public static bool SetRelationship(eSetRelationshipValue info)
{
try
{
string strUserID = clsSuiteCRMHelper.GetUserId();
if (strUserID == "")
{
SuiteCRMUserSession.Login();
}
object data = new
{
@session = SuiteCRMUserSession.id,
@module_name = info.module1,
@module_id = info.module1_id,
@link_field_name = info.module2,
@related_ids = new string[] { info.module2_id }
};
var _value = clsGlobals.GetResponse <RESTObjects.eNewSetRelationshipListResult>("set_relationship", data);
if (_value.Created == 0)
{
return(false);
}
}
catch (System.Exception exception)
{
exception.Data.Clear();
return(false);
}
return(true);
}
/// <summary>
/// The protocols for how link fields are named vary. Try this possibility,
/// and log failures.
/// </summary>
/// <param name="relationship">The relationship to set.</param>
/// <param name="linkFieldName">The link field name to try.</param>
/// <returns>True if the relationship was created, else false.</returns>
public static bool TrySetRelationship(eSetRelationshipValue info, string linkFieldName)
{
bool result;
if (EnsureLoggedIn())
{
object data = new
{
@session = SuiteCRMUserSession.id,
@module_name = info.module1,
@module_id = info.module1_id,
@link_field_name = linkFieldName,
@related_ids = new string[] { info.module2_id },
@name_value_list = new eNameValue[] { },
@delete = info.delete
};
var _value = SuiteCRMUserSession.RestServer.GetCrmResponse <RESTObjects.eNewSetRelationshipListResult>("set_relationship", data);
if (_value.Failed > 0)
{
Log.Warn($"SuiteCrmHelper.SetRelationship: failed to set relationship using link field name '{linkFieldName}'");
}
result = (_value.Created != 0);
}
else
{
result = false;
}
return(result);
}
/// <summary>
/// Sets a CRM relationship and returns boolean success. 'Unsafe' because most
/// callers ignore the result. Call 'SetRelationship' instead, which throws an
/// exception on failure.
/// </summary>
public static bool SetRelationshipUnsafe(eSetRelationshipValue info)
{
try
{
return(SetRelationship(info));
}
catch (System.Exception exception)
{
Log.Warn("SetRelationship exception" + exception.ToString());
// Swallow exception(!)
return(false);
}
}
private void AddCurrentUserAsOwner(Outlook.AppointmentItem olItem, string meetingId)
{
LogItemAction(olItem, "AppointmentSyncing.AddItemFromOutlookToCrm, adding current user");
eSetRelationshipValue info = new eSetRelationshipValue
{
module2 = AppointmentSyncing.CrmModule,
module2_id = meetingId,
module1 = "Users",
module1_id = clsSuiteCRMHelper.GetUserId()
};
clsSuiteCRMHelper.SetRelationshipUnsafe(info);
}
/// <summary>
/// If it was created in Outlook and doesn't exist in CRM, (in which case it won't yet have a
/// magic SShouldSync property) then we need to guarantee changes made in CRM are copied back
/// by setting the Sync to Outlook checkbox in CRM.
/// </summary>
/// <param name="contactIdInCRM">The identifier of the contact in the CRM system</param>
/// <param name="syncProperty">If non null, set the checkbox.</param>
private static void EnsureSyncWithOutlookSetInCRM(string contactIdInCRM, Outlook.UserProperty syncProperty)
{
if (syncProperty == null)
{
eSetRelationshipValue info = new eSetRelationshipValue
{
module1 = CrmModule,
module1_id = contactIdInCRM,
module2 = "user_sync",
module2_id = clsSuiteCRMHelper.GetUserId()
};
clsSuiteCRMHelper.SetRelationshipUnsafe(info);
}
}
public static bool SetRelationship(eSetRelationshipValue info)
{
EnsureLoggedIn();
object data = new
{
@session = SuiteCRMUserSession.id,
@module_name = info.module1,
@module_id = info.module1_id,
@link_field_name = info.module2,
@related_ids = new string[] { info.module2_id }
};
var _value = SuiteCRMUserSession.RestServer.GetCrmResponse <RESTObjects.eNewSetRelationshipListResult>("set_relationship", data);
return(_value.Created != 0);
}
public bool createEmailRelationship(string emailId, TreeNode node)
{
eSetRelationshipValue info = new eSetRelationshipValue
{
module2 = "emails",
module2_id = emailId,
module1 = node.Parent.Text,
module1_id = node.Tag.ToString()
};
if (!clsSuiteCRMHelper.SetRelationship(info))
{
return(false);
}
return(true);
}
/// <summary>
/// Try, in turn, each field in this list of candidate fields seeking one which allows a relationship
/// to be successfully created.
/// </summary>
/// <remarks>
/// If the common relationship field names don't work, brute force it by getting all the possibles.
/// </remarks>
/// <param name="relationship">The relationship we're trying to make.</param>
/// <param name="candidateFields">Fields through which the relationship might be made.</param>
/// <returns>True if the relationship was made.</returns>
private static bool TrySetRelationship(eSetRelationshipValue relationship, IEnumerable <eField> candidateFields)
{
bool result = false;
foreach (eField field in candidateFields)
{
result |= TrySetRelationship(relationship, field.name.ToLower());
if (result)
{
break;
}
}
return(result);
}
/// <summary>
/// Sets up a CRM relationship to mimic an Outlook relationship
/// </summary>
/// <param name="_result"></param>
/// <param name="objRecepient"></param>
/// <param name="relnName"></param>
/// <returns></returns>
private string SetCrmRelationshipFromOutlook(string _result, Outlook.Recipient objRecepient, string relnName)
{
string sCID = GetID(objRecepient.Address, relnName);
if (sCID != String.Empty)
{
eSetRelationshipValue info = new eSetRelationshipValue
{
module2 = AppointmentSyncing.CrmModule,
module2_id = _result,
module1 = relnName,
module1_id = sCID
};
clsSuiteCRMHelper.SetRelationshipUnsafe(info);
}
return(sCID);
}
/// <summary>
/// Sets up a CRM relationship to mimic an Outlook relationship
/// </summary>
/// <param name="meetingId">The ID of the meeting</param>
/// <param name="foreignModule">the name of the module we're seeking to link with.</param>
/// <returns>True if a relationship </returns>
private bool SetCrmRelationshipFromOutlook(string meetingId, string foreignModule, string foreignId)
{
bool result = false;
if (foreignId != String.Empty)
{
eSetRelationshipValue info = new eSetRelationshipValue
{
module2 = AppointmentSyncing.CrmModule,
module2_id = meetingId,
module1 = foreignModule,
module1_id = foreignId
};
result = clsSuiteCRMHelper.SetRelationshipUnsafe(info);
}
return(result);
}
private void AddMeetingRecipientsFromOutlookToCrm(Outlook.AppointmentItem aItem, string meetingId)
{
LogItemAction(aItem, "AppointmentSyncing.AddMeetingRecipientsFromOutlookToCrm");
foreach (Outlook.Recipient objRecepient in aItem.Recipients)
{
try
{
Log.Info("objRecepientName= " + objRecepient.Name.ToString());
Log.Info("objRecepient= " + objRecepient.Address.ToString());
}
catch
{
Log.Warn("objRecepient ERROR");
continue;
}
string sCID = SetCrmRelationshipFromOutlook(meetingId, objRecepient, ContactSyncing.CrmModule);
if (sCID != String.Empty)
{
string AccountID = clsSuiteCRMHelper.getRelationship(ContactSyncing.CrmModule, sCID, "accounts");
if (AccountID != String.Empty)
{
eSetRelationshipValue info = new eSetRelationshipValue
{
module2 = AppointmentSyncing.CrmModule,
module2_id = meetingId,
module1 = "Accounts",
module1_id = AccountID
};
clsSuiteCRMHelper.SetRelationshipUnsafe(info);
}
continue;
}
if (!String.IsNullOrEmpty(SetCrmRelationshipFromOutlook(meetingId, objRecepient, "Users")))
{
continue;
}
if (!String.IsNullOrEmpty(SetCrmRelationshipFromOutlook(meetingId, objRecepient, "Leads")))
{
continue;
}
}
}
/// <summary>
/// Sets a CRM relationship and returns boolean success. 'Unsafe' because most
/// callers ignore the result. Call 'SetRelationship' instead, which throws an
/// exception on failure.
/// </summary>
public static bool SetRelationshipUnsafe(eSetRelationshipValue info)
{
bool result;
try
{
result = TrySetRelationship(info, Objective.Meeting);
if (!result)
{
Log.Warn("SuiteCrmHelper.SetRelationshipUnsafe: failed to set relationship");
}
}
catch (System.Exception exception)
{
Log.Error("SuiteCrmHelper.SetRelationshipUnsafe:", exception);
// Swallow exception(!)
result = false;
}
return(result);
}
/// <summary>
/// The protocols for how link fields are named vary. Try the most likely two possibilities,
/// and log failures.
/// </summary>
/// <param name="relationship">The relationship to set.</param>
/// <returns>True if the relationship was created, else false.</returns>
public static bool TrySetRelationship(eSetRelationshipValue relationship, Objective objective)
{
return(TrySetRelationship(relationship, $"{relationship.module2}") ||
TrySetRelationship(relationship, $"{relationship.module2}_{relationship.module1}") ||
TrySetRelationship(relationship, GetActivitiesLinks(relationship.module1, objective)));
}
public static bool SetRelationship(eSetRelationshipValue info)
{
try
{
string strUserID = clsSuiteCRMHelper.GetUserId();
if (strUserID == "")
{
SuiteCRMUserSession.Login();
}
object data = new
{
@session = SuiteCRMUserSession.id,
@module_name = info.module1,
@module_id = info.module1_id,
@link_field_name = info.module2,
@related_ids = new string[] { info.module2_id }
};
var _value = clsGlobals.GetResponse<RESTObjects.eNewSetRelationshipListResult>("set_relationship", data);
if (_value.Created==0)
{
return false;
}
}
catch (System.Exception exception)
{
exception.Data.Clear();
return false;
}
return true;
}