public static RetrieveMetadataChangesResponse LoadEntityDetails(IOrganizationService service, string entityName)
{
if (service == null)
{
return(null);
}
var eqe = new EntityQueryExpression
{
Properties = new MetadataPropertiesExpression(entityProperties)
};
eqe.Properties.PropertyNames.AddRange(entityDetails);
eqe.Criteria.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityName));
var aqe = new AttributeQueryExpression
{
Properties = new MetadataPropertiesExpression(attributeProperties)
};
eqe.AttributeQuery = aqe;
var req = new RetrieveMetadataChangesRequest
{
Query = eqe,
ClientVersionStamp = null
};
return(service.Execute(req) as RetrieveMetadataChangesResponse);
}
public static List <EntityMetadata> GetStringFieldsFieldListForEntity(IOrganizationService service, string entityLogicalName)
{
MetadataFilterExpression EntityFilter = new MetadataFilterExpression(LogicalOperator.And);
EntityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityLogicalName));
MetadataConditionExpression metadataExpression = new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.String);
MetadataFilterExpression AttributeFilter = new
MetadataFilterExpression(LogicalOperator.And);
AttributeFilter.Conditions.Add(metadataExpression);
AttributeQueryExpression Attributefilters = new AttributeQueryExpression()
{
Criteria = AttributeFilter
};
EntityQueryExpression entityQueryExpression = new EntityQueryExpression()
{
Criteria = EntityFilter,
AttributeQuery = Attributefilters
};
RetrieveMetadataChangesResponse initialRequest = GetMetadataChanges(service, entityQueryExpression, null, DeletedMetadataFilters.All);
return(initialRequest.EntityMetadata.ToList());
}
public void AddAttributes(List <string> attributeLogicalNames, List <string> propertiesToReturn)
{
// Attribute Query Properties - Which Properties to return
AttributeQueryExpression attributeQuery = new AttributeQueryExpression();
attributeQuery.Properties = new MetadataPropertiesExpression();
attributeQuery.Properties.PropertyNames = propertiesToReturn;
Request.Query.AttributeQuery = attributeQuery;
// Attribute Query Criteria - Which Attributes to return
MetadataFilterExpression critiera = new MetadataFilterExpression();
attributeQuery.Criteria = critiera;
critiera.FilterOperator = LogicalOperator.Or;
critiera.Conditions = new List <MetadataConditionExpression>();
foreach (string attribute in attributeLogicalNames)
{
MetadataConditionExpression condition = new MetadataConditionExpression();
condition.PropertyName = "LogicalName";
condition.ConditionOperator = MetadataConditionOperator.Equals;
condition.Value = attribute;
critiera.Conditions.Add(condition);
}
}
public void AddAttributes(List<string> attributeLogicalNames, List<string> propertiesToReturn)
{
this._attributeLogicalNames = attributeLogicalNames;
this._attributePropertiesToReturn = propertiesToReturn;
// Attribute Query Properties - Which Properties to return
AttributeQueryExpression attributeQuery = new AttributeQueryExpression();
attributeQuery.Properties = new MetadataPropertiesExpression();
attributeQuery.Properties.PropertyNames.AddRange(propertiesToReturn);
_request.Query.AttributeQuery = attributeQuery;
// Attribute Query Criteria - Which Attributes to return
MetadataFilterExpression critiera = new MetadataFilterExpression();
attributeQuery.Criteria = critiera;
critiera.FilterOperator = LogicalOperator.Or;
foreach (string attribute in attributeLogicalNames)
{
MetadataConditionExpression condition = new MetadataConditionExpression();
condition.PropertyName = "LogicalName";
condition.ConditionOperator = MetadataConditionOperator.Equals;
condition.Value = attribute;
critiera.Conditions.Add(condition);
}
}
private AttributeTypeCode?GetAttributeType(string attribute, string entityName)
{
log.StartSection(MethodBase.GetCurrentMethod().Name + " " + entityName + "." + attribute);
AttributeTypeCode?type = null;
var eqe = new EntityQueryExpression();
eqe.Properties = new MetadataPropertiesExpression();
eqe.Properties.PropertyNames.Add("Attributes");
eqe.Criteria.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityName));
var aqe = new AttributeQueryExpression();
aqe.Properties = new MetadataPropertiesExpression("LogicalName", "AttributeType");
eqe.AttributeQuery = aqe;
var req = new RetrieveMetadataChangesRequest()
{
Query = eqe,
ClientVersionStamp = null
};
var resp = (RetrieveMetadataChangesResponse)crmsvc.Execute(req);
if (resp.EntityMetadata.Count == 1)
{
foreach (var attr in resp.EntityMetadata[0].Attributes)
{
if (attr.LogicalName == attribute)
{
type = attr.AttributeType;
break;
}
}
}
log.Log("Type: {0}", type);
log.EndSection();
return(type);
}
public void AddAttributes(IList <string> attributeLogicalNames, IList <string> propertiesToReturn)
{
// Attribute Query Properties - Which Properties to return
AttributeQueryExpression attributeQuery = new AttributeQueryExpression()
{
Properties = new MetadataPropertiesExpression()
};
attributeQuery.Properties.PropertyNames.AddRange(propertiesToReturn);
Request.Query.AttributeQuery = attributeQuery;
// Attribute Query Criteria - Which Attributes to return
MetadataFilterExpression critiera = new MetadataFilterExpression()
{
FilterOperator = LogicalOperator.Or
};
attributeQuery.Criteria = critiera;
foreach (string attribute in attributeLogicalNames)
{
MetadataConditionExpression condition = new MetadataConditionExpression()
{
PropertyName = "LogicalName",
ConditionOperator = MetadataConditionOperator.Equals,
Value = attribute
};
critiera.Conditions.Add(condition);
}
}
private void LoadAttributes()
{
if (Service == null)
{
return;
}
Enabled = false;
if (metadata == null)
{
var asyncinfo = new WorkAsyncInfo()
{
Message = "Loading entities and attributes",
Work = (a, args) =>
{
var eqe = new EntityQueryExpression();
eqe.Properties = new MetadataPropertiesExpression("DisplayName", "Attributes");
eqe.Criteria.Conditions.Add(new MetadataConditionExpression("IsCustomizable", MetadataConditionOperator.Equals, true));
var aqe = new AttributeQueryExpression();
aqe.Properties = new MetadataPropertiesExpression();
aqe.Properties.AllProperties = true;
aqe.Criteria.Conditions.Add(new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.DateTime));
//aqe.Criteria.Conditions.Add(new MetadataConditionExpression("CanChangeDateTimeBehavior", MetadataConditionOperator.Equals, true));
eqe.AttributeQuery = aqe;
var req = new RetrieveMetadataChangesRequest()
{
Query = eqe,
ClientVersionStamp = null
};
args.Result = Service.Execute(req) as RetrieveMetadataChangesResponse;
},
PostWorkCallBack = (args) =>
{
if (args.Error != null)
{
MessageBox.Show($"Failed to load metadata:\n{args.Error.Message}", "Load", MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
if (!(args.Result is RetrieveMetadataChangesResponse))
{
MessageBox.Show($"Unexpected result:\n{args.Result}", "Load", MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
metadata = ((RetrieveMetadataChangesResponse)args.Result).EntityMetadata;
PopulateAttributes();
}
};
WorkAsync(asyncinfo);
}
else
{
PopulateAttributes();
}
}
private EntityDynamicPluginStepsConfig RefineEntityDynamicPluginStepsConfig(EntityDynamicPluginStepsConfig config)
{
var entityFilter = new MetadataFilterExpression(LogicalOperator.And);
entityFilter.Conditions.Add(
new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, config.EntityName));
var entityProperties = new MetadataPropertiesExpression {
AllProperties = false
};
entityProperties.PropertyNames.AddRange("LogicalName", "Attributes");
var attributeFilter = new MetadataFilterExpression(LogicalOperator.And);
attributeFilter.Conditions.Add(
new MetadataConditionExpression("LogicalName", MetadataConditionOperator.In, config.Attributes));
var attributeProperties = new MetadataPropertiesExpression()
{
AllProperties = false
};
attributeProperties.PropertyNames.AddRange("LogicalName");
var attributeQuery = new AttributeQueryExpression()
{
Criteria = attributeFilter,
Properties = attributeProperties
};
var query = new EntityQueryExpression
{
Criteria = entityFilter,
Properties = entityProperties,
AttributeQuery = attributeQuery,
};
var request = new RetrieveMetadataChangesRequest {
Query = query
};
var pluginContext = this.PluginContext;
var respones = (RetrieveMetadataChangesResponse)pluginContext.OrgCtx.Execute(request);
var entityMetadata = respones.EntityMetadata.FirstOrDefault();
if (entityMetadata == null || !entityMetadata.Attributes.Any())
{
return(null);
}
return(new EntityDynamicPluginStepsConfig()
{
EntityName = config.EntityName,
Attributes = entityMetadata.Attributes.Select(r => r.LogicalName).ToArray()
});
}
public static AttributeMetadata GetAttributeMetadata(
IOrganizationService service,
string entityName,
string attributeName,
string[] attrPropNames)
{
var entityFilter = new MetadataFilterExpression(LogicalOperator.And);
entityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityName));
var entityProperties = new MetadataPropertiesExpression {
AllProperties = false
};
entityProperties.PropertyNames.AddRange("LogicalName", "Attributes");
var attributeFilter = new MetadataFilterExpression(LogicalOperator.And);
attributeFilter.Conditions.Add(
new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, attributeName));
var attributeProperties = new MetadataPropertiesExpression()
{
AllProperties = false
};
attributeProperties.PropertyNames.AddRange(attrPropNames);
var attributeQuery = new AttributeQueryExpression()
{
Criteria = attributeFilter,
Properties = attributeProperties
};
var query = new EntityQueryExpression
{
Criteria = entityFilter,
Properties = entityProperties,
AttributeQuery = attributeQuery,
};
var request = new RetrieveMetadataChangesRequest {
Query = query
};
var response = (RetrieveMetadataChangesResponse)service.Execute(request);
return(response.EntityMetadata.FirstOrDefault()?.Attributes.FirstOrDefault());
}
public bool QueryAllMetaData()
{
RetrieveMetadataChangesRequest request = new RetrieveMetadataChangesRequest();
request.Query = new EntityQueryExpression();
request.Query.Criteria = new MetadataFilterExpression();
request.Query.Criteria.FilterOperator = LogicalOperator.Or;
request.Query.Criteria.Conditions = new List <MetadataConditionExpression>();
// Which entitiy to return
MetadataConditionExpression condition = new MetadataConditionExpression();
condition.ConditionOperator = MetadataConditionOperator.Equals;
condition.PropertyName = "LogicalName";
condition.Value = "account";
request.Query.Criteria.Conditions.Add(condition);
request.Query.Properties = new MetadataPropertiesExpression();
request.Query.Properties.PropertyNames = new List <string>("Attributes");
// Attribute Query Properties - Which Properties to return
AttributeQueryExpression attributeQuery = new AttributeQueryExpression();
attributeQuery.Properties = new MetadataPropertiesExpression();
attributeQuery.Properties.PropertyNames = new List <string>("OptionSet");
//attributeQuery.Properties.AllProperties = true;
request.Query.AttributeQuery = attributeQuery;
// Attribute Query Criteria - Which Attributes to return
MetadataFilterExpression critiera = new MetadataFilterExpression();
attributeQuery.Criteria = critiera;
critiera.FilterOperator = LogicalOperator.And;
critiera.Conditions = new List <MetadataConditionExpression>();
RetrieveMetadataChangesResponse response = (RetrieveMetadataChangesResponse)OrganizationServiceProxy.Execute(request);
return(true);
}
public bool QueryAllMetaData()
{
RetrieveMetadataChangesRequest request = new RetrieveMetadataChangesRequest();
request.Query = new EntityQueryExpression();
request.Query.Criteria = new MetadataFilterExpression();
request.Query.Criteria.FilterOperator = LogicalOperator.Or;
request.Query.Criteria.Conditions = new List<MetadataConditionExpression>();
// Which entitiy to return
MetadataConditionExpression condition = new MetadataConditionExpression();
condition.ConditionOperator = MetadataConditionOperator.Equals;
condition.PropertyName = "LogicalName";
condition.Value = "account";
request.Query.Criteria.Conditions.Add(condition);
request.Query.Properties = new MetadataPropertiesExpression();
request.Query.Properties.PropertyNames = new List<string>("Attributes");
// Attribute Query Properties - Which Properties to return
AttributeQueryExpression attributeQuery = new AttributeQueryExpression();
attributeQuery.Properties = new MetadataPropertiesExpression();
attributeQuery.Properties.PropertyNames = new List<string>("OptionSet");
//attributeQuery.Properties.AllProperties = true;
request.Query.AttributeQuery = attributeQuery;
// Attribute Query Criteria - Which Attributes to return
MetadataFilterExpression critiera = new MetadataFilterExpression();
attributeQuery.Criteria = critiera;
critiera.FilterOperator = LogicalOperator.And;
critiera.Conditions = new List<MetadataConditionExpression>();
RetrieveMetadataChangesResponse response = (RetrieveMetadataChangesResponse)OrganizationServiceProxy.Execute(request);
return true;
}
public static RetrieveMetadataChangesResponse LoadEntityDetails(IOrganizationService service, string entityName)
{
if (service == null)
{
return null;
}
var eqe = new EntityQueryExpression();
eqe.Properties = new MetadataPropertiesExpression(entityProperties);
eqe.Properties.PropertyNames.AddRange(entityDetails);
eqe.Criteria.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityName));
var aqe = new AttributeQueryExpression();
aqe.Properties = new MetadataPropertiesExpression(attributeProperties);
eqe.AttributeQuery = aqe;
var req = new RetrieveMetadataChangesRequest()
{
Query = eqe,
ClientVersionStamp = null
};
return service.Execute(req) as RetrieveMetadataChangesResponse;
}
public static string SerialiseAttributeQueryExpression(AttributeQueryExpression item)
{
return(MetadataSerialiser.SerialiseMetadataQueryExpression(item));
}
private EntityMetadataCollection GetEntitiesMetadata()
{
var pluginContext = this.PluginContext;
pluginContext.Trace("Retrieving Entity List...");
var entityFilter = new MetadataFilterExpression(LogicalOperator.And);
entityFilter.Conditions.Add(new MetadataConditionExpression("IsCustomizable", MetadataConditionOperator.Equals, true));
entityFilter.Conditions.Add(new MetadataConditionExpression("IsIntersect", MetadataConditionOperator.Equals, false));
entityFilter.Conditions.Add(new MetadataConditionExpression("CanBeInManyToMany", MetadataConditionOperator.Equals, true));
var entityProperties = new MetadataPropertiesExpression {
AllProperties = false
};
entityProperties.PropertyNames.AddRange("LogicalName", "ObjectTypeCode", "DisplayName", "IsCustomEntity", "IconSmallName", "ManyToManyRelationships", "Attributes");
var relationshipProperties = new MetadataPropertiesExpression {
AllProperties = false
};
relationshipProperties.PropertyNames.AddRange("SchemaName", "Entity1LogicalName", "Entity2LogicalName");
var relationshipQuery = new RelationshipQueryExpression
{
Properties = relationshipProperties,
};
var selectTextAttributesFilter1 = new MetadataFilterExpression(LogicalOperator.And);
selectTextAttributesFilter1.Conditions.Add(
new MetadataConditionExpression("AttributeType", MetadataConditionOperator.In, new []
{
AttributeTypeCode.String,
AttributeTypeCode.Memo,
}));
selectTextAttributesFilter1.Conditions.Add(
new MetadataConditionExpression("LogicalName", MetadataConditionOperator.NotIn, new[] { "traversedpath" }));
var selectTextAttributesFilter2 = new MetadataFilterExpression(LogicalOperator.Or);
selectTextAttributesFilter2.Conditions.Add(
new MetadataConditionExpression("IsValidForUpdate", MetadataConditionOperator.Equals, true));
selectTextAttributesFilter2.Conditions.Add(
new MetadataConditionExpression("IsPrimaryName", MetadataConditionOperator.Equals, true));
var selectTextAttributesFilter = new MetadataFilterExpression(LogicalOperator.And);
selectTextAttributesFilter.Filters.AddRange(selectTextAttributesFilter1, selectTextAttributesFilter2);
var selectPotentialStatusAttributesFilter = new MetadataFilterExpression(LogicalOperator.And);
selectPotentialStatusAttributesFilter.Conditions.Add(new MetadataConditionExpression("AttributeType", MetadataConditionOperator.In, new[]
{
AttributeTypeCode.Boolean,
AttributeTypeCode.State
}));
selectPotentialStatusAttributesFilter.Conditions.Add(
new MetadataConditionExpression("IsValidForUpdate", MetadataConditionOperator.Equals, true));
var attributeFilter = new MetadataFilterExpression(LogicalOperator.Or);
attributeFilter.Filters.AddRange(new List <MetadataFilterExpression>()
{
selectTextAttributesFilter,
selectPotentialStatusAttributesFilter
});
var attributeProperties = new MetadataPropertiesExpression()
{
AllProperties = false
};
attributeProperties.PropertyNames.AddRange("LogicalName", "DisplayName", "IsCustomAttribute", "MaxLength");
var attributeQuery = new AttributeQueryExpression()
{
Criteria = attributeFilter,
Properties = attributeProperties
};
var query = new EntityQueryExpression
{
Criteria = entityFilter,
Properties = entityProperties,
AttributeQuery = attributeQuery,
RelationshipQuery = relationshipQuery
};
var request = new RetrieveMetadataChangesRequest {
Query = query
};
var respones = (RetrieveMetadataChangesResponse)pluginContext.OrgCtx.Execute(request);
return(respones.EntityMetadata);
}
public static string SerialiseAttributeQueryExpression(AttributeQueryExpression item)
{
return MetadataSerialiser.SerialiseMetadataQueryExpression(item);
}
private void ValidateAttribute(
string itemSetName,
string entityLogicalName,
string attrLogicalName,
string itemSetConfigAttrDisplayName,
bool mandatory,
IEnumerable <AttributeTypeCode> validTypes)
{
if (string.IsNullOrWhiteSpace(attrLogicalName))
{
if (mandatory)
{
throw new InvalidPluginExecutionException(
$"{this.GetGenericItemSetSavingErrorMessage(itemSetName)} "
+ $"'{itemSetConfigAttrDisplayName}' is not specified.");
}
return;
}
var pluginContext = this.PluginContext;
var entityFilter = new MetadataFilterExpression(LogicalOperator.And);
entityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityLogicalName));
var entityProperties = new MetadataPropertiesExpression {
AllProperties = false
};
entityProperties.PropertyNames.AddRange("LogicalName", "Attributes");
var attributeFilter = new MetadataFilterExpression(LogicalOperator.And);
attributeFilter.Conditions.Add(
new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, attrLogicalName));
var attributeProperties = new MetadataPropertiesExpression()
{
AllProperties = false
};
attributeProperties.PropertyNames.AddRange("LogicalName", "AttributeType");
var attributeQuery = new AttributeQueryExpression()
{
Criteria = attributeFilter,
Properties = attributeProperties
};
var query = new EntityQueryExpression
{
Criteria = entityFilter,
Properties = entityProperties,
AttributeQuery = attributeQuery,
};
var request = new RetrieveMetadataChangesRequest {
Query = query
};
var respones = (RetrieveMetadataChangesResponse)pluginContext.OrgCtx.Execute(request);
var entityMetadata = respones.EntityMetadata.FirstOrDefault();
if (entityMetadata == null || !entityMetadata.Attributes.Any())
{
throw new InvalidPluginExecutionException(
$"{this.GetGenericItemSetSavingErrorMessage(itemSetName)} "
+ $"'{attrLogicalName}' {itemSetConfigAttrDisplayName} is not an attribute of the {entityLogicalName} Entity.");
}
var attribute = entityMetadata.Attributes.FirstOrDefault();
// ReSharper disable once PossibleNullReferenceException
var validType = validTypes.Any(r => r == attribute.AttributeType);
if (!validType)
{
throw new InvalidPluginExecutionException(
$"{this.GetGenericItemSetSavingErrorMessage(itemSetName)} {itemSetConfigAttrDisplayName} has incorrect data type.");
}
}
