/// <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;
}
}
/// <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;
}
}
