedQueryDetail(query);
}
public async Task <IActionResult> Update(SavedQuery model)
{
var product = await repository.Value.FindOneAsync(model.Id);
product.Name = model.Name;
//product.Query = model.Query;
await repository.Value.UpdateAsync(product);
return(Json(new { status = true, redirectUrl = Url.Action("Index") }));
}
public static void InitializeMockup(TestContext context)
{
var tmp = new SavedQuery(); //TODO: Temp fix to ensure BusinessDomain-assembly is loaded before running mockup. Awaits a new mockup-release https://github.com/delegateas/XrmMockup/issues/66
crm = XrmMockup365.GetInstance(new XrmMockupSettings
{
BasePluginTypes = new Type[] { typeof(DG.XrmOrg.XrmSolution.Plugins.Plugin) },
CodeActivityInstanceTypes = new Type[] { typeof(AccountCustomActivity) },
EnableProxyTypes = true,
IncludeAllWorkflows = true
});
}
public void ShowSavedQueryDetail(SavedQuery savedQuery)
{
var savedQueryDetailView = WorkItem.Items.AddNew <SavedQueryDetailView>();
savedQueryDetailView.Bind(savedQuery);
var info = new XtraWindowSmartPartInfo {
StartPosition = FormStartPosition.CenterParent, Icon = Properties.Resources.ri_Katrin, Modal = true, Title = "View Design"
};
WorkItem.Workspaces[WorkspaceNames.ModalWindows].Show(savedQueryDetailView, info);
BindList();
savedQueryDetailView.Dispose();
}
private void PopulateControls()
{
BindTableList();
BindQueryList();
if (queryId != Guid.Empty)
{
SavedQuery q = repository.Fetch(queryId);
if (q != null)
{
txtQuery.Text = q.Statement;
}
}
}
public static void InsertOrUpdateQuery(SavedQuery query)
{
var db = new SQLiteConnection(path);
var saved = db.Query <SavedQuery>("select * from SavedQuery where Query = ?", query.Query);
if (saved.Any())
{
db.Update(query);
}
else
{
db.Insert(query);
}
}
public ActionResult Delete(int?id)
{
if (id == null)
{
return(new HttpStatusCodeResult(HttpStatusCode.BadRequest));
}
SavedQuery savedQuery = db.SavedQueries.Find(id);
if (savedQuery == null)
{
return(HttpNotFound());
}
return(View(savedQuery));
}
private void deleteViewButton_Click(object sender, EventArgs e)
{
if (savedQueryBindingSource.Current != null)
{
SavedQuery savedQuery = savedQueryBindingSource.Current as SavedQuery;
if (savedQuery != null)
{
string message = "Do you confirm to delete this Entity View?";
if (XtraMessageBox.Show(message, Properties.Resources.Katrin, MessageBoxButtons.OKCancel, MessageBoxIcon.Question) == DialogResult.OK)
{
_presenter.DeleteView(savedQuery.SavedQueryId);
}
}
}
}
public ActionResult DeleteConfirmed(int id)
{
SavedQuery savedQuery = db.SavedQueries.Find(id);
db.SavedQueries.Remove(savedQuery);
try
{
db.SaveChanges();
TempData["SuccessOHMsg"] = "Saved Query " + savedQuery.Description + " deleted";
return(RedirectToAction("Index", "Query", null));
}
catch
{
TempData["DangerOHMsg"] = "Problem deleting the Saved Query " + savedQuery.Description;
return(RedirectToAction("Index"));
}
}
// GET: SavedQueryRan/5
// This function is used to translate an ID into a QVM that can be passed to the Run action
public ActionResult SavedQueryRan(int?id)
{
if (id == null)
{
return(new HttpStatusCodeResult(HttpStatusCode.BadRequest));
}
SavedQuery savedQuery = db.SavedQueries.Find(id);
if (savedQuery == null)
{
return(HttpNotFound());
}
QueryViewModel qvm = new QueryViewModel();
qvm.SavedQueries = db.SavedQueries.ToList();
qvm.Query = savedQuery.Query;
return(Run(qvm));
}
private void SerializeResult(SavedQuery sq, PXModel model, HttpContext context)
{
var info = PCAxis.Web.Controls.CommandBar.Plugin.CommandBarPluginManager.GetFileType(sq.Output.Type);
PCAxis.Web.Core.ISerializerCreator creator = Activator.CreateInstance(Type.GetType(info.Creator)) as PCAxis.Web.Core.ISerializerCreator;
context.Response.ContentType = info.MimeType;
context.Response.AppendHeader("Content-Disposition", "attachment; filename=" + model.Meta.Matrix + "." + info.FileExtension);
var serializer = creator.Create(sq.Output.Type);
using (MemoryStream ms = new MemoryStream())
{
serializer.Serialize(model, ms);
ms.Position = 0;
ms.WriteTo(context.Response.OutputStream);
}
}
//Unittest to this one
public string SavedQueryString(SavedQuery sq)
{
var resultString = string.Empty;
foreach (var param in sq.Output.Params)
{
resultString = resultString + param.Key + param.Value;
}
foreach (var source in sq.Sources)
{
resultString += source.DatabaseId;
resultString += source.Default;
resultString += source.Id;
resultString += source.Language;
resultString += source.Source;
resultString += source.SourceIdType;
resultString += source.Type;
foreach (var query in source.Quieries)
{
resultString += query.Code;
resultString += query.VariableType;
resultString += query.Selection.Filter;
foreach (var value in query.Selection.Values)
{
resultString += value;
}
}
}
foreach (var step in sq.Workflow)
{
resultString += step.Type;
foreach (var(key, value) in step.Params)
{
resultString = resultString + key + value;
}
}
resultString += sq.Output.Type;
return(resultString);
}
public void Bind(SavedQuery savedQuery)
{
Guard.ArgumentNotNull(savedQuery, "savedQuery");
_savedQuery = savedQuery;
nameTextEdit.Text = savedQuery.Name;
descriptionMemoEdit.Text = savedQuery.Description;
defaultCheck.Checked = savedQuery.IsDefault;
if (!string.IsNullOrEmpty(savedQuery.LayoutXml))
{
viewGridView.RestoreLayoutFromString(savedQuery.LayoutXml);
}
viewGridView.OptionsSelection.EnableAppearanceFocusedCell = false;
viewGridView.OptionsSelection.EnableAppearanceFocusedRow = true;
viewGridView.FocusRectStyle = DrawFocusRectStyle.RowFocus;
viewGridView.OptionsView.ShowIndicator = false;
viewGridView.OptionsView.WaitAnimationOptions = WaitAnimationOptions.Panel;
viewGridView.OptionsView.ShowFilterPanelMode = ShowFilterPanelMode.Never;
BindProperityData();
}
public ActionResult Edit([Bind(Include = "SavedQueryID,Description,Query")] SavedQuery savedQuery)
{
if (ModelState.IsValid)
{
db.Entry(savedQuery).State = EntityState.Modified;
try
{
db.SaveChanges();
TempData["SuccessOHMsg"] = "Saved Query " + savedQuery.Description + " edited";
return(RedirectToAction("Index"));
}
catch
{
TempData["DangerOHMsg"] = "Problem editing the Saved Query " + savedQuery.Description;
return(RedirectToAction("Index"));
}
}
return(RedirectToAction("Index", "Query", null));
}
private string CreateUrlForScreenRendering(SavedQuery sq, PXModel model)
{
if (sq.Sources.Count < 1)
{
throw new Exception("No source specified"); //TODO fix message
}
var src = sq.Sources[0];
if (string.Compare(src.SourceIdType, "path") != 0)
{
throw new Exception("Incompatible source type"); //TODO fix
}
string path = src.Source;
var tableName = QueryHelper.GetTableName(src);
path = path.Substring(0, path.Length - (tableName.Length + 1));
if (string.Compare(sq.Sources[0].Type, "CNMM") == 0)
{
if (!path.StartsWith("START"))
{
path = "START__" + path;
}
}
path = path.Replace(@"/", PxPathHandler.NODE_DIVIDER);
List <LinkManager.LinkItem> linkItems = new List <LinkManager.LinkItem>();
linkItems.Add(new LinkManager.LinkItem(PxUrl.TABLE_KEY, tableName));
linkItems.Add(new LinkManager.LinkItem(PxUrl.PATH_KEY, path.ToString()));
linkItems.Add(new LinkManager.LinkItem(PxUrl.DB_KEY, src.DatabaseId));
linkItems.Add(new LinkManager.LinkItem(PxUrl.LANGUAGE_KEY, src.Language));
linkItems.Add(new LinkManager.LinkItem(PxUrl.LAYOUT_KEY, "tableViewLayout1"));
var url = LinkManager.CreateLink("Table.aspx", false, linkItems.ToArray());
PCAxis.Web.Core.Management.LocalizationManager.ChangeLanguage(src.Language);
PCAxis.Web.Core.Management.PaxiomManager.PaxiomModel = model;
return(url);
}
internal Expression SavedQuery2()
{
var tf = CodeIds == "1";
var a = SavedQuery.Split(":".ToCharArray(), 2);
Guid QueryId;
Guid.TryParse(a[0], out QueryId);
var q2 = db.PeopleQuery(QueryId);
if (q2 == null)
{
return(AlwaysFalse());
}
var tag = db.PopulateTemporaryTag(q2.Select(pp => pp.PeopleId));
Expression <Func <Person, bool> > pred = p => p.Tags.Any(t => t.Id == tag.Id);
Expression expr = Expression.Invoke(pred, parm);
return(expr);
}
public ICollection GenerateFields(Control control)
{
var layoutXml = XElement.Parse(SavedQuery.GetAttributeValue <string>("layoutxml"));
var cellNames = layoutXml.Element("row").Elements("cell").Select(cell => cell.Attribute("name")).Where(name => name != null);
var disabledSortCellNames = layoutXml.Element("row").Elements("cell")
.Where(cell => cell.Attribute("disableSorting") != null && cell.Attribute("disableSorting").Value == "1")
.Where(cell => cell.Attribute("name") != null)
.Select(cell => cell.Attribute("name").Value);
var fetchXml = XElement.Parse(SavedQuery.GetAttributeValue <string>("fetchxml"));
var entityName = fetchXml.Element("entity").Attribute("name").Value;
var response = (RetrieveEntityResponse)ServiceContext.Execute(new RetrieveEntityRequest
{
LogicalName = entityName,
EntityFilters = EntityFilters.Attributes
});
if (response == null || response.EntityMetadata == null)
{
return(new DataControlFieldCollection());
}
if (LanguageCode == 0)
{
LanguageCode = HttpContext.Current?.GetCrmLcid() ?? CultureInfo.CurrentCulture.LCID;
}
var fields =
from name in cellNames
let label = GetLabel(ServiceContext, response.EntityMetadata, name.Value, fetchXml, LanguageCode)
where label != null
select new BoundField
{
DataField = name.Value,
SortExpression = disabledSortCellNames.Contains(name.Value) ? string.Empty : name.Value,
HeaderText = label
};
return(fields.ToArray());
}
[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
//Grab the default public view for opportunities.
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "isdefault",
Operator = ConditionOperator.Equal,
Values = { true }
},
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = { 0 }
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { Opportunity.EntityTypeCode }
}
}
}
};
//This query should return one and only one result.
SavedQuery defaultOpportunityQuery = service.RetrieveMultiple(mySavedQuery)
.Entities.Select(x => (SavedQuery)x).FirstOrDefault();
// Retrieve visualizations out of the system.
// This sample assumes that you have the "Top Opportunities"
// visualization that is installed with Microsoft Dynamics CRM.
QueryByAttribute visualizationQuery = new QueryByAttribute
{
EntityName = SavedQueryVisualization.EntityLogicalName,
ColumnSet = new ColumnSet("savedqueryvisualizationid"),
Attributes = { "name" },
//If you do not have this visualization, you will need to change
//this line.
Values = { "Top Opportunities" }
};
SavedQueryVisualization visualization = service.RetrieveMultiple(visualizationQuery).
Entities.Select(x => (SavedQueryVisualization)x).FirstOrDefault();
//This is the language code for U.S. English. If you are running this code
//in a different locale, you will need to modify this value.
int languageCode = 1033;
//We set up our dashboard and specify the FormXml. Refer to the
//FormXml schema in the Microsoft Dynamics CRM SDK for more information.
SystemForm dashboard = new SystemForm
{
Name = "Sample Dashboard",
Description = "Sample organization-owned dashboard.",
FormXml = String.Format(@"<form>
<tabs>
<tab name='Test Dashboard' verticallayout='true'>
<labels>
<label description='Sample Dashboard' languagecode='{0}' />
</labels>
<columns>
<column width='100%'>
<sections>
<section name='Information Section'
showlabel='false' showbar='false'
columns='111'>
<labels>
<label description='Information Section'
languagecode='{0}' />
</labels>
<rows>
<row>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunitiess - 1'
languagecode='{0}' />
</labels>
<control id='TopOpportunities'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Chart</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunities - 2'
languagecode='{0}' />
</labels>
<control id='TopOpportunities2'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Grid</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
</rows>
</section>
</sections>
</column>
</columns>
</tab>
</tabs>
</form>",
languageCode,
defaultOpportunityQuery.SavedQueryId.Value.ToString("B"),
visualization.SavedQueryVisualizationId.Value.ToString("B")),
IsDefault = false
};
_dashboardId = service.Create(dashboard);
Console.WriteLine("Created {0}.", dashboard.Name);
//Now we will retrieve the dashboard.
SystemForm retrievedDashboard = (SystemForm)service.Retrieve(SystemForm.EntityLogicalName, _dashboardId, new ColumnSet(true));
Console.WriteLine("Retrieved the dashboard.");
// Update the retrieved dashboard. Enable the chart picker on the chart.
var xDocument = XDocument.Parse(retrievedDashboard.FormXml);
var chartPicker = (from control in xDocument.Descendants("control")
where control.Attribute("id").Value == "TopOpportunities"
select control.Descendants("EnableChartPicker").First()
).First();
chartPicker.Value = "true";
//Now we place the updated Xml back into the dashboard, and update it.
retrievedDashboard.FormXml = xDocument.ToString();
service.Update(retrievedDashboard);
// Publish the dashboard changes to the solution.
// This is only required for organization-owned dashboards.
var updateRequest = new PublishXmlRequest
{
ParameterXml = @"<dashboard>_dashboardId</dashboard>"
};
service.Execute(updateRequest);
Console.WriteLine("Updated the dashboard.");
#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();
}
}
[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
// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = service.Create(filter);
Console.WriteLine(" and retrieving offline filter");
var result = (SavedQuery)service.Retrieve(
SavedQuery.EntityLogicalName,
_offlineFilter,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
var template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = service.Create(template);
Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)service.Retrieve(
SavedQuery.EntityLogicalName,
_offlineTemplate,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Call InstantiateFiltersRequest
Console.WriteLine("Retrieving user's ID and creating the template collection");
var whoAmI = new WhoAmIRequest();
Guid id = ((WhoAmIResponse)service.Execute(whoAmI)).UserId;
EntityReferenceCollection templates = new EntityReferenceCollection();
templates.Add(new EntityReference(
SavedQuery.EntityLogicalName,
_offlineTemplate));
Console.WriteLine("Activating the selected offline templates for this user");
var request = new InstantiateFiltersRequest
{
UserId = id,
TemplateCollection = templates
};
var response = (InstantiateFiltersResponse)service.Execute(request);
Console.WriteLine();
// Call ResetUserFiltersRequest
Console.WriteLine("Resetting the user's offline templates to the defaults");
var resetRequest = new ResetUserFiltersRequest
{
QueryType = SavedQueryQueryType.OfflineFilters
};
var resetResponse = (ResetUserFiltersResponse)service.Execute(resetRequest);
Console.WriteLine();
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
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>
/// Create a view.
/// Retrieve Views
/// Deactivate a view
/// </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>
/// <param name="promptForReactivate">When True, the user will be prompted to reactivate
/// a view that was deactivated.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete, bool promptForReactivate)
{
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();
// Create the view.
//<snippetWorkWithViews1>
System.String layoutXml =
@"<grid name='resultset' object='3' jump='name' select='1'
preview='1' icon='1'>
<row name='result' id='opportunityid'>
<cell name='name' width='150' />
<cell name='customerid' width='150' />
<cell name='estimatedclosedate' width='150' />
<cell name='estimatedvalue' width='150' />
<cell name='closeprobability' width='150' />
<cell name='opportunityratingcode' width='150' />
<cell name='opportunitycustomeridcontactcontactid.emailaddress1'
width='150' disableSorting='1' />
</row>
</grid>";
System.String fetchXml =
@"<fetch version='1.0' output-format='xml-platform'
mapping='logical' distinct='false'>
<entity name='opportunity'>
<order attribute='estimatedvalue' descending='false' />
<filter type='and'>
<condition attribute='statecode' operator='eq'
value='0' />
</filter>
<attribute name='name' />
<attribute name='estimatedvalue' />
<attribute name='estimatedclosedate' />
<attribute name='customerid' />
<attribute name='opportunityratingcode' />
<attribute name='closeprobability' />
<link-entity alias='opportunitycustomeridcontactcontactid'
name='contact' from='contactid' to='customerid'
link-type='outer' visible='false'>
<attribute name='emailaddress1' />
</link-entity>
<attribute name='opportunityid' />
</entity>
</fetch>";
SavedQuery sq = new SavedQuery
{
Name = "A New Custom Public View",
Description = "A Saved Query created in code",
ReturnedTypeCode = "opportunity",
FetchXml = fetchXml,
LayoutXml = layoutXml,
QueryType = 0
};
_customViewId = _serviceProxy.Create(sq);
Console.WriteLine("A new view with the name {0} was created.", sq.Name);
//</snippetWorkWithViews1>
// Retrieve Views
//<snippetWorkWithViews2>
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "name", "querytype", "isdefault", "returnedtypecode", "isquickfindquery"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = {0}
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = {Opportunity.EntityTypeCode}
}
}
}
};
RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest { Query = mySavedQuery };
RetrieveMultipleResponse retrieveSavedQueriesResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveSavedQueriesRequest);
DataCollection<Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;
//Display the Retrieved views
foreach (Entity ent in savedQueries)
{
SavedQuery rsq = (SavedQuery)ent;
Console.WriteLine("{0} : {1} : {2} : {3} : {4} : {5},", rsq.SavedQueryId, rsq.Name, rsq.QueryType, rsq.IsDefault, rsq.ReturnedTypeCode, rsq.IsQuickFindQuery);
}
//</snippetWorkWithViews2>
// Deactivate a view
//<snippetWorkWithViews3>
System.String SavedQueryName = "Closed Opportunities in Current Fiscal Year";
QueryExpression ClosedOpportunitiesViewQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "statecode", "statuscode"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = {0}
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = {Opportunity.EntityTypeCode}
},
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = {SavedQueryName}
}
}
}
};
RetrieveMultipleRequest retrieveOpportuntiesViewRequest = new RetrieveMultipleRequest { Query = ClosedOpportunitiesViewQuery };
RetrieveMultipleResponse retrieveOpportuntiesViewResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveOpportuntiesViewRequest);
SavedQuery OpportunityView = (SavedQuery)retrieveOpportuntiesViewResponse.EntityCollection.Entities[0];
_viewOriginalState = (SavedQueryState)OpportunityView.StateCode;
_viewOriginalStatus = OpportunityView.StatusCode;
SetStateRequest ssreq = new SetStateRequest
{
EntityMoniker = new EntityReference(SavedQuery.EntityLogicalName, (Guid)OpportunityView.SavedQueryId),
State = new OptionSetValue((int)SavedQueryState.Inactive),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(ssreq);
//</snippetWorkWithViews3>
_deactivatedViewId = (Guid)OpportunityView.SavedQueryId;
DeleteRequiredRecords(promptForDelete);
ReactivateDeactivatedView(promptForReactivate);
}
}
// 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;
}
}
/// <summary>
/// This method first connects to the Outlook service. Afterwards,
/// client information is retrieved and the client state is changed.
/// </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();
//<snippetRetrieveDataFilters1>
// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = _serviceProxy.Create(filter);
Console.WriteLine(" and retrieving offline filter");
SavedQuery result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineFilter,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
SavedQuery template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = _serviceProxy.Create(template);
Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineTemplate,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
//</snippetRetrieveDataFilters1>
//<snippetRetrieveDataFilters2>
// Call InstantiateFiltersRequest
Console.WriteLine("Retrieving user's ID and creating the template collection");
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid id = ((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
EntityReferenceCollection templates = new EntityReferenceCollection();
templates.Add(new EntityReference(
SavedQuery.EntityLogicalName,
_offlineTemplate));
Console.WriteLine("Activating the selected offline templates for this user");
InstantiateFiltersRequest request = new InstantiateFiltersRequest
{
UserId = id,
TemplateCollection = templates
};
InstantiateFiltersResponse response =
(InstantiateFiltersResponse)_serviceProxy.Execute(request);
Console.WriteLine();
//</snippetRetrieveDataFilters2>
//<snippetRetrieveDataFilters3>
// Call ResetUserFiltersRequest
Console.WriteLine("Resetting the user's offline templates to the defaults");
ResetUserFiltersRequest resetRequest = new ResetUserFiltersRequest
{
QueryType = SavedQueryQueryType.OfflineFilters
};
ResetUserFiltersResponse resetResponse =
(ResetUserFiltersResponse)_serviceProxy.Execute(resetRequest);
Console.WriteLine();
//</snippetRetrieveDataFilters3>
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;
}
}
/// <summary>
/// Create a view.
/// Retrieve Views
/// Deactivate a view
/// </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>
/// <param name="promptForReactivate">When True, the user will be prompted to reactivate
/// a view that was deactivated.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete, bool promptForReactivate)
{
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();
// Create the view.
//<snippetWorkWithViews1>
System.String layoutXml =
@"<grid name='resultset' object='3' jump='name' select='1'
preview='1' icon='1'>
<row name='result' id='opportunityid'>
<cell name='name' width='150' />
<cell name='customerid' width='150' />
<cell name='estimatedclosedate' width='150' />
<cell name='estimatedvalue' width='150' />
<cell name='closeprobability' width='150' />
<cell name='opportunityratingcode' width='150' />
<cell name='opportunitycustomeridcontactcontactid.emailaddress1'
width='150' disableSorting='1' />
</row>
</grid>";
System.String fetchXml =
@"<fetch version='1.0' output-format='xml-platform'
mapping='logical' distinct='false'>
<entity name='opportunity'>
<order attribute='estimatedvalue' descending='false' />
<filter type='and'>
<condition attribute='statecode' operator='eq'
value='0' />
</filter>
<attribute name='name' />
<attribute name='estimatedvalue' />
<attribute name='estimatedclosedate' />
<attribute name='customerid' />
<attribute name='opportunityratingcode' />
<attribute name='closeprobability' />
<link-entity alias='opportunitycustomeridcontactcontactid'
name='contact' from='contactid' to='customerid'
link-type='outer' visible='false'>
<attribute name='emailaddress1' />
</link-entity>
<attribute name='opportunityid' />
</entity>
</fetch>";
SavedQuery sq = new SavedQuery
{
Name = "A New Custom Public View",
Description = "A Saved Query created in code",
ReturnedTypeCode = "opportunity",
FetchXml = fetchXml,
LayoutXml = layoutXml,
QueryType = 0
};
_customViewId = _serviceProxy.Create(sq);
Console.WriteLine("A new view with the name {0} was created.", sq.Name);
//</snippetWorkWithViews1>
// Retrieve Views
//<snippetWorkWithViews2>
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "name", "querytype", "isdefault", "returnedtypecode", "isquickfindquery"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = { 0 }
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { Opportunity.EntityTypeCode }
}
}
}
};
RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest {
Query = mySavedQuery
};
RetrieveMultipleResponse retrieveSavedQueriesResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveSavedQueriesRequest);
DataCollection <Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;
//Display the Retrieved views
foreach (Entity ent in savedQueries)
{
SavedQuery rsq = (SavedQuery)ent;
Console.WriteLine("{0} : {1} : {2} : {3} : {4} : {5},", rsq.SavedQueryId, rsq.Name, rsq.QueryType, rsq.IsDefault, rsq.ReturnedTypeCode, rsq.IsQuickFindQuery);
}
//</snippetWorkWithViews2>
// Deactivate a view
//<snippetWorkWithViews3>
System.String SavedQueryName = "Closed Opportunities in Current Fiscal Year";
QueryExpression ClosedOpportunitiesViewQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "statecode", "statuscode"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = { 0 }
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { Opportunity.EntityTypeCode }
},
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { SavedQueryName }
}
}
}
};
RetrieveMultipleRequest retrieveOpportuntiesViewRequest = new RetrieveMultipleRequest {
Query = ClosedOpportunitiesViewQuery
};
RetrieveMultipleResponse retrieveOpportuntiesViewResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveOpportuntiesViewRequest);
SavedQuery OpportunityView = (SavedQuery)retrieveOpportuntiesViewResponse.EntityCollection.Entities[0];
_viewOriginalState = (SavedQueryState)OpportunityView.StateCode;
_viewOriginalStatus = OpportunityView.StatusCode;
SetStateRequest ssreq = new SetStateRequest
{
EntityMoniker = new EntityReference(SavedQuery.EntityLogicalName, (Guid)OpportunityView.SavedQueryId),
State = new OptionSetValue((int)SavedQueryState.Inactive),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(ssreq);
//</snippetWorkWithViews3>
_deactivatedViewId = (Guid)OpportunityView.SavedQueryId;
DeleteRequiredRecords(promptForDelete);
ReactivateDeactivatedView(promptForReactivate);
}
}
// 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 GetCurrentSavedQueryXml(IOrganizationServiceExtented service, CommonConfiguration commonConfig, XDocument doc, string filePath, SavedQuery savedQuery)
{
string fieldName = SavedQueryRepository.GetFieldNameByXmlRoot(doc.Root.Name.ToString());
string fieldTitle = SavedQueryRepository.GetFieldTitleByXmlRoot(doc.Root.Name.ToString());
string xmlContent = savedQuery.GetAttributeValue <string>(fieldName);
if (string.IsNullOrEmpty(xmlContent))
{
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionEntityFieldIsEmptyFormat4, service.ConnectionData.Name, SavedQuery.Schema.EntityLogicalName, savedQuery.Name, fieldTitle);
this._iWriteToOutput.ActivateOutputWindow(service.ConnectionData);
return;
}
commonConfig.CheckFolderForExportExists(this._iWriteToOutput);
string currentFileName = EntityFileNameFormatter.GetSavedQueryFileName(service.ConnectionData.Name, savedQuery.ReturnedTypeCode, savedQuery.Name, fieldTitle, FileExtension.xml);
string currentFilePath = Path.Combine(commonConfig.FolderForExport, FileOperations.RemoveWrongSymbols(currentFileName));
try
{
File.WriteAllText(currentFilePath, xmlContent, new UTF8Encoding(false));
this._iWriteToOutput.WriteToOutput(service.ConnectionData, Properties.OutputStrings.InConnectionEntityFieldExportedToFormat5, service.ConnectionData.Name, SavedQuery.Schema.EntityLogicalName, savedQuery.Name, fieldTitle, currentFilePath);
this._iWriteToOutput.PerformAction(service.ConnectionData, currentFilePath);
}
catch (Exception ex)
{
this._iWriteToOutput.WriteErrorToOutput(service.ConnectionData, ex);
service.TryDispose();
}
}
private Task GetCurrentSavedQueryXmlAsync(IOrganizationServiceExtented service, CommonConfiguration commonConfig, XDocument doc, string filePath, SavedQuery savedQuery)
{
return(Task.Run(() => GetCurrentSavedQueryXml(service, commonConfig, doc, filePath, savedQuery)));
}
private Task OpenInWebSavedQueryXml(IOrganizationServiceExtented service, CommonConfiguration commonConfig, XDocument doc, string filePath, SavedQuery savedQuery)
{
return(Task.Run(() =>
{
service.UrlGenerator.OpenSolutionComponentInWeb(ComponentType.SavedQuery, savedQuery.Id);
service.TryDispose();
}));
}
private XrmSavedQueryDefinition MapSavedQueryToDefinition(SavedQuery query)
{
var returnedTypeCode = query.ReturnedTypeCode;
var entity = EntityDefinitionGet(returnedTypeCode);
var definition = new XrmSavedQueryDefinition
{
Name = query.Name,
FetchXml = query.FetchXml,
SavedQueryId = query.SavedQueryId.Value,
LayoutXml = query.LayoutXml,
Entity = entity.TableName,
EntityDisplayName = entity.DisplayName
};
return definition;
}
private void WriteAttributes(XmlWriter w, bool newGuids = false)
{
if (newGuids)
{
w.WriteAttributeString("Id", Guid.NewGuid().ToString());
}
else
{
w.WriteAttributeString("Id", Id.ToString());
}
w.WriteAttributeString("Order", Order.ToString());
w.WriteAttributeString("Field", ConditionName);
w.WriteAttributeString("Comparison", Comparison);
if (Description.HasValue())
{
w.WriteAttributeString("Description", Description);
}
if (PreviousName.HasValue())
{
w.WriteAttributeString("PreviousName", Description);
}
if (TextValue.HasValue())
{
w.WriteAttributeString("TextValue", TextValue);
}
if (DateValue.HasValue)
{
w.WriteAttributeString("DateValue", DateValue.ToString());
}
if (CodeIdValue.HasValue())
{
w.WriteAttributeString("CodeIdValue", CodeIdValue);
}
if (StartDate.HasValue)
{
w.WriteAttributeString("StartDate", StartDate.ToString());
}
if (EndDate.HasValue)
{
w.WriteAttributeString("EndDate", EndDate.ToString());
}
if (Program > 0)
{
w.WriteAttributeString("Program", Program.ToString());
}
if (Division > 0)
{
w.WriteAttributeString("Division", Division.ToString());
}
if (Organization > 0)
{
w.WriteAttributeString("Organization", Organization.ToString());
}
if (OrgType > 0)
{
w.WriteAttributeString("OrgType", OrgType.ToString());
}
if (Days > 0)
{
w.WriteAttributeString("Days", Days.ToString());
}
if (Quarters.HasValue())
{
w.WriteAttributeString("Quarters", Quarters);
}
if (Tags.HasValue())
{
w.WriteAttributeString("Tags", Tags);
}
if (Schedule != 0)
{
w.WriteAttributeString("Schedule", Schedule.ToString());
}
if (Campus > 0)
{
w.WriteAttributeString("Campus", Campus.ToString());
}
if (ConditionName != "FamilyHasChildrenAged")
{
Age = null;
}
if (Age.HasValue)
{
w.WriteAttributeString("Age", Age.ToString());
}
if (SavedQuery.HasValue())
{
w.WriteAttributeString("SavedQueryIdDesc", SavedQuery);
}
if (OnlineReg.HasValue)
{
w.WriteAttributeString("OnlineReg", OnlineReg.ToString());
}
if (OrgStatus.HasValue)
{
w.WriteAttributeString("OrgStatus", OrgStatus.ToString());
}
if (OrgType2.HasValue)
{
w.WriteAttributeString("OrgType2", OrgType2.ToString());
}
if (OrgName.HasValue())
{
w.WriteAttributeString("OrgName", OrgName);
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create Accounts to query over
Console.WriteLine(" Creating some sample accounts");
Account account = new Account()
{
Name = "Coho Vineyard"
};
account.Id = _serviceProxy.Create(account);
_accounts.Add(account);
Console.WriteLine(" Created Account {0}", account.Name);
account = new Account()
{
Name = "Coho Winery"
};
account.Id = _serviceProxy.Create(account);
_accounts.Add(account);
Console.WriteLine(" Created Account {0}", account.Name);
account = new Account()
{
Name = "Coho Vineyard & Winery"
};
account.Id = _serviceProxy.Create(account);
_accounts.Add(account);
Console.WriteLine(" Created Account {0}", account.Name);
#endregion
#region Create a Saved Query
Console.WriteLine(" Creating a Saved Query that retrieves all Account ids");
_savedQuery = new SavedQuery()
{
Name = "Fetch all Account ids",
ReturnedTypeCode = Account.EntityLogicalName,
FetchXml = @"
<fetch mapping='logical'>
<entity name='account'>
<attribute name='name' />
</entity>
</fetch>",
QueryType = 0,
};
_savedQuery.Id = _serviceProxy.Create(_savedQuery);
#endregion
#region Create a User Query
Console.WriteLine(
" Creating a User Query that retrieves all Account ids for Accounts with name 'Coho Winery'");
_userQuery = new UserQuery()
{
Name = "Fetch Coho Winery",
ReturnedTypeCode = Account.EntityLogicalName,
FetchXml = @"
<fetch mapping='logical'>
<entity name='account'>
<attribute name='name' />
<filter>
<condition attribute='name' operator='eq' value='Coho Winery' />
</filter>
</entity>
</fetch>",
QueryType = 0
};
_userQuery.Id = _serviceProxy.Create(_userQuery);
#endregion
}
