override protected void OnLoad(EventArgs e)
{
base.OnLoad(e);
if (Items.Count > 0)
{
return;
}
Items.Add(new ListItem(string.Empty, string.Empty));
var context = CrmConfigurationManager.CreateContext(ContextName);
var subjects = context.CreateQuery("subject").ToList();
var parents = subjects.Where(s => s.GetAttributeValue <EntityReference>("parentsubject") == null).OrderBy(s => s.GetAttributeValue <string>("title"));
foreach (var parent in parents)
{
if (parent == null)
{
continue;
}
Items.Add(new ListItem(parent.GetAttributeValue <string>("title"), parent.Id.ToString()));
var parentId = parent.Id;
var children = subjects.Where(s => s.GetAttributeValue <EntityReference>("parentsubject") != null && s.GetAttributeValue <EntityReference>("parentsubject").Id == parentId).OrderBy(s => s.GetAttributeValue <string>("title"));
AddChildItems(subjects, children, 1);
}
}
public static CrmOrganizationServiceContext Create(string name = null)
{
var context = CrmConfigurationManager.CreateContext(name);
context.MergeOption = MergeOption.NoTracking;
return(context as CrmOrganizationServiceContext);
}
protected override void InstantiateControlIn(HtmlControl container)
{
if (RenderWebResourcesInline == true)
{
var context = CrmConfigurationManager.CreateContext(ContextName);
var webResource =
context.CreateQuery("webresource").FirstOrDefault(
wr => wr.GetAttributeValue <string>("name") == Metadata.WebResourceUrl);
if (webResource == null || string.IsNullOrWhiteSpace(webResource.GetAttributeValue <string>("content")))
{
var placeholder = new HtmlGenericControl("literal")
{
ID = Metadata.ControlID, Visible = Enabled
};
container.Controls.Add(placeholder);
return;
}
var htmlContent = new HtmlDocument();
var webResourceContent = DecodeFrom64(webResource.GetAttributeValue <string>("content"));
htmlContent.LoadHtml(webResourceContent);
var body = htmlContent.DocumentNode.SelectSingleNode("//body");
var literal = new HtmlGenericControl("literal")
{
ID = Metadata.ControlID, Visible = Enabled
};
if (body != null)
{
literal.InnerHtml = body.InnerHtml;
container.Controls.Add(literal);
}
}
else
{
var iframe = new HtmlGenericControl("iframe")
{
ID = Metadata.ControlID, Visible = Enabled
};
iframe.Attributes["src"] = WebResourceRouteFormat.FormatWith(Metadata.WebResourceUrl);
iframe.Attributes["scrolling"] = Metadata.WebResourceScrolling;
iframe.Attributes["frameborder"] = Metadata.WebResourceBorder ? "1" : "0";
iframe.Attributes["height"] = "100%";
iframe.Attributes["width"] = "100%";
container.Controls.Add(iframe);
}
}
protected override void InstantiateControlIn(Control container)
{
var dropDown = new DropDownList {
ID = ControlID, CssClass = string.Join(" ", CssClass, Metadata.CssClass), ToolTip = Metadata.ToolTip
};
dropDown.Attributes.Add("onchange", "setIsDirty(this.id);");
container.Controls.Add(dropDown);
if (Metadata.IsRequired || Metadata.WebFormForceFieldIsRequired)
{
dropDown.Attributes.Add("required", string.Empty);
}
var context = CrmConfigurationManager.CreateContext();
if (Metadata.ReadOnly || ((WebControls.CrmEntityFormView)container.BindingContainer).Mode == FormViewMode.ReadOnly)
{
AddSpecialBindingAndHiddenFieldsToPersistDisabledSelect(container, context, dropDown);
}
else
{
PopulateDropDownIfFirstLoad(context, dropDown);
Bindings[Metadata.DataFieldName] = new CellBinding
{
Get = () =>
{
Guid id;
if (Guid.TryParse(dropDown.SelectedValue, out id))
{
foreach (var lookupTarget in Metadata.LookupTargets)
{
var lookupTargetId = GetEntityMetadata(context, lookupTarget).PrimaryIdAttribute;
var foundEntity = context.CreateQuery(lookupTarget).FirstOrDefault(e => e.GetAttributeValue <Guid?>(lookupTargetId) == id);
if (foundEntity != null)
{
return(new EntityReference(lookupTarget, id));
}
}
}
return(null);
},
Set = obj =>
{
var entityReference = (EntityReference)obj;
dropDown.SelectedValue = entityReference.Id.ToString();
}
};
}
}
/// <summary>
/// Retrieves the configured <see cref="OrganizationServiceContext"/>.
/// </summary>
/// <param name="portalName"></param>
/// <param name="allowDefaultFallback"></param>
/// <returns></returns>
public virtual OrganizationServiceContext CreateServiceContext(string portalName = null, bool allowDefaultFallback = false)
{
var portalContextElement = GetPortalContextElement(portalName, allowDefaultFallback);
var contextName = !string.IsNullOrWhiteSpace(portalContextElement.ContextName)
? portalContextElement.ContextName
: portalContextElement.Name;
var context = CrmConfigurationManager.CreateContext(contextName, true);
return(context);
}
private static OptionMetadataCollection GetPipelinePhases()
{
var serviceContext = CrmConfigurationManager.CreateContext();
var response = (RetrieveAttributeResponse)serviceContext.Execute(new RetrieveAttributeRequest
{
EntityLogicalName = "opportunity",
LogicalName = "salesstage"
});
var picklist = response.AttributeMetadata as PicklistAttributeMetadata;
return(picklist == null ? null : picklist.OptionSet.Options);
}
public override int GetNumberOfInactiveProfiles(ProfileAuthenticationOption authenticationOption, DateTime userInactiveSinceDate)
{
var wherePredicate = GetInactiveProfilePredicate(userInactiveSinceDate);
if (authenticationOption != ProfileAuthenticationOption.All)
{
wherePredicate = CreateOrModifyWherePredicate(wherePredicate, authenticationOption);
}
var context = CrmConfigurationManager.CreateContext(ContextName);
// NOTE: At the time this was implemented, the CrmQueryProvider was unable to handle the line below.
// return context.CreateQuery(_profileEntityName).Count(wherePredicate);
return(context.CreateQuery(_profileEntityName).Where(wherePredicate).ToList().Count());
}
public override SettingsPropertyValueCollection GetPropertyValues(SettingsContext context, SettingsPropertyCollection propertyCollection)
{
var valueCollection = new SettingsPropertyValueCollection();
if (propertyCollection.Count < 1)
{
return(valueCollection);
}
var username = context["UserName"] as string;
var xrm = CrmConfigurationManager.CreateContext(ContextName);
var entity = GetProfileEntity(xrm, username);
foreach (SettingsProperty property in propertyCollection)
{
// NOTE: We just map directly to CRM proerties and ignore the serialization/deserialization capabilities of an individual SettingsPropertyValue.
property.SerializeAs = SettingsSerializeAs.String;
var logicalName = GetCustomProviderData(property);
var value = entity == null ? null : entity.GetAttributeValue(logicalName);
var settingsPropertyValue = new SettingsPropertyValue(property);
if (value != null)
{
settingsPropertyValue.Deserialized = true;
settingsPropertyValue.IsDirty = false;
settingsPropertyValue.PropertyValue = value;
}
valueCollection.Add(settingsPropertyValue);
}
if (_enableActivityTracking && entity != null)
{
entity.SetAttributeValue(_attributeMapLastActivityDate, DateTime.UtcNow);
xrm.UpdateObject(entity);
xrm.SaveChanges();
}
return(valueCollection);
}
protected override void OnInit(EventArgs e)
{
base.OnInit(e);
if (Items.Count > 0)
{
return;
}
var empty = new ListItem(string.Empty, string.Empty);
empty.Attributes["label"] = " ";
Items.Add(empty);
var context = CrmConfigurationManager.CreateContext(ContextName);
if (LanguageCode == 0)
{
var organization = context.CreateQuery("organization").FirstOrDefault();
if (organization == null)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Failed to retrieve organization.");
}
else
{
LanguageCode = organization.GetAttributeValue <int?>("languagecode") ?? 0;
}
}
if (LanguageCode == 0)
{
LanguageCode = 1033;
}
var request = new GetAllTimeZonesWithDisplayNameRequest {
LocaleId = LanguageCode
};
var response = (GetAllTimeZonesWithDisplayNameResponse)context.Execute(request);
foreach (var timeZoneDefinition in response.EntityCollection.Entities.OrderBy(o => o.GetAttributeValue <string>("userinterfacename")))
{
Items.Add(new ListItem(timeZoneDefinition.GetAttributeValue <string>("userinterfacename"), timeZoneDefinition.GetAttributeValue <int>("timezonecode").ToString(CultureInfo.InvariantCulture)));
}
}
protected virtual List <TimeTagItem> GetTimeTagNameCompletions(string tagNamePrefix, int max)
{
var context = CrmConfigurationManager.CreateContext(ContextName);
var timeTags = context.CreateQuery("adx_psa_timetag").Where(t => t.GetAttributeValue <string>("adx_name").StartsWith(tagNamePrefix, StringComparison.InvariantCultureIgnoreCase)).OrderBy(t => t.GetAttributeValue <string>("adx_name")).Take(max);
var tagsList = new List <TimeTagItem>();
foreach (var tag in timeTags)
{
tagsList.Add(new TimeTagItem {
Id = tag.GetAttributeValue <Guid>("adx_psa_timetagid").ToString(), Name = tag.GetAttributeValue <string>("adx_name")
});
}
return(tagsList);
}
protected virtual List <TimeTagItem> GetTimeTagNameSuggestions(int max)
{
var context = CrmConfigurationManager.CreateContext(ContextName);
var timeTags = context.CreateQuery("adx_psa_timetag").Where(t => t.GetAttributeValue <bool>("adx_system")).OrderBy(t => t.GetAttributeValue <string>("adx_name")).Take(max);
var tagsList = new List <TimeTagItem>();
foreach (var tag in timeTags)
{
tagsList.Add(new TimeTagItem {
Id = tag.GetAttributeValue <Guid>("adx_psa_timetagid").ToString(), Name = tag.GetAttributeValue <string>("adx_name")
});
}
return(tagsList);
}
private static ExtendedAttributeSearchResultInfo GetExtendedAttributeInfo(string dataContextName, string logicalName, IDictionary <string, ExtendedAttributeSearchResultInfo> cache, IDictionary <string, EntityMetadata> metadataCache)
{
ExtendedAttributeSearchResultInfo info;
if (cache.TryGetValue(logicalName, out info))
{
return(info);
}
var context = string.IsNullOrEmpty(dataContextName) ? CrmConfigurationManager.CreateContext() : CrmConfigurationManager.CreateContext(dataContextName);
context.MergeOption = MergeOption.NoTracking;
info = new ExtendedAttributeSearchResultInfo(context, logicalName, metadataCache);
cache[logicalName] = info;
return(info);
}
public SurveyReporter(Guid surveyID)
{
var crm = CrmConfigurationManager.CreateContext(ContextName);
var site = PortalContext.Current.Website;
_survey = crm.CreateQuery("adx_survey").Where(
survey =>
survey.GetAttributeValue <Guid?>("adx_websiteid") == site.GetAttributeValue <Guid?>("adx_websiteid")).
Where(survey => survey.GetAttributeValue <Guid?>("adx_surveyid") == surveyID).First();
_surveyChoiceQuestions = _survey.GetRelatedEntities(crm, "adx_survey_choicequestion");
_surveyTextQuestions = _survey.GetRelatedEntities(crm, "adx_survey_textareaquestion");
var subs = _survey.GetRelatedEntities(crm, "adx_survey_surveysubmission");
if (subs != null)
{
_surveySubmissions = subs.ToList();
}
if (_surveyChoiceQuestions == null && _surveyTextQuestions == null)
{
throw new ApplicationException("Survey Contains no questions.");
}
_surveyContacts = new Entity[_surveySubmissions.Count];
_submissionTextAnswers = new IEnumerable <Entity> [_surveySubmissions.Count];
_submissionChoiceAnswers = new IEnumerable <Entity> [_surveySubmissions.Count];
//int index = 0;
for (int index = 0; index < _surveySubmissions.Count; index++)
{
//_surveyContacts.Add(new CrmEntity());
var contact = _surveySubmissions[index].GetRelatedEntity(crm, "adx_contact_surveysubmission");
_surveyContacts[index] = contact;
var thisSubmissionTextAnswers = _surveySubmissions[index].GetRelatedEntities(crm, "adx_surveysubmission_surveytextanswer");
var thisSubmissionChoiceAnswers = _surveySubmissions[index].GetRelatedEntities(crm, "adx_surveysubmission_choiceanswer");
_submissionTextAnswers[index] = thisSubmissionTextAnswers;
_submissionChoiceAnswers[index] = thisSubmissionChoiceAnswers;
}
}
private ProfileInfoCollection GetProfiles(Expression <Func <Entity, bool> > wherePredicate, ProfileAuthenticationOption authenticationOption, int pageIndex, int pageSize, out int totalRecords)
{
var profileInfoCollection = new ProfileInfoCollection();
if (authenticationOption != ProfileAuthenticationOption.All)
{
wherePredicate = CreateOrModifyWherePredicate(wherePredicate, authenticationOption);
}
var context = CrmConfigurationManager.CreateContext(ContextName);
var entities = context.CreateQuery(_profileEntityName)
.Where(wherePredicate)
.OrderBy(entity => entity.GetAttributeValue <string>(_attributeMapUsername))
.Skip(pageIndex * pageSize)
.Take(pageSize);
foreach (var entity in entities)
{
var username = entity.GetAttributeValue <string>(_attributeMapUsername);
if (string.IsNullOrEmpty(username))
{
continue;
}
profileInfoCollection.Add(
new ProfileInfo(
username,
entity.GetAttributeValue <bool?>(_attributeMapIsAnonymous).GetValueOrDefault(),
entity.GetAttributeValue <DateTime?>(_attributeMapLastActivityDate).GetValueOrDefault(),
entity.GetAttributeValue <DateTime?>(_attributeMapLastUpdatedDate).GetValueOrDefault(),
-1)
);
}
totalRecords = context.CreateQuery(_profileEntityName).Where(wherePredicate).ToList().Count();
return(profileInfoCollection);
}
override protected void OnLoad(EventArgs e)
{
base.OnLoad(e);
if (Items.Count > 0)
{
return;
}
var empty = new ListItem(string.Empty, string.Empty);
empty.Attributes["label"] = " ";
Items.Add(empty);
var context = CrmConfigurationManager.CreateContext(ContextName);
var request = new RetrieveProvisionedLanguagesRequest();
var response = (RetrieveProvisionedLanguagesResponse)context.Execute(request);
var currentCultureInfo = System.Threading.Thread.CurrentThread.CurrentUICulture;
if (LanguageCode > 0)
{
// Set the culture for the specified Language Code so the list of languages is displayed in the appropriate language.
var tempCultureInfo = new CultureInfo(LanguageCode);
System.Threading.Thread.CurrentThread.CurrentCulture = tempCultureInfo;
System.Threading.Thread.CurrentThread.CurrentUICulture = tempCultureInfo;
}
foreach (var lcid in response.RetrieveProvisionedLanguages)
{
var culture = CultureInfo.GetCultureInfo(lcid);
Items.Add(new ListItem(culture.DisplayName, culture.LCID.ToString(CultureInfo.InvariantCulture)));
}
if (LanguageCode > 0)
{
// Reset the culture back to the original culture.
System.Threading.Thread.CurrentThread.CurrentCulture = currentCultureInfo;
System.Threading.Thread.CurrentThread.CurrentUICulture = currentCultureInfo;
}
}
private void ProcessNotification(CancellationToken cancellationToken, PluginMessageRequest request)
{
try
{
if (cancellationToken.IsCancellationRequested)
{
return;
}
if (!WebNotificationCryptography.ValidateRequest(request.Authorization))
{
WebNotificationEventSource.Log.AuthorizationValidationFailed();
return;
}
var message = this.GetMessage(request);
if (message == null)
{
WebNotificationEventSource.Log.MessageInvalid();
return;
}
CacheInvalidation.ProcessMessage(message);
if (SearchIndexApplicableMessages.Contains(message.MessageName, MessageComparer))
{
var serviceContext = CrmConfigurationManager.CreateContext();
SearchIndexBuildRequest.ProcessMessage(message, serviceContext: serviceContext);
}
}
catch (TaskCanceledException e)
{
ADXTrace.Instance.TraceWarning(TraceCategory.Application, e.Message);
}
}
public override void SetPropertyValues(SettingsContext context, SettingsPropertyValueCollection collection)
{
var username = context["UserName"] as string;
var xrm = CrmConfigurationManager.CreateContext(ContextName);
var entity = GetProfileEntity(xrm, username);
if (collection.Count < 1 || string.IsNullOrEmpty(username) || entity == null)
{
return;
}
var userIsAuthenticated = (context["IsAuthenticated"] as bool?).GetValueOrDefault();
if (!userIsAuthenticated && collection.Cast <SettingsPropertyValue>().Any(propertyValue => (propertyValue.Property.Attributes["AllowAnonymous"] as bool?).GetValueOrDefault()))
{
throw new NotSupportedException("Anonymous properties aren't supported.");
}
var propertyValuesToUpdate = collection.Cast <SettingsPropertyValue>().Where(value => value.IsDirty && !value.UsingDefaultValue);
foreach (var propertyValue in propertyValuesToUpdate)
{
var logicalName = GetCustomProviderData(propertyValue.Property);
entity.SetAttributeValue(logicalName, propertyValue.PropertyValue);
}
entity.SetAttributeValue(_attributeMapLastActivityDate, DateTime.UtcNow);
entity.SetAttributeValue(_attributeMapLastUpdatedDate, DateTime.UtcNow);
xrm.UpdateObject(entity);
xrm.SaveChanges();
}
protected override void InstantiateControlIn(Control container)
{
var textbox = new TextBox {
ID = ControlID, TextMode = TextBoxMode.SingleLine, CssClass = string.Join(" ", "text", CssClass, Metadata.CssClass), ToolTip = Metadata.ToolTip
};
if (Metadata.IsRequired || Metadata.WebFormForceFieldIsRequired)
{
textbox.Attributes.Add("required", string.Empty);
}
if (Metadata.ReadOnly)
{
textbox.CssClass += " readonly";
textbox.Attributes["readonly"] = "readonly";
}
textbox.Attributes["onchange"] = "setIsDirty(this.id);";
var inputGroup = new HtmlGenericControl("div");
var inputGroupAddonFirst = new HtmlGenericControl("span")
{
Visible = false
};
var inputGroupAddonLast = new HtmlGenericControl("span")
{
Visible = false
};
inputGroupAddonFirst.Attributes["class"] = "input-group-addon";
inputGroupAddonLast.Attributes["class"] = "input-group-addon";
inputGroup.Controls.Add(inputGroupAddonFirst);
inputGroup.Controls.Add(textbox);
inputGroup.Controls.Add(inputGroupAddonLast);
container.Controls.Add(inputGroup);
RegisterClientSideDependencies(container);
Bindings[Metadata.DataFieldName] = new CellBinding
{
Get = () =>
{
decimal value;
return(decimal.TryParse(textbox.Text, out value) ? new decimal?(value) : null);
},
Set = obj =>
{
var data = obj as Tuple <Entity, Money>;
if (data == null)
{
textbox.Text = ((Money)obj).Value.ToString("N{0}".FormatWith(Metadata.Precision));
return;
}
using (var serviceContext = CrmConfigurationManager.CreateContext(ContextName))
{
var moneyFormatter = new MoneyFormatter(
new OrganizationMoneyFormatInfo(serviceContext),
new EntityRecordMoneyFormatInfo(serviceContext, data.Item1),
Metadata.Precision,
Metadata.PrecisionSource,
Metadata.IsBaseCurrency);
// Include the currency symbol in the field value if it's read-only (for nicer display, as
// it won't need to be parsed later.
textbox.Text = string.Format(moneyFormatter, Metadata.ReadOnly ? "{0}" : "{0:N}", data.Item2);
if (!(Metadata.ReadOnly || string.IsNullOrEmpty(moneyFormatter.CurrencySymbol)))
{
inputGroup.Attributes["class"] = "input-group";
var addon = moneyFormatter.CurrencySymbolComesFirst
? inputGroupAddonFirst
: inputGroupAddonLast;
addon.InnerText = moneyFormatter.CurrencySymbol;
addon.Visible = true;
}
}
}
};
}
private void PopulateDropDown(DropDownList dropDown)
{
if (dropDown.Items.Count > 0)
{
return;
}
var empty = new ListItem(string.Empty, string.Empty);
empty.Attributes["label"] = " ";
dropDown.Items.Add(empty);
var context = CrmConfigurationManager.CreateContext();
var service = CrmConfigurationManager.CreateService();
// By default a lookup field cell defined in the form XML does not contain view parameters unless the user has specified a view that is not the default for that entity and we must query to find the default view. Saved Query entity's QueryType code 64 indicates a lookup view.
var view = Metadata.LookupViewID == Guid.Empty ? context.CreateQuery("savedquery").FirstOrDefault(s => s.GetAttributeValue <string>("returnedtypecode") == "subject" && s.GetAttributeValue <bool?>("isdefault").GetValueOrDefault(false) && s.GetAttributeValue <int>("querytype") == 64) : context.CreateQuery("savedquery").FirstOrDefault(s => s.GetAttributeValue <Guid>("savedqueryid") == Metadata.LookupViewID);
List <Entity> subjects;
if (view != null)
{
var fetchXML = view.GetAttributeValue <string>("fetchxml");
var xElement = XElement.Parse(fetchXML);
var parentsubjectElement = xElement.Descendants("attribute").FirstOrDefault(e =>
{
var xAttribute = e.Attribute("name");
return(xAttribute != null && xAttribute.Value == "parentsubject");
});
if (parentsubjectElement == null)
{
//If fetchxml does not contain the parentsubject attribute then it must be injected so the results can be organized in a hierarchical order.
var entityElement = xElement.Element("entity");
if (entityElement == null)
{
return;
}
var p = new XElement("attribute", new XAttribute("name", "parentsubject"));
entityElement.Add(p);
fetchXML = xElement.ToString();
}
var data = service.RetrieveMultiple(new FetchExpression(fetchXML));
if (data == null || data.Entities == null)
{
return;
}
subjects = data.Entities.ToList();
}
else
{
subjects = context.CreateQuery("subject").ToList();
}
var parents = subjects.Where(s => s.GetAttributeValue <EntityReference>("parentsubject") == null).OrderBy(s => s.GetAttributeValue <string>("title"));
foreach (var parent in parents)
{
if (parent == null)
{
continue;
}
dropDown.Items.Add(new ListItem(parent.GetAttributeValue <string>("title"), parent.Id.ToString()));
var parentId = parent.Id;
var children = subjects.Where(s => s.GetAttributeValue <EntityReference>("parentsubject") != null && s.GetAttributeValue <EntityReference>("parentsubject").Id == parentId).OrderBy(s => s.GetAttributeValue <string>("title"));
AddChildItems(dropDown, subjects, children, 1);
}
}
/// <summary>
/// Control instantiation
/// </summary>
/// <param name="container"></param>
protected override void InstantiateControlIn(HtmlControl container)
{
if (string.IsNullOrWhiteSpace(Metadata.ViewID))
{
return;
}
var context = CrmConfigurationManager.CreateContext(ContextName);
var portal = PortalCrmConfigurationManager.CreatePortalContext(ContextName);
var user = portal == null ? null : portal.User;
EntityMetadata = GetEntityMetadata(context);
var viewId = new Guid(Metadata.ViewID);
if (viewId == Guid.Empty)
{
return;
}
var viewGuids = new[] { viewId };
if (Metadata.ViewEnableViewPicker && !string.IsNullOrWhiteSpace(Metadata.ViewIds))
{
var viewids = Metadata.ViewIds.Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries);
if (viewids.Length >= 1)
{
viewGuids = Array.ConvertAll(viewids, Guid.Parse).AsEnumerable().OrderBy(o => o != viewId).ThenBy(o => o).ToArray();
}
}
Bindings[Metadata.ControlID + "CrmEntityId"] = new CellBinding
{
Get = () => null,
Set = obj =>
{
var id = obj.ToString();
Guid entityId;
if (!Guid.TryParse(id, out entityId))
{
return;
}
var subgridHtml = BuildGrid(container, context, viewGuids, viewId, entityId, user);
var subgrid = new HtmlGenericControl("div")
{
ID = Metadata.ControlID, InnerHtml = subgridHtml.ToString()
};
subgrid.Attributes.Add("class", "subgrid");
container.Controls.Add(subgrid);
}
};
if (!container.Page.IsPostBack)
{
return;
}
// On PostBack no databinding occurs so get the id from the viewstate stored on the CrmEntityFormView control.
var crmEntityId = Metadata.FormView.CrmEntityId;
if (crmEntityId == null)
{
return;
}
var gridHtml = BuildGrid(container, context, viewGuids, viewId, (Guid)crmEntityId, user);
var subgridControl = new HtmlGenericControl("div")
{
ID = Metadata.ControlID, InnerHtml = gridHtml.ToString()
};
subgridControl.Attributes.Add("class", "subgrid");
container.Controls.Add(subgridControl);
}
/// <summary>
/// Generate the HTML to render a modal lookup records dialog.
/// </summary>
protected virtual IHtmlString BuildLookupModal(Control container)
{
var html = Mvc.Html.EntityExtensions.GetHtmlHelper(Metadata.FormView.ContextName, container.Page.Request.RequestContext, container.Page.Response); //new HtmlHelper(new ViewContext(), new ViewPage());
var context = CrmConfigurationManager.CreateContext(Metadata.FormView.ContextName);
var portal = PortalCrmConfigurationManager.CreatePortalContext(Metadata.FormView.ContextName);
var user = portal == null ? null : portal.User;
var viewConfigurations = new List <ViewConfiguration>();
var defaultViewId = Metadata.LookupViewID;
var modalGridSearchPlaceholderText = html.SnippetLiteral("Portal/Lookup/Modal/Grid/Search/PlaceholderText");
var modalGridSearchTooltipText = html.SnippetLiteral("Portal/Lookup/Modal/Grid/Search/TooltipText");
var modalGridPageSize = html.IntegerSetting("Portal/Lookup/Modal/Grid/PageSize") ?? 10;
var modalSizeSetting = html.Setting("Portal/Lookup/Modal/Size");
var modalSize = BootstrapExtensions.BootstrapModalSize.Large;
if (modalSizeSetting != null && modalSizeSetting.ToLower() == "default")
{
modalSize = BootstrapExtensions.BootstrapModalSize.Default;
}
if (modalSizeSetting != null && modalSizeSetting.ToLower() == "small")
{
modalSize = BootstrapExtensions.BootstrapModalSize.Small;
}
var formEntityReferenceInfo = GetFormEntityReferenceInfo(container.Page.Request);
if (defaultViewId == Guid.Empty)
{
// By default a lookup field cell defined in the form XML does not contain view parameters unless the user has specified a view that is not the default for that entity and we must query to find the default view. Saved Query entity's QueryType code 64 indicates a lookup view.
viewConfigurations.AddRange(
Metadata.LookupTargets.Select(
target => new ViewConfiguration(new SavedQueryView(context, target, 64, true, Metadata.LanguageCode), modalGridPageSize)
{
Search = new ViewSearch(!Metadata.LookupDisableQuickFind)
{
PlaceholderText = modalGridSearchPlaceholderText, TooltipText = modalGridSearchTooltipText
},
EnableEntityPermissions = Metadata.FormView.EnableEntityPermissions,
PortalName = Metadata.FormView.ContextName,
LanguageCode = Metadata.LanguageCode,
ModalLookupAttributeLogicalName = Metadata.DataFieldName,
ModalLookupEntityLogicalName = Metadata.TargetEntityName,
ModalLookupFormReferenceEntityId = formEntityReferenceInfo.Item2,
ModalLookupFormReferenceEntityLogicalName = formEntityReferenceInfo.Item1,
ModalLookupFormReferenceRelationshipName = formEntityReferenceInfo.Item3,
ModalLookupFormReferenceRelationshipRole = formEntityReferenceInfo.Item4
}));
}
else
{
viewConfigurations.Add(new ViewConfiguration(new SavedQueryView(context, defaultViewId, Metadata.LanguageCode), modalGridPageSize)
{
Search = new ViewSearch(!Metadata.LookupDisableQuickFind)
{
PlaceholderText = modalGridSearchPlaceholderText, TooltipText = modalGridSearchTooltipText
},
EnableEntityPermissions = Metadata.FormView.EnableEntityPermissions,
PortalName = Metadata.FormView.ContextName,
LanguageCode = Metadata.LanguageCode,
ModalLookupAttributeLogicalName = Metadata.DataFieldName,
ModalLookupEntityLogicalName = Metadata.TargetEntityName,
ModalLookupFormReferenceEntityId = formEntityReferenceInfo.Item2,
ModalLookupFormReferenceEntityLogicalName = formEntityReferenceInfo.Item1,
ModalLookupFormReferenceRelationshipName = formEntityReferenceInfo.Item3,
ModalLookupFormReferenceRelationshipRole = formEntityReferenceInfo.Item4
});
}
if (!Metadata.LookupDisableViewPicker && !string.IsNullOrWhiteSpace(Metadata.LookupAvailableViewIds))
{
var addViewConfigurations = new List <ViewConfiguration>();
var viewids = Metadata.LookupAvailableViewIds.Split(new[] { ',' }, StringSplitOptions.RemoveEmptyEntries);
if (viewids.Length >= 1)
{
var viewGuids = Array.ConvertAll(viewids, Guid.Parse).AsEnumerable().OrderBy(o => o != defaultViewId).ThenBy(o => o).ToArray();
addViewConfigurations.AddRange(from viewGuid in viewGuids
from viewConfiguration in viewConfigurations
where viewConfiguration.ViewId != viewGuid
select new ViewConfiguration(new SavedQueryView(context, viewGuid, Metadata.LanguageCode), modalGridPageSize)
{
Search = new ViewSearch(!Metadata.LookupDisableQuickFind)
{
PlaceholderText = modalGridSearchPlaceholderText, TooltipText = modalGridSearchTooltipText
},
EnableEntityPermissions = Metadata.FormView.EnableEntityPermissions,
PortalName = Metadata.FormView.ContextName,
LanguageCode = Metadata.LanguageCode,
ModalLookupAttributeLogicalName = Metadata.DataFieldName,
ModalLookupEntityLogicalName = Metadata.TargetEntityName,
ModalLookupFormReferenceEntityId = formEntityReferenceInfo.Item2,
ModalLookupFormReferenceEntityLogicalName = formEntityReferenceInfo.Item1,
ModalLookupFormReferenceRelationshipName = formEntityReferenceInfo.Item3,
ModalLookupFormReferenceRelationshipRole = formEntityReferenceInfo.Item4
});
}
viewConfigurations.AddRange(addViewConfigurations);
}
var applyRelatedRecordFilter = !string.IsNullOrWhiteSpace(Metadata.LookupFilterRelationshipName);
string filterFieldName = null;
if (!string.IsNullOrWhiteSpace(Metadata.LookupDependentAttributeName)) // entity.attribute (i.e. contact.adx_subject)
{
var pos = Metadata.LookupDependentAttributeName.IndexOf(".", StringComparison.InvariantCulture);
filterFieldName = pos >= 0
? Metadata.LookupDependentAttributeName.Substring(pos + 1)
: Metadata.LookupDependentAttributeName;
}
var modalTitle = html.SnippetLiteral("Portal/Lookup/Modal/Title");
var modalPrimaryButtonText = html.SnippetLiteral("Portal/Lookup/Modal/PrimaryButtonText");
var modalCancelButtonText = html.SnippetLiteral("Portal/Lookup/Modal/CancelButtonText");
var modalDismissButtonSrText = html.SnippetLiteral("Portal/Lookup/Modal/DismissButtonSrText");
var modalRemoveValueButtonText = html.SnippetLiteral("Portal/Lookup/Modal/RemoveValueButtonText");
var modalNewValueButtonText = html.SnippetLiteral("Portal/Lookup/Modal/NewValueButtonText");
var modalDefaultErrorMessage = html.SnippetLiteral("Portal/Lookup/Modal/DefaultErrorMessage");
var modalGridLoadingMessage = html.SnippetLiteral("Portal/Lookup/Modal/Grid/LoadingMessage");
var modalGridErrorMessage = html.SnippetLiteral("Portal/Lookup/Modal/Grid/ErrorMessage");
var modalGridAccessDeniedMessage = html.SnippetLiteral("Portal/Lookup/Modal/Grid/AccessDeniedMessage");
var modalGridEmptyMessage = html.SnippetLiteral("Portal/Lookup/Modal/Grid/EmptyMessage");
var modalGridToggleFilterText = html.SnippetLiteral("Portal/Lookup/Modal/Grid/ToggleFilterText");
return(html.LookupModal(ControlID, viewConfigurations,
BuildControllerActionUrl("GetLookupGridData", "EntityGrid", new { area = "Portal", __portalScopeId__ = portal == null ? Guid.Empty : portal.Website.Id }), user, applyRelatedRecordFilter,
Metadata.LookupAllowFilterOff, Metadata.LookupFilterRelationshipName, Metadata.LookupDependentAttributeType,
filterFieldName, null, null, modalTitle, modalPrimaryButtonText, modalCancelButtonText, modalDismissButtonSrText,
modalRemoveValueButtonText, modalNewValueButtonText, null, null, modalGridLoadingMessage, modalGridErrorMessage, modalGridAccessDeniedMessage,
modalGridEmptyMessage, modalGridToggleFilterText, modalDefaultErrorMessage, null, null, null, Metadata.FormView.ContextName,
Metadata.LanguageCode, null, modalSize, Metadata.LookupReferenceEntityFormId, EvaluateCreatePrivilege(portal.ServiceContext),
ControlID == "entitlementid" ? BuildControllerActionUrl("GetDefaultEntitlements", "Entitlements", new { area = "CaseManagement", __portalScopeId__ = portal == null ? Guid.Empty : portal.Website.Id }) : null));
}
public void Write(HtmlTextWriter writer)
{
writer.RenderBeginTag(HtmlTextWriterTag.Table);
writer.RenderBeginTag(HtmlTextWriterTag.Tr);
writer.RenderBeginTag(HtmlTextWriterTag.Th);
writer.Write("Submission name");
writer.RenderEndTag();
writer.RenderBeginTag(HtmlTextWriterTag.Th);
writer.Write("Visitor ID");
writer.RenderEndTag();
writer.RenderBeginTag(HtmlTextWriterTag.Th);
writer.Write("Contact Name");
writer.RenderEndTag();
foreach (var question in _surveyChoiceQuestions)
{
writer.RenderBeginTag(HtmlTextWriterTag.Th);
writer.Write(question.GetAttributeValue <string>("adx_name"));
writer.RenderEndTag();
writer.RenderBeginTag(HtmlTextWriterTag.Th);
writer.Write(question.GetAttributeValue <string>("adx_question"));
writer.RenderEndTag();
}
foreach (var question in _surveyTextQuestions)
{
writer.RenderBeginTag(HtmlTextWriterTag.Th);
writer.Write(question.GetAttributeValue <string>("adx_name") + " : " + question.GetAttributeValue <string>("adx_question"));
writer.RenderEndTag();
}
writer.RenderEndTag();
if (_surveySubmissions == null)
{
writer.RenderEndTag();
return;
}
for (int i = 0; i < _surveySubmissions.Count; i++)
{
writer.RenderBeginTag(HtmlTextWriterTag.Tr);
writer.RenderBeginTag(HtmlTextWriterTag.Td);
writer.Write(_surveySubmissions[i].GetAttributeValue <string>("adx_name"));
writer.RenderEndTag();
var contact = _surveyContacts[i];
if (contact != null)
{
writer.RenderBeginTag(HtmlTextWriterTag.Td);
writer.Write(@" ");
writer.RenderEndTag();
writer.RenderBeginTag(HtmlTextWriterTag.Td);
writer.Write(contact.GetAttributeValue <string>("fullname"));
writer.RenderEndTag();
}
else
{
writer.RenderBeginTag(HtmlTextWriterTag.Td);
writer.Write(_surveySubmissions[i].GetAttributeValue <string>("adx_visitorid"));
writer.RenderEndTag();
writer.RenderBeginTag(HtmlTextWriterTag.Td);
writer.Write(@" ");
writer.RenderEndTag();
}
var thisSubmissionTextAnswers = _submissionTextAnswers[i];
var thisSubmissionChoiceAnswers = _submissionChoiceAnswers[i];
var crm = CrmConfigurationManager.CreateContext(ContextName);
foreach (var question in _surveyChoiceQuestions)
{
bool answered = false;
foreach (var answer in thisSubmissionChoiceAnswers)
{
var anses = crm.CreateQuery("adx_surveychoiceanswer");
Entity answer1 = answer;
var ans = anses.Where(a => a.GetAttributeValue <Guid>("adx_surveychoiceanswerid") == answer1.GetAttributeValue <Guid>("adx_surveychoiceanswerid")).First();
if (ans.GetRelatedEntity(crm, "adx_choicequestion_choiceanswer").GetAttributeValue <Guid?>("adx_surveychoicequestionid")
== question.GetAttributeValue <Guid?>("adx_surveychoicequestionid"))
{
string partialChoiceList = "";
var choices = ans.GetRelatedEntities(crm, "adx_surveychoiceanswer_surveychoice");
foreach (var entity in choices)
{
partialChoiceList = partialChoiceList + entity.GetAttributeValue <string>("adx_name") + "|";
}
string pattern = @"\|$";
string replacement = " ";
writer.RenderBeginTag(HtmlTextWriterTag.Td);
if (partialChoiceList != null)
{
string result = Regex.Replace(partialChoiceList, pattern, replacement);
writer.Write(result);
}
else
{
writer.Write(partialChoiceList);
}
writer.RenderEndTag();
writer.RenderBeginTag(HtmlTextWriterTag.Td);
string input = ans.GetAttributeValue <string>("adx_answer");
if (input != null)
{
string result = Regex.Replace(input, pattern, replacement);
writer.Write(result);
}
else
{
writer.Write(input);
}
writer.RenderEndTag();
answered = true;
}
}
if (!answered)
{
writer.RenderBeginTag(HtmlTextWriterTag.Td);
writer.Write(@" ");
writer.RenderEndTag();
}
}
foreach (var question in _surveyTextQuestions)
{
bool answered = false;
foreach (var answer in thisSubmissionTextAnswers)
{
var anses = crm.CreateQuery("adx_surveytextanswer");
Entity answer1 = answer;
var ans = anses.Where(a => a.GetAttributeValue <Guid>("adx_surveytextanswerid") == answer1.GetAttributeValue <Guid>("adx_surveytextanswerid")).First();
if (ans.GetRelatedEntity(crm, "adx_textareaquestion_textanswer").GetAttributeValue <Guid?>("adx_surveytextareaquestionid")
== question.GetAttributeValue <Guid?>("adx_surveytextareaquestionid"))
{
writer.RenderBeginTag(HtmlTextWriterTag.Td);
if (String.IsNullOrEmpty(ans.GetAttributeValue <string>("adx_answer")))
{
writer.Write(@" ");
}
else
{
writer.Write(ans.GetAttributeValue <string>("adx_answer"));
}
//writer.Write(answer.GetAttributeValue<string>("adx_answer"));
writer.RenderEndTag();
answered = true;
}
}
if (!answered)
{
writer.RenderBeginTag(HtmlTextWriterTag.Td);
writer.Write(@" ");
writer.RenderEndTag();
}
}
writer.RenderEndTag();
}
writer.RenderEndTag();
writer.Flush();
}
protected void CreateControls(Control container, Guid entityId)
{
// Add a placeholder element with the control ID that will always be present, so
// that any potential cell label will still have an control to associate with.
var placeholder = new PlaceHolder {
ID = Metadata.ControlID
};
container.Controls.Add(placeholder);
var context = CrmConfigurationManager.CreateContext(ContextName, true);
var quickForm = Metadata.QuickForm.QuickFormIds.FirstOrDefault();
if (quickForm == null)
{
return;
}
var filterExpression = new FilterExpression();
filterExpression.Conditions.Add(new ConditionExpression("formid", ConditionOperator.Equal, quickForm.FormId));
var systemForm = Xrm.Metadata.OrganizationServiceContextExtensions.GetMultipleSystemFormsWithAllLabels(filterExpression, context).FirstOrDefault();
if (systemForm == null)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, string.Format("Quick Form: A form with ID='{0}' could not be found.".FormatWith(quickForm.FormId)));
return;
}
var formName = systemForm.GetAttributeValue <string>("name");
if (string.IsNullOrWhiteSpace(formName))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, string.Format("Quick Form: Form with ID='{0}' does not have a name.".FormatWith(quickForm.FormId)));
return;
}
var templatePath = GetPortalQuickFormTemplatePath(ContextName);
if (string.IsNullOrWhiteSpace(templatePath))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Failed to retrieve Quick Form template path.");
return;
}
var iframe = new HtmlIframe {
ID = Metadata.ControlID, Src = "about:blank"
};
iframe.Attributes.Add("class", "quickform");
iframe.Attributes.Add("data-path", templatePath);
iframe.Attributes.Add("data-controlid", Metadata.ControlID);
iframe.Attributes.Add("data-formname", formName);
iframe.Attributes.Add("data-lookup-element", Metadata.DataFieldName);
container.Controls.Remove(placeholder);
container.Controls.Add(iframe);
var primaryKeyAttributeName = MetadataHelper.GetEntityPrimaryKeyAttributeLogicalName(context, quickForm.EntityName);
if (string.IsNullOrWhiteSpace(primaryKeyAttributeName))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, string.Format("Error retrieving the Primary Key Attribute Name for '{0}'.", EntityNamePrivacy.GetEntityName(quickForm.EntityName)));
return;
}
if (string.IsNullOrWhiteSpace(Metadata.DataFieldName))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, string.Format("Quick Form: datafieldname is null for QuickForm with ID='{0}'", quickForm.FormId));
return;
}
var formEntity = context.CreateQuery(Metadata.TargetEntityName).FirstOrDefault(e => e.GetAttributeValue <Guid>(Metadata.TargetEntityPrimaryKeyName) == entityId);
if (formEntity == null)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, string.Format("Failed to retrieve entity record with ID='{0}'", entityId));
return;
}
var quickFormEntityReference = formEntity.GetAttributeValue <EntityReference>(Metadata.DataFieldName);
if (quickFormEntityReference == null)
{
ADXTrace.Instance.TraceInfo(TraceCategory.Application, string.Format("Attribute on entity record with ID='{0}' is null. Quick Form not loaded.", entityId));
return;
}
var src = templatePath;
src = src.AppendQueryString("entityid", quickFormEntityReference.Id.ToString());
src = src.AppendQueryString("entityname", quickForm.EntityName);
src = src.AppendQueryString("entityprimarykeyname", primaryKeyAttributeName);
src = src.AppendQueryString("formname", formName);
src = src.AppendQueryString("controlid", Metadata.ControlID);
iframe.Src = src;
}
private void PopulateDropDownIfFirstLoad(DropDownList dropDown, string lookupEntityName)
{
if (dropDown.Items.Count > 0)
{
return;
}
var empty = new ListItem(string.Empty, string.Empty);
empty.Attributes["label"] = " ";
dropDown.Items.Add(empty);
var context = CrmConfigurationManager.CreateContext();
var service = CrmConfigurationManager.CreateService();
var metadataCache = new Dictionary <string, EntityMetadata>();
var entityMetadata = GetEntityMetadata(context, Metadata.LookupTargets[0], metadataCache);
var primaryNameAttribute = entityMetadata.PrimaryNameAttribute;
var primaryKeyAttribute = entityMetadata.PrimaryIdAttribute;
var localizedPrimaryNameAttribute = primaryNameAttribute;
// get a localized primary attribute name
if (Metadata.LanguageCode > 0)
{
var defaultLanguageCode = RetrieveOrganizationBaseLanguageCode(context);
if (Metadata.LanguageCode != defaultLanguageCode)
{
localizedPrimaryNameAttribute = string.Format("{0}_{1}", primaryNameAttribute, Metadata.LanguageCode);
foreach (var att in entityMetadata.Attributes.Where(att => att.LogicalName.EndsWith(localizedPrimaryNameAttribute)))
{
primaryNameAttribute = att.LogicalName;
break;
}
}
}
// By default a lookup field cell defined in the form XML does not contain view parameters unless the user has specified a view that is not the default for that entity and we must query to find the default view. Saved Query entity's QueryType code 64 indicates a lookup view.
var view = Metadata.LookupViewID == Guid.Empty ? context.CreateQuery("savedquery").FirstOrDefault(s => s.GetAttributeValue <string>("returnedtypecode") == lookupEntityName && s.GetAttributeValue <bool>("isdefault") && s.GetAttributeValue <int>("querytype") == 64) : context.CreateQuery("savedquery").FirstOrDefault(s => s.GetAttributeValue <Guid>("savedqueryid") == Metadata.LookupViewID);
IQueryable <Entity> lookupEntities;
if (view != null)
{
var fetchXml = view.GetAttributeValue <string>("fetchxml");
lookupEntities = GetLookupRecords(fetchXml, context);
if (lookupEntities == null)
{
return;
}
}
else
{
string fetchXml = string.Format(@"
<fetch mapping='logical'>
<entity name='{0}'>
<attribute name='{1}'/>
<attrbiute name='{2}'/>
</entity>
</fetch> " , lookupEntityName, primaryKeyAttribute, primaryNameAttribute);
lookupEntities = GetLookupRecords(fetchXml, context);
if (lookupEntities == null)
{
return;
}
}
foreach (var entity in lookupEntities)
{
dropDown.Items.Add(new ListItem
{
Value = entity.Id.ToString(),
Text = entity.Attributes.ContainsKey(localizedPrimaryNameAttribute) ? entity.GetAttributeValue(localizedPrimaryNameAttribute).ToString() : entity.Attributes.ContainsKey(primaryNameAttribute) ? entity.GetAttributeValue(primaryNameAttribute).ToString() : string.Empty
});
}
}
public PortalContext(string contextName, RequestContext request, IWebsiteSelector websiteSelector)
: this(CrmConfigurationManager.CreateContext(contextName), request, websiteSelector)
{
}
/// <summary>
/// Method to process the node of the current request and save tracking info.
/// </summary>
private static void LogRequest(CrmSiteMapNode node, string ipAddress, Entity user)
{
if (node == null)
{
return;
}
if (node.StatusCode != HttpStatusCode.OK)
{
return; //possbily put 404 tracking in here?
}
var context = CrmConfigurationManager.CreateContext();
switch (node.Entity.LogicalName)
{
case "adx_webpage":
var webpage = context.CreateQuery("adx_webpage").FirstOrDefault(w => w.GetAttributeValue <Guid>("adx_webpageid") == node.Entity.Id);
if (webpage != null && (webpage.GetAttributeValue <bool?>("adx_enabletracking") ?? false))
{
var webpagelog = new Entity("adx_webpagelog");
webpagelog.SetAttributeValue("adx_name", webpage.GetAttributeValue <string>("adx_name") + " log");
webpagelog.SetAttributeValue("adx_date", DateTime.UtcNow);
webpagelog.SetAttributeValue("adx_ipaddress", ipAddress);
context.AddObject(webpagelog);
context.AddLink(webpagelog, "adx_webpage_webpagelog".ToRelationship(), webpage);
if (user != null)
{
var contact = context.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == user.Id);
if (contact != null)
{
context.AddLink(webpagelog, "adx_contact_webpagelog".ToRelationship(), contact);
}
}
context.SaveChanges();
}
break;
case "adx_webfile":
var webfile = context.CreateQuery("adx_webfile").FirstOrDefault(w => w.GetAttributeValue <Guid>("adx_webfileid") == node.Entity.Id);
if (webfile != null && (webfile.GetAttributeValue <bool?>("adx_enabletracking") ?? false))
{
var webfilelog = new Entity("adx_webfilelog");
webfilelog.SetAttributeValue("adx_name", webfile.GetAttributeValue <string>("adx_name") + " log");
webfilelog.SetAttributeValue("adx_date", DateTime.UtcNow);
webfilelog.SetAttributeValue("adx_ipaddress", ipAddress);
context.AddObject(webfilelog);
context.AddLink(webfilelog, "adx_webfile_webfilelog".ToRelationship(), webfile);
if (user != null)
{
var contact = context.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == user.Id);
if (contact != null)
{
context.AddLink(webfilelog, "adx_contact_webfilelog".ToRelationship(), contact);
}
}
context.SaveChanges();
}
break;
}
}