/// <summary>
/// Create a custom entity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Create the custom entity.
//<snippetCreateUpdateEntityMetadata1>
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Bank Account", 1033),
DisplayCollectionName = new Label("Bank Accounts", 1033),
Description = new Label("An entity to store information about customer bank accounts", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_accountname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Account Name", 1033),
Description = new Label("The primary attribute for the Bank Account entity.", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The bank account entity has been created.");
//</snippetCreateUpdateEntityMetadata1>
// Add some attributes to the Bank Account entity
//<snippetCreateUpdateEntityMetadata2>
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_bankname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Bank Name", 1033),
Description = new Label("The name of the bank.", 1033)
}
};
_serviceProxy.Execute(createBankNameAttributeRequest);
//</snippetCreateUpdateEntityMetadata2>
Console.WriteLine("An bank name attribute has been added to the bank account entity.");
//<snippetCreateUpdateEntityMetadata3>
CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = "new_balance",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label("Balance", 1033),
Description = new Label("Account Balance at the last known date", 1033),
}
};
_serviceProxy.Execute(createBalanceAttributeRequest);
//</snippetCreateUpdateEntityMetadata3>
Console.WriteLine("An account balance attribute has been added to the bank account entity.");
//<snippetCreateUpdateEntityMetadata4>
CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_checkeddate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Date", 1033),
Description = new Label("The date the account balance was last confirmed", 1033)
}
};
_serviceProxy.Execute(createCheckedDateRequest);
Console.WriteLine("An date attribute has been added to the bank account entity.");
//</snippetCreateUpdateEntityMetadata4>
//Create a lookup attribute to link the bank account with a contact record.
//<snippetCreateUpdateEntityMetadata5>
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The owner of the bank account", 1033),
DisplayName = new Label("Account Owner", 1033),
LogicalName = "new_parent_contactid",
SchemaName = "New_Parent_ContactId",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("Bank Accounts", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = Contact.EntityLogicalName,
ReferencedAttribute = "contactid",
ReferencingEntity = _customEntityName,
SchemaName = "new_contact_new_bankaccount"
}
};
_serviceProxy.Execute(req);
//</snippetCreateUpdateEntityMetadata5>
Console.WriteLine("A lookup attribute has been added to the bank account entity to link it with the Contact entity.");
//<snippetCreateUpdateEntityMetadata11>
//Create an Image attribute for the custom entity
// Only one Image attribute can be added to an entity that doesn't already have one.
CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new ImageAttributeMetadata
{
SchemaName = "EntityImage", //The name is always EntityImage
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Image", 1033),
Description = new Label("An image to represent the bank account.", 1033)
}
};
_serviceProxy.Execute(createEntityImageRequest);
Console.WriteLine("An image attribute has been added to the bank account entity.");
//</snippetCreateUpdateEntityMetadata11>
//<snippetCreateUpdateEntityMetadata9>
//<snippetCreateUpdateEntityMetadata.RetrieveEntity>
RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = _customEntityName
};
RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
//</snippetCreateUpdateEntityMetadata.RetrieveEntity>
//<snippetCreateUpdateEntityMetadata8>
EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;
// Disable Mail merge
BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
// Enable Notes
UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
{
Entity = BankAccountEntity,
HasNotes = true
};
_serviceProxy.Execute(updateBankAccountRequest);
//</snippetCreateUpdateEntityMetadata8>
//</snippetCreateUpdateEntityMetadata9>
Console.WriteLine("The bank account entity has been updated");
//Update the entity form so the new fields are visible
UpdateEntityForm(_customEntityName);
// Customizations must be published after an entity is updated.
//<snippetCreateUpdateEntityMetadata6>
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
//</snippetCreateUpdateEntityMetadata6>
Console.WriteLine("Customizations were published.");
//Provides option to view the entity in the default solution
ShowEntityInBrowser(promptForDelete, BankAccountEntity);
//Provides option to view the entity form with the fields added
ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private CreateOneToManyRequest BuildCreateOneToManyRequest(OneToManyRelationshipMetadata relationship, LookupAttributeMetadata lookup)
{
var createOneToManyRequest = new CreateOneToManyRequest();
createOneToManyRequest.OneToManyRelationship = relationship;
createOneToManyRequest.Lookup = lookup;
return(createOneToManyRequest);
}
public override void CreateAttribute(IOrganizationService service)
{
var request = new CreateOneToManyRequest
{
OneToManyRelationship = GetRelationshipMetadata(),
Lookup = GetAttributeMetadata()
};
service.Execute(request);
}
public static void CreateRelationShip()
{
//show subgrid on webform of fields
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The referral (" + _customFieldEntityName + ") from the " + _customEntityName + " table", 1033),
DisplayName = new Label("Web Form", 1033),
//LogicalName = "dots_parent_twitterpostid",
//SchemaName = "dots_Parent_twitterpostId",
LogicalName = "dots_parent_webformid",
SchemaName = "dots_Parent_webformId",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("WebForm Accounts", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
//ReferencedEntity = _customFieldEntityName,
//ReferencedAttribute = "dots_fieldid",
//ReferencingEntity = _customEntityName,
//SchemaName = "dots_field_dots_webform"
ReferencedEntity = _customEntityName,
ReferencedAttribute = "dots_webformid",
ReferencingEntity = _customFieldEntityName,
SchemaName = "dots_webform_dots_field"
}
};
_serviceProxy.Execute(req);
}
public void CreateOneToManyRelationship <TOne, TMany>(Expression <Func <TMany, EntityReference <TOne> > > lookupExpr, EntityAttributes.Metadata.AttributeRequiredLevel lookupRequiredLevel, string relationshipPrefix = "new")
where TOne : CrmPlusPlusEntity, new()
where TMany : CrmPlusPlusEntity, new()
{
Guard.This(relationshipPrefix).AgainstNullOrEmpty();
var oneEntityName = EntityNameAttribute.GetFromType <TOne>();
var manyEntityName = EntityNameAttribute.GetFromType <TMany>();
var oneDisplayName = EntityInfoAttribute.GetFromType <TOne>().DisplayName;
var lookupPropertyName = PropertyNameAttribute.GetFromType(lookupExpr);
var oneToManyRequest = new CreateOneToManyRequest
{
OneToManyRelationship = new OneToManyRelationshipMetadata
{
ReferencedEntity = oneEntityName,
ReferencingEntity = manyEntityName,
SchemaName = relationshipPrefix.EndsWith("_") ? relationshipPrefix : relationshipPrefix + "_" + oneEntityName + "_" + manyEntityName,
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = oneDisplayName.ToLabel(),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = lookupPropertyName,
DisplayName = (oneDisplayName + " Lookup").ToLabel(),
RequiredLevel = new AttributeRequiredLevelManagedProperty(lookupRequiredLevel.ToSimilarEnum <AttributeRequiredLevel>()),
Description = (oneDisplayName + " Lookup").ToLabel()
}
};
service.Execute(oneToManyRequest);
}
private static void CreateOneToManyAttribute(OrganizationServiceProxy service, string referencedEntityName, string referencingEntityName, string referencedEntityDisplayName,
string attributeSchemaName, string attributeDisplayName, string attributeDescription)
{
CreateOneToManyRequest createOneToManyRelationshipRequest = new CreateOneToManyRequest
{
OneToManyRelationship =
new OneToManyRelationshipMetadata
{
ReferencedEntity = referencingEntityName,
ReferencingEntity = referencedEntityName,
SchemaName = publisherPrefix + referencedEntityName + "_" + referencingEntityName + "_" + attributeSchemaName,
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label(referencedEntityDisplayName, 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = publisherPrefix + attributeSchemaName,
DisplayName = new Label(attributeDisplayName, 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label(attributeDescription, 1033)
}
};
CreateOneToManyResponse createOneToManyRelationshipResponse =
(CreateOneToManyResponse)service.Execute(
createOneToManyRelationshipRequest);
Console.WriteLine(
"The one-to-many relationship has been created between {0} and {1}.",
referencedEntityName, referencingEntityName);
}
private IExtensibleDataObject lookUpFieldCreation(string[] row)
{
LookupAttributeMetadata attrMetadata = new LookupAttributeMetadata();
generalFieldCreation(row, attrMetadata);
OneToManyRelationshipMetadata oneToManyRelationship = new OneToManyRelationshipMetadata();
oneToManyRelationship.ReferencingEntity = entityLocialName;
string relatiosshipName = row[ExcelColumsDefinition.LOOKUPRELATIONSHIPNAME] != string.Empty ? row[ExcelColumsDefinition.LOOKUPRELATIONSHIPNAME] : string.Empty;
string relashionshiptarget = row[ExcelColumsDefinition.LOOKUPTARGET] != string.Empty ? row[ExcelColumsDefinition.LOOKUPTARGET] : string.Empty;
oneToManyRelationship.ReferencedEntity = relashionshiptarget;
oneToManyRelationship.SchemaName = Utils.addOrgPrefix(relatiosshipName, organizationPrefix, currentOperationCreate);
CreateOneToManyRequest createRelationship = new CreateOneToManyRequest();
createRelationship.Lookup = attrMetadata;
createRelationship.OneToManyRelationship = oneToManyRelationship;
return(createRelationship);
}
private OrganizationRequest CloneLookupAttribute(EntityMetadata sourceEntity, EntityMetadata targetEntity, AttributeMetadata attribute)
{
var lookupAttribute = attribute as LookupAttributeMetadata;
if (lookupAttribute == null)
{
return(null);
}
var relationShip =
sourceEntity.ManyToOneRelationships.SingleOrDefault(
rel => rel.ReferencingAttribute.Equals(lookupAttribute.LogicalName, StringComparison.InvariantCultureIgnoreCase));
if (relationShip == null)
{
return(null);
}
relationShip.ReferencingEntity = targetEntity.LogicalName;
relationShip.ReferencingAttribute = string.Empty;
relationShip.ReferencedEntityNavigationPropertyName =
relationShip.ReferencedEntityNavigationPropertyName.ReplaceEntityName(sourceEntity.LogicalName, targetEntity.LogicalName);
relationShip.SchemaName = relationShip.SchemaName.ReplaceEntityName(sourceEntity.LogicalName, targetEntity.LogicalName);
var lookup = new LookupAttributeMetadata
{
Description = lookupAttribute.Description,
DisplayName = lookupAttribute.DisplayName,
LogicalName = lookupAttribute.LogicalName,
SchemaName = lookupAttribute.SchemaName,
RequiredLevel = lookupAttribute.RequiredLevel
};
var request = new CreateOneToManyRequest
{
Lookup = lookup,
OneToManyRelationship = relationShip
};
return(request);
}
private static CreateOneToManyRequest BuildCreateLookup(IOrganizationService service, string entityLogicalName)
{
var finalEntityLogicalName = entityLogicalName.Contains("_") ? entityLogicalName : $"clabs_{entityLogicalName}";
CreateOneToManyRequest createTrackedEtntiyLookupRequest =
new CreateOneToManyRequest
{
OneToManyRelationship =
new OneToManyRelationshipMetadata
{
ReferencedEntity = entityLogicalName, //populate tracked entity name
ReferencingEntity = "clabs_bpfchangehistory",
SchemaName = string.Format("{0}_clabs_bpfchangehistory_createdbyplugin", finalEntityLogicalName),
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("History", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = finalEntityLogicalName + "id",
DisplayName = new Label(entityLogicalName, 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label(entityLogicalName, 1033)
}
};
return(createTrackedEtntiyLookupRequest);
}
public bool CreateOneToMany(IOrganizationService service, XRMSpeedyRelationship relationship, string prefix, int languageCode)
{
try
{
CreateOneToManyRequest createOneToManyRelationshipRequest = new CreateOneToManyRequest
{
OneToManyRelationship = new OneToManyRelationshipMetadata
{
ReferencedEntity = relationship.Entity1,
ReferencingEntity = relationship.Entity2,
SchemaName = relationship.SchemaName,
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label(relationship.Entity1.Substring(0, 1).ToUpper() + relationship.Entity1.Substring(1), languageCode),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.Cascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = relationship.PrimaryField
};
CreateOneToManyResponse createOneToManyRelationshipResponse =
(CreateOneToManyResponse)service.Execute(createOneToManyRelationshipRequest);
return(true);
}
catch (FaultException <OrganizationServiceFault> )
{
throw;
}
}
/// <summary>
/// 创建Lookup字段
/// </summary>
public OrganizationResponse CreateLookupField(
string entityName,
string schemName,
string displayName,
string decription,
string referencedEntityName,
string referencedAttributeName,
string relationshipSchemName,
AttributeRequiredLevel requiredLevel)
{
CreateOneToManyRequest request = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label(decription, 1033),
DisplayName = new Label(displayName, 1033),
SchemaName = schemName,
RequiredLevel =
new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = referencedEntityName,
ReferencedAttribute = referencedAttributeName,
ReferencingEntity = entityName,
SchemaName = relationshipSchemName
}
};
return(Service.Execute(request));
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create one-to-many relationship.
/// Create many-to-many relationship.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetWorkWithRelationships1>
bool eligibleCreateOneToManyRelationship =
EligibleCreateOneToManyRelationship("account", "campaign");
if (eligibleCreateOneToManyRelationship)
{
CreateOneToManyRequest createOneToManyRelationshipRequest =
new CreateOneToManyRequest
{
OneToManyRelationship =
new OneToManyRelationshipMetadata
{
ReferencedEntity = "account",
ReferencingEntity = "campaign",
SchemaName = "new_account_campaign",
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = "new_parent_accountid",
DisplayName = new Label("Account Lookup", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Sample Lookup", 1033)
}
};
CreateOneToManyResponse createOneToManyRelationshipResponse =
(CreateOneToManyResponse)_serviceProxy.Execute(
createOneToManyRelationshipRequest);
_oneToManyRelationshipId =
createOneToManyRelationshipResponse.RelationshipId;
_oneToManyRelationshipName =
createOneToManyRelationshipRequest.OneToManyRelationship.SchemaName;
Console.WriteLine(
"The one-to-many relationship has been created between {0} and {1}.",
"account", "campaign");
}
//</snippetWorkWithRelationships1>
//<snippetWorkWithRelationships2>
bool accountEligibleParticipate =
EligibleCreateManyToManyRelationship("account");
bool campaignEligibleParticipate =
EligibleCreateManyToManyRelationship("campaign");
if (accountEligibleParticipate && campaignEligibleParticipate)
{
CreateManyToManyRequest createManyToManyRelationshipRequest =
new CreateManyToManyRequest
{
IntersectEntitySchemaName = "new_accounts_campaigns",
ManyToManyRelationship = new ManyToManyRelationshipMetadata
{
SchemaName = "new_accounts_campaigns",
Entity1LogicalName = "account",
Entity1AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
Entity2LogicalName = "campaign",
Entity2AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Campaign", 1033),
Order = 10000
}
}
};
CreateManyToManyResponse createManytoManyRelationshipResponse =
(CreateManyToManyResponse)_serviceProxy.Execute(
createManyToManyRelationshipRequest);
_manyToManyRelationshipId =
createManytoManyRelationshipResponse.ManyToManyRelationshipId;
_manyToManyRelationshipName =
createManyToManyRelationshipRequest.ManyToManyRelationship.SchemaName;
Console.WriteLine(
"The many-to-many relationship has been created between {0} and {1}.",
"account", "campaign");
}
//</snippetWorkWithRelationships2>
// Publish the customization changes.
_serviceProxy.Execute(new PublishAllXmlRequest());
//<snippetWorkWithRelationships.RetrieveRelationship>
//You can use either the Name or the MetadataId of the relationship.
//Retrieve the One-to-many relationship using the MetadataId.
RetrieveRelationshipRequest retrieveOneToManyRequest =
new RetrieveRelationshipRequest {
MetadataId = _oneToManyRelationshipId
};
RetrieveRelationshipResponse retrieveOneToManyResponse =
(RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveOneToManyRequest);
Console.WriteLine("Retrieved {0} One-to-many relationship by id", retrieveOneToManyResponse.RelationshipMetadata.SchemaName);
//Retrieve the Many-to-many relationship using the Name.
RetrieveRelationshipRequest retrieveManyToManyRequest =
new RetrieveRelationshipRequest {
Name = _manyToManyRelationshipName
};
RetrieveRelationshipResponse retrieveManyToManyResponse =
(RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveManyToManyRequest);
Console.WriteLine("Retrieved {0} Many-to-Many relationship by Name", retrieveManyToManyResponse.RelationshipMetadata.MetadataId);
//</snippetWorkWithRelationships.RetrieveRelationship>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
internal override OrganizationRequest Map(object[] dataRowValues)
{
var request = new CreateOneToManyRequest
{
Lookup = new LookupAttributeMetadata {
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
},
OneToManyRelationship = new OneToManyRelationshipMetadata
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
}
};
foreach (var column in Columns)
{
var value = dataRowValues[column.Position - 1];
var field = (ConfigurationFile.OneToManyFields)column.TargetField;
if (value != null)
{
switch (field)
{
case ConfigurationFile.OneToManyFields.SolutionUniqueName:
request.SolutionUniqueName = value as string;
break;
case ConfigurationFile.OneToManyFields.EntityLogicalName:
request.OneToManyRelationship.ReferencingEntity = (value as string).ToLower();
break;
case ConfigurationFile.OneToManyFields.RelatedEntityLogicalName:
request.OneToManyRelationship.ReferencedEntity = (value as string).ToLower();
break;
case ConfigurationFile.OneToManyFields.SchemaName:
request.OneToManyRelationship.SchemaName = value as string;
break;
case ConfigurationFile.OneToManyFields.LookupAttributeDisplayName:
request.Lookup.DisplayName = new Label(value as string, LcId);
break;
case ConfigurationFile.OneToManyFields.LookupAttributeSchemaName:
request.Lookup.SchemaName = value as string;
break;
case ConfigurationFile.OneToManyFields.RequiredLevel:
request.Lookup.RequiredLevel = new AttributeRequiredLevelManagedProperty((AttributeRequiredLevel)EnumUtils.GetSelectedOption(field, value));
break;
case ConfigurationFile.OneToManyFields.LookupAttributeDescription:
request.Lookup.Description = new Label(value as string, LcId);
break;
case ConfigurationFile.OneToManyFields.MenuBehavior:
request.OneToManyRelationship.AssociatedMenuConfiguration.Behavior = (AssociatedMenuBehavior)EnumUtils.GetSelectedOption(field, value);
break;
case ConfigurationFile.OneToManyFields.MenuGroup:
request.OneToManyRelationship.AssociatedMenuConfiguration.Group = (AssociatedMenuGroup)EnumUtils.GetSelectedOption(field, value);
break;
case ConfigurationFile.OneToManyFields.MenuCustomLabel:
request.OneToManyRelationship.AssociatedMenuConfiguration.Label = new Label(value as string, LcId);
break;
case ConfigurationFile.OneToManyFields.MenuOrder:
request.OneToManyRelationship.AssociatedMenuConfiguration.Order = Convert.ToInt32(value);
break;
case ConfigurationFile.OneToManyFields.CascadeAssign:
request.OneToManyRelationship.CascadeConfiguration.Assign = (CascadeType)EnumUtils.GetSelectedOption(field, value);
break;
case ConfigurationFile.OneToManyFields.CascadeShare:
request.OneToManyRelationship.CascadeConfiguration.Share = (CascadeType)EnumUtils.GetSelectedOption(field, value);
break;
case ConfigurationFile.OneToManyFields.CascadeUnshare:
request.OneToManyRelationship.CascadeConfiguration.Unshare = (CascadeType)EnumUtils.GetSelectedOption(field, value);
break;
case ConfigurationFile.OneToManyFields.CascadeReparent:
request.OneToManyRelationship.CascadeConfiguration.Reparent = (CascadeType)EnumUtils.GetSelectedOption(field, value);
break;
case ConfigurationFile.OneToManyFields.CascadeDelete:
request.OneToManyRelationship.CascadeConfiguration.Delete = (CascadeType)EnumUtils.GetSelectedOption(field, value);
break;
case ConfigurationFile.OneToManyFields.CascadeMerge:
request.OneToManyRelationship.CascadeConfiguration.Merge = (CascadeType)EnumUtils.GetSelectedOption(field, value);
break;
}
}
else if (!EnumUtils.IsOptional(field))
{
throw new ArgumentException($"Mandatory data field {EnumUtils.Label(field)} does not contain a value.");
}
}
return(request);
}
/// <summary>
/// Create the LookupField in CDS
/// </summary>
/// <param name="entity">
/// Uses: Entity.CollectionName
/// </param>
/// <param name="field">
/// Uses: LookupField.SchemaName, .LookupToEntity, .LookupToField
/// </param>
public void CreateLookupField(JToken field)
{
var entitySchemaName = JSONUtil.GetText(field, "entity");
var displayName = JSONUtil.GetText(field, "displayname");
var fieldSchemaName = JSONUtil.GetText(field, "schemaname");
var targetentity = JSONUtil.GetText(field, "target-entity");
var targetfield = JSONUtil.GetText(field, "target-field");
var relationshipname = JSONUtil.GetText(field, "relname");
var em = this._cdsConnection.GetEntityMetadata(entitySchemaName);
CreateOneToManyRequest req = new CreateOneToManyRequest();
// define the general lookup metadata
var la = new LookupAttributeMetadata();
la.Description = new Label("", 1033);
la.DisplayName = new Label(displayName, 1033);
la.LogicalName = fieldSchemaName;
la.SchemaName = fieldSchemaName;
la.RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended);
req.Lookup = la;
// define the 1:N relationship
var rel = new OneToManyRelationshipMetadata();
// 1:N associated menu config
var amc = new AssociatedMenuConfiguration();
amc.Behavior = AssociatedMenuBehavior.UseCollectionName;
amc.Group = AssociatedMenuGroup.Details;
amc.Label = em.DisplayCollectionName;
amc.Order = 10000;
rel.AssociatedMenuConfiguration = amc;
// 1:N cascade behavior config
var cc = new CascadeConfiguration();
cc.Assign = CascadeType.NoCascade;
cc.Delete = CascadeType.RemoveLink;
cc.Merge = CascadeType.NoCascade;
cc.Reparent = CascadeType.NoCascade;
cc.Share = CascadeType.NoCascade;
cc.Unshare = CascadeType.NoCascade;
rel.CascadeConfiguration = cc;
// 1:N entity reference
rel.ReferencedEntity = targetentity;
rel.ReferencedAttribute = targetfield;
rel.ReferencingEntity = entitySchemaName;
if (relationshipname == null)
{
relationshipname = this.GetNextRelationshipName(em, field);
}
rel.SchemaName = relationshipname;
req.OneToManyRelationship = rel;
this._cdsConnection.Execute(req);
}
public ActionResult ViewUploadFile(HttpPostedFileBase file, Models.UploadFileModel uploadFileModel)
{
Boolean verboseLogs = false;
StringBuilder message = new StringBuilder();
StringBuilder messageError = new StringBuilder();
StringBuilder table = new StringBuilder();
Int32 entityCount = 0;
Int32 attributeCount = 0;
string fieldSchemaName = string.Empty;
List<string> entityNameCreatedList = new List<string>();
List<string> fieldSchemaNameCreatedList = new List<string>();
Boolean error = false;
if (ModelState.IsValid)
{
try
{
if (Login.IsValid(Login.OrgURL.ToString(), Login.Email.ToString(), sc.Decrypt(Login.Password.ToString())))
{
//assign the crm service
if (file != null && file.ContentLength > 0 && System.IO.Path.GetExtension(file) == ".xlsx")
{
try
{
//Set <httpRuntime maxRequestLength="x" /> in your web.config, where x is the number of
//KB allowed for upload. Default is 4KB
var fileName = System.IO.Path.GetFileName(file.FileName);
using (MemoryStream ms = new MemoryStream())
{
file.InputStream.CopyTo(ms);
byte[] myFile = ms.GetBuffer();
Entity myNote = new Entity(Annotation.EntityLogicalName);
string subject = "Metadata File: " + fileName.ToString();
myNote["subject"] = subject;
Guid myNoteGuid = service.Create(myNote);
if (myNoteGuid != Guid.Empty)
{
using (ExcelPackage package = new ExcelPackage(ms))
{
foreach (ExcelWorksheet worksheet in package.Workbook.Worksheets)
{
DataTable tbl = createDataTablefromExcel(worksheet, true);
var missing = from c in findMyRequiredFields()
where !tbl.Columns.Contains(c)
select c;
missing.ToList();
if (missing.Count() > 0)
{
error = true;
message.AppendLine(worksheet.Name + " is not valid for import and will be skipped. It is missing the following required columns: " + String.Join(Environment.NewLine, missing));
}
else
{
error = false;
message.AppendLine(String.Format("Data successfully retrieved from excel-worksheet: {0}. Colum-count:{1} Row-count:{2}",
worksheet.Name, tbl.Columns.Count, tbl.Rows.Count));
var eN = tbl.AsEnumerable().Select(r => r.Field<string>(findMyRequiredFields().First<string>()));
string entityName = eN.First<string>();
if (verboseLogs) message.AppendLine("entityname: " + entityName.ToString());
#region GetAttributes
int currentRow;
List<AttributeMetadata> addedAttributes;
List<CRMLookup> crmLookupList;
addedAttributes = new List<AttributeMetadata>();
crmLookupList = new List<CRMLookup>();
foreach (DataRow row in tbl.Rows)
{
string fieldDisplayName = row[findMyRequiredFields()[1]].ToString();
fieldSchemaName = uploadFileModel.preFix + row[findMyRequiredFields()[2]].ToString();
if (verboseLogs) message.AppendLine("fieldSchemaName: " + fieldSchemaName);
string fieldReq = row[findMyRequiredFields()[3]].ToString();
AttributeRequiredLevel reqLvl;
if (fieldReq == "Business Required")
reqLvl = AttributeRequiredLevel.ApplicationRequired;
else
reqLvl = AttributeRequiredLevel.None;
string fieldDataType = row[findMyRequiredFields()[4]].ToString();
string fieldRecordType = row[findMyRequiredFields()[5]].ToString();
string fieldFormat = row[findMyRequiredFields()[6]].ToString();
if (fieldFormat == "Text")
strFm = StringFormat.Text;
else if (fieldFormat == "URL")
strFm = StringFormat.Url;
else if (fieldFormat == "Date Only")
dtFm = DateTimeFormat.DateOnly;
string fieldPrecisionLength = row[findMyRequiredFields()[7]].ToString();
string fieldOther = row[findMyRequiredFields()[8]].ToString();
if (fieldDataType == "Decimal Number" && fieldOther.Contains("auto"))
{
minLength = Convert.ToDecimal(fieldOtherMin.Substring(0, fieldOtherMin.IndexOf(' ') - 1).Replace(",", ""));
if (verboseLogs) message.AppendLine("minLength: " + minLength.ToString());
maxLength = Convert.ToDecimal(fieldOtherMax.Substring(fieldOtherMax.IndexOf(' ') + 1, fieldOtherMax.IndexOf(", auto") - (fieldOtherMax.IndexOf(' ') + 1)).Replace(",", ""));
if (verboseLogs) message.AppendLine("maxLength: " + maxLength.ToString());
}
else
{
if (fieldDataType == "Single Line of Text")
addedAttributes.Add(createAttributeObj(fieldSchemaName, fieldDisplayName, "", reqLvl, Convert.ToInt32(fieldPrecisionLength), strFm));
else if (fieldDataType == "Multiple Lines of Text")
addedAttributes.Add(createAttributeObj(fieldSchemaName, fieldDisplayName, "", reqLvl, Convert.ToInt32(fieldPrecisionLength.Replace(",",""))));
else if (fieldDataType == "Date and Time")
addedAttributes.Add(createAttributeObj(fieldSchemaName, fieldDisplayName, "", reqLvl, dtFm));
else if (fieldDataType == "Two Options")
addedAttributes.Add(createAttributeObj(fieldSchemaName, fieldDisplayName, "", reqLvl, defaultValue));
else if (fieldDataType == "Decimal Number")
addedAttributes.Add(createAttributeObj(fieldSchemaName, fieldDisplayName, "", reqLvl, minLength, maxLength, Convert.ToInt16(fieldPrecisionLength)));
else if (fieldDataType == "Lookup")
crmLookupList.Add(new CRMLookup { schemaName = fieldSchemaName, displayName = fieldDisplayName, description = "", fieldRecordType = fieldRecordType, lvl = reqLvl, parentEntityDisplayName = entityName, fieldOther = fieldOther });
else if (fieldDataType == "Option Set")
{
var labels = Regex.Split(fieldOther, "\r\n|\r|\n");
OptionSetMetadata setupOptionSetMetadata = new OptionSetMetadata
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist
};
int optionsValue = 1;
foreach (var lbl in labels)
{
setupOptionSetMetadata.Options.Add(new OptionMetadata(new Label(lbl, 1033), optionsValue));
optionsValue++;
}
addedAttributes.Add(createAttributeObj(fieldSchemaName, fieldDisplayName, "", reqLvl, setupOptionSetMetadata));
}
}
currentRow++;
}
#endregion
#region CreateEntityandPrimaryAttribute
if (verboseLogs) message.AppendLine(String.Format("Create entity: {0} with PrimaryAttribute: {1}", entityName, primaryName));
CreateEntityRequest createrequest = new CreateEntityRequest
{
Entity = new EntityMetadata
{
SchemaName = uploadFileModel.preFix + entityName,
DisplayName = new Label(entityName, 1033),
DisplayCollectionName = new Label(entityName, 1033)
OwnershipType = OwnershipTypes.UserOwned,
},
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = primaryName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(primaryLvl),
MaxLength = primaryLength,
Format = primaryFormat,
DisplayName = new Label(primaryDisplayName, 1033)
},
};
service.Execute(createrequest);
entityCount++;
attributeCount++;
if (verboseLogs) message.AppendLine("The " + entityName + " custom entity has been created.");
entityNameCreatedList.Add(entityName);
#endregion
#region CreateAttributes
if (addedAttributes.Count > 0)
{
foreach (AttributeMetadata anAttribute in addedAttributes)
{
if (verboseLogs) message.AppendLine(String.Format("attribute {0}.", anAttribute.SchemaName));
fieldSchemaName = anAttribute.SchemaName;
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = uploadFileModel.preFix + entityName.ToLower(),
Attribute = anAttribute
};
service.Execute(createAttributeRequest);
attributeCount++;
fieldSchemaNameCreatedList.Add(anAttribute.SchemaName);
}
}
if (crmLookupList.Count > 0)
{
foreach (CRMLookup anAttribute in crmLookupList)
{
if (verboseLogs) message.AppendLine(String.Format("LookupAttribute {0}.", anAttribute.schemaName));
fieldSchemaName = anAttribute.schemaName;
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
DisplayName = new Label(anAttribute.displayName, 1033),
LogicalName = anAttribute.schemaName,
SchemaName = anAttribute.schemaName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(anAttribute.lvl)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
ReferencedEntity = anAttribute.fieldRecordType.ToLower(),
ReferencedAttribute = anAttribute.fieldRecordType.ToLower() + "id",
ReferencingEntity = uploadFileModel.preFix + anAttribute.parentEntityDisplayName.ToLower(),
SchemaName = anAttribute.fieldOther
}
};
service.Execute(req);
attributeCount++;
fieldSchemaNameCreatedList.Add(anAttribute.schemaName);
if (verboseLogs) message.AppendLine(String.Format("Created the LookupAttribute {0}.", anAttribute.schemaName));
}
}
#endregion
Entity myNoteU = new Entity(Annotation.EntityLogicalName);
myNoteU.Id = myNoteGuid;
if (error)
myNoteU["subject"] = "FAILED " + subject;
else
myNoteU["subject"] = "SUCCEEDED " + subject;
myNoteU["notetext"] = message.ToString() +
String.Format("Entities created: {0}, Attributes created: {1}, Global OptionSets created: {2}", entityCount, attributeCount, globalAttributeCount);
service.Update(myNoteU);
}
}
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create one-to-many relationship.
/// Create many-to-many relationship.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetWorkWithRelationships1>
bool eligibleCreateOneToManyRelationship =
EligibleCreateOneToManyRelationship("account", "campaign");
if (eligibleCreateOneToManyRelationship)
{
CreateOneToManyRequest createOneToManyRelationshipRequest =
new CreateOneToManyRequest
{
OneToManyRelationship =
new OneToManyRelationshipMetadata
{
ReferencedEntity = "account",
ReferencingEntity = "campaign",
SchemaName = "new_account_campaign",
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = "new_parent_accountid",
DisplayName = new Label("Account Lookup", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Sample Lookup", 1033)
}
};
CreateOneToManyResponse createOneToManyRelationshipResponse =
(CreateOneToManyResponse)_serviceProxy.Execute(
createOneToManyRelationshipRequest);
_oneToManyRelationshipId =
createOneToManyRelationshipResponse.RelationshipId;
_oneToManyRelationshipName =
createOneToManyRelationshipRequest.OneToManyRelationship.SchemaName;
Console.WriteLine(
"The one-to-many relationship has been created between {0} and {1}.",
"account", "campaign");
}
//</snippetWorkWithRelationships1>
//<snippetWorkWithRelationships2>
bool accountEligibleParticipate =
EligibleCreateManyToManyRelationship("account");
bool campaignEligibleParticipate =
EligibleCreateManyToManyRelationship("campaign");
if (accountEligibleParticipate && campaignEligibleParticipate)
{
CreateManyToManyRequest createManyToManyRelationshipRequest =
new CreateManyToManyRequest
{
IntersectEntitySchemaName = "new_accounts_campaigns",
ManyToManyRelationship = new ManyToManyRelationshipMetadata
{
SchemaName = "new_accounts_campaigns",
Entity1LogicalName = "account",
Entity1AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
Entity2LogicalName = "campaign",
Entity2AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Campaign", 1033),
Order = 10000
}
}
};
CreateManyToManyResponse createManytoManyRelationshipResponse =
(CreateManyToManyResponse)_serviceProxy.Execute(
createManyToManyRelationshipRequest);
_manyToManyRelationshipId =
createManytoManyRelationshipResponse.ManyToManyRelationshipId;
_manyToManyRelationshipName =
createManyToManyRelationshipRequest.ManyToManyRelationship.SchemaName;
Console.WriteLine(
"The many-to-many relationship has been created between {0} and {1}.",
"account", "campaign");
}
//</snippetWorkWithRelationships2>
// Publish the customization changes.
_serviceProxy.Execute(new PublishAllXmlRequest());
//<snippetWorkWithRelationships.RetrieveRelationship>
//You can use either the Name or the MetadataId of the relationship.
//Retrieve the One-to-many relationship using the MetadataId.
RetrieveRelationshipRequest retrieveOneToManyRequest =
new RetrieveRelationshipRequest { MetadataId = _oneToManyRelationshipId };
RetrieveRelationshipResponse retrieveOneToManyResponse =
(RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveOneToManyRequest);
Console.WriteLine("Retrieved {0} One-to-many relationship by id", retrieveOneToManyResponse.RelationshipMetadata.SchemaName);
//Retrieve the Many-to-many relationship using the Name.
RetrieveRelationshipRequest retrieveManyToManyRequest =
new RetrieveRelationshipRequest { Name = _manyToManyRelationshipName};
RetrieveRelationshipResponse retrieveManyToManyResponse =
(RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveManyToManyRequest);
Console.WriteLine("Retrieved {0} Many-to-Many relationship by Name", retrieveManyToManyResponse.RelationshipMetadata.MetadataId);
//</snippetWorkWithRelationships.RetrieveRelationship>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void Run()
{
objCRMHelper = new CRMHelper();
_serviceProxy = objCRMHelper.setSrvice();
try
{
//<snippetWorkWithRelationships1>
bool eligibleCreateOneToManyRelationship = EligibleCreateOneToManyRelationship("rah_country", "rah_territory");
Console.WriteLine("fileName" + fileName);
if (eligibleCreateOneToManyRelationship)
{
CreateOneToManyRequest createOneToManyRelationshipRequest = new CreateOneToManyRequest
{
OneToManyRelationship = new OneToManyRelationshipMetadata
{
ReferencedEntity = "rah_country",
ReferencingEntity = "rah_territory",
SchemaName = "rah_country_rah_territory",
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
// Behavior = AssociatedMenuBehavior.UseLabel,
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("MASTER Country", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.Restrict,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = "rah_parent_rah_countryid",
DisplayName = new Label("Country Lookup", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("MASTer Sample rah_country Lookup", 1033)
}
};
CreateOneToManyResponse createOneToManyRelationshipResponse =
(CreateOneToManyResponse)_serviceProxy.Execute(
createOneToManyRelationshipRequest);
_oneToManyRelationshipId =
createOneToManyRelationshipResponse.RelationshipId;
_oneToManyRelationshipName =
createOneToManyRelationshipRequest.OneToManyRelationship.SchemaName;
Console.WriteLine(
"The One-to-Many relationship has been created between {0} and {1}.",
"rah_country", "rah_territory");
}
}
catch (FaultException <OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException <OrganizationServiceFault> fe
= ex.InnerException
as FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
}
/// <summary>
/// Create a custom entity
/// </summary>
/// <returns></returns>
public static void CreateCustomEntity()
{
Console.WriteLine("###### Creating Custom Entity");
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity. This entity will show up in Sales/Service/Marketing -> Extensions (last group)
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Custom Entity", 1033),
DisplayCollectionName = new Label("Custom Entities", 1033),
Description = new Label("A custom entity created for testing purpose", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_name",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Name", 1033),
Description = new Label("The primary attribute for the Custom Entity.", 1033)
}
};
service.Execute(createrequest);
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
service.Execute(publishRequest);
//Add String type attribute
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_teststring",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Test String", 1033)
}
};
service.Execute(createBankNameAttributeRequest);
//Add money type attribute
CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = "new_testmoney",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label("Test Money", 1033)
}
};
service.Execute(createBalanceAttributeRequest);
//Add date only attribute
CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_testdate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Test Date", 1033),
}
};
service.Execute(createCheckedDateRequest);
//Add lookup attribute
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The referral (lead) from the Custom Entity record", 1033),
DisplayName = new Label("Test Lookup To Lead", 1033),
LogicalName = "new_customentity_leadid",
SchemaName = "new_customentity_leadid",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("Custom Entities", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = "lead",
ReferencedAttribute = "leadid",
ReferencingEntity = _customEntityName,
SchemaName = "new_customentity_leadid"
}
};
service.Execute(req);
// Customizations must be published after an entity is updated.
publishRequest = new PublishAllXmlRequest();
service.Execute(publishRequest);
Console.WriteLine("Created Custom Entity");
}
/// <summary>
/// Create a custom entity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Create the custom entity.
//<snippetCreateUpdateEntityMetadata1>
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Bank Account", 1033),
DisplayCollectionName = new Label("Bank Accounts", 1033),
Description = new Label("An entity to store information about customer bank accounts", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_accountname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Account Name", 1033),
Description = new Label("The primary attribute for the Bank Account entity.", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The bank account entity has been created.");
//</snippetCreateUpdateEntityMetadata1>
// Add some attributes to the Bank Account entity
//<snippetCreateUpdateEntityMetadata2>
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_bankname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Bank Name", 1033),
Description = new Label("The name of the bank.", 1033)
}
};
_serviceProxy.Execute(createBankNameAttributeRequest);
//</snippetCreateUpdateEntityMetadata2>
Console.WriteLine("An bank name attribute has been added to the bank account entity.");
//<snippetCreateUpdateEntityMetadata3>
CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = "new_balance",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label("Balance", 1033),
Description = new Label("Account Balance at the last known date", 1033),
}
};
_serviceProxy.Execute(createBalanceAttributeRequest);
//</snippetCreateUpdateEntityMetadata3>
Console.WriteLine("An account balance attribute has been added to the bank account entity.");
//<snippetCreateUpdateEntityMetadata4>
CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_checkeddate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Date", 1033),
Description = new Label("The date the account balance was last confirmed", 1033)
}
};
_serviceProxy.Execute(createCheckedDateRequest);
Console.WriteLine("An date attribute has been added to the bank account entity.");
//</snippetCreateUpdateEntityMetadata4>
//Create a lookup attribute to link the bank account with a contact record.
//<snippetCreateUpdateEntityMetadata5>
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The owner of the bank account", 1033),
DisplayName = new Label("Account Owner", 1033),
LogicalName = "new_parent_contactid",
SchemaName = "New_Parent_ContactId",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("Bank Accounts", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = Contact.EntityLogicalName,
ReferencedAttribute = "contactid",
ReferencingEntity = _customEntityName,
SchemaName = "new_contact_new_bankaccount"
}
};
_serviceProxy.Execute(req);
//</snippetCreateUpdateEntityMetadata5>
Console.WriteLine("A lookup attribute has been added to the bank account entity to link it with the Contact entity.");
//<snippetCreateUpdateEntityMetadata11>
//Create an Image attribute for the custom entity
// Only one Image attribute can be added to an entity that doesn't already have one.
CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new ImageAttributeMetadata
{
SchemaName = "EntityImage", //The name is always EntityImage
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Image", 1033),
Description = new Label("An image to represent the bank account.", 1033)
}
};
_serviceProxy.Execute(createEntityImageRequest);
Console.WriteLine("An image attribute has been added to the bank account entity.");
//</snippetCreateUpdateEntityMetadata11>
//<snippetCreateUpdateEntityMetadata9>
//<snippetCreateUpdateEntityMetadata.RetrieveEntity>
RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = _customEntityName
};
RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
//</snippetCreateUpdateEntityMetadata.RetrieveEntity>
//<snippetCreateUpdateEntityMetadata8>
EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;
// Disable Mail merge
BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
// Enable Notes
UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
{
Entity = BankAccountEntity,
HasNotes = true
};
_serviceProxy.Execute(updateBankAccountRequest);
//</snippetCreateUpdateEntityMetadata8>
//</snippetCreateUpdateEntityMetadata9>
Console.WriteLine("The bank account entity has been updated");
//Update the entity form so the new fields are visible
UpdateEntityForm(_customEntityName);
// Customizations must be published after an entity is updated.
//<snippetCreateUpdateEntityMetadata6>
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
//</snippetCreateUpdateEntityMetadata6>
Console.WriteLine("Customizations were published.");
//Provides option to view the entity in the default solution
ShowEntityInBrowser(promptForDelete, BankAccountEntity);
//Provides option to view the entity form with the fields added
ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void CreateOrUpdateLookupAttribute(string schemaName, string displayName, string description,
bool isRequired, bool audit, bool searchable, string recordType,
string referencedEntityType, bool displayInRelated)
{
lock (LockObject)
{
LookupAttributeMetadata metadata;
if (FieldExists(schemaName, recordType))
metadata = (LookupAttributeMetadata) GetFieldMetadata(schemaName, recordType);
else
metadata = new LookupAttributeMetadata();
SetCommon(metadata, schemaName, displayName, description, isRequired, audit, searchable);
if (FieldExists(schemaName, recordType))
{
CreateOrUpdateAttribute(schemaName, recordType, metadata);
var relationships =
GetEntityOneToManyRelationships(referencedEntityType);
var relationship = relationships.First(r => r.ReferencingAttribute.ToLower() == schemaName);
var newBehvaiour = displayInRelated
? AssociatedMenuBehavior.UseCollectionName
: AssociatedMenuBehavior.DoNotDisplay;
if (newBehvaiour != relationship.AssociatedMenuConfiguration.Behavior)
{
relationship.AssociatedMenuConfiguration.Behavior = displayInRelated
? AssociatedMenuBehavior.UseCollectionName
: AssociatedMenuBehavior.DoNotDisplay;
var request = new UpdateRelationshipRequest()
{
Relationship = relationship
};
Execute(request);
RefreshEntityMetadata(recordType);
RefreshEntityMetadata(referencedEntityType);
}
}
else
{
var request = new CreateOneToManyRequest
{
OneToManyRelationship = new OneToManyRelationshipMetadata
{
SchemaName = string.Format("{0}_{1}_{2}", recordType, referencedEntityType, schemaName),
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior =
displayInRelated
? AssociatedMenuBehavior.UseCollectionName
: AssociatedMenuBehavior.DoNotDisplay
},
ReferencingEntity = recordType,
ReferencedEntity = referencedEntityType
},
Lookup = metadata
};
Execute(request);
RefreshFieldMetadata(schemaName, recordType);
CreateOrUpdateAttribute(schemaName, recordType, metadata);
RefreshEntityMetadata(recordType);
RefreshEntityMetadata(referencedEntityType);
}
}
}
private void CreateLookupAttribute(string entityLogicalName, AttributeTemplate attributeTemplate)
{
var schemaName = attributeTemplate.LogicalName + "_" +
attributeTemplate.LookupEntityLogicalName + "_" +
entityLogicalName;
if(schemaName.Length > 100)
{
schemaName = schemaName.Substring(default(int), 100);
}
var createOneToManyRequest = new CreateOneToManyRequest
{
Lookup = new LookupAttributeMetadata
{
Description = GetLabelWithLocalized(attributeTemplate.Description),
DisplayName = GetLabelWithLocalized(attributeTemplate.DisplayNameShort),
LogicalName = attributeTemplate.LogicalName,
SchemaName = attributeTemplate.LogicalName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(attributeTemplate.IsRequired
? AttributeRequiredLevel.SystemRequired
: AttributeRequiredLevel.None)
},
OneToManyRelationship = new OneToManyRelationshipMetadata
{
ReferencedEntity = attributeTemplate.LookupEntityLogicalName,
ReferencingEntity = entityLogicalName,
SchemaName = schemaName
}
};
if (!string.IsNullOrWhiteSpace(attributeTemplate.OtherDisplayName))
{
var otherDisplayLabel = new LocalizedLabel(attributeTemplate.OtherDisplayName, DefaultConfiguration.OtherLanguageCode);
createOneToManyRequest.Lookup.DisplayName.LocalizedLabels.Add(otherDisplayLabel);
}
if (!string.IsNullOrWhiteSpace(attributeTemplate.OtherDescription))
{
var otherDescriptionLabel = new LocalizedLabel(attributeTemplate.OtherDescription, DefaultConfiguration.OtherLanguageCode);
createOneToManyRequest.Lookup.Description.LocalizedLabels.Add(otherDescriptionLabel);
}
CreateRequest createWebRequest = null;
if (attributeTemplate.DisplayName.Length > DefaultConfiguration.AttributeDisplayNameMaxLength)
{
createWebRequest = GetCreateWebResourceRequest(entityLogicalName, attributeTemplate);
}
ExecuteOperation(GetSharedOrganizationService(), createOneToManyRequest,
string.Format("An error occured while creating the attribute: {0}",
attributeTemplate.LogicalName));
if (createWebRequest != null)
{
ExecuteOperation(GetSharedOrganizationService(), createWebRequest,
string.Format("An error occured while creating the web resource for attribute: {0}",
attributeTemplate.LogicalName));
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
bool eligibleCreateOneToManyRelationship = EligibleCreateOneToManyRelationship(service, "account", "contact");
if (eligibleCreateOneToManyRelationship)
{
var createOneToManyRelationshipRequest =
new CreateOneToManyRequest
{
OneToManyRelationship =
new OneToManyRelationshipMetadata
{
ReferencedEntity = "account",
ReferencingEntity = "contact",
SchemaName = "new_account_contact",
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = "new_parent_accountid",
DisplayName = new Label("Account Lookup", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Sample Lookup", 1033)
}
};
var createOneToManyRelationshipResponse = (CreateOneToManyResponse)service.Execute(
createOneToManyRelationshipRequest);
_oneToManyRelationshipId =
createOneToManyRelationshipResponse.RelationshipId;
_oneToManyRelationshipName =
createOneToManyRelationshipRequest.OneToManyRelationship.SchemaName;
Console.WriteLine(
"The one-to-many relationship has been created between {0} and {1}.",
"account", "contact");
}
bool accountEligibleParticipate =
EligibleCreateManyToManyRelationship(service, "account");
bool campaignEligibleParticipate =
EligibleCreateManyToManyRelationship(service, "contact");
if (accountEligibleParticipate && campaignEligibleParticipate)
{
var createManyToManyRelationshipRequest =
new CreateManyToManyRequest
{
IntersectEntitySchemaName = "new_accounts_contacts",
ManyToManyRelationship = new ManyToManyRelationshipMetadata
{
SchemaName = "new_accounts_contacts",
Entity1LogicalName = "account",
Entity1AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
Entity2LogicalName = "contact",
Entity2AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Contact", 1033),
Order = 10000
}
}
};
var createManytoManyRelationshipResponse =
(CreateManyToManyResponse)service.Execute(
createManyToManyRelationshipRequest);
_manyToManyRelationshipId =
createManytoManyRelationshipResponse.ManyToManyRelationshipId;
_manyToManyRelationshipName =
createManyToManyRelationshipRequest.ManyToManyRelationship.SchemaName;
Console.WriteLine(
"The many-to-many relationship has been created between {0} and {1}.",
"account", "contact");
}
// Publish the customization changes.
service.Execute(new PublishAllXmlRequest());
//You can use either the Name or the MetadataId of the relationship.
//Retrieve the One-to-many relationship using the MetadataId.
var retrieveOneToManyRequest = new RetrieveRelationshipRequest {
MetadataId = _oneToManyRelationshipId
};
var retrieveOneToManyResponse = (RetrieveRelationshipResponse)service.Execute(retrieveOneToManyRequest);
Console.WriteLine("Retrieved {0} One-to-many relationship by id", retrieveOneToManyResponse.RelationshipMetadata.SchemaName);
//Retrieve the Many-to-many relationship using the Name.
var retrieveManyToManyRequest = new RetrieveRelationshipRequest {
Name = _manyToManyRelationshipName
};
var retrieveManyToManyResponse = (RetrieveRelationshipResponse)service.Execute(retrieveManyToManyRequest);
Console.WriteLine("Retrieved {0} Many-to-Many relationship by Name", retrieveManyToManyResponse.RelationshipMetadata.MetadataId);
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
public static void ProcessAttributeList(BackgroundWorker worker, List <Attribute> attributeList, IOrganizationService service)
{
var importLogs = new List <string>();
var importEntities = new List <string>();
int successfulImports = 0;
int failedImports = 0;
foreach (var attr in attributeList)
{
int progressComplete = FieldCreatorHelpers.ReturnProgressComplete(attributeList.IndexOf(attr), attributeList.Count());
worker.ReportProgress(progressComplete, attr.FieldSchemaName);
string fullyQualFieldTypeName = AttrTypes[attr.FieldType];
Type attributeType = Type.GetType(fullyQualFieldTypeName);
dynamic attribute = Activator.CreateInstance(attributeType, attr);
var attributeInstance = (IAttribute)attribute;
AttributeMetadata attributeMetadata = attributeInstance.ReturnAttributeMetadata(attr);
if (attr.FieldType == "Lookup")
{
CreateOneToManyRequest createOneToManyRelationshipRequest = new CreateOneToManyRequest
{
OneToManyRelationship = new OneToManyRelationshipMetadata
{
ReferencedEntity = attr.ReferencedEntity,
ReferencingEntity = attribute.AttrEntitySchemaName,
SchemaName = attr.OnetoNRelationshipSchemaName,
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label(attribute.AttrEntitySchemaName, CultureInfo.CurrentCulture.LCID),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = (LookupAttributeMetadata)attributeMetadata,
SolutionUniqueName = attr.SolutionUniqueName
};
try
{
service.Execute(createOneToManyRelationshipRequest);
importLogs.Add($"Success | {attr.FieldSchemaName}");
importEntities.Add(attr.EntitySchemaName);
successfulImports++;
}
catch (Exception exception)
{
importLogs.Add($"Fail | {attr.FieldSchemaName} - {exception.Message}");
failedImports++;
}
}
else
{
CreateAttributeRequest createAttrRequest = new CreateAttributeRequest
{
SolutionUniqueName = attribute.AttrSolution,
EntityName = attribute.AttrEntitySchemaName,
Attribute = attributeMetadata
};
try
{
service.Execute(createAttrRequest);
importLogs.Add($"Success | {attr.FieldSchemaName}");
importEntities.Add(attr.EntitySchemaName);
successfulImports++;
}
catch (Exception exception)
{
importLogs.Add($"Fail | {attr.FieldSchemaName} - {exception.Message}");
failedImports++;
}
}
}
FieldCreatorPluginControl.ImportEntities = importEntities;
FieldCreatorPluginControl.ImportLogs = importLogs;
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
//Create a custom entity
var createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Bank Account", 1033),
DisplayCollectionName = new Label("Bank Accounts", 1033),
Description = new Label("An entity to store information about customer bank accounts", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_accountname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Account Name", 1033),
Description = new Label("The primary attribute for the Bank Account entity.", 1033)
}
};
service.Execute(createrequest);
Console.WriteLine("The bank account entity has been created.");
//Add a String attribute to the custom entity
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_bankname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Bank Name", 1033),
Description = new Label("The name of the bank.", 1033)
}
};
service.Execute(createBankNameAttributeRequest);
//Add a Money attribute to the custom entity
CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = "new_balance",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label("Balance", 1033),
Description = new Label("Account Balance at the last known date", 1033),
}
};
service.Execute(createBalanceAttributeRequest);
//Add a DateTime attribute to the custom entity
CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_checkeddate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Date", 1033),
Description = new Label("The date the account balance was last confirmed", 1033)
}
};
service.Execute(createCheckedDateRequest);
Console.WriteLine("An date attribute has been added to the bank account entity.");
//Adding lookup attribute to the custom entity
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The referral (lead) from the bank account owner", 1033),
DisplayName = new Label("Referral", 1033),
LogicalName = "new_parent_leadid",
SchemaName = "New_Parent_leadId",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("Bank Accounts", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = "lead",
ReferencedAttribute = "leadid",
ReferencingEntity = _customEntityName,
SchemaName = "new_lead_new_bankaccount"
}
};
service.Execute(req);
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
