/// <summary>
/// Procedure: CreateGlobalOptionSet
/// Handles:
/// Created By: Will Wilson
/// Created Date: 01/01/2016
/// Changes By:
/// Changes Date:
/// Changes Made:
/// </summary>
public void CreateGlobalOptionSet(IOrganizationService service, string solutionName, string schema, string label, int lang, string[] optionLabels)
{
OptionMetadataCollection options = new OptionMetadataCollection();
foreach (string o in optionLabels)
{
options.Add(new OptionMetadata(new Label(o, lang), null));
}
CreateOptionSetRequest req = new CreateOptionSetRequest()
{
SolutionUniqueName = solutionName,
OptionSet = new OptionSetMetadata(options)
{
Name = schema,
DisplayName = new Label(label, lang),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
}
};
CreateOptionSetResponse res = (CreateOptionSetResponse)service.Execute(req);
Console.WriteLine("Global OptionSet created: {0}", schema);
}
/// <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);
}
}
/// <summary>
/// Create a global option set.
/// Set the options for that option set.
/// Create a new reference to that option set on an entity.
/// Update the option set's properties.
/// Check the global option set for dependencies.
/// Delete the option set.
/// </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();
#region How to create global option set
// Define the request object and pass to the service.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
// Create a global option set (OptionSetMetadata).
OptionSet = new OptionSetMetadata
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Open", _languageCode), null),
new OptionMetadata(new Label("Suspended", _languageCode), null),
new OptionMetadata(new Label("Cancelled", _languageCode), null),
new OptionMetadata(new Label("Closed", _languageCode), null)
}
}
};
// Execute the request.
CreateOptionSetResponse optionsResp =
(CreateOptionSetResponse)_serviceProxy.Execute(createOptionSetRequest);
#endregion How to create global option set
// Store the option set's id as it will be needed to find all the
// dependent components.
_optionSetId = optionsResp.OptionSetId;
Console.WriteLine("The global option set has been created.");
#region How to create a picklist linked to the global option set
// Create a Picklist linked to the option set.
// Specify which entity will own the picklist, and create it.
CreateAttributeRequest createRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = new PicklistAttributeMetadata
{
SchemaName = "sample_examplepicklist",
LogicalName = "sample_examplepicklist",
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
// In order to relate the picklist to the global option set, be sure
// to specify the two attributes below appropriately.
// Failing to do so will lead to errors.
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
}
};
_serviceProxy.Execute(createRequest);
Console.WriteLine("Referring picklist attribute created.");
#endregion How to create a picklist linked to the global option set
#region How to update a global option set
// Use UpdateOptionSetRequest to update the basic information of an option
// set. Updating option set values requires different messages (see below).
UpdateOptionSetRequest updateOptionSetRequest = new UpdateOptionSetRequest
{
OptionSet = new OptionSetMetadata
{
DisplayName = new Label("Updated Option Set", _languageCode),
Name = _globalOptionSetName,
IsGlobal = true
}
};
_serviceProxy.Execute(updateOptionSetRequest);
//Publish the OptionSet
PublishXmlRequest pxReq1 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
_serviceProxy.Execute(pxReq1);
Console.WriteLine("Option Set display name changed.");
#endregion How to update a global option set properties
#region How to insert a new option item in a global option set
// Use InsertOptionValueRequest to insert a new option into a
// global option set.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
OptionSetName = _globalOptionSetName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request and store the newly inserted option value
// for cleanup, used in the later part of this sample.
_insertedOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
insertOptionValueRequest)).NewOptionValue;
//Publish the OptionSet
PublishXmlRequest pxReq2 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
_serviceProxy.Execute(pxReq2);
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
_insertedOptionValue);
#endregion How to insert a new option item in a global option set
#region How to retrieve a global option set by it's name
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)_serviceProxy.Execute(
retrieveOptionSetRequest);
Console.WriteLine("Retrieved {0}.",
retrieveOptionSetRequest.Name);
// Access the retrieved OptionSetMetadata.
OptionSetMetadata retrievedOptionSetMetadata =
(OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedOptionSetMetadata.Options.ToArray();
#endregion How to retrieve a global option set by it's name
#region How to update an option item in a picklist
// In order to change labels on option set values (or delete) option set
// values, you must use UpdateOptionValueRequest
// (or DeleteOptionValueRequest).
UpdateOptionValueRequest updateOptionValueRequest =
new UpdateOptionValueRequest
{
OptionSetName = _globalOptionSetName,
// Update the second option value.
Value = optionList[1].Value.Value,
Label = new Label("Updated Option 1", _languageCode)
};
_serviceProxy.Execute(updateOptionValueRequest);
//Publish the OptionSet
PublishXmlRequest pxReq3 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
_serviceProxy.Execute(pxReq3);
Console.WriteLine("Option Set option label changed.");
#endregion How to update an option item in a picklist
#region How to change the order of options of a global option set
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
OptionSetName = _globalOptionSetName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
_serviceProxy.Execute(orderOptionRequest);
//Publish the OptionSet
PublishXmlRequest pxReq4 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
_serviceProxy.Execute(pxReq4);
Console.WriteLine("Option Set option order changed");
#endregion How to change the order of options of a global option set
#region How to retrieve all global option sets
// Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
// Create the request.
RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
new RetrieveAllOptionSetsRequest();
// Execute the request
RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
(RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
retrieveAllOptionSetsRequest);
// Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to
// work with all retrieved option sets.
if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
{
Console.WriteLine("All the global option sets retrieved as below:");
int count = 1;
foreach (OptionSetMetadataBase optionSetMetadata in
retrieveAllOptionSetsResponse.OptionSetMetadata)
{
Console.WriteLine("{0} {1}", count++,
(optionSetMetadata.DisplayName.LocalizedLabels.Count > 0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
}
}
#endregion How to retrieve all global option sets
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;
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Define the request object and pass to the service.
var createOptionSetRequest = new CreateOptionSetRequest
{
// Create a global option set (OptionSetMetadata).
OptionSet = new OptionSetMetadata
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Open", _languageCode), null),
new OptionMetadata(new Label("Suspended", _languageCode), null),
new OptionMetadata(new Label("Cancelled", _languageCode), null),
new OptionMetadata(new Label("Closed", _languageCode), null)
}
}
};
// Execute the request.
CreateOptionSetResponse optionsResp =
(CreateOptionSetResponse)service.Execute(createOptionSetRequest);
//</snippetWorkwithGlobalOptionSets2>
#endregion How to create global option set
// Store the option set's id as it will be needed to find all the
// dependent components.
_optionSetId = optionsResp.OptionSetId;
Console.WriteLine("The global option set has been created.");
#region How to create a picklist linked to the global option set
//<snippetWorkwithGlobalOptionSets3>
// Create a Picklist linked to the option set.
// Specify which entity will own the picklist, and create it.
var createRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = new PicklistAttributeMetadata
{
SchemaName = "sample_examplepicklist",
LogicalName = "sample_examplepicklist",
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
// In order to relate the picklist to the global option set, be sure
// to specify the two attributes below appropriately.
// Failing to do so will lead to errors.
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
}
};
service.Execute(createRequest);
//</snippetWorkwithGlobalOptionSets3>
Console.WriteLine("Referring picklist attribute created.");
#endregion How to create a picklist linked to the global option set
#region How to update a global option set
//<snippetWorkwithGlobalOptionSets4>
// Use UpdateOptionSetRequest to update the basic information of an option
// set. Updating option set values requires different messages (see below).
var updateOptionSetRequest = new UpdateOptionSetRequest
{
OptionSet = new OptionSetMetadata
{
DisplayName = new Label("Updated Option Set", _languageCode),
Name = _globalOptionSetName,
IsGlobal = true
}
};
service.Execute(updateOptionSetRequest);
//Publish the OptionSet
var pxReq1 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
service.Execute(pxReq1);
//</snippetWorkwithGlobalOptionSets4>
Console.WriteLine("Option Set display name changed.");
#endregion How to update a global option set properties
#region How to insert a new option item in a global option set
//<snippetWorkwithGlobalOptionSets5>
// Use InsertOptionValueRequest to insert a new option into a
// global option set.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
OptionSetName = _globalOptionSetName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request and store the newly inserted option value
// for cleanup, used in the later part of this sample.
_insertedOptionValue = ((InsertOptionValueResponse)service.Execute(
insertOptionValueRequest)).NewOptionValue;
//Publish the OptionSet
PublishXmlRequest pxReq2 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
service.Execute(pxReq2);
//</snippetWorkwithGlobalOptionSets5>
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
_insertedOptionValue);
#endregion How to insert a new option item in a global option set
#region How to retrieve a global option set by it's name
//<snippetWorkwithGlobalOptionSets6>
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)service.Execute(
retrieveOptionSetRequest);
Console.WriteLine("Retrieved {0}.",
retrieveOptionSetRequest.Name);
// Access the retrieved OptionSetMetadata.
OptionSetMetadata retrievedOptionSetMetadata =
(OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedOptionSetMetadata.Options.ToArray();
//</snippetWorkwithGlobalOptionSets6>
#endregion How to retrieve a global option set by it's name
#region How to update an option item in a picklist
//<snippetWorkwithGlobalOptionSets7>
// In order to change labels on option set values (or delete) option set
// values, you must use UpdateOptionValueRequest
// (or DeleteOptionValueRequest).
UpdateOptionValueRequest updateOptionValueRequest =
new UpdateOptionValueRequest
{
OptionSetName = _globalOptionSetName,
// Update the second option value.
Value = optionList[1].Value.Value,
Label = new Label("Updated Option 1", _languageCode)
};
service.Execute(updateOptionValueRequest);
//Publish the OptionSet
PublishXmlRequest pxReq3 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
service.Execute(pxReq3);
//</snippetWorkwithGlobalOptionSets7>
Console.WriteLine("Option Set option label changed.");
#endregion How to update an option item in a picklist
#region How to change the order of options of a global option set
//<snippetWorkwithGlobalOptionSets8>
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
OptionSetName = _globalOptionSetName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
service.Execute(orderOptionRequest);
//Publish the OptionSet
PublishXmlRequest pxReq4 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
service.Execute(pxReq4);
//</snippetWorkwithGlobalOptionSets8>
Console.WriteLine("Option Set option order changed");
#endregion How to change the order of options of a global option set
#region How to retrieve all global option sets
//<snippetWorkwithGlobalOptionSets9>
// Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
// Create the request.
RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
new RetrieveAllOptionSetsRequest();
// Execute the request
RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
(RetrieveAllOptionSetsResponse)service.Execute(
retrieveAllOptionSetsRequest);
// Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to
// work with all retrieved option sets.
if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
{
Console.WriteLine("All the global option sets retrieved as below:");
int count = 1;
foreach (OptionSetMetadataBase optionSetMetadata in
retrieveAllOptionSetsResponse.OptionSetMetadata)
{
Console.WriteLine("{0} {1}", count++,
(optionSetMetadata.DisplayName.LocalizedLabels.Count > 0) ? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
}
}
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
