private void AddFetchXmlToDataSource(CrmDataSource dataSource, string entityName, string entityIdAttribute, Guid?entityId)
{
dataSource.FetchXml =
string.Format(
@"<fetch mapping='logical'> <entity name='{0}'> <all-attributes /> <filter type='and'> <condition attribute = '{1}' operator='eq' value='{{{2}}}'/> </filter> </entity> </fetch>",
entityName,
entityIdAttribute,
entityId);
}
private CrmDataSource CreateDataSource(string dataSourceId, string entityName, string entityIdAttribute, Guid?entityId)
{
var formViewDataSource = new CrmDataSource
{
ID = dataSourceId,
FetchXml = string.Format(@"<fetch mapping='logical'> <entity name='{0}'> <all-attributes /> <filter type='and'> <condition attribute = '{1}' operator='eq' value='{{{2}}}'/> </filter> </entity> </fetch>",
entityName,
entityIdAttribute,
entityId)
};
CrmEntityFormViewPanel.Controls.Add(formViewDataSource);
return(formViewDataSource);
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
if (AccountToEdit == null)
{
RecordNotFoundError.Visible = true;
EditAccountForm.Visible = false;
return;
}
var formViewDataSource = new CrmDataSource {
ID = "WebFormDataSource", CrmDataContextName = FormView.ContextName
};
var managingPartnerAccount = ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == (AccountToEdit.GetAttributeValue <EntityReference>("msa_managingpartnerid") == null ? Guid.Empty : AccountToEdit.GetAttributeValue <EntityReference>("msa_managingpartnerid").Id));
var channelPermission = ServiceContext.GetChannelAccessByContact(Contact);
var channelCreateAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_create").GetValueOrDefault(false));
var channelWriteAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false));
var channelPermissionForParentAccountExists = managingPartnerAccount != null && channelPermission != null && channelPermission.GetAttributeValue <EntityReference>("adx_accountid") != null && channelPermission.GetAttributeValue <EntityReference>("adx_accountid").Equals(managingPartnerAccount.ToEntityReference());
var validAcccountClassificationCode = managingPartnerAccount != null && managingPartnerAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode") != null && managingPartnerAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode").Value == (int)Enums.AccountClassificationCode.Partner;
if (channelPermission == null)
{
NoChannelPermissionsRecordError.Visible = true;
EditAccountForm.Visible = false;
ContactsList.Visible = false;
return;
}
if (!channelWriteAccess)
{
ChannelPermissionsError.Visible = true;
}
else
{
if (managingPartnerAccount == null)
{
NoParentAccountError.Visible = true;
}
else if (!validAcccountClassificationCode)
{
ParentAccountClassificationCodeError.Visible = true;
}
else if (!channelPermissionForParentAccountExists)
{
NoChannelPermissionsForParentAccountError.Visible = true;
}
}
if (!channelWriteAccess || managingPartnerAccount == null || !channelPermissionForParentAccountExists || !validAcccountClassificationCode)
{
EditAccountForm.Visible = false;
ContactsList.Visible = false;
return;
}
CreateContactButton.Visible = channelCreateAccess;
CreateContactButton.QueryStringCollection = CreateCustomerContactQueryStringCollection();
var fetchXml = string.Format("<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>", "account", "accountid", AccountToEdit.GetAttributeValue <Guid>("accountid"));
formViewDataSource.FetchXml = fetchXml;
AccountForm.Controls.Add(formViewDataSource);
FormView.DataSourceID = "WebFormDataSource";
if (!IsPostBack)
{
BindPrimaryContact();
var contacts = ServiceContext.CreateQuery("contact").Where(c => c.GetAttributeValue <EntityReference>("parentcustomerid") != null && c.GetAttributeValue <EntityReference>("parentcustomerid").Equals(AccountToEdit.ToEntityReference()));
_contacts = EnumerableExtensions.CopyToDataTable(contacts.Select(c => new
{
contactid = c.GetAttributeValue <Guid>("contactid"),
ID = c.GetAttributeValue <string>("fullname"),
CompanyName = c.GetRelatedEntity(ServiceContext, new Relationship("contact_customer_accounts")) == null ? string.Empty : c.GetRelatedEntity(ServiceContext, new Relationship("contact_customer_accounts")).GetAttributeValue <string>("name"),
City = c.GetAttributeValue <string>("address1_city"),
State = c.GetAttributeValue <string>("address1_stateorprovince"),
Phone = c.GetAttributeValue <string>("address1_telephone1"),
Email = c.GetAttributeValue <string>("emailaddress1"),
}).ToList().OrderBy(c => c.CompanyName));
_contacts.Columns["City"].ColumnName = "City";
_contacts.Columns["State"].ColumnName = "State";
_contacts.Columns["Phone"].ColumnName = "Phone";
_contacts.Columns["Email"].ColumnName = "E-mail Address";
AccountContactsList.DataKeyNames = new[] { "contactid" };
AccountContactsList.DataSource = _contacts;
AccountContactsList.DataBind();
}
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfNecessary();
if (ContactToEdit == null)
{
RecordNotFoundError.Visible = true;
ContactInformation.Visible = false;
return;
}
var parentAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
var accountAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : XrmContext.GetAccountAccessByContact(Contact).Where(a => a.GetAttributeValue <EntityReference>("adx_accountid") != null && a.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference())).ToList();
var contactAccessPermissions = parentAccount == null ? new List <Entity>() : XrmContext.GetContactAccessByContact(Contact).ToList();
var contactAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : contactAccessPermissions.Where(c => c.GetAttributeValue <EntityReference>("adx_accountid") != null && c.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference()) && c.GetAttributeValue <OptionSetValue>("adx_scope").Value == (int)Enums.ContactAccessScope.Account).ToList();
var canEditContacts = false;
var canReadContacts = false;
var canManagePermissions = false;
if (parentAccount == null)
{
ContactInformation.Visible = false;
NoParentAccountError.Visible = true;
return;
}
if (!contactAccessPermissions.Any())
{
ContactInformation.Visible = false;
NoContactAccessPermissionsRecordError.Visible = true;
return;
}
if (!contactAccessPermissionsForParentAccount.Any())
{
ContactInformation.Visible = false;
NoContactAccessPermissionsForParentAccountError.Visible = true;
return;
}
foreach (var access in contactAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false))
{
canEditContacts = true;
canReadContacts = true;
}
if (access.GetAttributeValue <bool?>("adx_read").GetValueOrDefault(false))
{
canReadContacts = true;
}
}
foreach (var access in accountAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_managepermissions").GetValueOrDefault(false))
{
canManagePermissions = true;
}
}
if (!canReadContacts)
{
ContactInformation.Visible = false;
return;
}
if (!canEditContacts)
{
ContactEditFormView.Visible = false;
ContactReadOnlyFormView.Visible = true;
ContactAccessWritePermissionDeniedMessage.Visible = true;
}
ManagePermissionsButton.Visible = canManagePermissions;
var formViewDataSource = new CrmDataSource {
ID = "WebFormDataSource", CrmDataContextName = ContactEditFormView.ContextName
};
var fetchXml = string.Format("<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>", "contact", "contactid", ContactToEdit.GetAttributeValue <Guid>("contactid"));
formViewDataSource.FetchXml = fetchXml;
ContactInformation.Controls.Add(formViewDataSource);
ContactEditFormView.DataSourceID = "WebFormDataSource";
ContactReadOnlyFormView.DataSourceID = "WebFormDataSource";
}
protected void Page_Load(object sender, EventArgs e)
{
Guid entityId;
var entityIdValue = HttpContext.Current.Request["entityid"];
var entityName = HttpContext.Current.Request["entityname"];
var entityPrimaryKeyName = HttpContext.Current.Request["entityprimarykeyname"];
var formName = HttpContext.Current.Request["formname"];
var controlId = HttpContext.Current.Request["controlid"];
int languageCode;
if (!Guid.TryParse(entityIdValue, out entityId) || string.IsNullOrWhiteSpace(entityName) ||
string.IsNullOrWhiteSpace(formName) || string.IsNullOrWhiteSpace(controlId))
{
return;
}
if (string.IsNullOrWhiteSpace(entityPrimaryKeyName))
{
entityPrimaryKeyName = MetadataHelper.GetEntityPrimaryKeyAttributeLogicalName(ServiceContext, entityName);
}
if (string.IsNullOrWhiteSpace(entityPrimaryKeyName))
{
return;
}
var fetch = new Fetch
{
MappingType = MappingType.Logical,
Entity = new FetchEntity(entityName)
{
Attributes = FetchAttribute.All,
Filters = new List <Filter>
{
new Filter
{
Type = LogicalOperator.And,
Conditions = new List <Condition> {
new Condition(entityPrimaryKeyName, ConditionOperator.Equal, entityId)
}
}
}
}
};
var dataSource = new CrmDataSource
{
ID = string.Format("{0}_datasource", controlId),
FetchXml = fetch.ToFetchExpression().Query,
};
var formView = new CrmEntityFormView
{
ID = controlId,
CssClass = "crmEntityFormView",
DataSourceID = dataSource.ID,
DataBindOnPostBack = true,
EntityName = entityName,
FormName = formName,
Mode = FormViewMode.ReadOnly,
ClientIDMode = ClientIDMode.Static,
};
var languageCodeSetting = HttpContext.Current.Request["languagecode"];
if (!string.IsNullOrWhiteSpace(languageCodeSetting) && int.TryParse(languageCodeSetting, out languageCode))
{
var found = false;
var portalName = languageCode.ToString(CultureInfo.InvariantCulture);
var portals = Microsoft.Xrm.Portal.Configuration.PortalCrmConfigurationManager.GetPortalCrmSection().Portals;
formView.LanguageCode = languageCode;
if (portals.Count > 0)
{
foreach (var portal in portals)
{
var portalContext = portal as PortalContextElement;
if (portalContext != null && portalContext.Name == portalName)
{
found = true;
}
}
if (found)
{
formView.ContextName = portalName;
dataSource.CrmDataContextName = portalName;
}
}
}
FormPanel.Controls.Add(dataSource);
FormPanel.Controls.Add(formView);
}
protected void Page_Load(object sender, EventArgs args)
{
if (CurrentCase == null)
{
CaseBreadcrumbs.Visible = false;
CaseHeader.Visible = false;
CaseData.Visible = false;
CaseNotFound.Visible = true;
return;
}
if (!(CurrentCaseAccess.Read || CurrentCaseAccess.Public))
{
CaseData.Visible = false;
NoCaseAccess.Visible = true;
return;
}
if (CurrentCaseAccess.Read && CurrentCase.ResponsibleContact != null)
{
UserAvatar.DataBind();
UserName.DataBind();
}
else
{
UserAvatar.Visible = false;
UserName.Visible = false;
}
// Only people with private read access see this info.
TicketNumber.Visible
= CaseInfo.Visible
= Notes.Visible
= CurrentCaseAccess.Read;
CaseControls.Visible = CurrentCaseAccess.Write;
ResolveCase.Visible = CancelCase.Visible = AddNote.Visible = AddNoteInline.Visible = CurrentCaseAccess.Write && CurrentCase.IsActive;
ReopenCase.Visible = CurrentCaseAccess.Write && !CurrentCase.IsActive;
var fetchXml = string.Format(_caseFetchXmlFormat, CurrentCase.EntityReference.Id);
var formViewDataSource = new CrmDataSource {
ID = "WebFormDataSource", FetchXml = fetchXml, CrmDataContextName = PublicFormView.ContextName
};
if (CurrentCaseAccess.Public)
{
PublicForm.Visible = true;
PublicForm.Controls.Add(formViewDataSource);
PublicFormView.DataSourceID = "WebFormDataSource";
}
else
{
if (CurrentCase.IsActive)
{
PrivateOpenCaseForm.Visible = true;
PrivateClosedCaseForm.Visible = false;
PublicForm.Visible = false;
PrivateOpenCaseForm.Controls.Add(formViewDataSource);
PrivateOpenCaseFormView.DataSourceID = "WebFormDataSource";
}
else
{
PrivateClosedCaseForm.Visible = true;
PrivateOpenCaseForm.Visible = false;
PublicForm.Visible = false;
PrivateClosedCaseForm.Controls.Add(formViewDataSource);
PrivateClosedCaseFormView.DataSourceID = "WebFormDataSource";
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
if (ContactToEdit == null)
{
RecordNotFoundError.Visible = true;
ContactForm.Visible = false;
return;
}
var formViewDataSource = new CrmDataSource {
ID = "WebFormDataSource", CrmDataContextName = FormView.ContextName
};
var managingPartnerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
var channelPermission = ServiceContext.GetChannelAccessByContact(Contact);
var channelReadAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_read").GetValueOrDefault(false));
var channelWriteAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false));
var channelPermissionForParentAccountExists = managingPartnerAccount != null && channelPermission != null && channelPermission.GetAttributeValue <EntityReference>("adx_accountid") != null && channelPermission.GetAttributeValue <EntityReference>("adx_accountid").Equals(managingPartnerAccount.ToEntityReference());
var validAcccountClassificationCode = managingPartnerAccount != null && managingPartnerAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode") != null && managingPartnerAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode").Value == (int)Enums.AccountClassificationCode.Partner;
if (channelPermission == null)
{
NoChannelPermissionsRecordError.Visible = true;
ContactForm.Visible = false;
return;
}
if (!channelReadAccess || !channelWriteAccess)
{
ChannelPermissionsError.Visible = true;
}
else
{
if (managingPartnerAccount == null)
{
NoParentAccountError.Visible = true;
}
else if (!validAcccountClassificationCode)
{
ParentAccountClassificationCodeError.Visible = true;
}
else if (!channelPermissionForParentAccountExists)
{
NoChannelPermissionsForParentAccountError.Visible = true;
}
}
if (!channelWriteAccess || managingPartnerAccount == null || !channelPermissionForParentAccountExists || !validAcccountClassificationCode)
{
ContactForm.Visible = false;
return;
}
var fetchXml = string.Format("<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>", "account", "accountid", ContactToEdit.GetAttributeValue <Guid>("accountid"));
formViewDataSource.FetchXml = fetchXml;
ContactForm.Controls.Add(formViewDataSource);
FormView.DataSourceID = "WebFormDataSource";
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
if (OrderToEdit == null || (OrderToEdit.GetAttributeValue <EntityReference>("customerid") != null && !OrderToEdit.GetAttributeValue <EntityReference>("customerid").Equals(Contact.ToEntityReference())))
{
PageBreadcrumbs.Visible = true;
GenericError.Visible = true;
OrderHeader.Visible = false;
OrderDetails.Visible = false;
OrderInfo.Visible = false;
OrderBreadcrumbs.Visible = false;
OrderHeader.Visible = false;
return;
}
var dataAdapterDependencies = new PortalConfigurationDataAdapterDependencies(requestContext: Request.RequestContext, portalName: PortalName);
var dataAdapter = new AnnotationDataAdapter(dataAdapterDependencies);
var annotations = dataAdapter.GetAnnotations(OrderToEdit.ToEntityReference(),
new List <Order> {
new Order("createdon")
});
NotesList.DataSource = annotations;
NotesList.DataBind();
var formViewDataSource = new CrmDataSource {
ID = "WebFormDataSource", CrmDataContextName = FormView.ContextName
};
var fetchXml = string.Format("<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>", "salesorder", "salesorderid", OrderToEdit.GetAttributeValue <Guid>("salesorderid"));
formViewDataSource.FetchXml = fetchXml;
OrderForm.Controls.Add(formViewDataSource);
FormView.DataSourceID = "WebFormDataSource";
var baseCartReference = OrderToEdit.GetAttributeValue <EntityReference>("adx_shoppingcartid");
if (baseCartReference == null)
{
ShoppingCartSummary.Visible = false;
Entity invoice;
if (TryGetInvoice(XrmContext, OrderToEdit, out invoice))
{
ShowInvoice(XrmContext, invoice);
return;
}
ShowOrder(XrmContext, OrderToEdit);
Order.Visible = true;
Invoice.Visible = false;
return;
}
// legacy code for displaying summary of ordered items.
var baseCart = XrmContext.CreateQuery("adx_shoppingcart").FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_shoppingcartid") == baseCartReference.Id);
var cartRecord = baseCart == null ? null : new ShoppingCart(baseCart, XrmContext);
if (cartRecord == null)
{
ShoppingCartSummary.Visible = false;
return;
}
var cartItems = cartRecord.GetCartItems().Select(sci => sci.Entity);
if (!cartItems.Any())
{
ShoppingCartSummary.Visible = false;
return;
}
CartRepeater.DataSource = cartItems;
CartRepeater.DataBind();
Total.Text = cartRecord.GetCartTotal().ToString("C2");
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
if (ContactToEdit == null)
{
RecordNotFoundError.Visible = true;
ManagePermissions.Visible = false;
return;
}
var parentAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
var accountAccessPermissions = parentAccount == null ? new List <Entity>() : ServiceContext.GetAccountAccessByContact(Contact).ToList();
var accountAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : accountAccessPermissions.Where(a => a.GetAttributeValue <EntityReference>("adx_accountid") != null && a.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference())).ToList();
var contactAccessPermissions = parentAccount == null ? new List <Entity>() : XrmContext.GetContactAccessByContact(Contact).ToList();
var contactAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : contactAccessPermissions.Where(c => c.GetAttributeValue <EntityReference>("adx_accountid") != null && c.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference()) && c.GetAttributeValue <OptionSetValue>("adx_scope").Value == (int)Enums.ContactAccessScope.Account).ToList();
var channelPermissions = XrmContext.GetChannelAccessByContact(Contact);
var opportunityPermissions = XrmContext.GetOpportunityAccessByContact(Contact).FirstOrDefault();
var contactToEditOpportunityPermissions = XrmContext.CreateQuery("adx_opportunitypermissions").FirstOrDefault(c => c.GetAttributeValue <EntityReference>("adx_contactid") != null && c.GetAttributeValue <EntityReference>("adx_contactid").Equals(ContactToEdit.ToEntityReference()));
var contactToEditChannelPermissions = XrmContext.CreateQuery("adx_channelpermissions").FirstOrDefault(c => c.GetAttributeValue <EntityReference>("adx_contactid") != null && c.GetAttributeValue <EntityReference>("adx_contactid").Equals(ContactToEdit.ToEntityReference()));
var canEditContacts = false;
var canManagePermissions = false;
var canEditChannelPermissions = channelPermissions != null;
var canEditOpportunityPermissions = opportunityPermissions != null;
if (parentAccount == null)
{
ManagePermissions.Visible = false;
NoParentAccountError.Visible = true;
return;
}
if (!accountAccessPermissions.Any())
{
ManagePermissions.Visible = false;
NoAccountAccessPermissionsRecordError.Visible = true;
return;
}
if (!accountAccessPermissionsForParentAccount.Any())
{
ManagePermissions.Visible = false;
NoAccountAccessPermissionsForParentAccountError.Visible = true;
return;
}
if (!contactAccessPermissions.Any())
{
ManagePermissions.Visible = false;
NoContactAccessPermissionsRecordError.Visible = true;
return;
}
if (!contactAccessPermissionsForParentAccount.Any())
{
ManagePermissions.Visible = false;
NoContactAccessPermissionsForParentAccountError.Visible = true;
return;
}
foreach (var access in accountAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_managepermissions").GetValueOrDefault(false))
{
canManagePermissions = true;
}
}
if (!canManagePermissions)
{
ManagePermissions.Visible = false;
AccountAccessManagePermissionsDeniedError.Visible = true;
return;
}
foreach (var access in contactAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false))
{
canEditContacts = true;
}
}
if (!canEditContacts)
{
ManagePermissions.Visible = false;
ContactAccessPermissionsError.Visible = true;
return;
}
if (channelPermissions == null && opportunityPermissions == null)
{
ManagePermissions.Visible = false;
NoPermissionsError.Visible = true;
return;
}
if (contactToEditOpportunityPermissions == null & contactToEditChannelPermissions == null)
{
ManagePermissions.Visible = false;
PermissionsRecordsForContactEditNotFoundError.Visible = true;
return;
}
if (!canEditOpportunityPermissions)
{
OpportunityPermissions.Visible = false;
NoOpportunityPermissionsRecordWarning.Visible = true;
}
else
{
if (contactToEditOpportunityPermissions == null)
{
OpportunityPermissions.Visible = false;
OpportunityPermissionsRecordForContactEditNotFoundError.Visible = true;
}
else
{
var opportunityPermissionsFormViewDataSource = new CrmDataSource {
ID = "OpportunityPermissionsFormViewDataSource", CrmDataContextName = OpportunityPermissionsFormView.ContextName
};
var opportunityPermissionsFetchXml =
string.Format(
"<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>",
"adx_opportunitypermissions", "adx_opportunitypermissionsid", contactToEditOpportunityPermissions.Id);
opportunityPermissionsFormViewDataSource.FetchXml = opportunityPermissionsFetchXml;
OpportunityPermissions.Controls.Add(opportunityPermissionsFormViewDataSource);
OpportunityPermissionsFormView.DataSourceID = "OpportunityPermissionsFormViewDataSource";
}
}
if (!canEditChannelPermissions)
{
ChannelPermissions.Visible = false;
NoChannelPermissionsRecordWarning.Visible = true;
}
else
{
if (contactToEditChannelPermissions == null)
{
ChannelPermissions.Visible = false;
ChannelPermissionsRecordForContactEditNotFoundError.Visible = true;
}
else
{
var channelPermissionsFormViewDataSource = new CrmDataSource {
ID = "ChannelPermissionsWebViewDataSource", CrmDataContextName = ChannelPermissionsFormView.ContextName
};
var channelPermissionsFetchXml =
string.Format(
"<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>",
"adx_channelpermissions", "adx_channelpermissionsid", contactToEditChannelPermissions.Id);
channelPermissionsFormViewDataSource.FetchXml = channelPermissionsFetchXml;
ChannelPermissions.Controls.Add(channelPermissionsFormViewDataSource);
ChannelPermissionsFormView.DataSourceID = "ChannelPermissionsWebViewDataSource";
}
}
if (!IsPostBack)
{
SetControlValues(contactToEditOpportunityPermissions, contactToEditChannelPermissions);
}
EnableControlsBasedOnPartnerAccess(opportunityPermissions, channelPermissions);
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
var parentAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
var accountAccessPermissions = parentAccount == null ? new List <Entity>() : ServiceContext.GetAccountAccessByContact(Contact).ToList();
var accountAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : accountAccessPermissions.Where(a => a.GetAttributeValue <EntityReference>("adx_accountid") != null && a.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference())).ToList();
var contactAccessPermissions = parentAccount == null ? new List <Entity>() : ServiceContext.GetContactAccessByContact(Contact).ToList();
var contactAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : contactAccessPermissions.Where(c => c.GetAttributeValue <EntityReference>("adx_accountid") != null && c.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference()) && c.GetAttributeValue <OptionSetValue>("adx_scope").Value == (int)Enums.ContactAccessScope.Account).ToList();
var canReadAccount = false;
var canEditAccount = false;
var canCreateContacts = false;
var canReadContacts = false;
if (parentAccount == null)
{
AccountInformation.Visible = false;
ContactsList.Visible = false;
NoParentAccountError.Visible = true;
return;
}
if (!accountAccessPermissions.Any())
{
AccountInformation.Visible = false;
ContactsList.Visible = false;
NoAccountAccessPermissionsRecordError.Visible = true;
return;
}
if (!accountAccessPermissionsForParentAccount.Any())
{
AccountInformation.Visible = false;
ContactsList.Visible = false;
NoAccountAccessPermissionsForParentAccountError.Visible = true;
return;
}
foreach (var access in accountAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false))
{
canEditAccount = true;
canReadAccount = true;
}
if (access.GetAttributeValue <bool?>("adx_read").GetValueOrDefault(false))
{
canReadAccount = true;
}
}
foreach (var access in contactAccessPermissionsForParentAccount)
{
if (access.GetAttributeValue <bool?>("adx_create").GetValueOrDefault(false))
{
canCreateContacts = true;
canReadContacts = true;
}
if (access.GetAttributeValue <bool?>("adx_read").GetValueOrDefault(false))
{
canReadContacts = true;
}
}
if (!contactAccessPermissions.Any())
{
NoContactAccessPermissionsRecordMessage.Visible = true;
}
else
{
if (!contactAccessPermissionsForParentAccount.Any())
{
NoContactAccessPermissionsForParentAccountMessage.Visible = true;
}
}
if (!canReadAccount)
{
AccountInformation.Visible = false;
ContactsList.Visible = false;
return;
}
if (!canEditAccount)
{
AccountEditForm.Visible = false;
AccountReadOnlyForm.Visible = true;
AccountAccessWritePermissionDeniedMessage.Visible = true;
}
if (!canReadContacts)
{
AccountContactsList.Visible = false;
if (contactAccessPermissions.Any() && contactAccessPermissionsForParentAccount.Any())
{
ContactAccessPermissionsMessage.Visible = true;
}
}
CreateContactButton.Visible = canCreateContacts;
var formViewDataSource = new CrmDataSource {
ID = "WebFormDataSource", CrmDataContextName = AccountEditFormView.ContextName
};
var fetchXml = string.Format("<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>", "account", "accountid", parentAccount.GetAttributeValue <Guid>("accountid"));
formViewDataSource.FetchXml = fetchXml;
AccountInformation.Controls.Add(formViewDataSource);
AccountEditFormView.DataSourceID = "WebFormDataSource";
AccountReadOnlyFormView.DataSourceID = "WebFormDataSource";
var contacts = ServiceContext.GetContactsForContact(Contact)
.Where(c => c.GetAttributeValue <EntityReference>("parentcustomerid") != null && c.GetAttributeValue <EntityReference>("parentcustomerid").Equals(parentAccount.ToEntityReference()));
_contacts = EnumerableExtensions.CopyToDataTable(contacts.Select(c => new
{
contactid = c.GetAttributeValue <Guid>("contactid"),
ID = c.GetAttributeValue <string>("fullname"),
CompanyName = c.GetRelatedEntity(ServiceContext, new Relationship("contact_customer_accounts")) == null ? string.Empty : c.GetRelatedEntity(ServiceContext, new Relationship("contact_customer_accounts")).GetAttributeValue <string>("name"),
City = c.GetAttributeValue <string>("address1_city"),
State = c.GetAttributeValue <string>("address1_stateorprovince"),
Phone = c.GetAttributeValue <string>("address1_telephone1"),
Email = c.GetAttributeValue <string>("emailaddress1"),
}).OrderBy(opp => opp.CompanyName));
_contacts.Columns["City"].ColumnName = "City";
_contacts.Columns["State"].ColumnName = "State";
_contacts.Columns["Phone"].ColumnName = "Phone";
_contacts.Columns["Email"].ColumnName = "E-mail Address";
AccountContactsList.DataKeyNames = new[] { "contactid" };
AccountContactsList.DataSource = _contacts;
AccountContactsList.DataBind();
}
protected void Page_Load(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
var quoteToEditEntity = QuoteToEdit != null ? QuoteToEdit.Entity : null;
if (quoteToEditEntity == null || (quoteToEditEntity.GetAttributeValue <EntityReference>("customerid") != null && !quoteToEditEntity.GetAttributeValue <EntityReference>("customerid").Equals(Contact.ToEntityReference())))
{
PageBreadcrumbs.Visible = true;
GenericError.Visible = true;
QuoteHeader.Visible = false;
QuoteDetails.Visible = false;
QuoteInfo.Visible = false;
QuoteBreadcrumbs.Visible = false;
QuoteHeader.Visible = false;
return;
}
var dataAdapterDependencies = new PortalConfigurationDataAdapterDependencies(requestContext: Request.RequestContext, portalName: PortalName);
var dataAdapter = new AnnotationDataAdapter(dataAdapterDependencies);
var annotations = dataAdapter.GetAnnotations(QuoteToEdit.Entity.ToEntityReference(),
new List <Order> {
new Order("createdon")
});
NotesList.DataSource = annotations;
NotesList.DataBind();
var quoteState = quoteToEditEntity.GetAttributeValue <OptionSetValue>("statecode");
ConvertToOrder.Visible = quoteState != null &&
(quoteState.Value == (int)Enums.QuoteState.Active || quoteState.Value == (int)Enums.QuoteState.Won);
var formViewDataSource = new CrmDataSource {
ID = "WebFormDataSource", CrmDataContextName = FormView.ContextName
};
var fetchXml = string.Format("<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>", "quote", "quoteid", QuoteToEdit.Id);
formViewDataSource.FetchXml = fetchXml;
QuoteForm.Controls.Add(formViewDataSource);
FormView.DataSourceID = "WebFormDataSource";
var baseCartReference = quoteToEditEntity.GetAttributeValue <EntityReference>("adx_shoppingcartid");
var baseCart = (baseCartReference != null) ? ServiceContext.CreateQuery("adx_shoppingcart").FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_shoppingcartid") == baseCartReference.Id)
: null;
var cartRecord = baseCart == null ? null : new ShoppingCart(baseCart, XrmContext);
if (cartRecord == null)
{
ShoppingCartSummary.Visible = false;
return;
}
var cartItems = cartRecord.GetCartItems().Select(sci => sci.Entity);
if (!cartItems.Any())
{
ShoppingCartSummary.Visible = false;
return;
}
CartRepeater.DataSource = cartItems;
CartRepeater.DataBind();
Total.Text = cartRecord.GetCartTotal().ToString("C2");
}
