public void SetActive(bool isActive)
{
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = Id,
LogicalName = entityName,
},
//State = new OptionSetValue(1),
//Status = new OptionSetValue(2),
};
if (isActive == true)
{
setStateRequest.State = new OptionSetValue((int)StateEnum.Active);
setStateRequest.Status = new OptionSetValue((int)StatusEnum.Active);
}
else
{
setStateRequest.State = new OptionSetValue((int)StateEnum.Inactive);
setStateRequest.Status = new OptionSetValue((int)StatusEnum.Inactive);
}
Connection.Service.Execute(setStateRequest);
}
private static Entity CreateInvoiceFromOrder(OrganizationServiceContext context, Guid salesOrderId)
{
ColumnSet invoiceColumns = new ColumnSet("invoiceid", "totalamount");
var convertOrderRequest = new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = salesOrderId,
ColumnSet = invoiceColumns
};
var convertOrderResponse = (ConvertSalesOrderToInvoiceResponse)context.Execute(convertOrderRequest);
var invoice = convertOrderResponse.Entity;
var setStateRequest = new SetStateRequest()
{
EntityMoniker = invoice.ToEntityReference(),
State = new OptionSetValue(2),
Status = new OptionSetValue(100001)
};
var setStateResponse = (SetStateResponse)context.Execute(setStateRequest);
invoice = context.CreateQuery("invoice").Where(i => i.GetAttributeValue <Guid>("invoiceid") == convertOrderResponse.Entity.Id).FirstOrDefault();
return(invoice);
}
/// <summary>
/// Deletes the custom entity record that was created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the entity created in this sample.</param>
/// </summary>
public static void DeleteRequiredRecords(CrmServiceClient service, bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want the system user record enabled? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
SetStateRequest request = new SetStateRequest()
{
EntityMoniker = new EntityReference(SystemUser.EntityLogicalName,
_userId),
//sets the user to enabled
State = new OptionSetValue(0),
// required by request but always valued at -1 in this context
Status = new OptionSetValue(-1)
};
service.Execute(request);
Console.WriteLine("System user has been enabled.");
}
}
internal void DeactivateTask(string requestId, string taskId, IOrganizationService service)
{
try
{
QueryExpression query = new QueryExpression("pp_signicatdocurl");
query.ColumnSet = new ColumnSet(false);
query.Criteria.AddCondition("new_name", ConditionOperator.Equal, taskId);
query.Criteria.AddCondition("pp_sdsurl", ConditionOperator.Contains, requestId);
var result = service.RetrieveMultiple(query);
if (result.Entities.Count == 1)
{
var task = result.Entities[0].ToEntityReference();
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = task.Id,
LogicalName = task.LogicalName,
},
State = new OptionSetValue(1),
Status = new OptionSetValue(2)
};
service.Execute(setStateRequest);
}
}
catch (Exception ex)
{
throw new Exception(ex.Message);
}
}
public void PerformTestSetup()
{
MessageName = "Close";
var quoteEntity = EntityFactory.CreateQuote();
var quoteClose = new Entity("quoteclose");
quoteClose["subject"] = "DummyQuoteClose";
quoteClose["quoteid"] = quoteEntity.ToEntityReference();
var setStateRequest = new SetStateRequest
{
EntityMoniker = quoteEntity.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(2)
};
OrganizationService.Execute(setStateRequest);
CloseQuoteRequest = new CloseQuoteRequest
{
QuoteClose = quoteClose,
Status = new OptionSetValue(5),
};
}
public void When_set_state_request_is_called_an_entity_is_updated()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
var service = context.GetFakedOrganizationService();
var c = new Contact()
{
Id = Guid.NewGuid()
};
context.Initialize(new[] { c });
var request = new SetStateRequest
{
EntityMoniker = c.ToEntityReference(),
State = new OptionSetValue(69),
Status = new OptionSetValue(6969),
};
var response = service.Execute(request);
//Retrieve record after update
var contact = (from con in context.CreateQuery <Contact>()
where con.Id == c.Id
select con).FirstOrDefault();
Assert.Equal((int)contact.StateCode.Value, 69);
Assert.Equal((int)contact.StatusCode.Value, 6969);
}
private SetStateRequest GerarRequestInativacao(Entity entity, int status)
{
int stateCode;
if (status == 0)
{
//Ativar
stateCode = 0;
status = 1;
}
else
{
//Inativar
stateCode = 1;
status = 2;
}
SetStateRequest state = new SetStateRequest();
state.State = new OptionSetValue(stateCode);
state.Status = new OptionSetValue(status);
state.EntityMoniker = new EntityReference(entity.LogicalName, entity.Id);
return(state);
}
public void updateAllProductToActive()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("product");
query.ColumnSet = new ColumnSet(new string[] { "name" });
query.Criteria.AddCondition("statecode", ConditionOperator.Equal, 2);
query.Criteria.AddCondition("createdon", ConditionOperator.Yesterday);
EntityCollection productentityList = service.RetrieveMultiple(query);
Console.WriteLine("Total Product to be Procceed are : " + productentityList.Entities.Count);
int counter = 0;
foreach (Entity Item in productentityList.Entities)
{
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Item.LogicalName, Item.Id),
State = new OptionSetValue(0),
Status = new OptionSetValue(1)
};
service.Execute(publishRequest);
counter++;
if (counter % 100 == 0)
{
Console.WriteLine("Total Product Updated are : " + counter);
}
}
}
protected override void Execute(CodeActivityContext context)
{
IWorkflowContext workFlowContext = context.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory factory = context.GetExtension <IOrganizationServiceFactory>();
_crmService = factory.CreateOrganizationService(null);
Guid contractId = workFlowContext.PrimaryEntityId;
RenewContractRequest contractReq = new RenewContractRequest();
contractReq.ContractId = contractId;
contractReq.IncludeCanceledLines = false;
contractReq.Status = 1;
RenewContractResponse contractResp = (RenewContractResponse)_crmService.Execute(contractReq);
if (contractResp != null)
{
Entity contract = contractResp.Entity;
if (contract.Contains(CrmFields.UpdateContractLine))
{
Boolean updateContractAfterRenewal = contract.GetAttributeValue <bool>(CrmFields.UpdateContractLine);
if (updateContractAfterRenewal != true)
{
SetStateRequest req = new SetStateRequest();
req.EntityMoniker = contract.ToEntityReference();
req.State = new OptionSetValue(1);
req.Status = new OptionSetValue(2);
_crmService.Execute(req);
}
}
}
}
/// <summary>
/// Deletes the custom entity record that was created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the entity created in this sample.</param>
/// </summary>
public static void DeleteRequiredRecords(CrmServiceClient service, bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
// Deactivate, and then delete the workflow.
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue((int)workflow_statuscode.Draft)
};
service.Execute(deactivateRequest);
service.Delete(Workflow.EntityLogicalName, _workflowId);
Console.WriteLine("The workflow has been deactivated, and deleted.");
}
}
/// <summary>
/// Sets the state.
/// </summary>
/// <param name="state">The state.</param>
/// <param name="status">The status.</param>
/// <param name="entityId">The entity identifier.</param>
/// <param name="entityType">Type of the entity.</param>
/// <returns>Result.</returns>
public Result SetState(int state, int status, Guid entityId, string entityType)
{
try
{
logSystem.CreateLog("SetState Rrequest: Type: " + entityType + ", ID : " + entityId + ", State :" + state + ", Status :" + status
, System.Diagnostics.EventLogEntryType.Information);
// Create the Request Object
SetStateRequest stateRequest = new SetStateRequest();
// Set the Request Object's Properties
stateRequest.State = new OptionSetValue(state);
stateRequest.Status = new OptionSetValue(status);
// Point the Request to the case whose state is being changed
stateRequest.EntityMoniker = new EntityReference(entityType, entityId);
// Execute the Request
SetStateResponse stateSet = (SetStateResponse)xrmService.Execute(stateRequest);
return(Execute <SetStateRequest, SetStateResponse>(stateRequest));
}
catch (Exception ex)
{
return(new Result(true,
MethodBase.GetCurrentMethod().ToString() + " : " + ExceptionHandler.HandleException(ex),
null, logSystem));
}
}
private bool FindAndDeactivateEntity(DateTime date)
{
using (var orgContext = new OrganizationServiceContext(this.service))
{
var currencyFromCrm = (from i in orgContext.CreateQuery <new_exchangerates>()
where i.new_date < date &&
i.statecode == new_exchangeratesState.Active
select i).ToList();
if (currencyFromCrm.Count == 0)
{
return(false);
}
// деактивация устаревших курсов State = Close
foreach (var item in currencyFromCrm)
{
SetStateRequest deactivateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference(new_exchangerates.EntityLogicalName, item.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
};
orgContext.Execute(deactivateRequest);
}
return(true);
}
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Deactivate and delete workflow
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue((int)workflow_statuscode.Draft)
};
_serviceProxy.Execute(deactivateRequest);
_serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
Console.WriteLine("Workflow has been deactivated and deleted.");
}
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
// Deactivate the dialog, and then delete it.
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue(1),
};
_serviceProxy.Execute(deactivateRequest);
_serviceProxy.Delete(Workflow.EntityLogicalName, _dialogId);
Console.WriteLine("Entity records have been deleted.");
}
}
public Boolean AlterarStatus(Guid itbc_mensagemid, int status)
{
int stateCode;
if (status == 0)
{
//Ativar
stateCode = 0;
status = 1;
}
else
{
//Inativar
stateCode = 1;
status = 2;
}
SetStateRequest request = new SetStateRequest
{
EntityMoniker = new EntityReference("itbc_mensagem", itbc_mensagemid),
State = new OptionSetValue(stateCode),
Status = new OptionSetValue(status)
};
SetStateResponse resp = (SetStateResponse)this.Execute(request);
if (resp != null)
{
return(true);
}
return(false);
}
/// <summary>
/// Deletes/reverts any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete/revert the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.Write("\nDo you want these entity records deleted/reverted? (y/n) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
SetStateRequest request = new SetStateRequest()
{
EntityMoniker = new EntityReference(SystemUser.EntityLogicalName,
_userId),
//sets the user to enabled
State = new OptionSetValue(0),
// required by request but always valued at -1 in this context
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(request);
Console.WriteLine("User account is enabled back again.");
}
}
private static void SetState(CrmServiceClient service, EntityReference caseReference)
{
// Create the Request Object
var state = new SetStateRequest();
// Set the Request Object's Properties
state.State = new OptionSetValue((int)IncidentState.Active);
state.Status =
new OptionSetValue((int)incident_statuscode.WaitingforDetails);
// Point the Request to the case whose state is being changed
state.EntityMoniker = caseReference;
// Execute the Request
var stateSet = (SetStateResponse)service.Execute(state);
// Check if the state was successfully set
Incident incident = service.Retrieve(Incident.EntityLogicalName,
_caseIncidentId, new ColumnSet(allColumns: true)).ToEntity <Incident>();
if (incident.StatusCode.Value == (int)incident_statuscode.WaitingforDetails)
{
Console.WriteLine("Record state set successfully.");
}
else
{
Console.WriteLine("The request to set the record state failed.");
}
}
//Created By : Raphael Herrera, Created On : 1/11/2017
/*Purpose: Cancel Vehicle Adjustment record. Delete all adjusted vehicle details records. Set inventory record to available and adjust product quantity count for each adjusted vehicle records.
* Registration Details:
* Event/Message:
* Pre-Validate/Delete:
* Post/Update: gsc_adjustmentvariancestatus
* Post/Create:
* Primary Entity: Vehicle Adjustment/Variance Entry Detail
*/
public Entity CancelAdjustedVehicle(Entity vehicleAdjustmentEntity)
{
_tracingService.Trace("Started CancelAdjustedVehicle Method...");
EntityCollection adjustedDetailsCollection = CommonHandler.RetrieveRecordsByOneValue("gsc_sls_adjustmentvariancedetail", "gsc_vehicleadjustmentvarianceentryid", vehicleAdjustmentEntity.Id,
_organizationService, null, OrderType.Ascending, "gsc_inventoryid", "gsc_quantity");
_tracingService.Trace("Adjusted Details Records retrieved: " + adjustedDetailsCollection.Entities.Count);
if (adjustedDetailsCollection.Entities.Count > 0)
{
foreach (Entity adjustedDetails in adjustedDetailsCollection.Entities)
{
UnallocateVehicleAdjustment(adjustedDetails, vehicleAdjustmentEntity, "Cancel");
}
}
SetStateRequest request = new SetStateRequest
{
EntityMoniker = new EntityReference("gsc_sls_vehicleadjustmentvarianceentry", vehicleAdjustmentEntity.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(2)
};
_organizationService.Execute(request);
_tracingService.Trace("Started CancelAdjustedVehicle Method...");
return(vehicleAdjustmentEntity);
}
private void UpdateSupplementalExpenses(List <Entity> supplementalExpenses)
{
//Update Expense Records with reference to payment record
var stateCode = new OptionSetValue();
var statusCode = new OptionSetValue();
foreach (var expense in supplementalExpenses)
{
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = expense.Id,
LogicalName = "educ_exoense",
},
State = new OptionSetValue(1),
Status = new OptionSetValue(610410006)
};
organizationService.Execute(setStateRequest);
//If not suplemental, set statuscode to Suplemental Recorded
//if (expense.GetAttributeValue<OptionSetValue>("educ_supplementalexpense").Value == 610410000)
// expense["statuscode"] = new OptionSetValue(610410006);
//organizationService.Update(expense);
}
}
private bool FindAndDeactivateEntity(DateTime date)
{
using (var orgContext = new OrganizationServiceContext(this.service))
{
var currencyFromCrm = (from i in orgContext.CreateQuery <sl_ExchangeRate>()
where i.sl_RelevanceDate < date.ToUniversalTime().AddHours(_ToCrmUTCDate) &&
i.statecode == sl_ExchangeRateState.Active
select i).ToList();
if (currencyFromCrm.Count == 0)
{
return(true);
}
// деактивация устаревших курсов State = Close
foreach (var item in currencyFromCrm)
{
SetStateRequest deactivateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference(sl_ExchangeRate.EntityLogicalName, item.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
};
orgContext.Execute(deactivateRequest);
}
return(true);
}
}
public Entity CreateContract()
{
var contactEntity = CreateContact();
var entity = new Entity("contract")
{
Id = Guid.NewGuid()
};
entity["title"] = "DummyContract";
entity["contracttemplateid"] = crmReader.GetContractTemplateId();
entity["billingcustomerid"] = contactEntity.ToEntityReference();
entity["customerid"] = contactEntity.ToEntityReference();
entity["billingstarton"] = DateTime.Now;
entity["billingendon"] = DateTime.Now.AddYears(1);
entity["activeon"] = DateTime.Now;
entity["expireson"] = DateTime.Now.AddYears(1);
organizationService.Create(entity);
CreateContractLine(entity.ToEntityReference());
var setStateRequest = new SetStateRequest
{
EntityMoniker = entity.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(2)
};
organizationService.Execute(setStateRequest);
return(entity);
}
/// <summary>
/// Deletes the custom entity record that was created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the entity created in this sample.</param>
/// </summary>
public static void DeleteRequiredRecords(CrmServiceClient service, bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker =
new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue(1)
};
service.Execute(setStateRequest);
service.Delete(Workflow.EntityLogicalName, _workflowId);
service.Delete(Lead.EntityLogicalName, _leadId);
service.Delete(AsyncOperation.EntityLogicalName, _asyncOperationId);
Console.WriteLine("Entity records have been deleted.");
}
}
public Boolean AlterarSituacao(Guid ArquivoDeSelloutId, int status)
{
int stateCode;
if (status == 0)
{
//Ativar
stateCode = 0;
status = 1;
}
else
{
//Inativar
stateCode = 1;
status = 2;
}
SetStateRequest request = new SetStateRequest
{
EntityMoniker = new EntityReference("itbc_arquivodesellout", ArquivoDeSelloutId),
State = new OptionSetValue(stateCode),
Status = new OptionSetValue(status)
};
SetStateResponse resp = (SetStateResponse)this.Execute(request);
if (resp != null)
{
return(true);
}
return(false);
}
public void UpdateEntityState(IEnumerable <EditableGridModel> records)
{
ExecuteMultipleRequest requestWithoutResults = XrmMultipleRequestHelper.CreateRequest();
foreach (EditableGridModel item in records)
{
SetStateRequest request = new SetStateRequest
{
EntityMoniker = new EntityReference(item.Entity, item.Id),
// Sets the record to disabled.
State = new OptionSetValue(0),
// Required by request but always valued at -1 in this context.
Status = new OptionSetValue(-1)
};
if (item.Records.FirstOrDefault().Value == "disable")
{
request.State = new OptionSetValue(1);
}
request.Status = new OptionSetValue(-1);
_service.ServiceContext.Execute(request);
}
}
public Boolean AlterarStatus(Guid acessoKonvivaId, int status)
{
int stateCode;
if (status == (int)Domain.Enum.AcessoKonviva.StateCode.Ativo)
{
//Ativar
stateCode = (int)Domain.Enum.AcessoKonviva.StateCode.Ativo;
status = (int)Domain.Enum.AcessoKonviva.StatusCode.Ativo;
}
else
{
//Inativar
stateCode = (int)Domain.Enum.AcessoKonviva.StateCode.Inativo;
status = (int)Domain.Enum.AcessoKonviva.StatusCode.Inativo;
}
SetStateRequest request = new SetStateRequest
{
EntityMoniker = new EntityReference("itbc_acessoaokonviva", acessoKonvivaId),
State = new OptionSetValue(stateCode),
Status = new OptionSetValue(status)
};
SetStateResponse resp = (SetStateResponse)this.Execute(request);
if (resp != null)
{
return(true);
}
return(false);
}
private void SetState(Entity target, RecordStateAndStatus sourceStateAndStatus, Entity currentStateAndStatusEntity = null)
{
// Don't update state when it's not available
if (sourceStateAndStatus.State == null)
{
return;
}
if (currentStateAndStatusEntity != null)
{
var currentStateAndStatus = RemoveStateAndStatus(currentStateAndStatusEntity);
// If the entity has no state: return
if (currentStateAndStatus.State == null || (sourceStateAndStatus.State.Value == currentStateAndStatus.State.Value && sourceStateAndStatus.Status.Value == currentStateAndStatus.Status.Value))
{
return;
}
}
SetStateRequest setState = new SetStateRequest()
{
EntityMoniker = target.ToEntityReference(),
State = sourceStateAndStatus.State,
Status = sourceStateAndStatus.Status
};
targetService.Execute(setState);
}
public override void Execute()
{
EntityReference crmRecord = _crmContext.RecordCache[_alias];
SetStateRequest request = ObjectConverter.ToSetStateRequest(crmRecord, _statusCodeText, _crmContext);
GlobalTestingContext.ConnectionManager.CurrentConnection.Execute <SetStateResponse>(request);
}
private SetStateResponse ExecuteInternal(SetStateRequest request)
{
var entity = Service.Retrieve(request.EntityMoniker.LogicalName, request.EntityMoniker.Id, new ColumnSet());
var info = new LateBoundActivePropertyInfo(request.EntityMoniker.LogicalName);
switch (info.ActiveAttribute)
{
case ActiveAttributeType.IsDisabled:
entity["isdisabled"] = request.State.GetValueOrDefault() == 1;
break;
case ActiveAttributeType.None:
case ActiveAttributeType.StateCode:
entity["statecode"] = request.State;
entity["statuscode"] = request.Status;
break;
default:
throw new ArgumentOutOfRangeException();
}
Service.Update(entity);
return(new SetStateResponse());
}
public HttpResponseMessage Post(Guid taskId)
{
CrmConnection connection = CrmConnection.Parse(Strings.urlCreds);
var ctx = new CrmServiceContext(new OrganizationService(connection));
var taskReference = new EntityReference("task", taskId);
try
{
var req = new SetStateRequest();
req.State = new OptionSetValue(1);
req.Status = new OptionSetValue(5);
req.EntityMoniker = taskReference;
var res = (SetStateResponse)ctx.Execute(req);
}
catch (Exception e)
{
return this.Request.CreateResponse(
HttpStatusCode.InternalServerError, e);
}
return this.Request.CreateResponse(
HttpStatusCode.Created);
}
internal void DeactivateSignicatResults(IOrderedEnumerable <IGrouping <string, ResultObject> > groups,
IOrganizationService service)
{
foreach (var group in groups)
{
var tempList = group.ToList();
if (tempList.Count > 1)
{
foreach (var resultObject in tempList)
{
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = resultObject.Id,
LogicalName = "pp_signicatresulturl",
},
State = new OptionSetValue(1),
Status = new OptionSetValue(2)
};
service.Execute(setStateRequest);
}
}
}
}
public void When_set_state_request_is_called_an_entity_is_updated()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
var service = context.GetFakedOrganizationService();
var c = new Contact() {
Id = Guid.NewGuid()
};
context.Initialize(new[] { c });
var request = new SetStateRequest
{
EntityMoniker = c.ToEntityReference(),
State = new OptionSetValue(69),
Status = new OptionSetValue(6969),
};
var response = service.Execute(request);
//Retrieve record after update
var contact = (from con in context.CreateQuery<Contact>()
where con.Id == c.Id
select con).FirstOrDefault();
Assert.Equal((int) contact.StateCode.Value, 69);
Assert.Equal((int) contact.StatusCode.Value, 6969);
}
internal override OrganizationResponse Execute(OrganizationRequest orgRequest, EntityReference userRef)
{
var request = MakeRequest <MergeRequest>(orgRequest);
var mainEntity = db.GetEntity(request.Target);
var casSelection = new CascadeSelection()
{
merge = true
};
var subordinateReference = new EntityReference {
LogicalName = mainEntity.LogicalName, Id = request.SubordinateId
};
var subordinateEntity = core.GetDbEntityWithRelatedEntities(subordinateReference, EntityRole.Referencing, userRef, casSelection);
foreach (var attr in request.UpdateContent.Attributes)
{
if (attr.Value != null)
{
mainEntity[attr.Key] = attr.Value;
}
}
foreach (var relatedEntities in subordinateEntity.RelatedEntities)
{
var relationshipMeta = metadata.EntityMetadata.GetMetadata(subordinateEntity.LogicalName).ManyToOneRelationships.First(r => r.SchemaName == relatedEntities.Key.SchemaName);
if (relationshipMeta.CascadeConfiguration.Merge == CascadeType.Cascade)
{
var entitiesToSwap = relatedEntities.Value.Entities.Select(e => e.ToEntityReference()).ToList();
var disassocHandler = core.RequestHandlers.Find(x => x is DisassociateRequestHandler);
disassocHandler.Execute(new DisassociateRequest {
RelatedEntities = new EntityReferenceCollection(entitiesToSwap),
Relationship = relatedEntities.Key,
Target = subordinateEntity.ToEntityReference()
}, userRef);
var assocHandler = core.RequestHandlers.Find(x => x is AssociateRequestHandler);
assocHandler.Execute(new AssociateRequest {
RelatedEntities = new EntityReferenceCollection(entitiesToSwap),
Relationship = relatedEntities.Key,
Target = mainEntity.ToEntityReference()
}, userRef);
}
}
subordinateEntity["merged"] = true;
db.Update(subordinateEntity);
db.Update(mainEntity);
var setStateHandler = core.RequestHandlers.Find(x => x is SetStateRequestHandler);
var req = new SetStateRequest()
{
EntityMoniker = subordinateReference,
State = new OptionSetValue(1),
Status = new OptionSetValue(2)
};
setStateHandler.Execute(req, userRef);
return(new MergeResponse());
}
/// <summary>
/// Деактиврует запись record
/// </summary>
/// <param name="xrmServiceContext"></param>
/// <param name="record"></param>
/// <returns></returns>
public static SetStateResponse DeactivateEntityRecord(this XrmServiceContext xrmServiceContext, Entity record)
{
IOrganizationService service = xrmServiceContext;
//State represents the field with schema name “state code” and display name “status”.
//Suppose we are working on the account entity in which the state code field has to be 1 so that the record be inactive.
//Status represents the field with schema name “Status code” and display name “Status Reason”.
// set this value to -1 to let the system automatically set the appropriate corresponding status value.
SetStateRequest setStateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(record.LogicalName, record.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
};
// Execute the request
var response = (SetStateResponse)service.Execute(setStateRequest);
return response;
}
private static bool? ChangeStateCode(Guid id)
{
var service = new OrganizationService(connection);
SetStateRequest state = new SetStateRequest();
state.State = new OptionSetValue((int)TaskState.Completed);
state.Status =
new OptionSetValue(5);
state.EntityMoniker = new EntityReference()
{
Id = id,
LogicalName = SoftLine.Models.Task.EntityLogicalName
};
SetStateResponse stateSet = (SetStateResponse)service.Execute(state);
SoftLine.Models.Task task =
service.Retrieve(SoftLine.Models.Task.EntityLogicalName, id, new ColumnSet("statecode")).ToEntity<SoftLine.Models.Task>();
if (task.StateCode == TaskState.Completed)
{
return true;
}
return null;
}
public static MsCrmResult CloseFriendship(Guid friendshipId, IOrganizationService service)
{
MsCrmResult returnValue = new MsCrmResult();
try
{
SetStateRequest setStateReq = new SetStateRequest();
setStateReq.EntityMoniker = new EntityReference("new_friendship", friendshipId);
setStateReq.State = new OptionSetValue(1);
setStateReq.Status = new OptionSetValue(2);
SetStateResponse response = (SetStateResponse)service.Execute(setStateReq);
returnValue.Success = true;
returnValue.Result = "M044"; //"Arkadaşlığınız iptal edilmiştir.";
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Result = ex.Message;
}
return returnValue;
}
/// <summary>
/// Активировать карточку
/// </summary>
/// <param name="organizationService"></param>
/// <param name="record"></param>
public static void ActivateRecord(this IOrganizationService organizationService, Entity record)
{
var cols = new ColumnSet("statecode", "statuscode");
//Check if it is Inactive or not
var entity = organizationService.Retrieve(record.LogicalName, record.Id, cols);
if (entity != null && entity.GetAttributeValue<OptionSetValue>("statecode").Value != 0)
{
//StateCode = 0 and StatusCode = 1 for activating Account or Contact
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = record.Id,
LogicalName = record.LogicalName,
},
State = new OptionSetValue(0),
Status = new OptionSetValue(1)
};
organizationService.Execute(setStateRequest);
}
}
private void DeactivateProductById(Guid Id)
{
var setStateProductRequest = new SetStateRequest
{
State = new OptionSetValue(1),
Status = new OptionSetValue(2),
EntityMoniker = new EntityReference(Product.EntityLogicalName, Id)
};
_service.Execute(setStateProductRequest);
}
/// <summary>
/// This method first creates XAML to define the custom workflow. Afterwards,
/// it creates the workflow record with this XAML and then activates it. Finally
/// it checks if it is activated and, if so, deactivates it.
/// </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();
CreateRequiredRecords();
// Activate the workflow.
Console.WriteLine("\nActivating the workflow...");
//<snippetSetStateWorkflow1>
var activateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference
(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue((int)workflow_statuscode.Activated)
};
_serviceProxy.Execute(activateRequest);
//</snippetSetStateWorkflow1>
// Verify that the workflow is activated.
Workflow retrievedWorkflow =
(Workflow)_serviceProxy.Retrieve("workflow", _workflowId, new ColumnSet("statecode", "name"));
Console.WriteLine("The state of workflow {0} is: {1}.", retrievedWorkflow.Name, retrievedWorkflow.StateCode);
// Deactivate the workflow.
if (retrievedWorkflow.StateCode == WorkflowState.Activated)
{
Console.WriteLine("\nDeactivating the workflow...");
//<snippetSetStateWorkflow2>
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker =
new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue((int)workflow_statuscode.Draft)
};
_serviceProxy.Execute(deactivateRequest);
//</snippetSetStateWorkflow2>
}
// Verify that the workflow is deactivated (in a draft state).
retrievedWorkflow =
(Workflow)_serviceProxy.Retrieve("workflow", _workflowId, new ColumnSet("statecode", "name"));
Console.WriteLine("The state of workflow {0} is: {1}.", retrievedWorkflow.Name, retrievedWorkflow.StateCode);
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;
}
}
private void UpdateConfirm(string incidentid)
{
SetStateRequest _request = new SetStateRequest();
_request.EntityMoniker = new EntityReference("incident", new Guid(incidentid));
_request.State = new OptionSetValue(0);
_request.Status = new OptionSetValue(522040002);
SetStateResponse _SetStateResponse = (SetStateResponse)crmService.Execute(_request);
Entity _incident = crmService.Retrieve("incident", new Guid(incidentid), new ColumnSet("incidentid", "helpdesk_statusdescription"));
_incident["helpdesk_statusdescription"] = new OptionSetValue(11);
crmService.Update(_incident);
FillRequestList();
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a Lead record on which we will execute the Workflow.
Lead lead = new Lead()
{
FirstName = "Diogo",
LastName = "Andrade"
};
_leadId = _serviceProxy.Create(lead);
Console.WriteLine("Created Lead for workflow request.");
// Define an anonymous type to define the possible values for
// process type
var ProcessType = new
{
Definition = 1,
Activation = 2,
Template = 3
};
// Define an anonymous type to define the possible values for
// process category
var ProcessCategory = new
{
Workflow = 0,
Dialog = 1,
};
// Define an anonymous type to define the possible values for
// process scope
var ProcessScope = new
{
User = 1,
BusinessUnit = 2,
Deep = 3,
Global = 4
};
// Create the Workflow that we will execute.
Workflow workflow = new Workflow()
{
Name = "Sample Workflow", // friendly name of the record
Type = new OptionSetValue(ProcessType.Definition),
Category = new OptionSetValue(ProcessCategory.Workflow),
Scope = new OptionSetValue(ProcessScope.User),
OnDemand = true,
PrimaryEntity = Lead.EntityLogicalName,
Xaml =
@"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""ExecuteWorkflowSample"" xmlns=""http://schemas.microsoft.com/netfx/2009/xaml/activities"" xmlns:mva=""clr-namespace:Microsoft.VisualBasic.Activities;assembly=System.Activities, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:mxs=""clr-namespace:Microsoft.Xrm.Sdk;assembly=Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:mxswa=""clr-namespace:Microsoft.Xrm.Sdk.Workflow.Activities;assembly=Microsoft.Xrm.Sdk.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:s=""clr-namespace:System;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:scg=""clr-namespace:System.Collections.Generic;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:srs=""clr-namespace:System.Runtime.Serialization;assembly=System.Runtime.Serialization, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:this=""clr-namespace:"" xmlns:x=""http://schemas.microsoft.com/winfx/2006/xaml"">
<x:Members>
<x:Property Name=""InputEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
<x:Property Name=""CreatedEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
</x:Members>
<this:ExecuteWorkflowSample.InputEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:ExecuteWorkflowSample.InputEntities>
<this:ExecuteWorkflowSample.CreatedEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:ExecuteWorkflowSample.CreatedEntities>
<mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
<mxswa:Workflow>
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntities("CreateStep1_localParameter#Temp")]"" Value=""[New Entity("phonecall")]"" />
<Sequence DisplayName=""CreateStep1: Set first activity for lead."">
<Sequence.Variables>
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_1"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_2"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_3"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_4"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_5"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_6"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_7"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_8"" />
</Sequence.Variables>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.Boolean, ""True"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:Boolean"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_1]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""directioncode"" Entity=""[CreatedEntities("CreateStep1_localParameter#Temp")]"" EntityName=""phonecall"" Value=""[CreateStep1_1]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:Boolean"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.String, ""First call to "", ""String"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_3]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:GetEntityProperty Attribute=""fullname"" Entity=""[InputEntities("primaryEntity")]"" EntityName=""lead"" Value=""[CreateStep1_5]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_5 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_4]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">Add</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_3, CreateStep1_4 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_2]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""subject"" Entity=""[CreatedEntities("CreateStep1_localParameter#Temp")]"" EntityName=""phonecall"" Value=""[CreateStep1_2]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:GetEntityProperty Attribute=""leadid"" Entity=""[InputEntities("primaryEntity")]"" EntityName=""lead"" Value=""[CreateStep1_7]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_7 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_6]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""regardingobjectid"" Entity=""[CreatedEntities("CreateStep1_localParameter#Temp")]"" EntityName=""phonecall"" Value=""[CreateStep1_6]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.OptionSetValue, ""1"", ""Picklist"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:OptionSetValue"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_8]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""prioritycode"" Entity=""[CreatedEntities("CreateStep1_localParameter#Temp")]"" EntityName=""phonecall"" Value=""[CreateStep1_8]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:OptionSetValue"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:CreateEntity EntityId=""{x:Null}"" DisplayName=""CreateStep1: Set first activity for lead."" Entity=""[CreatedEntities("CreateStep1_localParameter#Temp")]"" EntityName=""phonecall"" />
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntities("CreateStep1_localParameter")]"" Value=""[CreatedEntities("CreateStep1_localParameter#Temp")]"" />
<Persist />
</Sequence>
</mxswa:Workflow>
</Activity>"
};
_workflowId = _serviceProxy.Create(workflow);
Console.Write("Created workflow to call in Execute Workflow request, ");
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker =
new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(setStateRequest);
Console.WriteLine("and activated.");
}
private void UpdateState(bool touch, bool onlychange, OptionSetValue statusvalue, OptionSetValue statevalue, Entity record)
{
var currentstate = record.Contains("statecode") ? record["statecode"] : new OptionSetValue(-1);
var currentstatus = record.Contains("statuscode") ? record["statuscode"] : new OptionSetValue(-1);
if (touch)
{
statevalue = (OptionSetValue)currentstate;
statusvalue = (OptionSetValue)currentstatus;
}
if (!onlychange || !ValuesEqual(currentstate, statevalue) || !ValuesEqual(currentstatus, statusvalue))
{
var req = new SetStateRequest()
{
EntityMoniker = record.ToEntityReference(),
State = statevalue,
Status = statusvalue
};
var resp = Service.Execute(req);
if (record.Contains("statecode"))
{
record["statecode"] = statevalue;
}
else
{
record.Attributes.Add("statecode", statevalue);
}
if (record.Contains("statuscode"))
{
record["statuscode"] = statusvalue;
}
else
{
record.Attributes.Add("statuscode", statusvalue);
}
}
}
public void SetState(string entityType, Guid id, int state)
{
var setStateReq = new SetStateRequest
{
EntityMoniker = new EntityReference(entityType, id),
State = new OptionSetValue(state),
Status = new OptionSetValue(-1)
};
Execute(setStateReq);
}
public static MsCrmResult CloseFriendshipRequest(Guid requestId, FriendshipRequestStatus statusCode, IOrganizationService service)
{
MsCrmResult returnValue = new MsCrmResult();
try
{
SetStateRequest setStateReq = new SetStateRequest();
setStateReq.EntityMoniker = new EntityReference("new_friendshiprequest", requestId);
setStateReq.State = new OptionSetValue(1);
setStateReq.Status = new OptionSetValue((int)statusCode);
SetStateResponse response = (SetStateResponse)service.Execute(setStateReq);
returnValue.Success = true;
returnValue.Result = "M041"; //"Arkadaşlık talebiniz durumu güncellendi.";
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Result = ex.Message;
}
return returnValue;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Reschedule an instance of the recurring appointment series.
/// Cancel another instance of the recurring appointment series.
/// Optionally delete any entity records that were created for this sample.
/// </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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetRescheduleandCancelRecurringAppointmentInstance1>
// Retrieve the individual appointment instance that falls on or after
// 10 days from today. Basically this will be the second instance in the
// recurring appointment series.
QueryExpression instanceQuery = new QueryExpression
{
EntityName = Appointment.EntityLogicalName,
ColumnSet = new ColumnSet
{
Columns = { "activityid", "scheduledstart", "scheduledend" }
},
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "seriesid",
Operator = ConditionOperator.Equal,
Values = { _recurringAppointmentMasterId }
},
new ConditionExpression
{
AttributeName = "scheduledstart",
Operator = ConditionOperator.OnOrAfter,
Values = { DateTime.Today.AddDays(10) }
}
}
}
};
EntityCollection individualAppointments = _serviceProxy.RetrieveMultiple(instanceQuery);
//<snippetRescheduleandCancelRecurringAppointmentInstance2>
#region Reschedule an instance of recurring appointment
// Update the scheduled start and end dates of the appointment
// to reschedule it.
Appointment updateAppointment = new Appointment
{
ActivityId = individualAppointments.Entities.Select(x => (Appointment)x).First().ActivityId,
ScheduledStart = individualAppointments.Entities.Select(x => (Appointment)x).First().ScheduledStart.Value.AddHours(1),
ScheduledEnd = individualAppointments.Entities.Select(x => (Appointment)x).First().ScheduledEnd.Value.AddHours(2)
};
RescheduleRequest reschedule = new RescheduleRequest
{
Target = updateAppointment
};
RescheduleResponse rescheduled = (RescheduleResponse)_serviceProxy.Execute(reschedule);
Console.WriteLine("Rescheduled the second instance of the recurring appointment.");
#endregion Reschedule an instance of recurring appointment
//</snippetRescheduleandCancelRecurringAppointmentInstance2>
//<snippetRescheduleandCancelRecurringAppointmentInstance3>
#region Cancel an instance of recurring appointment
// Cancel the last instance of the appointment. The status of this appointment
// instance is set to 'Canceled'. You can view this appoinyment instance under
// the 'All Activities' view.
SetStateRequest appointmentRequest = new SetStateRequest
{
State = new OptionSetValue((int)AppointmentState.Canceled),
Status = new OptionSetValue(4),
EntityMoniker = new EntityReference(Appointment.EntityLogicalName,
new Guid(individualAppointments.Entities.Select(x => (Appointment)x).Last().ActivityId.ToString()))
};
_serviceProxy.Execute(appointmentRequest);
Console.WriteLine("Canceled the last instance of the recurring appointment.");
#endregion Cancel an instance of recurring appointment
//</snippetRescheduleandCancelRecurringAppointmentInstance3>
//</snippetRescheduleandCancelRecurringAppointmentInstance1>
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;
}
}
private void SetState(EntityReference caseReference)
{
//<snippetSetState>
// Create the Request Object
SetStateRequest state = new SetStateRequest();
// Set the Request Object's Properties
state.State = new OptionSetValue((int)IncidentState.Active);
state.Status =
new OptionSetValue((int)incident_statuscode.WaitingforDetails);
// Point the Request to the case whose state is being changed
state.EntityMoniker = caseReference;
// Execute the Request
SetStateResponse stateSet = (SetStateResponse)_serviceProxy.Execute(state);
// Check if the state was successfully set
Incident incident = _serviceProxy.Retrieve(Incident.EntityLogicalName,
_caseIncidentId, new ColumnSet(allColumns: true)).ToEntity<Incident>();
if (incident.StatusCode.Value == (int)incident_statuscode.WaitingforDetails)
{
Console.WriteLine("Record state set successfully.");
}
else
{
Console.WriteLine("The request to set the record state failed.");
}
//</snippetSetState>
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a Contract Template and several Contracts are created, demonstrating how to
/// create and work with the Contract entity.
/// </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
{
//<snippetWorkingWithContracts1>
// 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();
CreateRequiredRecords();
#region Create Contract Template
// First, attempt to retrieve the Contract Template. Otherwise,
// create the template.
QueryExpression templateQuery = new QueryExpression()
{
EntityName = ContractTemplate.EntityLogicalName,
ColumnSet = new ColumnSet("contracttemplateid"),
Criteria =
{
Conditions =
{
new ConditionExpression("abbreviation", ConditionOperator.Equal, "SCT")
}
}
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(templateQuery);
if (ec.Entities.Count > 0)
{
_contractTemplateId = ec.Entities[0].Id;
Console.Write("Template retrieved, ");
}
else
{
ContractTemplate contractTemplate = new ContractTemplate()
{
Name = "Sample Contract Template",
BillingFrequencyCode = new OptionSetValue((int)ContractTemplateBillingFrequencyCode.Monthly),
Abbreviation = "SCT",
AllotmentTypeCode = new OptionSetValue((int)ContractTemplateAllotmentTypeCode.NumberofCases),
EffectivityCalendar =
"--------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++-------------------------------------------------------"
};
_contractTemplateId = _serviceProxy.Create(contractTemplate);
Console.Write("Template created, ");
}
#endregion
#region Create Contract
// Create a Contract from the Contract Template.
Contract contract = new Contract()
{
Title = "Sample Contract",
ContractTemplateId = new EntityReference
{
Id = _contractTemplateId,
LogicalName = ContractTemplate.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
BillingCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
BillingStartOn = new DateTime(2015, 1, 1),
BillingEndOn = new DateTime(2020, 1, 1)
};
_contractId = _serviceProxy.Create(contract);
Console.Write("parent contract created, ");
// Create a contract line item.
ContractDetail contractLineItem = new ContractDetail()
{
Title = "Sample Contract Line Item",
ContractId = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
Price = new Money(20.0M),
TotalAllotments = 20
};
_serviceProxy.Create(contractLineItem);
Console.Write("contract line attached, ");
#endregion
#region Clone contract twice
//<snippetCloneContract>
// Create the first clone of the contract.
CloneContractRequest cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = false
};
CloneContractResponse cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_firstCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
//</snippetCloneContract>
Console.Write("first clone created, ");
// Create the second clone of the contract.
cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true
};
cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_secondCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
Console.Write("second clone created. \n");
// Retrieve all Contracts.
QueryExpression contractQuery = new QueryExpression()
{
EntityName = Contract.EntityLogicalName,
ColumnSet = new ColumnSet("contractid"),
Criteria =
{
Conditions =
{
new ConditionExpression("customerid", ConditionOperator.Equal, _accountId)
}
}
};
EntityCollection contracts = _serviceProxy.RetrieveMultiple(contractQuery);
// Display the retrieved Contract Ids.
for (int i = 0; i < contracts.Entities.Count; i++)
{
Console.WriteLine("Retrieved contract with Id: {0}",
((Contract)contracts.Entities[i]).ContractId);
}
#endregion
#region Deactivate a cloned contract
// In order to deactivate a contract (put it on hold), it is first
// necessary to invoice the contract.
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("Contract invoiced, ");
// Now that the contract has been invoiced, it is possible to put
// the contract on hold.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.OnHold),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("and put on hold.\n");
#endregion
#region Renew an invoiced contract
// In order to renew a contract, it must be invoiced first, and
// then canceled.
//<snippetSetStateForContract>
// Invoice the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(setStateRequest);
//</snippetSetStateForContract>
Console.Write("Contract invoiced, ");
//<snippetCancelContract>
// Cancel the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Canceled),
Status = new OptionSetValue(5)
};
_serviceProxy.Execute(setStateRequest);
//</snippetCancelContract>
Console.Write("canceled, ");
//<snippetRenewContract>
// Renew the canceled contract.
RenewContractRequest renewRequest = new RenewContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true,
Status = 1
};
RenewContractResponse renewResponse =
(RenewContractResponse)_serviceProxy.Execute(renewRequest);
// Retrieve Id of renewed contract.
_renewedId = ((Contract)renewResponse.Entity).ContractId.Value;
//</snippetRenewContract>
// Display the Id of the renewed contract.
Console.WriteLine("and renewed.");
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetWorkingWithContracts1>
}
// 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>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
// Two of the contracts, their associated account and the contract template
// records that were created and used in this sample will continue to exist
// on your system because contracts that have been invoiced cannot be deleted
// in Microsoft Dynamics CRM. They can only be put on hold or canceled.
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
_serviceProxy.Delete(Contract.EntityLogicalName, _secondCloneId);
_serviceProxy.Delete(Contract.EntityLogicalName, _renewedId);
_serviceProxy.Delete(Contract.EntityLogicalName, _contractId);
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(setStateRequest);
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Canceled),
Status = new OptionSetValue(5)
};
_serviceProxy.Execute(setStateRequest);
_serviceProxy.Delete(Contract.EntityLogicalName, _firstCloneId);
_serviceProxy.Delete(Account.EntityLogicalName, _accountId);
Console.WriteLine("Entity record(s) have been deleted.");
}
}
public void EnableRule(Guid ruleId)
{
var setStateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(entityName, ruleId),
State = new OptionSetValue(0),
Status = new OptionSetValue(-1)
};
service.Execute(setStateRequest);
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Deactivate and delete workflow
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue((int)workflow_statuscode.Draft)
};
_serviceProxy.Execute(deactivateRequest);
_serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
Console.WriteLine("Workflow has been deactivated and deleted.");
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a goal is created specifying the target count. The goal is then
/// rolled up, the actual and in-progress values are overridden and finally the
/// goal is closed.
/// </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
{
//<snippetOverrideGoalTotalCount1>
// 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();
CreateRequiredRecords();
// Create the count metric, setting the Metric Type to 'Count' by
// setting IsAmount to false.
Metric sampleMetric = new Metric()
{
Name = "Sample Count Metric",
IsAmount = false,
};
_metricId = _serviceProxy.Create(sampleMetric);
sampleMetric.Id = _metricId;
Console.Write("Created phone call metric, ");
#region Create RollupFields
// Create RollupField which targets completed (received) phone calls.
RollupField actual = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "actualinteger",
SourceState = 1,
SourceStatus = 4,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "actualend",
MetricId = sampleMetric.ToEntityReference()
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created actual revenue RollupField, ");
// Create RollupField which targets open (in-progress) phone calls.
RollupField inprogress = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "inprogressinteger",
SourceState = 0,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "createdon",
MetricId = sampleMetric.ToEntityReference()
};
_inprogressId = _serviceProxy.Create(inprogress);
Console.Write("created in-progress revenue RollupField, ");
#endregion
#region Create the goal rollup queries
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the length property to be greater than 1,000
// chars and will cause an exception.
// The following query locates closed incoming phone calls.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query - Actual",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
goalRollupQuery.Id = _rollupQueryIds[0];
// The following query locates open incoming phone calls.
GoalRollupQuery inProgressGoalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query - InProgress",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='0' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(inProgressGoalRollupQuery));
inProgressGoalRollupQuery.Id = _rollupQueryIds[1];
Console.Write("created rollup queries for incoming phone calls.\n");
Console.WriteLine();
#endregion
#region Create a goal to track the open incoming phone calls.
// Create the goal.
Goal goal = new Goal()
{
Title = "Sample Goal",
RollupOnlyFromChildGoals = false,
ConsiderOnlyGoalOwnersRecords = false,
TargetInteger = 5,
RollupQueryActualIntegerId = goalRollupQuery.ToEntityReference(),
RollUpQueryInprogressIntegerId =
inProgressGoalRollupQuery.ToEntityReference(),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_goalId = _serviceProxy.Create(goal);
goal.Id = _goalId;
Console.WriteLine("Created goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", goal.TargetInteger.Value);
Console.WriteLine("Goal owner: {0}", goal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", goal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", goal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
#endregion
#region Calculate rollup and display result
// Calculate roll-up of the goal.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = goal.ToEntityReference()
};
_serviceProxy.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goal.");
Console.WriteLine();
// Retrieve and report 3 different computed values for the goal
// - Percentage
// - Actual (Integer)
// - In-Progress (Integer)
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"actualinteger",
"inprogressinteger")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage Achieved: {0}",
temp.Percentage);
Console.WriteLine("Actual (Integer): {0}",
temp.ActualInteger.Value);
Console.WriteLine("In-Progress (Integer): {0}",
temp.InProgressInteger.Value);
Console.WriteLine("<End of Listing>");
}
Console.WriteLine();
#endregion
#region Update goal to override the actual rollup value
// Override the actual and in-progress values of the goal.
// To prevent rollup values to be overwritten during next Recalculate operation,
// set: goal.IsOverridden = true;
goal.IsOverride = true;
goal.ActualInteger = 10;
goal.InProgressInteger = 5;
// Update the goal.
UpdateRequest update = new UpdateRequest()
{
Target = goal
};
_serviceProxy.Execute(update);
Console.WriteLine("Goal actual and in-progress values overridden.");
Console.WriteLine();
#endregion
#region Retrieve result of manual override
// Retrieve and report 3 different computed values for the goal
// - Percentage
// - Actual (Integer)
// - In-Progress (Integer)
retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"actualinteger",
"inprogressinteger")
};
ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage Achieved: {0}",
temp.Percentage);
Console.WriteLine("Actual (Integer): {0}",
temp.ActualInteger.Value);
Console.WriteLine("In-Progress (Integer): {0}",
temp.InProgressInteger.Value);
Console.WriteLine("<End of Listing>");
}
Console.WriteLine();
#endregion
#region Close the goal
// Close the goal.
SetStateRequest closeGoal = new SetStateRequest()
{
EntityMoniker = goal.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(1)
};
Console.WriteLine("Goal closed.");
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetOverrideGoalTotalCount1>
}
// 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 creates XAML to define the custom workflow. Afterwards,
/// it creates the workflow record with this XAML and then activates it.
/// </summary>
/// <remarks>
/// Visit http://msdn.microsoft.com/en-us/library/gg309458.aspx
/// for instructions on enabling XAML workflows on the Microsoft Dynamics CRM server.
/// </remarks>
/// <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();
CreateRequiredRecords();
#region Create XAML
// Define the workflow XAML.
string xamlWF;
xamlWF = @"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""SampleWF""
xmlns=""http://schemas.microsoft.com/netfx/2009/xaml/activities""
xmlns:mva=""clr-namespace:Microsoft.VisualBasic.Activities;assembly=System.Activities, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:mxs=""clr-namespace:Microsoft.Xrm.Sdk;assembly=Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:mxswa=""clr-namespace:Microsoft.Xrm.Sdk.Workflow.Activities;assembly=Microsoft.Xrm.Sdk.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:s=""clr-namespace:System;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:scg=""clr-namespace:System.Collections.Generic;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:srs=""clr-namespace:System.Runtime.Serialization;assembly=System.Runtime.Serialization, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:this=""clr-namespace:"" xmlns:x=""http://schemas.microsoft.com/winfx/2006/xaml"">
<x:Members>
<x:Property Name=""InputEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
<x:Property Name=""CreatedEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
</x:Members>
<this:SampleWF.InputEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.InputEntities>
<this:SampleWF.CreatedEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.CreatedEntities>
<mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
<mxswa:Workflow>
<Sequence>
<Sequence.Variables>
<Variable x:TypeArguments=""x:Int32"" Default=""[40]"" Name=""probability_value"" />
<Variable x:TypeArguments=""mxs:Entity"" Default=""[CreatedEntities("primaryEntity#Temp")]"" Name=""CreatedEntity"" />
</Sequence.Variables>
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntity]"" Value=""[New Entity("opportunity")]"" />
<Assign x:TypeArguments=""s:Guid"" To=""[CreatedEntity.Id]"" Value=""[InputEntities("primaryEntity").Id]"" />
<mxswa:SetEntityProperty Attribute=""closeprobability"" Entity=""[CreatedEntity]""
EntityName=""opportunity"" TargetType=""[Type.GetType("probability_value")]""
Value=""[probability_value]"">
</mxswa:SetEntityProperty>
<mxswa:UpdateEntity Entity=""[CreatedEntity]"" EntityName=""opportunity"" />
<Assign x:TypeArguments=""mxs:Entity"" To=""[InputEntities("primaryEntity")]"" Value=""[CreatedEntity]"" />
<Persist />
</Sequence>
</mxswa:Workflow>
</Activity>";
#endregion Create XAML
#region Create Workflow
//<snippetCreateAWorkflow1>
// Create an asynchronous workflow.
// The workflow should execute after a new opportunity is created.
Workflow workflow = new Workflow()
{
// These properties map to the New Process form settings in the web application.
Name = "Set closeprobability on opportunity create (async)",
Type = new OptionSetValue((int)WorkflowType.Definition),
Category = new OptionSetValue((int)WorkflowCategory.Workflow),
PrimaryEntity = Opportunity.EntityLogicalName,
Mode = new OptionSetValue((int)WorkflowMode.Background),
// Additional settings from the second New Process form.
Description = @"When an opportunity is created, this workflow" +
" sets the closeprobability field of the opportunity record to 40%.",
OnDemand = false,
Subprocess = false,
Scope = new OptionSetValue((int)WorkflowScope.User),
TriggerOnCreate = true,
AsyncAutoDelete = true,
Xaml = xamlWF,
// Other properties not in the web forms.
LanguageCode = 1033, // U.S. English
};
_workflowId = _serviceProxy.Create(workflow);
//</snippetCreateAWorkflow1>
Console.WriteLine("Created Workflow: " + workflow.Name);
#endregion Create Workflow
#region Activate Workflow
// Activate the workflow.
var activateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference
(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue((int)workflow_statuscode.Activated)
};
_serviceProxy.Execute(activateRequest);
Console.WriteLine("Activated Workflow: " + workflow.Name);
#endregion Activate Workflow
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>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve a sales manager.
_salesManagerId =
SystemUserProvider.RetrieveMarketingManager(_serviceProxy);
#endregion
#region Create PhoneCall record and supporting account
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
newAccount.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty }
};
_serviceProxy.Create(phoneCall);
// Create a second phone call to close
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group.
/// Retrieve the default unit.
/// Create few products.
/// Create new discount list and discount.
/// Create new price list and few price list items.
/// Create an account record.
/// Create a new opportunity and few opportunity products.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
Console.WriteLine("Retrieved {0}", unit.Name);
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = _serviceProxy.Create(newDiscountType);
Console.WriteLine("Created {0}", newDiscountType.Name);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = _serviceProxy.Create(newDiscount);
Console.WriteLine("Created new discount for the {0}.", newDiscountType.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine(@"Created price list item for the {0} and applied
volume discount.", newProduct1.Name);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list item for the {0}.", newProduct1.Name);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opporutnity's potential customerid
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _serviceProxy.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
// Create a new opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(newOpportunity);
Console.WriteLine("Created {0}.", newOpportunity.Name);
// Create some opportunity products
OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8
};
_opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);
OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 1
};
_opportunityProduct2Id = _serviceProxy.Create(
newOpportunityProduct2);
Console.WriteLine("Created few opportunity products.");
return;
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeId =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath)[0];
#endregion
#region Create records to support SalesOrder records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct = new Product
{
ProductNumber = "1",
Name = "Example Product",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId =
new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_productId = _serviceProxy.Create(newProduct);
newProduct.Id = _productId;
Console.WriteLine("Created {0}", newProduct.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem = new ProductPriceLevel
{
PriceLevelId =
new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId =
new EntityReference(Product.EntityLogicalName, _productId),
UoMId =
new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
};
_priceListItemId = _serviceProxy.Create(newPriceListItem);
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _productId),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("Published {0}", newProduct.Name);
// Create an account record for the sales order's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountId = _serviceProxy.Create(newAccount);
newAccount.Id = _accountId;
#endregion Create records to support SalesOrder
#region Create SalesOrder record
// Create the sales order.
SalesOrder order = new SalesOrder()
{
Name = "Faux Order",
DateFulfilled = new DateTime(2010, 8, 1),
PriceLevelId =
new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
CustomerId =
new EntityReference(Account.EntityLogicalName, _accountId),
FreightAmount = new Money(20.0M)
};
_orderId = _serviceProxy.Create(order);
order.Id = _orderId;
// Add the product to the order with the price overriden with a
// negative value.
SalesOrderDetail orderDetail = new SalesOrderDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 4,
SalesOrderId = order.ToEntityReference(),
IsPriceOverridden = true,
PricePerUnit = new Money(1000.0M),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_orderDetailId = _serviceProxy.Create(orderDetail);
#endregion Create SalesOrder record
}
private bool FindAndDeactivateEntity(DateTime date)
{
using (var orgContext = new OrganizationServiceContext(this.service))
{
var currencyFromCrm = (from i in orgContext.CreateQuery<sl_ExchangeRate>()
where i.sl_RelevanceDate < date.ToUniversalTime().AddHours(_ToCrmUTCDate)
&& i.statecode == sl_ExchangeRateState.Active
select i).ToList();
if (currencyFromCrm.Count == 0)
{
return true;
}
// деактивация устаревших курсов State = Close
foreach (var item in currencyFromCrm)
{
SetStateRequest deactivateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference(sl_ExchangeRate.EntityLogicalName, item.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
};
orgContext.Execute(deactivateRequest);
}
return true;
}
}
public static MsCrmResult PassiveCode(Guid pointCodeId, IOrganizationService service)
{
MsCrmResult returnValue = new MsCrmResult();
try
{
SetStateRequest setStateReq = new SetStateRequest();
setStateReq.EntityMoniker = new EntityReference("new_pointcode", pointCodeId);
setStateReq.State = new OptionSetValue(1);
setStateReq.Status = new OptionSetValue(2);
SetStateResponse response = (SetStateResponse)service.Execute(setStateReq);
returnValue.Success = true;
returnValue.Result = "Kod kullanıldı";
}
catch (Exception ex)
{
returnValue.Success = false;
returnValue.Result = ex.Message;
}
return returnValue;
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker =
new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(setStateRequest);
_serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
_serviceProxy.Delete(Lead.EntityLogicalName, _leadId);
_serviceProxy.Delete(AsyncOperation.EntityLogicalName, _asyncOperationId);
Console.WriteLine("Entity records have been deleted.");
}
}
protected void RequestView_RowCommand(object sender, GridViewCommandEventArgs e)
{
if (e.CommandName == "Confirm")
{
UpdateConfirm(e.CommandArgument.ToString());
}
if (e.CommandName == "Cancel")
{
Entity _req = new Entity("incident");
_req["incidentid"] = new Guid(e.CommandArgument.ToString());
_req["helpdesk_statusdescription"] = null;
crmService.Update(_req);
SetStateRequest _request = new SetStateRequest();
_request.EntityMoniker = new EntityReference("incident", new Guid(e.CommandArgument.ToString()));
_request.State = new OptionSetValue(2);
_request.Status = new OptionSetValue(6);
SetStateResponse _SetStateResponse = (SetStateResponse)crmService.Execute(_request);
FillRequestList();
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region create kb articles
Console.WriteLine(" Creating KB Articles");
_subjectId = (
from subject in _context.SubjectSet
where subject.Title == "Default Subject"
select subject.Id
).First();
var kbArticleTemplateId = (
from articleTemplate in _context.KbArticleTemplateSet
where articleTemplate.Title == "Standard KB Article"
select articleTemplate.Id
).FirstOrDefault();
if (kbArticleTemplateId != Guid.Empty)
{
// create a KB article
_articles[0] = new KbArticle()
{
// set the article properties
Title = "Searching the knowledge base",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This is a sample article about searching the knowledge base.]]></content>
</section>
<section id='1'>
<content><![CDATA[Knowledge bases contain information useful for various people.]]></content>
</section>
</articledata>",
// use the built-in "Standard KB Article" template
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
// use the default subject
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Searching Knowledge base"
};
_context.AddObject(_articles[0]);
_articles[1] = new KbArticle()
{
Title = "What's in a knowledge base",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This is a sample article about what would be in a knowledge base.]]></content>
</section>
<section id='1'>
<content><![CDATA[This section contains more information.]]></content>
</section>
</articledata>",
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Knowledge base"
};
_context.AddObject(_articles[1]);
_articles[2] = new KbArticle()
{
Title = "Searching the knowledge base from code",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This article covers searching the knowledge base from code.]]></content>
</section>
<section id='1'>
<content><![CDATA[This section contains more information.]]></content>
</section>
</articledata>",
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Knowledge base code"
};
_context.AddObject(_articles[2]);
_context.SaveChanges();
}
else
{
throw new ArgumentException("Standard Article Templates are missing");
}
#endregion
#region Submit the articles
Console.WriteLine(" Submitting the articles");
foreach (var article in _articles)
{
_context.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
State = new OptionSetValue((int)KbArticleState.Unapproved),
Status = new OptionSetValue((int)kbarticle_statuscode.Unapproved)
});
}
#endregion
#region Approve and Publish the article
Console.WriteLine(" Publishing articles");
foreach (var article in _articles)
{
_context.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
State = new OptionSetValue((int)KbArticleState.Published),
Status = new OptionSetValue((int)kbarticle_statuscode.Published)
});
}
#endregion
#region Waiting for publishing to finish
// Wait 20 seconds to ensure that data will be available
// Full-text indexing
Console.WriteLine(" Waiting 20 seconds to ensure indexing has completed on the new records.");
System.Threading.Thread.Sleep(20000);
Console.WriteLine();
#endregion
#region Add cases to KbArticles
// Create UoM
_uomSchedule = new UoMSchedule()
{
Name = "Sample unit group",
BaseUoMName = "Sample base unit"
};
_context.AddObject(_uomSchedule);
_context.SaveChanges();
_uom = (from uom in _context.UoMSet
where uom.Name == _uomSchedule.BaseUoMName
select uom).First();
Console.WriteLine(" Creating an account and incidents for the KB articles");
var whoami = (WhoAmIResponse)_context.Execute(new WhoAmIRequest());
_account = new Account()
{
Name = "Coho Winery",
};
_context.AddObject(_account);
_context.SaveChanges();
_product = new Product()
{
Name = "Sample Product",
ProductNumber = "0",
ProductStructure = new OptionSetValue(1),
DefaultUoMScheduleId = _uomSchedule.ToEntityReference(),
DefaultUoMId = _uom.ToEntityReference()
};
_context.AddObject(_product);
_context.SaveChanges();
// Publish Product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product.Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_context.Execute(publishRequest);
_incident = new Incident()
{
Title = "A sample incident",
OwnerId = new EntityReference(SystemUser.EntityLogicalName, whoami.UserId),
KbArticleId = _articles[0].ToEntityReference(),
CustomerId = _account.ToEntityReference(),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
ProductId = _product.ToEntityReference()
};
_context.AddObject(_incident);
_context.SaveChanges();
#endregion
}
