/// <summary>
/// Create Picklist Field
/// </summary>
/// <param name="SchemaName">Schema name of Attribute.</param>
/// <param name="DisplayName">Display name of Attribute.</param>
/// <param name="pickListArray">String Array for options set.</param>
/// <param name="addedAttributes">Pass by reference, your Entity List.</param>
/// <param name="multi">Pass "multi" for multiple picklist</param>
static void createFieldPicklist(string SchemaName, string DisplayName, string[] pickListArray, ref List <AttributeMetadata> addedAttributes, string multi = "single")
{
// Option attribute meta mapper
IList <OptionMetadata> options = new List <OptionMetadata>();
foreach (string singleTupleOptionMetadata in pickListArray)
{
options.Add(new OptionMetadata(new Label(singleTupleOptionMetadata, 1033), null));
}
OptionSetMetadata optionset = new OptionSetMetadata(new OptionMetadataCollection(options));
optionset.IsGlobal = true;
optionset.OptionSetType = OptionSetType.Picklist;
optionset.DisplayName = new Label(DisplayName + " Global Picklist *", 1033);
optionset.Description = new Label("MSVProperties - " + DisplayName + " picklist option set", 1033);
optionset.Name = "new_msvproperties_" + SchemaName + "_option_global";
try
{
CrmServiceClient service = SampleHelpers.Connect("Connect");
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
// Create a global option set (OptionSetMetadata).
OptionSet = optionset
};
CreateOptionSetResponse optionsResp = (CreateOptionSetResponse)service.Execute(createOptionSetRequest);
}
catch (Exception ex)
{
//Supress Error.
}
if ("multi" == multi)
{
var CreatedMultiSelectPicklistAttributeMetadata = new MultiSelectPicklistAttributeMetadata("new_" + SchemaName)
{
SchemaName = "new_" + SchemaName,
LogicalName = "new_" + SchemaName,
DisplayName = new Label(DisplayName + " *", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("MSVProperties CRM " + DisplayName + " multi check List", 1033),
IsValidForForm = true,
IsValidForGrid = true,
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = optionset.Name
}
};
// Add and return early.
addedAttributes.Add(CreatedMultiSelectPicklistAttributeMetadata);
}
else
{
var CreatedPicklistAttributeMetadata = new PicklistAttributeMetadata("new_" + SchemaName)
{
SchemaName = "new_" + SchemaName,
LogicalName = "new_" + SchemaName,
DisplayName = new Label(DisplayName + " *", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("MSVProperties CRM " + DisplayName + " single checklist", 1033),
IsValidForForm = true,
IsValidForGrid = true,
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = optionset.Name
}
};
addedAttributes.Add(CreatedPicklistAttributeMetadata);
}
}
//[STAThread]
/// <summary>
/// Main function for execution Service Request
/// </summary>
/// <param name="args"></param>
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
addedAttributes = new List <AttributeMetadata>();
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region FieldImport
#endregion FieldImport
List <string> attributesnotAdded = new List <string>();
int attributesCount = addedAttributes.Count;
int i = 1; // Counter.
foreach (AttributeMetadata addedAttributesTuples in addedAttributes)
{
// Create the request.
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = "@todo",
Attribute = addedAttributesTuples
};
// Execute the request.
try
{
Console.WriteLine("[{0}/{1}] Attempting upserting attribute : " + addedAttributesTuples.SchemaName, i, attributesCount);
service.Execute(createAttributeRequest);
Console.WriteLine("[{0}/{1}] Success upserting attribute : " + addedAttributesTuples.SchemaName, i, attributesCount);
}
catch (Exception ex)
{
// Supress error.
attributesnotAdded.Add(addedAttributesTuples.SchemaName);
Console.WriteLine("[{0}/{1}] Failed upserting attribute : " + addedAttributesTuples.SchemaName, i, attributesCount);
}
++i;
}
// NOTE: All customizations must be published before they can be used.
service.Execute(new PublishAllXmlRequest());
// Reporting begins here.
Console.WriteLine("Published all customizations for MSVproperties for the <{0}> entity.", "@todo");
// For Attributes that failed.
Console.WriteLine("Attributes that failed migrating\n===\n");
foreach (dynamic fieldname in attributesnotAdded)
{
Console.WriteLine("* new_" + fieldname);
}
Console.ReadLine();
CleanUpSample(service);
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
//Supress Error. Just call the stack if you wanna find out what exactly went wrong.
Console.WriteLine("Press Enter to continue");
Console.ReadLine();
}
finally
{
if (service != null)
{
service.Dispose();
}
}
}
//[STAThread]
/// <summary>
/// Main function for execution Service Request
/// </summary>
/// <param name="args"></param>
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
addedAttributes = new List <AttributeMetadata>();
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region FieldImport
createFieldString("SuperObitID", "Super Obit ID", StringFormat.Text, ref addedAttributes, "singleLine");
createFieldString("SuperObitName", "Super Obit Name", StringFormat.Text, ref addedAttributes, "singleLine");
createFieldString("Email", "Email", StringFormat.Email, ref addedAttributes, "singleLine");
createFieldString("Secondary Email", "Secondary Email", StringFormat.Email, ref addedAttributes, "singleLine");
createFieldString("ZestimateValue", "Zestimate Value", StringFormat.Text, ref addedAttributes, "money");
createFieldDate("DateofDeath", "Date of Death", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldString("RPRValue", "RPR Value", StringFormat.Text, ref addedAttributes, "money");
createFieldDate("DatePosted", "Date Posted", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldBoolean("HasMortgage", "Has Mortgage?", "Yes", "No", ref addedAttributes);
createFieldString("FuneralName", "Funeral Name", StringFormat.Text, ref addedAttributes);
createFieldString("Realtor_com", "Realtor.com Estimate", StringFormat.Text, ref addedAttributes, "money");
createFieldString("FuneralAddress", "Funeral Address", StringFormat.Text, ref addedAttributes);
createFieldString("RealtytracValue", "Realtytrac Value", StringFormat.Text, ref addedAttributes, "money");
createFieldString("FuneralContactNumber", "Funeral Contact Number", StringFormat.Phone, ref addedAttributes, "singleLine");
createFieldString("Summary", "Summary", StringFormat.Text, ref addedAttributes, "multi");
createFieldString("Age", "Age", StringFormat.Text, ref addedAttributes, "singleLine");
createFieldString("TotalLoans", "Total Loans", StringFormat.Text, ref addedAttributes, "money");
createFieldBoolean("Deceased", "Deceased?", "Yes", "No", ref addedAttributes);
createFieldString("DeceasedLastAddress", "Deceased Last Address", StringFormat.Text, ref addedAttributes);
createFieldString("ObitLink", "Obit Link", StringFormat.Url, ref addedAttributes);
createFieldString("DeceasedLastCity", "Deceased Last City", StringFormat.Text, ref addedAttributes);
createFieldString("PlaceofDeath", "Place of Death", StringFormat.Text, ref addedAttributes);
createFieldString("DeceasedLastState", "Deceased Last State", StringFormat.Text, ref addedAttributes);
createFieldDate("DateofBirth", "Date of Birth", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldPicklist("Category", "Category", ref addedAttributes);
createFieldString("DeceasedLastZip", "Deceased Last Zip", StringFormat.Text, ref addedAttributes);
createFieldString("DeceasedFirstName", "Deceased First Name", StringFormat.Text, ref addedAttributes);
createFieldString("County", "County", StringFormat.Text, ref addedAttributes);
createFieldString("DeceasedMiddleName", "Deceased Middle Name", StringFormat.Text, ref addedAttributes);
createFieldString("NumberofSon", "Number of Son", StringFormat.Text, ref addedAttributes);
createFieldString("DeceasedLastName", "Deceased Last Name", StringFormat.Text, ref addedAttributes);
createFieldString("NumberofDaughter", "Number of Daughter", StringFormat.Text, ref addedAttributes);
createFieldPicklist("SalesStage", "Sales Stage", ref addedAttributes);
createFieldPicklist("Status", "Status", ref addedAttributes);
createFieldString("MainContactNumber", "Main Contact Number", StringFormat.Phone, ref addedAttributes);
createFieldPicklist("PropertyStatus", "Property Status", ref addedAttributes);
createFieldString("MainContactPerson", "Main Contact Person", StringFormat.Text, ref addedAttributes);
createFieldPicklist("Relationship", "Relationship", ref addedAttributes);
createFieldString("MainContactAddress", "Main Contact Address", StringFormat.Text, ref addedAttributes);
createFieldString("MainContactCity", "Main Contact City", StringFormat.Text, ref addedAttributes);
createFieldString("MainContactState", "Main Contact State", StringFormat.Text, ref addedAttributes);
createFieldString("MainContactZipcode", "Main Contact Zipcode", StringFormat.Text, ref addedAttributes);
createFieldString("LeadNumber", "Lead Number", StringFormat.Text, ref addedAttributes);
createFieldString("DeceasedFullName", "Deceased Full Name", StringFormat.Text, ref addedAttributes);
createFieldPicklist("AssignedTo", "Assigned To", ref addedAttributes);
createFieldString("MainContactPhone_1", "Main Contact Phone 1", StringFormat.Phone, ref addedAttributes);
createFieldString("MainContactPhone_2", "Main Contact Phone 2", StringFormat.Phone, ref addedAttributes);
createFieldDate("UploadedDate", "Uploaded Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldString("LegalDescription", "Legal Description", StringFormat.Text, ref addedAttributes, "multi");
createFieldString("RPROwnerName", "RPR Owner Name", StringFormat.Text, ref addedAttributes);
createFieldString("LoanToValue", "Loan To Value", StringFormat.Text, ref addedAttributes);
createFieldString("LoanToValue_percent", "Loan To Value(%)", StringFormat.Text, ref addedAttributes);
createFieldString("RPRLoan1Amount", "RPR Loan 1 Amount", StringFormat.Text, ref addedAttributes, "money");
createFieldPicklist("NeedGenealogySearch", "Need Genealogy Search?", ref addedAttributes);
createFieldString("Notefortheteam", "Note for the team", StringFormat.Text, ref addedAttributes, "multi");
createFieldString("OutstandingLoan2", "Outstanding Loan 2", StringFormat.Text, ref addedAttributes, "money");
createFieldDate("RecordedLoan1Date", "Recorded Loan 1 Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldDate("RecordedLoan2Date", "Recorded Loan 2 Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldString("LendersName2", "Lender's Name 2", StringFormat.Text, ref addedAttributes);
createFieldString("OutstandingLoan1", "Outstanding Loan 1", StringFormat.Text, ref addedAttributes, "money");
createFieldString("RPRLoan2Amount", "RPR Loan 2 Amount", StringFormat.Text, ref addedAttributes, "money");
createFieldString("RPRLender2", "RPR Lender 2", StringFormat.Text, ref addedAttributes);
createFieldString("LendersName1", "Lender's Name 1", StringFormat.Text, ref addedAttributes);
createFieldDate("RPRRecordedLoan2Date", "RPR Recorded Loan 2 Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldDate("RPRRecordedLoan1Date", "RPR Recorded Loan 1 Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldString("RPRLender1", "RPR Lender 1", StringFormat.Text, ref addedAttributes);
createFieldString("RealtytracEstimatedProfit", "Realtytrac Estimated Profit", StringFormat.Text, ref addedAttributes, "money");
createFieldString("RPRLoantoValue_percentage", "RPR Loan to Value (%)", StringFormat.Text, ref addedAttributes);
createFieldString("RPREstimatedProfit", "RPR Estimated Profit", StringFormat.Text, ref addedAttributes, "money");
createFieldString("TotalLoanAmount", "Total Loan Amount", StringFormat.Text, ref addedAttributes, "money");
createFieldString("TotalLoansAmount", "Total Loans Amount", StringFormat.Text, ref addedAttributes, "money");
createFieldString("RealtytracEstimatedProfit", "Realtytrac Estimated Profit", StringFormat.Text, ref addedAttributes, "money");
createFieldString("OutstandingLoan3", "Outstanding Loan 3", StringFormat.Text, ref addedAttributes, "money");
createFieldString("LendersName3", "Lender's Name 3", StringFormat.Text, ref addedAttributes);
createFieldDate("RecordedLoan3Date", "Recorded Loan 3 Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldPicklist("GreatSpread", "Great Spread?", ref addedAttributes);
createFieldPicklist("Interested", "Interested?", ref addedAttributes);
createFieldDate("DateforGenealogyInfosurplus", "Date Requested for Additional Genealogy Info", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldDate("DateforGenealogyInfo", "Date Requested for Genealogy Info", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldPicklist("Researcher", "Researcher", ref addedAttributes);
createFieldString("Equity", "Equity", StringFormat.Text, ref addedAttributes, "money");
createFieldString("Equitys", "Equitys", StringFormat.Text, ref addedAttributes, "money");
createFieldDate("GenealogySearchDone", "Genealogy Search Done", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldPicklist("AdditionalGenealogySearchSource", "Additional Genealogy Search Source", ref addedAttributes);
createFieldPicklist("GenealogySearchSources", "Genealogy Search Sources", ref addedAttributes);
createFieldDate("AuctionDate", "Auction Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldString("BrokerName", "Broker Name", StringFormat.Text, ref addedAttributes);
createFieldDate("SentReferralsAgreement", "Sent Referrals Agreement", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldDate("AgentFoundDate", "Agent Found Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldDate("InitialHOContacted", "Initial HO Contacted", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldDate("ReceivedSignedRefAgreement", "Received Signed Ref Agreement", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldString("ReferralFeeAmount", "Referral Fee Amount", StringFormat.Text, ref addedAttributes, "money");
createFieldString("BrokerCity", "Broker City", StringFormat.Text, ref addedAttributes);
createFieldString("BrokerState", "Broker State", StringFormat.Text, ref addedAttributes);
createFieldString("BrokerCellphone", "Broker Cellphone", StringFormat.Phone, ref addedAttributes);
createFieldString("BrokerZipcode", "Broker Zipcode", StringFormat.Text, ref addedAttributes);
createFieldString("BrokerAddress", "Broker Address", StringFormat.Text, ref addedAttributes);
createFieldString("CallerNotes", "Caller Notes", StringFormat.Text, ref addedAttributes, "multi");
createFieldDate("LastSoldDate", "Last Sold Date", ref addedAttributes, DateTimeFormat.DateOnly);
createFieldString("LastSoldPrice", "Last Sold Price", StringFormat.Text, ref addedAttributes, "money");
createFieldString("NumberofBeds", "Number of Beds", StringFormat.Text, ref addedAttributes);
createFieldString("NumberofBaths", "Number of Baths", StringFormat.Text, ref addedAttributes);
// @todo Next action needed
#endregion FieldImport
List <string> attributesnotAdded = new List <string>();
int attributesCount = addedAttributes.Count;
int i = 1; // Counter.
foreach (AttributeMetadata addedAttributesTuples in addedAttributes)
{
// Create the request.
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = "@todo",
Attribute = addedAttributesTuples
};
// Execute the request.
try
{
Console.WriteLine("[{0}/{1}] Attempting upserting attribute : " + addedAttributesTuples.SchemaName, i, attributesCount);
service.Execute(createAttributeRequest);
Console.WriteLine("[{0}/{1}] Success upserting attribute : " + addedAttributesTuples.SchemaName, i, attributesCount);
}
catch (Exception ex)
{
// Supress error.
attributesnotAdded.Add(addedAttributesTuples.SchemaName);
Console.WriteLine("[{0}/{1}] Failed upserting attribute : " + addedAttributesTuples.SchemaName, i, attributesCount);
}
++i;
}
// NOTE: All customizations must be published before they can be used.
service.Execute(new PublishAllXmlRequest());
// Reporting begins here.
Console.WriteLine("Published all customizations for MSVproperties for the <{0}> entity.", "@todo");
// For Attributes that failed.
Console.WriteLine("Attributes that failed migrating\n===\n");
foreach (dynamic fieldname in attributesnotAdded)
{
Console.WriteLine("* new_" + fieldname);
}
Console.ReadLine();
CleanUpSample(service);
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
//Supress Error. Just call the stack if you wanna find out what exactly went wrong.
Console.WriteLine("Press Enter to continue");
Console.ReadLine();
}
finally
{
if (service != null)
{
service.Dispose();
}
}
}