public LoadCollectionResponseData getEventStatus(string eventName)
{
LoadCollectionRequestData Load = new LoadCollectionRequestData();
Load.IDOName = "EventStates";
Load.PropertyList.Add("EventName");
Load.PropertyList.Add("Status");
Load.PropertyList.Add("Originator");
Load.PropertyList.Add("EventParmId");
Load.Filter = "EventName = '" + eventName + "' AND Status = '2'";
Load.OrderBy = "";
Load.RecordCap = 100;
LoadCollectionResponseData response = IDOClient.LoadCollection(Load);
if (response.Items.Count > 0)
{
ThisForm.Variables("varDebug").Value += response[0, "EventName"].Value + "\n";
ThisForm.Variables("varDebug").Value += response[0, "Status"].Value + "\n";
ThisForm.Variables("varDebug").Value += response[0, "Originator"].Value + "\n";
for (int i = 0; i < response.Items.Count; i++)
{
ThisForm.Variables("varDebug").Value += response[i, "EventParmId"].Value + "\n";
}
}
return(response);
}
public void SetReturnVariables()
{
var id = ThisForm.ModalChildForm.PrimaryIDOCollection.CurrentItem.Properties["ID"].GetValueOfString(string.Empty);
var propList = "AlternateKeySuffix,ID";
var req = IDOClient.LoadCollection("CRMSalesOrder", propList, "ID = '" + id + "'", string.Empty, 1);
var summary = req[0, "AlternateKeySuffix"].GetValue(string.Empty);
var description = Application.GetStringValue("sSalesOrderInsert");
var jsonResult = string.Empty;
var toastEntityFilter = string.Empty;
description = description.Replace("%1", string.Format("[{0}]({1} {2})", summary, "CRMSalesOrder", id));
toastEntityFilter = string.Format("ID = '{0}'", id);
var toastJson = new InvokeRequestData()
{
IDOName = "CRMToastService",
MethodName = "GenerateToastJson",
Parameters = new InvokeParameterList()
{
new InvokeParameter("Create"),
new InvokeParameter(description),
new InvokeParameter(string.Empty),
new InvokeParameter("barcode"),
new InvokeParameter()
{
ByRef = true, Value = jsonResult
}
}
};
var response = IDOClient.Invoke(toastJson);
jsonResult = response.Parameters[response.Parameters.Count - 1].Value;
Application.DiagnosticsLog(jsonResult + Environment.NewLine + response.ReturnValue);
Application.Variables("VarCRMToastEntityFilter").SetValue(toastEntityFilter);
Application.Variables("VarCRMToastConfig").SetValue(jsonResult);
}
private void AssociateAccountContact()
{
var req = new UpdateCollectionRequestData
{
IDOName = "CRMContactAccount",
RefreshAfterUpdate = true
};
string accountId = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("ID");
int count = ThisForm.ModalChildForm.PrimaryIDOCollection.GetNumEntries();
for (int curIndex = 0; curIndex < count; curIndex++)
{
if (ThisForm.ModalChildForm.PrimaryIDOCollection.GetObjectProperty("CRMRecordSelected", curIndex) == "1")
{
string contactId = ThisForm.ModalChildForm.PrimaryIDOCollection.GetObjectProperty("ID", curIndex);
var existingAssociation = IDOClient.LoadCollection("CRMContactAccount", "AccountID, ContactID", string.Format("AccountID = '{0}' AND ContactID = '{1}'", accountId, contactId), string.Empty, 1);
if (existingAssociation.Items.Count == 0)
{
req.Items.Add(MapNewItem(contactId, accountId));
}
//Application.ShowMessage(Application.GetStringValue("sRecordExisted"));
}
}
try
{
IDOClient.UpdateCollection(req);
}
catch (Exception ex)
{
Application.ShowMessage(ex.Message);
Application.DiagnosticsLog(ex.Message);
}
ThisForm.PrimaryIDOCollection.RefreshKeepCurIndex();
}
/// <summary>
/// Enable / Disable the Quick Add Product Menu
/// -- Enable: if BOE is disabled --
/// -- Disable: if BOE is enabled --
/// </summary>
public void EnableDisableProductMenu()
{
var integrationCollection = IDOClient.LoadCollection("CRMIntegration", "Enabled", "Name = 'Back Office Extension'", string.Empty, 1);
int enabled = integrationCollection[0, "Enabled"].GetValue <int>() == 1 ? 0 : 1;
string filter = string.Format("Action = '{0}'", "CRMQuickAddProduct");
LoadCollectionResponseData loadResponse = IDOClient.LoadCollection("CRMMenus", "Enabled", filter, string.Empty, 1);
var updateReq = new UpdateCollectionRequestData()
{
IDOName = "CRMMenus",
RefreshAfterUpdate = true
};
foreach (var current in loadResponse.Items)
{
var updateItem = new IDOUpdateItem()
{
ItemID = current.ItemID,
Action = UpdateAction.Update
};
updateItem.Properties.Add("Enabled", enabled);
updateReq.Items.Add(updateItem);
}
IDOClient.UpdateCollection(updateReq);
}
public void LoadDatesandTimes()
{
Application.DiagnosticsLog("KC_VarDt:" + ThisForm.Variables("VarDtModified").Value);
Application.DiagnosticsLog("KC_VarDt:" + ThisForm.Variables("VarDtCreated").Value);
var currentUser = Application.Variables("VarCRMUserID").GetValueOfString(string.Empty);
if (string.IsNullOrEmpty(currentUser))
{
currentUser = Application.Variables("VarMGUserName").GetValueOfString(string.Empty);
}
LoadCollectionResponseData loadResponse = IDOClient.LoadCollection("CRMUserNames", "CRMUserID,LocalTimeZone",
string.Format("CRMUserID = '{0}' OR Username = '******'", currentUser), "", 0);
var timeZone = TimeZoneInfo.Local.Id;
if (loadResponse.Items.Count > 0)
{
timeZone = loadResponse[0, 1].Value;
Application.DiagnosticsLog(string.Format("User '{0}' time zone set to: {1}", currentUser, timeZone));
if (string.IsNullOrEmpty(timeZone))
{
// Fall back to local time
timeZone = TimeZoneInfo.Local.Id;
Application.ShowMessage(Application.GetStringValue("mUserTimeZoneNotSet"));
}
}
var now = TimeZoneInfo.ConvertTimeBySystemTimeZoneId(DateTime.UtcNow, timeZone);
var modifiedDate = ThisForm.Variables("VarDtModified").GetValueOfDateTime(RoundUp(now, TimeSpan.FromMinutes(5)));
var createdDate = ThisForm.Variables("VarDtCreated").GetValueOfDateTime(RoundUp(now, TimeSpan.FromMinutes(5)));
ThisForm.Variables("VarDtModified").SetValue(ConvertDtToTimeZone(modifiedDate, timeZone));
ThisForm.Variables("VarDtCreated").SetValue(ConvertDtToTimeZone(createdDate, timeZone));
}
public void EmailRelated()
{
var emailList = string.Empty;
var contactIdList = string.Empty;
var emailQueryFilter = "EntityID in ({0}) and IsPrimary = 1";
var accountId = ThisForm.PrimaryIDOCollection.CurrentItem.Properties["ID"].GetValueOfString(string.Empty);
var acctFilter = string.Format("AccountID='{0}'", accountId);
var req = new LoadCollectionRequestData("CRMContact", "ID", acctFilter, "", 0);
Application.DiagnosticsLog("EmailRelated: Load Collection contact");
var resp = IDOClient.LoadCollection(req);
var mailToUrl = "mailto:";
if (resp.Items != null && resp.Items.Count > 0)
{
for (int i = 0; i < resp.Items.Count; i++)
{
Application.DiagnosticsLog("EmailRelated: " + resp.Items.Count.ToString());
var tempId = resp.Items[i].PropertyValues[0].Value;
// filter ID values need wrapped in single quotes to pass through load collection
if (!string.IsNullOrEmpty(contactIdList))
{
contactIdList += @",";
}
contactIdList += @"'" + tempId + @"'";
}
}
var emailFilter = string.Format(emailQueryFilter, contactIdList);
if (!string.IsNullOrEmpty(contactIdList))
{
var emailReq = new LoadCollectionRequestData("CRMEmail", "Address", emailFilter, "Address", 0);
Application.DiagnosticsLog("EmailRelated: Load Collection email");
var emailResp = IDOClient.LoadCollection(emailReq);
for (int i = 0; i < emailResp.Items.Count; i++)
{
var tempEmail = emailResp.Items[i].PropertyValues[0].Value;
if (!string.IsNullOrEmpty(emailList))
{
emailList += ";";
}
emailList += tempEmail;
}
}
mailToUrl += emailList;
ThisForm.Variables("VarMailToUrl").SetValue(mailToUrl);
ThisForm.Components["linkEmailRelated"].SetValue(mailToUrl);
ThisForm.Components["linkEmailRelated"].Caption = Application.GetStringValue("sEmailRelated");
}
private bool IsDuplicateAccountPlanningCycleRecord(string AccountID, string childPropertyID)
{
bool isExist = false;
var response = IDOClient.LoadCollection("CRMPlanningCycleAssociations", "ID", string.Format("AccountID = '{0}' and PlanningCycleID = '{1}'", AccountID, childPropertyID), "", -1).Items.Count;
if (response > 0)
{
isExist = true;
}
return(isExist);
}
private bool IsDuplicateCampaignAccountRecord(string AccountID, string childPropertyID)
{
bool isExist = false;
var response = IDOClient.LoadCollection(string.Format("CRMCampaignAccount"), "ID", string.Format("AccountID = '{0}' and CampaignID = '{1}'", AccountID, childPropertyID), "", -1).Items.Count;
if (response > 0)
{
isExist = true;
}
return(isExist);
}
private bool IsDuplicate(string opportunityID)
{
string accountID = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("ID");
var records = IDOClient.LoadCollection("CRMOPPORTUNITYRESELLER", "OPPORTUNITYID", "RESELLERID='" + accountID + "'", string.Empty, -1);
if (records.Items != null && records.Items.Count > 0 && (records.Items.FindIndex(item => opportunityID.Equals(item.PropertyValues[0].Value)) >= 0))
{
return(true);
}
return(false);
}
public void ConfigureComponent()
{
// Custom Setting determines if the VisitPlanning related items can be visible
var oResp = IDOClient.LoadCollection("CRMCustomSetting", "DataValue",
"Category = 'Visit Planning'", string.Empty, 1);
if (oResp.Items.Count > 0)
{
var settingValue = oResp.Items[0].PropertyValues[0].GetValue(string.Empty);
visitOverride = !settingValue.Equals("False", StringComparison.OrdinalIgnoreCase);
}
EnableComponents(visitOverride);
}
/// <summary>
/// Gets the number of activities for the Account. That will be used as badge to display in Activity Related section
/// </summary>
public void GetUpcomingActivitiesCount()
{
string ActivityCount = "0";
string accountId = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("ID");
if (accountId != null)
{
LoadCollectionResponseData loadresponse = IDOClient.LoadCollection("CRMACCOUNTACTIVITIESRRELATEDVIEWs", "Summary", "EntityID='" + accountId + "' and EntityType='CRMAccount' and Completed IS NULL and IsFirstUncompleted=1", "", -1);
if (loadresponse != null)
{
ActivityCount = loadresponse.Items.Count == 1 ? "STRINGS(sCRMItemCount)" : string.Format("FORMAT(sCRMItemsCount,{0})", loadresponse.Items.Count.ToString());
}
}
ThisForm.Variables("VarActivityCount").SetValue(ActivityCount);
}
public void CalculateAccountKPIs(string username)
{
var req = new LoadCollectionRequestData("CRMAccountManagerKPI",
"WinPercent, TotalPotential, TotalSales", string.Format("Username='******'", username), "", 1);
var resp = IDOClient.LoadCollection(req);
decimal salesPotential = 0.00M, actualSales = 0.00M, wins = 0.00M;
if (resp.Items != null && resp.Items.Count > 0)
{
foreach (var t in resp.Items)
{
if (t.PropertyValues.Count > 0 && !string.IsNullOrEmpty(t.PropertyValues[0].Value))
{
wins = t.PropertyValues[0].GetValue <decimal>();
}
if (t.PropertyValues.Count > 1 && !string.IsNullOrEmpty(t.PropertyValues[1].Value))
{
salesPotential = t.PropertyValues[1].GetValue <decimal>();
}
if (t.PropertyValues.Count > 2 && !string.IsNullOrEmpty(t.PropertyValues[2].Value))
{
actualSales = t.PropertyValues[2].GetValue <decimal>();
}
}
}
ThisForm.Variables("VarKPIPipelineData").SetValue(FormatNumberForKPIDisplay(salesPotential));
ThisForm.Variables("VarKPIWinsData").SetValue(FormatNumberForKPIDisplay(actualSales));
if (wins > 0)
{
ThisForm.Variables("VarKPIWinRateData").SetValue(wins.ToString("P0",
new NumberFormatInfo {
PercentPositivePattern = 1, PercentNegativePattern = 1
}));
}
else
{
ThisForm.Variables("VarKPIWinRateData").SetValue("N/A");
}
}
public LoadCollectionResponseData getEventOutputParameters(string eventParmId)
{
LoadCollectionRequestData Load = new LoadCollectionRequestData();
Load.IDOName = "EventOutputParameters";
Load.PropertyList.Add("Name");
Load.PropertyList.Add("Value");
Load.PropertyList.Add("Originator");
Load.PropertyList.Add("EventParmId");
Load.PropertyList.Add("EventName");
Load.Filter = "EventParmId = '" + eventParmId + "'";
Load.OrderBy = "";
Load.RecordCap = 10;
LoadCollectionResponseData response = IDOClient.LoadCollection(Load);
//ThisForm.Variables("varDebug").Value += "\n\nEvent Output Parameters\n";
//ThisForm.Variables("varDebug").Value += response[0, "EventName"].Value + "\n";
//ThisForm.Variables("varDebug").Value += response[0, "EventParmId"].Value + "\n";
//ThisForm.Variables("varDebug").Value += response[0, "Originator"].Value + "\n";
return(response);
}
public void OnLocationChange()
{
if (string.IsNullOrWhiteSpace(ThisForm.Variables("VarAccountIdComponentKey").Value) ||
string.IsNullOrWhiteSpace(ThisForm.Variables("VarLocationIdComponentKey").Value) ||
string.IsNullOrWhiteSpace(ThisForm.Variables("VarAccountingEntityComponentKey").Value))
{
return;
}
var accountIdComponentKey = ThisForm.Variables("VarAccountIdComponentKey").Value;
var locationIdComponentKey = ThisForm.Variables("VarLocationIdComponentKey").Value;
var accountingEntityComponentKey = ThisForm.Variables("VarAccountingEntityComponentKey").Value;
if (!ThisForm.Components.ContainsKey(accountIdComponentKey) ||
!ThisForm.Components.ContainsKey(locationIdComponentKey) ||
!ThisForm.Components.ContainsKey(accountingEntityComponentKey))
{
return;
}
var integrationEnabled = Application.Variables("VarCRMIsBOEEnabled").Value;
var accountID = ThisForm.Components[accountIdComponentKey].GetValueOfString(string.Empty);
if (integrationEnabled == "1" && string.IsNullOrWhiteSpace(accountID))
{
var locationId = ThisForm.Components[locationIdComponentKey].GetValueOfString(string.Empty);
if (string.IsNullOrWhiteSpace(locationId))
{
ThisForm.Components[accountingEntityComponentKey].SetValue(string.Empty);
return;
}
var request = new LoadCollectionRequestData("CRMLocation", "SORAccountingEntityID", string.Format("ID='{0}'", locationId), string.Empty, 1);
var response = IDOClient.LoadCollection(request);
if (response != null && response.Items.Count > 0)
{
ThisForm.Components[accountingEntityComponentKey].SetValue(response.Items[0].PropertyValues[0].GetValue(string.Empty));
}
}
}
private void SetAddress()
{
var entityID = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("ID");
var filter = string.Format("EntityID='{0}'", entityID);
// Is VarAddressTypeFilter set?
var addressTypeFilter = ThisForm.Variables("VarAddressTypeFilter").GetValueOfString(string.Empty);
if (!string.IsNullOrEmpty(addressTypeFilter))
{
filter = string.Format("{0} and {1}", filter, addressTypeFilter);
}
var resp = IDOClient.LoadCollection("CRMAddress", "ID,MailingAddressDer", filter, string.Empty, 1);
if (resp.Items.Count > 0)
{
ThisForm.Components["txtAddress"].SetValue(resp[0, "MailingAddressDer"].GetValue(string.Empty));
if (string.IsNullOrEmpty(ThisForm.Variables("VarAddressID").GetValueOfString(string.Empty)))
{
ThisForm.Variables("VarAddressID").SetValue(resp[0, "ID"].GetValue(string.Empty));
}
}
}
/// <summary>
/// Insert trxHeader record with approval of adjustments
/// Insert all trxLine record with adjustments under trxHeader
/// </summary>
public void Submit()
{
string trxHeaderIdoName = "CRMWarehouseLocationTrxHeader";
string trxType = "StockAdjust";
string todayDate = DateTime.UtcNow.ToString("yyyy-MM-ddThh:mm:ss.fffZ");
string stockBin = ThisForm.Variables("VarStockBin").Value;
//INSERT TRX HEADER RECORD
UpdateCollectionRequestData insert = new UpdateCollectionRequestData(trxHeaderIdoName);
IDOUpdateItem itm = new IDOUpdateItem(UpdateAction.Insert);
itm.Properties.Add("TrxType", trxType);
itm.Properties.Add("TrxDate", todayDate);
itm.Properties.Add("VanStockLocation", stockBin);
itm.Properties.Add("Status", "Posted");
insert.Items.Add(itm);
try {
IDOClient.UpdateCollection(insert);
} catch (Exception e) {
Application.ShowMessage("Unable to insert record to " + trxHeaderIdoName + "\n" + e.Message);
}
Application.ShowMessage("Successfully submitted TrxHeader at " + todayDate);
//GET TRX HEADER ID FOR TRX LINES
LoadCollectionRequestData trxHeaderLoadRequest = new LoadCollectionRequestData();
trxHeaderLoadRequest.IDOName = trxHeaderIdoName;
trxHeaderLoadRequest.PropertyList.Add("ID");
trxHeaderLoadRequest.Filter = "TrxDate = '" + todayDate + "'";
trxHeaderLoadRequest.OrderBy = "";
trxHeaderLoadRequest.RecordCap = 1;
LoadCollectionResponseData trxHeaderLoadResponse = IDOClient.LoadCollection(trxHeaderLoadRequest);
if (trxHeaderLoadResponse.Items.Count != 1)
{
Application.ShowMessage("Could not load " + trxHeaderIdoName + " record with TrxDate = " + todayDate);
return;
}
//INSERT TRX LINE RECORD
insert = new UpdateCollectionRequestData("CRMWarehouseStockLotLocationTrx");
ThisForm.PrimaryIDOCollection.First();
for (int i = 0; i < ThisForm.PrimaryIDOCollection.GetNumEntries() - 1; i++)
{
string trxHeader = trxHeaderLoadResponse[0, "ID"].Value;
string productID = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("ProductID");
string locationID = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("LocationID");
string lotCode = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("StockLotCode");
string systemQuantity = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("QuantityOnHand");
string adjustment = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("Adjustment");
string reason = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty("Reason");
Application.ShowMessage(productID + "\n" + locationID + "\n" + lotCode + "\n" + systemQuantity + "\n" + adjustment + "\n" + reason);
//if adjustment is empty, skip
if (adjustment.Equals(""))
{
ThisForm.PrimaryIDOCollection.Next();
continue;
}
itm = new IDOUpdateItem(UpdateAction.Insert);
itm.Properties.Add("TrxHeader", trxHeader);
itm.Properties.Add("ProductID", productID);
itm.Properties.Add("LocationID", locationID);
itm.Properties.Add("StockLotCode", lotCode);
itm.Properties.Add("QuantityOnHand", systemQuantity);
itm.Properties.Add("CountAdjustment", adjustment);
itm.Properties.Add("Reason", reason);
insert.Items.Add(itm);
ThisForm.PrimaryIDOCollection.Next();
}
try {
IDOClient.UpdateCollection(insert);
} catch (Exception e) {
Application.ShowMessage("Unable to insert into CRMWarehouseStockLotLocationTrx\n" + e.Message);
}
}
/// <summary>
/// Validate the account if the owner is everyone or not
/// Everyone: does not allow delete
/// </summary>
public void ValidateDelete()
{
string selectedOwner = "SecCodeID";
string selectedAccountName = "AccountName";
string showDetail = ThisForm.Variables("VarShowDetail").GetValue <string>();
string itemsCannotbeDeleted = string.Empty;
if (string.Equals(showDetail, "0"))
{
itemsCannotbeDeleted = string.Empty;
var rowCount = ThisForm.PrimaryIDOCollection.GetNumEntries();
for (var i = 0; i < rowCount; i++)
{
var currentRowValue = ThisForm.PrimaryIDOCollection.GetObjectProperty(selectionProperty, i);
var currentRowOwner = ThisForm.PrimaryIDOCollection.GetObjectProperty(selectedOwner, i);
var currentAccountName = ThisForm.PrimaryIDOCollection.GetObjectProperty(selectedAccountName, i);
var filter = string.Format("ID=N'{0}' and Type=N'{1}'", currentRowOwner, "System");
var AccountInfo = IDOClient.LoadCollection("CRMSeccodeView", "ID", filter, string.Empty, -1);
if (currentRowValue == "1")
{
if (AccountInfo.Items.Count > 0)
{
itemsCannotbeDeleted = itemsCannotbeDeleted + currentAccountName + ",";
}
else
{
ThisForm.GenerateEvent("StdFormDelete");
return;
}
}
}
}
else
{
itemsCannotbeDeleted = string.Empty;
var currentRowOwner = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty(selectedOwner);
var currentAccountName = ThisForm.PrimaryIDOCollection.GetCurrentObjectProperty(selectedAccountName);
var filter = string.Format("ID=N'{0}' and Type=N'{1}'", currentRowOwner, "System");
var AccountInfo = IDOClient.LoadCollection("CRMSeccodeView", "ID", filter, string.Empty, -1);
if (AccountInfo.Items.Count > 0)
{
itemsCannotbeDeleted = currentAccountName;
}
else
{
ThisForm.GenerateEvent("StdFormDelete");
return;
}
}
if (!string.IsNullOrEmpty(itemsCannotbeDeleted))
{
Application.ShowMessage(Application.GetStringValue("sCannotDeleteAccount").Replace("%1", itemsCannotbeDeleted));
}
}
