/// <summary> /// Create and configure the organization service proxy. /// Create few types of attributes. /// Insert status in the existing status list. /// Retrieve attribute. /// Update attribute. /// Update existing state value. /// Optionally delete/revert any attributes /// that were created/changed 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(); //<snippetWorkWithAttributes1> #region How to create attributes //<snippetWorkWithAttributes2> // Create storage for new attributes being created addedAttributes = new List<AttributeMetadata>(); // Create a boolean attribute BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata { // Set base properties SchemaName = "new_boolean", DisplayName = new Label("Sample Boolean", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Boolean Attribute", _languageCode), // Set extended properties OptionSet = new BooleanOptionSetMetadata( new OptionMetadata(new Label("True", _languageCode), 1), new OptionMetadata(new Label("False", _languageCode), 0) ) }; // Add to list addedAttributes.Add(boolAttribute); // Create a date time attribute DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata { // Set base properties SchemaName = "new_datetime", DisplayName = new Label("Sample DateTime", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("DateTime Attribute", _languageCode), // Set extended properties Format = DateTimeFormat.DateOnly, ImeMode = ImeMode.Disabled }; // Add to list addedAttributes.Add(dtAttribute); // Create a decimal attribute DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata { // Set base properties SchemaName = "new_decimal", DisplayName = new Label("Sample Decimal", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Decimal Attribute", _languageCode), // Set extended properties MaxValue = 100, MinValue = 0, Precision = 1 }; // Add to list addedAttributes.Add(decimalAttribute); // Create a integer attribute IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata { // Set base properties SchemaName = "new_integer", DisplayName = new Label("Sample Integer", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Integer Attribute", _languageCode), // Set extended properties Format = IntegerFormat.None, MaxValue = 100, MinValue = 0 }; // Add to list addedAttributes.Add(integerAttribute); // Create a memo attribute MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata { // Set base properties SchemaName = "new_memo", DisplayName = new Label("Sample Memo", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Memo Attribute", _languageCode), // Set extended properties Format = StringFormat.TextArea, ImeMode = ImeMode.Disabled, MaxLength = 500 }; // Add to list addedAttributes.Add(memoAttribute); // Create a money attribute MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata { // Set base properties SchemaName = "new_money", DisplayName = new Label("Money Picklist", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Money Attribue", _languageCode), // Set extended properties MaxValue = 1000.00, MinValue = 0.00, Precision = 1, PrecisionSource = 1, ImeMode = ImeMode.Disabled }; // Add to list addedAttributes.Add(moneyAttribute); // Create a picklist attribute PicklistAttributeMetadata pickListAttribute = new PicklistAttributeMetadata { // Set base properties SchemaName = "new_picklist", DisplayName = new Label("Sample Picklist", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Picklist Attribute", _languageCode), // Set extended properties // Build local picklist options OptionSet = new OptionSetMetadata { IsGlobal = false, OptionSetType = OptionSetType.Picklist, Options = { new OptionMetadata( new Label("Created", _languageCode), null), new OptionMetadata( new Label("Updated", _languageCode), null), new OptionMetadata( new Label("Deleted", _languageCode), null) } } }; // Add to list addedAttributes.Add(pickListAttribute); // Create a string attribute StringAttributeMetadata stringAttribute = new StringAttributeMetadata { // Set base properties SchemaName = "new_string", DisplayName = new Label("Sample String", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("String Attribute", _languageCode), // Set extended properties MaxLength = 100 }; // Add to list addedAttributes.Add(stringAttribute); // NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship. // Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type. // NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK. foreach (AttributeMetadata anAttribute in addedAttributes) { // Create the request. CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest { EntityName = Contact.EntityLogicalName, Attribute = anAttribute }; // Execute the request. _serviceProxy.Execute(createAttributeRequest); Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName); } //</snippetWorkWithAttributes2> #endregion How to create attributes #region How to insert status //<snippetWorkWithAttributes3> // Use InsertStatusValueRequest message to insert a new status // in an existing status attribute. // Create the request. InsertStatusValueRequest insertStatusValueRequest = new InsertStatusValueRequest { AttributeLogicalName = "statuscode", EntityLogicalName = Contact.EntityLogicalName, Label = new Label("Dormant", _languageCode), StateCode = 0 }; // Execute the request and store newly inserted value // for cleanup, used later part of this sample. _insertedStatusValue = ((InsertStatusValueResponse)_serviceProxy.Execute( insertStatusValueRequest)).NewOptionValue; Console.WriteLine("Created {0} with the value of {1}.", insertStatusValueRequest.Label.LocalizedLabels[0].Label, _insertedStatusValue); //</snippetWorkWithAttributes3> #endregion How to insert status #region How to retrieve attribute //<snippetWorkWithAttributes4> // Create the request RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest { EntityLogicalName = Contact.EntityLogicalName, LogicalName = "new_string", RetrieveAsIfPublished = true }; // Execute the request RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest); Console.WriteLine("Retrieved the attribute {0}.", attributeResponse.AttributeMetadata.SchemaName); //</snippetWorkWithAttributes4> #endregion How to retrieve attribute #region How to update attribute //<snippetWorkWithAttributes5> // Modify the retrieved attribute AttributeMetadata retrievedAttributeMetadata = attributeResponse.AttributeMetadata; retrievedAttributeMetadata.DisplayName = new Label("Update String Attribute", _languageCode); // Update an attribute retrieved via RetrieveAttributeRequest UpdateAttributeRequest updateRequest = new UpdateAttributeRequest { Attribute = retrievedAttributeMetadata, EntityName = Contact.EntityLogicalName, MergeLabels = false }; // Execute the request _serviceProxy.Execute(updateRequest); Console.WriteLine("Updated the attribute {0}.", retrievedAttributeMetadata.SchemaName); //</snippetWorkWithAttributes5> #endregion How to update attribute #region How to update state value //<snippetWorkWithAttributes6> // Modify the state value label from Active to Open. // Create the request. UpdateStateValueRequest updateStateValue = new UpdateStateValueRequest { AttributeLogicalName = "statecode", EntityLogicalName = Contact.EntityLogicalName, Value = 1, Label = new Label("Open", _languageCode) }; // Execute the request. _serviceProxy.Execute(updateStateValue); Console.WriteLine( "Updated {0} state attribute of {1} entity from 'Active' to '{2}'.", updateStateValue.AttributeLogicalName, updateStateValue.EntityLogicalName, updateStateValue.Label.LocalizedLabels[0].Label ); //</snippetWorkWithAttributes6> #endregion How to update state value #region How to insert a new option item in a local option set //<snippetWorkWithAttributes7> // Create a request. InsertOptionValueRequest insertOptionValueRequest = new InsertOptionValueRequest { AttributeLogicalName = "new_picklist", EntityLogicalName = Contact.EntityLogicalName, Label = new Label("New Picklist Label", _languageCode) }; // Execute the request. int insertOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute( insertOptionValueRequest)).NewOptionValue; Console.WriteLine("Created {0} with the value of {1}.", insertOptionValueRequest.Label.LocalizedLabels[0].Label, insertOptionValue); //</snippetWorkWithAttributes7> #endregion How to insert a new option item in a local option set #region How to change the order of options of a local option set //<snippetWorkWithAttributes8> // Use the RetrieveAttributeRequest message to retrieve // a attribute by it's logical name. RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest { EntityLogicalName = Contact.EntityLogicalName, LogicalName = "new_picklist", RetrieveAsIfPublished = true }; // Execute the request. RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)_serviceProxy.Execute( retrieveAttributeRequest); // Access the retrieved attribute. PicklistAttributeMetadata retrievedPicklistAttributeMetadata = (PicklistAttributeMetadata) retrieveAttributeResponse.AttributeMetadata; // Get the current options list for the retrieved attribute. OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray(); // Change the order of the original option's list. // Use the OrderBy (OrderByDescending) linq function to sort options in // ascending (descending) order according to label text. // For ascending order use this: var updateOptionList = optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList(); // For descending order use this: // var updateOptionList = // optionList.OrderByDescending( // x => x.Label.LocalizedLabels[0].Label).ToList(); // Create the request. OrderOptionRequest orderOptionRequest = new OrderOptionRequest { // Set the properties for the request. AttributeLogicalName = "new_picklist", EntityLogicalName = Contact.EntityLogicalName, // Set the changed order using Select linq function // to get only values in an array from the changed option list. Values = updateOptionList.Select(x => x.Value.Value).ToArray() }; // Execute the request _serviceProxy.Execute(orderOptionRequest); Console.WriteLine("Option Set option order changed"); //</snippetWorkWithAttributes8> #endregion How to change the order of options of a global option set // NOTE: All customizations must be published before they can be used. _serviceProxy.Execute(new PublishAllXmlRequest()); Console.WriteLine("Published all customizations."); //</snippetWorkWithAttributes1> 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 SetUp() { var fullNameField = new AttributeMetadata(); fullNameField.SetName("fullname"); fullNameField.AddLocalizationText("Full Name"); var genderField = new PicklistAttributeMetadata(); genderField.SetName("gender"); genderField.OptionSet = new OptionSetMetadata(new OptionMetadataCollection(new List <OptionMetadata> { new OptionMetadata("Male".AsLabel(), 0), new OptionMetadata("Female".AsLabel(), 1), new OptionMetadata("Div".AsLabel(), 2) })); var startField = new DateTimeAttributeMetadata(DateTimeFormat.DateAndTime); startField.SetName("startdate"); var endField = new DateTimeAttributeMetadata(DateTimeFormat.DateAndTime); endField.SetName("enddate"); _contactMetadata = new[] { fullNameField, genderField, startField, endField }.Compile("contact"); }
private DateTimeAttributeMetadata BuildCreateDateAttribute() { DateTimeFormat dtFormat = DateTimeFormat.DateOnly; var att = new DateTimeAttributeMetadata(dtFormat); return(att); }
private void CreateDateTimeField(JToken field) { var entitySchemaName = JSONUtil.GetText(field, "entity"); var displayName = JSONUtil.GetText(field, "displayname"); var fieldSchemaName = JSONUtil.GetText(field, "schemaname"); CreateAttributeRequest req = new CreateAttributeRequest(); req.EntityName = entitySchemaName; var dta = new DateTimeAttributeMetadata(); dta.SchemaName = fieldSchemaName; dta.RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None); var datetimeoption = JSONUtil.GetText(field, "datetimeoption"); if (datetimeoption == null) { datetimeoption = "dateonly"; } if (datetimeoption == "dateonly") { dta.Format = DateTimeFormat.DateOnly; } else if (datetimeoption == "datetime") { dta.Format = DateTimeFormat.DateAndTime; } dta.DisplayName = new Label(displayName, 1033); dta.Description = new Label("", 1033); req.Attribute = dta; this._cdsConnection.Execute(req); }
private AttributeMetadata CreateDateTimeAttribute(ExcelWorksheet sheet, int rowIndex, int startCell) { var amd = new DateTimeAttributeMetadata(); switch (sheet.GetValue <string>(rowIndex, startCell)) { case "User local time": amd.DateTimeBehavior = DateTimeBehavior.UserLocal; break; case "Date only": amd.DateTimeBehavior = DateTimeBehavior.DateOnly; break; case "Timezone independent": amd.DateTimeBehavior = DateTimeBehavior.TimeZoneIndependent; break; } switch (sheet.GetValue <string>(rowIndex, startCell + 1)) { case "Date only": amd.Format = DateTimeFormat.DateOnly; break; case "Date and time": amd.Format = DateTimeFormat.DateAndTime; break; } return(amd); }
private bool FilterAttribute(DateTimeAttributeMetadata attribute, string behavior, string format, bool canchange) { return (attribute != null && (string.IsNullOrWhiteSpace(behavior) || behavior == attribute.DateTimeBehavior?.Value) && (string.IsNullOrWhiteSpace(format) || format == attribute.Format.Value.ToString()) && (!canchange || attribute.CanChangeDateTimeBehavior.Value)); }
private AttributeMetadata CloneAttributes(DateTimeAttributeMetadata att) { return(new DateTimeAttributeMetadata { Format = att.Format, ImeMode = att.ImeMode, FormulaDefinition = att.FormulaDefinition }); }
private AttributeMetadata CloneAttributes(DateTimeAttributeMetadata att) { return new DateTimeAttributeMetadata { Format = att.Format, ImeMode = att.ImeMode, FormulaDefinition = att.FormulaDefinition }; }
private object CopyValueInternal(AttributeMetadata oldAttribute, DateTimeAttributeMetadata newAttribute, object value) { DateTime output; if (DateTime.TryParse(value.ToString(), out output)) { return output; } Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to DateTime"); return null; }
private object CopyValueInternal(AttributeMetadata oldAttribute, DateTimeAttributeMetadata newAttribute, object value) { DateTime output; if (DateTime.TryParse(value.ToString(), out output)) { return(output); } Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to DateTime"); return(null); }
public DateTimeValue(DateTimeAttributeMetadata metadata, DateTime?value) { if (value.HasValue && metadata.DateTimeBehavior == DateTimeBehavior.UserLocal) { var offset = GlobalTestingContext.ConnectionManager.CurrentConnection.UserSettings.TimeZoneInfo.GetUtcOffset(value.Value); Value = value.Value.Add(offset); } else { Value = value; } }
private object CopyValueInternal(AttributeMetadata oldAttribute, DateTimeAttributeMetadata newAttribute, object value, Dictionary <string, string> migrationMapping) { var copy = value.ToString(); copy = migrationMapping.TryGetValue(copy, out var mappedValue) ? mappedValue : copy; if (DateTime.TryParse(copy, out var output)) { return(output); } Trace("Unable to convert value \"" + value + "\" of type \"" + value.GetType().Name + "\" to DateTime"); return(null); }
protected override void ExecuteCmdlet() { base.ExecuteCmdlet(); DateTimeAttributeMetadata attribute = new DateTimeAttributeMetadata(); if (CanChangeBehavior.HasValue) { attribute.CanChangeDateTimeBehavior = new BooleanManagedProperty(CanChangeBehavior.Value); } if (ImeType.HasValue) { attribute.ImeMode = ImeMode.Auto; if (ImeType == CrmImeType.Active) { attribute.ImeMode = ImeMode.Active; } if (ImeType == CrmImeType.Disabled) { attribute.ImeMode = ImeMode.Disabled; } if (ImeType == CrmImeType.Inactive) { attribute.ImeMode = ImeMode.Inactive; } } if (Format.HasValue) { attribute.Format = DateTimeFormat.DateAndTime; if (Format == CrmDateTimeAttributeFormat.DateOnly) { attribute.Format = DateTimeFormat.DateOnly; } } if (Behavior.HasValue) { attribute.DateTimeBehavior = DateTimeBehavior.UserLocal; if (Behavior == CrmDateTimeBehavior.DateOnly) { attribute.DateTimeBehavior = DateTimeBehavior.DateOnly; } if (Behavior == CrmDateTimeBehavior.TimeZoneIndependent) { attribute.DateTimeBehavior = DateTimeBehavior.TimeZoneIndependent; } } WriteAttribute(attribute); }
private AttributeMetadata dateTimeFieldCreation(string[] row) { string datetimeFormatString = row[ExcelColumsDefinition.DATETIMEFORMATCOL]; Microsoft.Xrm.Sdk.Metadata.DateTimeFormat?dateTimeFormat = Enum.IsDefined(typeof(Microsoft.Xrm.Sdk.Metadata.DateTimeFormat), datetimeFormatString) ? (Microsoft.Xrm.Sdk.Metadata.DateTimeFormat)Enum.Parse(typeof(Microsoft.Xrm.Sdk.Metadata.DateTimeFormat), datetimeFormatString, true) : (Microsoft.Xrm.Sdk.Metadata.DateTimeFormat?)null; DateTimeAttributeMetadata attrMetadata = new DateTimeAttributeMetadata(dateTimeFormat, Utils.addOrgPrefix(row[ExcelColumsDefinition.SCHEMANAMEEXCELCOL], organizationPrefix, currentOperationCreate)); generalFieldCreation(row, attrMetadata); string imeModeFormatString = row[ExcelColumsDefinition.DATETIMEIMEMODECOL]; attrMetadata.ImeMode = Enum.IsDefined(typeof(ImeMode), imeModeFormatString) ? (ImeMode)Enum.Parse(typeof(ImeMode), imeModeFormatString, true) : (ImeMode?)null; return(attrMetadata); }
private AttributeMetadata CreateDateTimeAttribute(object[] dataRowValues) { var metadata = new DateTimeAttributeMetadata { DateTimeBehavior = DateTimeBehavior.UserLocal, Format = DateTimeFormat.DateOnly, ImeMode = ImeMode.Auto }; foreach (var column in Columns) { var value = dataRowValues[column.Position - 1]; var field = (ConfigurationFile.AttributeFields)column.TargetField; if (value != null && !string.IsNullOrEmpty(value as string)) { switch (field) { case ConfigurationFile.AttributeFields.DateTimeBehavior: // Hate doing it this way, but for some reason DateTimeBehaviour is inconsistent with the // rest of the SDK. var selectedBehavior = (int)EnumUtils.GetSelectedOption(field, value); if (selectedBehavior == 2) { metadata.DateTimeBehavior = DateTimeBehavior.DateOnly; } else if (selectedBehavior == 3) { metadata.DateTimeBehavior = DateTimeBehavior.TimeZoneIndependent; } break; case ConfigurationFile.AttributeFields.DateTimeFormat: metadata.Format = (DateTimeFormat)EnumUtils.GetSelectedOption(field, value); break; case ConfigurationFile.AttributeFields.ImeMode: metadata.ImeMode = (ImeMode)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(metadata); }
private IEnumerable <string> checkDifferenceDateTimeAttribute(DateTimeAttributeMetadata originalAttributeMetadata, DateTimeAttributeMetadata readAttributeMetadata) { List <string> attributeToChange = new List <string>(); if (originalAttributeMetadata.Format != readAttributeMetadata.Format) { originalAttributeMetadata.Format = readAttributeMetadata.Format; attributeToChange.Add("Format"); } if (originalAttributeMetadata.ImeMode != readAttributeMetadata.ImeMode) { originalAttributeMetadata.ImeMode = readAttributeMetadata.ImeMode; attributeToChange.Add("ImeMode"); } return(attributeToChange); }
public DateTimeAttributeMetadata CreateDateTime(string schema, string label, int lang, AttributeRequiredLevel requiredLevel) { DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata { // Set base properties SchemaName = schema, DisplayName = new Label(label, lang), RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel), Description = new Label(label, lang), // Set extended properties Format = DateTimeFormat.DateAndTime, ImeMode = ImeMode.Disabled }; return(dtAttribute); }
public DateTimeAttributeMetadata Create(AttributeMetadata baseMetadata, DateTimeFormat dateTimeFormat, ImeMode imeMode) { // Create a date time attribute ----Object Initialization var dateAttribute = new DateTimeAttributeMetadata { // Set base properties SchemaName = baseMetadata.SchemaName, DisplayName = baseMetadata.DisplayName, RequiredLevel = baseMetadata.RequiredLevel, Description = baseMetadata.Description, // Set extended properties Format = dateTimeFormat, ImeMode = imeMode }; return(dateAttribute); }
/// <summary> /// Adds the Date(or Datetime) field to the given entity. /// </summary> /// </summary> /// <param name="SchemaName">Entity Schema Name</param> /// <param name="DisplayName">Entity Display name</param> /// <param name="pickListArray">Array of strings for optionset(string)</param> /// <param name="addedAttributes">Pass by reference(the entity List object)</param> /// <param name="format">DateFormat.DateOnly, DateFormat.DateOnly</param> /// <returns></returns> static void createFieldDate(string SchemaName, string DisplayName, ref List <AttributeMetadata> addedAttributes, DateTimeFormat format) { var CreatedDateTimeAttributeMetadata = new DateTimeAttributeMetadata { SchemaName = "new_" + SchemaName, LogicalName = "new_" + SchemaName, DisplayName = new Label(DisplayName + "*", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("MSVProperties CRM - " + DisplayName + "Multi Checklist", _languageCode), // Set extended properties Format = format, ImeMode = ImeMode.Disabled, IsValidForForm = true, IsValidForGrid = true, }; addedAttributes.Add(CreatedDateTimeAttributeMetadata); }
private static DateTimeAttributeMetadata CreateDateTimeAttribute(string name, string displayName, AttributeRequiredLevel attributeRequiredLevel, string desription) { // Create a date time attribute DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata { // Set base properties SchemaName = publisherPrefix + name, LogicalName = publisherPrefix + name, DisplayName = new Label(displayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(attributeRequiredLevel), Description = new Label(desription, _languageCode), // Set extended properties Format = DateTimeFormat.DateOnly, ImeMode = ImeMode.Disabled, }; return(dtAttribute); }
public EntityAttributeMetadataBuilder DateTimeAttribute(string schemaName, string displayName, string description, AttributeRequiredLevel requiredLevel, DateTimeFormat format, ImeMode imeMode) { int languageCode = 1033; // Create a date time attribute var dtAttribute = new DateTimeAttributeMetadata { // Set base properties SchemaName = schemaName, DisplayName = new Label(displayName, languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel), Description = new Label(description, languageCode), // Set extended properties Format = format, ImeMode = imeMode }; this.Attributes.Add(dtAttribute); return this; }
public EntityAttributeMetadataBuilder DateTimeAttribute(string schemaName, string displayName, string description, AttributeRequiredLevel requiredLevel, DateTimeFormat format, ImeMode imeMode) { int languageCode = 1033; // Create a date time attribute var dtAttribute = new DateTimeAttributeMetadata { // Set base properties SchemaName = schemaName, DisplayName = new Label(displayName, languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel), Description = new Label(description, languageCode), // Set extended properties Format = format, ImeMode = imeMode }; this.Attributes.Add(dtAttribute); return(this); }
public DateTimeControl(DateTimeAttributeMetadata dateTimeAttributeMetadata) { // Initialize DateTimeControl // Initialize StackPanel to host DatePicker and/or TimePicker StackPanel childsp = new StackPanel(); childsp.Orientation = Orientation.Horizontal; // Add DatePicker and changed event. this.DateTimeAttributeMetadata = dateTimeAttributeMetadata; this.datePicker = new DatePicker(); datePicker.DateChanged += datePicker_DateChanged; childsp.Children.Add(datePicker); // If the field has Time as well, add TimePicker if (DateTimeAttributeMetadata.Format == Microsoft.Xrm.Sdk.Metadata.Samples.DateTimeFormat.DateAndTime) { timePicker = new TimePicker(); timePicker.TimeChanged += timePicker_TimeChanged; childsp.Children.Add(timePicker); } this.Children.Add(childsp); }
/// <summary> /// Create and configure the organization service proxy. /// Create few types of attributes. /// Insert status in the existing status list. /// Retrieve attribute. /// Update attribute. /// Update existing state value. /// Optionally delete/revert any attributes /// that were created/changed 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 = ServerConnection.GetOrganizationProxy(serverConfig)) { // This statement is required to enable early-bound type support. _serviceProxy.EnableProxyTypes(); //<snippetWorkWithAttributes1> #region How to create attributes //<snippetWorkWithAttributes2> // Create storage for new attributes being created addedAttributes = new List <AttributeMetadata>(); // Create a boolean attribute BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata { // Set base properties SchemaName = "new_boolean", DisplayName = new Label("Sample Boolean", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Boolean Attribute", _languageCode), // Set extended properties OptionSet = new BooleanOptionSetMetadata( new OptionMetadata(new Label("True", _languageCode), 1), new OptionMetadata(new Label("False", _languageCode), 0) ) }; // Add to list addedAttributes.Add(boolAttribute); // Create a date time attribute DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata { // Set base properties SchemaName = "new_datetime", DisplayName = new Label("Sample DateTime", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("DateTime Attribute", _languageCode), // Set extended properties Format = DateTimeFormat.DateOnly, ImeMode = ImeMode.Disabled }; // Add to list addedAttributes.Add(dtAttribute); // Create a decimal attribute DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata { // Set base properties SchemaName = "new_decimal", DisplayName = new Label("Sample Decimal", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Decimal Attribute", _languageCode), // Set extended properties MaxValue = 100, MinValue = 0, Precision = 1 }; // Add to list addedAttributes.Add(decimalAttribute); // Create a integer attribute IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata { // Set base properties SchemaName = "new_integer", DisplayName = new Label("Sample Integer", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Integer Attribute", _languageCode), // Set extended properties Format = IntegerFormat.None, MaxValue = 100, MinValue = 0 }; // Add to list addedAttributes.Add(integerAttribute); // Create a memo attribute MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata { // Set base properties SchemaName = "new_memo", DisplayName = new Label("Sample Memo", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Memo Attribute", _languageCode), // Set extended properties Format = StringFormat.TextArea, ImeMode = ImeMode.Disabled, MaxLength = 500 }; // Add to list addedAttributes.Add(memoAttribute); // Create a money attribute MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata { // Set base properties SchemaName = "new_money", DisplayName = new Label("Money Picklist", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Money Attribue", _languageCode), // Set extended properties MaxValue = 1000.00, MinValue = 0.00, Precision = 1, PrecisionSource = 1, ImeMode = ImeMode.Disabled }; // Add to list addedAttributes.Add(moneyAttribute); // Create a picklist attribute PicklistAttributeMetadata pickListAttribute = new PicklistAttributeMetadata { // Set base properties SchemaName = "new_picklist", DisplayName = new Label("Sample Picklist", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Picklist Attribute", _languageCode), // Set extended properties // Build local picklist options OptionSet = new OptionSetMetadata { IsGlobal = false, OptionSetType = OptionSetType.Picklist, Options = { new OptionMetadata( new Label("Created", _languageCode), null), new OptionMetadata( new Label("Updated", _languageCode), null), new OptionMetadata( new Label("Deleted", _languageCode), null) } } }; // Add to list addedAttributes.Add(pickListAttribute); // Create a string attribute StringAttributeMetadata stringAttribute = new StringAttributeMetadata { // Set base properties SchemaName = "new_string", DisplayName = new Label("Sample String", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("String Attribute", _languageCode), // Set extended properties MaxLength = 100 }; // Add to list addedAttributes.Add(stringAttribute); // NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship. // Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type. // NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK. foreach (AttributeMetadata anAttribute in addedAttributes) { // Create the request. CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest { EntityName = Contact.EntityLogicalName, Attribute = anAttribute }; // Execute the request. _serviceProxy.Execute(createAttributeRequest); Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName); } //</snippetWorkWithAttributes2> #endregion How to create attributes #region How to insert status //<snippetWorkWithAttributes3> // Use InsertStatusValueRequest message to insert a new status // in an existing status attribute. // Create the request. InsertStatusValueRequest insertStatusValueRequest = new InsertStatusValueRequest { AttributeLogicalName = "statuscode", EntityLogicalName = Contact.EntityLogicalName, Label = new Label("Dormant", _languageCode), StateCode = 0 }; // Execute the request and store newly inserted value // for cleanup, used later part of this sample. _insertedStatusValue = ((InsertStatusValueResponse)_serviceProxy.Execute( insertStatusValueRequest)).NewOptionValue; Console.WriteLine("Created {0} with the value of {1}.", insertStatusValueRequest.Label.LocalizedLabels[0].Label, _insertedStatusValue); //</snippetWorkWithAttributes3> #endregion How to insert status #region How to retrieve attribute //<snippetWorkWithAttributes4> // Create the request RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest { EntityLogicalName = Contact.EntityLogicalName, LogicalName = "new_string", // When RetrieveAsIfPublished property is set to false, retrieves only the currently published changes. Default setting of the property is false. // When RetrieveAsIfPublished property is set to true, retrieves the changes that are published and those changes that have not been published. RetrieveAsIfPublished = false }; // Execute the request RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest); Console.WriteLine("Retrieved the attribute {0}.", attributeResponse.AttributeMetadata.SchemaName); //</snippetWorkWithAttributes4> #endregion How to retrieve attribute #region How to update attribute //<snippetWorkWithAttributes5> // Modify the retrieved attribute AttributeMetadata retrievedAttributeMetadata = attributeResponse.AttributeMetadata; retrievedAttributeMetadata.DisplayName = new Label("Update String Attribute", _languageCode); // Update an attribute retrieved via RetrieveAttributeRequest UpdateAttributeRequest updateRequest = new UpdateAttributeRequest { Attribute = retrievedAttributeMetadata, EntityName = Contact.EntityLogicalName, MergeLabels = false }; // Execute the request _serviceProxy.Execute(updateRequest); Console.WriteLine("Updated the attribute {0}.", retrievedAttributeMetadata.SchemaName); //</snippetWorkWithAttributes5> #endregion How to update attribute #region How to update state value //<snippetWorkWithAttributes6> // Modify the state value label from Active to Open. // Create the request. UpdateStateValueRequest updateStateValue = new UpdateStateValueRequest { AttributeLogicalName = "statecode", EntityLogicalName = Contact.EntityLogicalName, Value = 1, Label = new Label("Open", _languageCode) }; // Execute the request. _serviceProxy.Execute(updateStateValue); Console.WriteLine( "Updated {0} state attribute of {1} entity from 'Active' to '{2}'.", updateStateValue.AttributeLogicalName, updateStateValue.EntityLogicalName, updateStateValue.Label.LocalizedLabels[0].Label ); //</snippetWorkWithAttributes6> #endregion How to update state value #region How to insert a new option item in a local option set //<snippetWorkWithAttributes7> // Create a request. InsertOptionValueRequest insertOptionValueRequest = new InsertOptionValueRequest { AttributeLogicalName = "new_picklist", EntityLogicalName = Contact.EntityLogicalName, Label = new Label("New Picklist Label", _languageCode) }; // Execute the request. int insertOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute( insertOptionValueRequest)).NewOptionValue; Console.WriteLine("Created {0} with the value of {1}.", insertOptionValueRequest.Label.LocalizedLabels[0].Label, insertOptionValue); //</snippetWorkWithAttributes7> #endregion How to insert a new option item in a local option set #region How to change the order of options of a local option set //<snippetWorkWithAttributes8> // Use the RetrieveAttributeRequest message to retrieve // a attribute by it's logical name. RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest { EntityLogicalName = Contact.EntityLogicalName, LogicalName = "new_picklist", // When RetrieveAsIfPublished property is set to false, retrieves only the currently published changes. Default setting of the property is false. // When RetrieveAsIfPublished property is set to true, retrieves the changes that are published and those changes that have not been published. RetrieveAsIfPublished = false }; // Execute the request. RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)_serviceProxy.Execute( retrieveAttributeRequest); // Access the retrieved attribute. PicklistAttributeMetadata retrievedPicklistAttributeMetadata = (PicklistAttributeMetadata) retrieveAttributeResponse.AttributeMetadata; // Get the current options list for the retrieved attribute. OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray(); // Change the order of the original option's list. // Use the OrderBy (OrderByDescending) linq function to sort options in // ascending (descending) order according to label text. // For ascending order use this: var updateOptionList = optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList(); // For descending order use this: // var updateOptionList = // optionList.OrderByDescending( // x => x.Label.LocalizedLabels[0].Label).ToList(); // Create the request. OrderOptionRequest orderOptionRequest = new OrderOptionRequest { // Set the properties for the request. AttributeLogicalName = "new_picklist", EntityLogicalName = Contact.EntityLogicalName, // Set the changed order using Select linq function // to get only values in an array from the changed option list. Values = updateOptionList.Select(x => x.Value.Value).ToArray() }; // Execute the request _serviceProxy.Execute(orderOptionRequest); Console.WriteLine("Option Set option order changed"); //</snippetWorkWithAttributes8> #endregion How to change the order of options of a global option set // NOTE: All customizations must be published before they can be used. _serviceProxy.Execute(new PublishAllXmlRequest()); Console.WriteLine("Published all customizations."); //</snippetWorkWithAttributes1> 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; } }
[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 _productVersion = Version.Parse(((RetrieveVersionResponse)service.Execute(new RetrieveVersionRequest())).Version); #region How to create attributes // Create storage for new attributes being created addedAttributes = new List <AttributeMetadata>(); // Create a boolean attribute var boolAttribute = new BooleanAttributeMetadata { // Set base properties SchemaName = "new_Boolean", LogicalName = "new_boolean", DisplayName = new Label("Sample Boolean", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Boolean Attribute", _languageCode), // Set extended properties OptionSet = new BooleanOptionSetMetadata( new OptionMetadata(new Label("True", _languageCode), 1), new OptionMetadata(new Label("False", _languageCode), 0) ) }; // Add to list addedAttributes.Add(boolAttribute); // Create a date time attribute var dtAttribute = new DateTimeAttributeMetadata { // Set base properties SchemaName = "new_Datetime", LogicalName = "new_datetime", DisplayName = new Label("Sample DateTime", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("DateTime Attribute", _languageCode), // Set extended properties Format = DateTimeFormat.DateOnly, ImeMode = ImeMode.Disabled }; // Add to list addedAttributes.Add(dtAttribute); // Create a decimal attribute var decimalAttribute = new DecimalAttributeMetadata { // Set base properties SchemaName = "new_Decimal", LogicalName = "new_decimal", DisplayName = new Label("Sample Decimal", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Decimal Attribute", _languageCode), // Set extended properties MaxValue = 100, MinValue = 0, Precision = 1 }; // Add to list addedAttributes.Add(decimalAttribute); // Create a integer attribute var integerAttribute = new IntegerAttributeMetadata { // Set base properties SchemaName = "new_Integer", LogicalName = "new_integer", DisplayName = new Label("Sample Integer", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Integer Attribute", _languageCode), // Set extended properties Format = IntegerFormat.None, MaxValue = 100, MinValue = 0 }; // Add to list addedAttributes.Add(integerAttribute); // Create a memo attribute var memoAttribute = new MemoAttributeMetadata { // Set base properties SchemaName = "new_Memo", LogicalName = "new_memo", DisplayName = new Label("Sample Memo", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Memo Attribute", _languageCode), // Set extended properties Format = StringFormat.TextArea, ImeMode = ImeMode.Disabled, MaxLength = 500 }; // Add to list addedAttributes.Add(memoAttribute); // Create a money attribute var moneyAttribute = new MoneyAttributeMetadata { // Set base properties SchemaName = "new_Money", LogicalName = "new_money", DisplayName = new Label("Money Picklist", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Money Attribue", _languageCode), // Set extended properties MaxValue = 1000.00, MinValue = 0.00, Precision = 1, PrecisionSource = 1, ImeMode = ImeMode.Disabled }; // Add to list addedAttributes.Add(moneyAttribute); // Create a picklist attribute var pickListAttribute = new PicklistAttributeMetadata { // Set base properties SchemaName = "new_Picklist", LogicalName = "new_picklist", DisplayName = new Label("Sample Picklist", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Picklist Attribute", _languageCode), // Set extended properties // Build local picklist options OptionSet = new OptionSetMetadata { IsGlobal = false, OptionSetType = OptionSetType.Picklist, Options = { new OptionMetadata( new Label("Created", _languageCode), null), new OptionMetadata( new Label("Updated", _languageCode), null), new OptionMetadata( new Label("Deleted", _languageCode), null) } } }; // Add to list addedAttributes.Add(pickListAttribute); // Create a string attribute var stringAttribute = new StringAttributeMetadata { // Set base properties SchemaName = "new_String", LogicalName = "new_string", DisplayName = new Label("Sample String", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("String Attribute", _languageCode), // Set extended properties MaxLength = 100 }; // Add to list addedAttributes.Add(stringAttribute); //Multi-select attribute requires version 9.0 or higher. if (_productVersion > new Version("9.0")) { // Create a multi-select optionset var multiSelectOptionSetAttribute = new MultiSelectPicklistAttributeMetadata() { SchemaName = "new_MultiSelectOptionSet", LogicalName = "new_multiselectoptionset", DisplayName = new Label("Multi-Select OptionSet", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Multi-Select OptionSet description", _languageCode), OptionSet = new OptionSetMetadata() { IsGlobal = false, OptionSetType = OptionSetType.Picklist, Options = { new OptionMetadata(new Label("First Option", _languageCode), null), new OptionMetadata(new Label("Second Option", _languageCode), null), new OptionMetadata(new Label("Third Option", _languageCode), null) } } }; // Add to list addedAttributes.Add(multiSelectOptionSetAttribute); } // NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship. // Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type. // NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK. foreach (AttributeMetadata anAttribute in addedAttributes) { // Create the request. var createAttributeRequest = new CreateAttributeRequest { EntityName = Contact.EntityLogicalName, Attribute = anAttribute }; // Execute the request. service.Execute(createAttributeRequest); Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName); } #endregion How to create attributes #region How to insert status // Use InsertStatusValueRequest message to insert a new status // in an existing status attribute. // Create the request. var insertStatusValueRequest = new InsertStatusValueRequest { AttributeLogicalName = "statuscode", EntityLogicalName = Contact.EntityLogicalName, Label = new Label("Dormant", _languageCode), StateCode = 0 }; // Execute the request and store newly inserted value // for cleanup, used later part of this sample. _insertedStatusValue = ((InsertStatusValueResponse)service.Execute( insertStatusValueRequest)).NewOptionValue; Console.WriteLine("Created status named '{0}' with the value of {1}.", insertStatusValueRequest.Label.LocalizedLabels[0].Label, _insertedStatusValue); #endregion How to insert status #region How to retrieve attribute // Create the request var attributeRequest = new RetrieveAttributeRequest { EntityLogicalName = Contact.EntityLogicalName, LogicalName = "new_string", RetrieveAsIfPublished = true }; // Execute the request RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)service.Execute(attributeRequest); Console.WriteLine("Retrieved the attribute {0}.", attributeResponse.AttributeMetadata.SchemaName); #endregion How to retrieve attribute #region How to update attribute // Modify the retrieved attribute var retrievedAttributeMetadata = attributeResponse.AttributeMetadata; retrievedAttributeMetadata.DisplayName = new Label("Update String Attribute", _languageCode); // Update an attribute retrieved via RetrieveAttributeRequest var updateRequest = new UpdateAttributeRequest { Attribute = retrievedAttributeMetadata, EntityName = Contact.EntityLogicalName, MergeLabels = false }; // Execute the request service.Execute(updateRequest); Console.WriteLine("Updated the attribute {0}.", retrievedAttributeMetadata.SchemaName); #endregion How to update attribute #region How to update state value // Modify the state value label from Active to Open. // Create the request. var updateStateValue = new UpdateStateValueRequest { AttributeLogicalName = "statecode", EntityLogicalName = Contact.EntityLogicalName, Value = 1, Label = new Label("Open", _languageCode) }; // Execute the request. service.Execute(updateStateValue); Console.WriteLine( "Updated {0} state attribute of {1} entity from 'Active' to '{2}'.", updateStateValue.AttributeLogicalName, updateStateValue.EntityLogicalName, updateStateValue.Label.LocalizedLabels[0].Label ); #endregion How to update state value #region How to insert a new option item in a local option set // Create a request. var insertOptionValueRequest = new InsertOptionValueRequest { AttributeLogicalName = "new_picklist", EntityLogicalName = Contact.EntityLogicalName, Label = new Label("New Picklist Label", _languageCode) }; // Execute the request. int insertOptionValue = ((InsertOptionValueResponse)service.Execute( insertOptionValueRequest)).NewOptionValue; Console.WriteLine("Created {0} with the value of {1}.", insertOptionValueRequest.Label.LocalizedLabels[0].Label, insertOptionValue); #endregion How to insert a new option item in a local option set #region How to change the order of options of a local option set // Use the RetrieveAttributeRequest message to retrieve // a attribute by it's logical name. var retrieveAttributeRequest = new RetrieveAttributeRequest { EntityLogicalName = Contact.EntityLogicalName, LogicalName = "new_picklist", RetrieveAsIfPublished = true }; // Execute the request. RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute( retrieveAttributeRequest); // Access the retrieved attribute. var retrievedPicklistAttributeMetadata = (PicklistAttributeMetadata) retrieveAttributeResponse.AttributeMetadata; // Get the current options list for the retrieved attribute. OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray(); // Change the order of the original option's list. // Use the OrderBy (OrderByDescending) linq function to sort options in // ascending (descending) order according to label text. // For ascending order use this: var updateOptionList = optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList(); // For descending order use this: // var updateOptionList = // optionList.OrderByDescending( // x => x.Label.LocalizedLabels[0].Label).ToList(); // Create the request. var orderOptionRequest = new OrderOptionRequest { // Set the properties for the request. AttributeLogicalName = "new_picklist", EntityLogicalName = Contact.EntityLogicalName, // Set the changed order using Select linq function // to get only values in an array from the changed option list. Values = updateOptionList.Select(x => x.Value.Value).ToArray() }; // Execute the request service.Execute(orderOptionRequest); Console.WriteLine("Option Set option order changed"); #endregion How to change the order of options of a global option set // NOTE: All customizations must be published before they can be used. service.Execute(new PublishAllXmlRequest()); Console.WriteLine("Published all customizations."); #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(); } }
/// <summary> /// Creates required records for this sample. /// </summary> private void CreateRequiredRecords() { // Create a date time attribute for the Account entity // with the UserLocal behavior dtAttribute = new DateTimeAttributeMetadata { SchemaName = "new_SampleDateTimeAttribute", DisplayName = new Label("Sample Date Time Attribute", _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Description = new Label("Created by SDK Sample", _languageCode), DateTimeBehavior = DateTimeBehavior.UserLocal, Format = DateTimeFormat.DateAndTime, ImeMode = ImeMode.Disabled }; CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest { EntityName = Account.EntityLogicalName, Attribute = dtAttribute }; _serviceProxy.Execute(createAttributeRequest); Console.WriteLine("Created attribute '{0}' with UserLocal behavior\nfor the Account entity.\n", dtAttribute.SchemaName); // Create a sample account record with March 31, 2015 11:00 PM UTC // value in the new attribute. Entity newAccount1 = new Entity("account"); newAccount1["name"] = "Sample Account 1"; newAccount1["new_sampledatetimeattribute"] = new DateTime(2015, 3, 31, 23, 0, 0, DateTimeKind.Utc); _account1ID = _serviceProxy.Create(newAccount1); Console.WriteLine("Created account: '{0}'.", newAccount1.Attributes["name"]); // Create a column set to define which attributes should be retrieved. ColumnSet attributes1 = new ColumnSet(new string[] { "name", "new_sampledatetimeattribute" }); // Retrieve the date and time value of the new attribute in the new account record. newAccount1 = _serviceProxy.Retrieve(newAccount1.LogicalName, _account1ID, attributes1); Console.WriteLine("Retrieved date and time value for '{0}': {1}\n", newAccount1.GetAttributeValue <String>("name"), newAccount1.GetAttributeValue <DateTime>("new_sampledatetimeattribute")); // Retrieve the attribute to update its behavior and format RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest { EntityLogicalName = Account.EntityLogicalName, LogicalName = "new_sampledatetimeattribute", RetrieveAsIfPublished = false }; // Execute the request RetrieveAttributeResponse attributeResponse = (RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest); Console.WriteLine("Retrieved the attribute '{0}'.", attributeResponse.AttributeMetadata.SchemaName); // Modify the values of the retrieved attribute DateTimeAttributeMetadata retrievedAttributeMetadata = (DateTimeAttributeMetadata)attributeResponse.AttributeMetadata; retrievedAttributeMetadata.DateTimeBehavior = DateTimeBehavior.DateOnly; retrievedAttributeMetadata.Format = DateTimeFormat.DateOnly; // Update the attribute with the modified value UpdateAttributeRequest updateRequest = new UpdateAttributeRequest { Attribute = retrievedAttributeMetadata, EntityName = Account.EntityLogicalName, MergeLabels = false }; _serviceProxy.Execute(updateRequest); Console.WriteLine("Updated the behavior and format of '{0}' to DateOnly.", retrievedAttributeMetadata.SchemaName); // Publish customizations to the account entity PublishXmlRequest pxReq = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><entities><entity>account</entity></entities></importexportxml>") }; _serviceProxy.Execute(pxReq); Console.WriteLine("Published customizations to the Account entity.\n"); // Create another sample account record with a // DateTime value in the new attribute. Entity newAccount2 = new Entity("account"); newAccount2["name"] = "Sample Account 2"; // Purposely pass the time value to check if it matters. // For DateOnly behavior, only the Date part is considered. // Time is always 12 AM (00:00:00) newAccount2["new_sampledatetimeattribute"] = new DateTime(2015, 3, 31, 23, 0, 0, DateTimeKind.Utc); _account2ID = _serviceProxy.Create(newAccount2); Console.WriteLine("Created account '{0}' after the behavior change.\n", newAccount2.Attributes["name"]); // Create a column set to define which attributes should be retrieved. ColumnSet attributes2 = new ColumnSet(new string[] { "name", "new_sampledatetimeattribute" }); // Retrieve the date and time values existing and new account records. // Though both the values will display value in DateOnly behavior (Time is 12 AM (00:00:00)), // the actual value for the date and time value for "Sample Account 1" is still stored // in UTC. // We will use the UTC value for "Sample Account 1", and apply the conversion rule to // display a different date than what CRM converts and displays by default. newAccount1 = _serviceProxy.Retrieve(newAccount1.LogicalName, _account1ID, attributes1); newAccount2 = _serviceProxy.Retrieve(newAccount2.LogicalName, _account2ID, attributes2); Console.WriteLine("Retrieving date and time value for both the account records..."); Console.WriteLine("'{0}': {1}", newAccount1.GetAttributeValue <String>("name"), newAccount1.GetAttributeValue <DateTime>("new_sampledatetimeattribute")); Console.WriteLine("'{0}': {1}\n", newAccount2.GetAttributeValue <String>("name"), newAccount2.GetAttributeValue <DateTime>("new_sampledatetimeattribute")); Console.WriteLine("The behavior is displayed as DateOnly when retrieved\nfor existing record ({0}) as well.", newAccount1.Attributes["name"]); Console.WriteLine("We will now convert the UTC value in the DB for '{0}'.\n", newAccount1.Attributes["name"]); }
public static EntityMetadata ToEntityMetadata(this EntityDefinition entityDefinition) { var metadata = new EntityMetadata { LogicalName = entityDefinition.EntityName, LogicalCollectionName = entityDefinition.EntityCollectionName, IsActivity = entityDefinition.PrimaryIdAttributeName == "activityid", }; foreach (var attributeName in entityDefinition.AttributeNames) { AttributeMetadata attribute = null; switch (entityDefinition.GetAttributeType(attributeName)) { case AttributeTypeCode.Boolean: attribute = new BooleanAttributeMetadata(); break; case AttributeTypeCode.Customer: case AttributeTypeCode.Owner: case AttributeTypeCode.Lookup: var lookups = entityDefinition.GetCrmLookupAttributes(attributeName); attribute = new LookupAttributeMetadata { Targets = lookups.Select(l => l.TargetEntityName).Distinct().ToArray() }; break; case AttributeTypeCode.DateTime: DateTimeBehavior behavior; switch (entityDefinition.GetDateTimeBehavior(attributeName)) { case Model.DateTimeBehavior.UserLocal: behavior = DateTimeBehavior.UserLocal; break; case Model.DateTimeBehavior.DateOnly: behavior = DateTimeBehavior.DateOnly; break; case Model.DateTimeBehavior.TimeZoneIndependent: behavior = DateTimeBehavior.TimeZoneIndependent; break; default: throw new ArgumentOutOfRangeException(); } attribute = new DateTimeAttributeMetadata { DateTimeBehavior = behavior }; break; case AttributeTypeCode.Decimal: attribute = new DecimalAttributeMetadata { }; break; case AttributeTypeCode.Double: break; case AttributeTypeCode.Integer: break; case AttributeTypeCode.Memo: break; case AttributeTypeCode.Money: break; case AttributeTypeCode.PartyList: break; case AttributeTypeCode.Picklist: break; case AttributeTypeCode.State: break; case AttributeTypeCode.Status: break; case AttributeTypeCode.String: break; case AttributeTypeCode.Uniqueidentifier: break; case AttributeTypeCode.CalendarRules: break; case AttributeTypeCode.Virtual: break; case AttributeTypeCode.BigInt: break; case AttributeTypeCode.ManagedProperty: break; case AttributeTypeCode.EntityName: break; default: throw new ArgumentOutOfRangeException(); } if (attribute != null) { metadata.SetAttribute(attribute); } } return(metadata); }
private AttributeMetadata GetAttributeMetadata(string type, string logicalname, string displayname, AttributeRequiredLevel requiredlevel) { AttributeMetadata attribute = null; if (type != null) { switch (type.ToLower()) { case "boolean": attribute = new BooleanAttributeMetadata { // Set extended properties OptionSet = new BooleanOptionSetMetadata( new OptionMetadata(new Label("True", languageCode), 1), new OptionMetadata(new Label("False", languageCode), 0) ) }; break; case "datetime": // Create a date time attribute attribute = new DateTimeAttributeMetadata { // Set extended properties Format = DateTimeFormat.DateOnly, ImeMode = ImeMode.Disabled }; break; case "double": // Create a decimal attribute attribute = new DecimalAttributeMetadata { // Set extended properties MaxValue = 100, MinValue = 0, Precision = 1 }; break; case "integer": // Create a integer attribute attribute = new IntegerAttributeMetadata { // Set extended properties Format = IntegerFormat.None, MaxValue = 100, MinValue = 0 }; break; case "memo": // Create a memo attribute attribute = new MemoAttributeMetadata { // Set extended properties Format = StringFormat.TextArea, ImeMode = ImeMode.Disabled, MaxLength = 500 }; break; case "money": // Create a money attribute MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata { // Set extended properties MaxValue = 1000.00, MinValue = 0.00, Precision = 1, PrecisionSource = 1, ImeMode = ImeMode.Disabled }; break; case "picklist": // Create a picklist attribute attribute = new PicklistAttributeMetadata { // Set extended properties // Build local picklist options OptionSet = new OptionSetMetadata { IsGlobal = false, OptionSetType = OptionSetType.Picklist } }; break; case "string": // Create a string attribute attribute = new StringAttributeMetadata { // Set extended properties MaxLength = 100 }; break; default: throw new ArgumentException(string.Format("Unexpected attribute type: {0}", type)); } // Set base properties attribute.SchemaName = logicalname; attribute.DisplayName = new Label(displayname, languageCode); attribute.RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredlevel); } return(attribute); }
public void CreateOrUpdateDateAttribute(string schemaName, string displayName, string description, bool isRequired, bool audit, bool searchable, string recordType, bool includeTime) { DateTimeAttributeMetadata metadata; if (FieldExists(schemaName, recordType)) metadata = (DateTimeAttributeMetadata) GetFieldMetadata(schemaName, recordType); else metadata = new DateTimeAttributeMetadata(); SetCommon(metadata, schemaName, displayName, description, isRequired, audit, searchable); metadata.Format = includeTime ? DateTimeFormat.DateAndTime : DateTimeFormat.DateOnly; CreateOrUpdateAttribute(schemaName, recordType, metadata); }
private IEnumerable <string> checkDifferenceAttributeMetadata(AttributeMetadata originalAttributeMetadata, AttributeMetadata readAttributeMetadata) { List <string> attributesToUpdate = checkGlobalDifferenceAttributeMetadata(originalAttributeMetadata, readAttributeMetadata); switch (originalAttributeMetadata.AttributeType) { case AttributeTypeCode.Integer: IntegerAttributeMetadata intattrMetadata = originalAttributeMetadata as IntegerAttributeMetadata; attributesToUpdate.AddRange(checkDifferenceIntegerAttribute(intattrMetadata, readAttributeMetadata as IntegerAttributeMetadata)); originalAttributeMetadata = intattrMetadata; break; case AttributeTypeCode.DateTime: DateTimeAttributeMetadata dateattrMetadata = originalAttributeMetadata as DateTimeAttributeMetadata; attributesToUpdate.AddRange(checkDifferenceDateTimeAttribute(dateattrMetadata, readAttributeMetadata as DateTimeAttributeMetadata)); originalAttributeMetadata = dateattrMetadata; break; case AttributeTypeCode.String: StringAttributeMetadata strattrMetadata = originalAttributeMetadata as StringAttributeMetadata; attributesToUpdate.AddRange(checkDifferenceStringAttribute(strattrMetadata, readAttributeMetadata as StringAttributeMetadata)); originalAttributeMetadata = strattrMetadata; break; case AttributeTypeCode.Picklist: PicklistAttributeMetadata pklattrMetadata = originalAttributeMetadata as PicklistAttributeMetadata; attributesToUpdate.AddRange(checkDifferencePicklistAttribute(pklattrMetadata, readAttributeMetadata as PicklistAttributeMetadata)); originalAttributeMetadata = pklattrMetadata; break; case AttributeTypeCode.Memo: MemoAttributeMetadata memattrMetadata = originalAttributeMetadata as MemoAttributeMetadata; attributesToUpdate.AddRange(checkDifferenceMemoAttribute(memattrMetadata, readAttributeMetadata as MemoAttributeMetadata)); originalAttributeMetadata = memattrMetadata; break; case AttributeTypeCode.Double: DoubleAttributeMetadata dblattrMetadata = originalAttributeMetadata as DoubleAttributeMetadata; attributesToUpdate.AddRange(checkDifferenceDoubleAttribute(dblattrMetadata, readAttributeMetadata as DoubleAttributeMetadata)); originalAttributeMetadata = dblattrMetadata; break; case AttributeTypeCode.Decimal: DecimalAttributeMetadata dcmattrMetadata = originalAttributeMetadata as DecimalAttributeMetadata; attributesToUpdate.AddRange(checkDifferenceDecimalAttribute(dcmattrMetadata, readAttributeMetadata as DecimalAttributeMetadata)); originalAttributeMetadata = dcmattrMetadata; break; case AttributeTypeCode.Boolean: BooleanAttributeMetadata blnattrMetadata = originalAttributeMetadata as BooleanAttributeMetadata; attributesToUpdate.AddRange(checkDifferenceBooleanAttribute(blnattrMetadata, readAttributeMetadata as BooleanAttributeMetadata)); originalAttributeMetadata = blnattrMetadata; break; case AttributeTypeCode.Money: MoneyAttributeMetadata mnyattrMetadata = originalAttributeMetadata as MoneyAttributeMetadata; attributesToUpdate.AddRange(checkDifferenceMoneyAttribute(mnyattrMetadata, readAttributeMetadata as MoneyAttributeMetadata)); originalAttributeMetadata = mnyattrMetadata; break; } return(attributesToUpdate); }
public static AttributeMetadata SetMetadataType(string type, string prefix, string name) { AttributeMetadata value = new AttributeMetadata(); switch (type) { case "Single Line of Text": value = new StringAttributeMetadata(); ((StringAttributeMetadata)value).Format = Microsoft.Xrm.Sdk.Metadata.StringFormat.Text; ((StringAttributeMetadata)value).MaxLength = 100; break; case "Two Options": value = new BooleanAttributeMetadata(); ((BooleanAttributeMetadata)value).OptionSet = new BooleanOptionSetMetadata(new OptionMetadata( new Microsoft.Xrm.Sdk.Label("Yes", 1033), 10000), new OptionMetadata(new Microsoft.Xrm.Sdk.Label("No", 1033), 10001)); ((BooleanAttributeMetadata)value).DefaultValue = false; break; case "Whole Number": value = new IntegerAttributeMetadata(); ((IntegerAttributeMetadata)value).Format = Microsoft.Xrm.Sdk.Metadata.IntegerFormat.None; ((IntegerAttributeMetadata)value).MinValue = -2147483648; ((IntegerAttributeMetadata)value).MaxValue = 2147483647; break; case "Floating Point Number": value = new DoubleAttributeMetadata(); ((DoubleAttributeMetadata)value).Precision = 2; ((DoubleAttributeMetadata)value).MinValue = 0.00; ((DoubleAttributeMetadata)value).MaxValue = 1000000000.00; break; case "Decimal Number": value = new DecimalAttributeMetadata(); ((DecimalAttributeMetadata)value).Precision = 2; ((DecimalAttributeMetadata)value).MinValue = (decimal)0.00; ((DecimalAttributeMetadata)value).MaxValue = (decimal)1000000000.00; break; case "Currency": value = new MoneyAttributeMetadata(); ((MoneyAttributeMetadata)value).Precision = 4; ((MoneyAttributeMetadata)value).PrecisionSource = 2; ((MoneyAttributeMetadata)value).MinValue = 0.0000; ((MoneyAttributeMetadata)value).MaxValue = 1000000000.0000; break; case "Multiple Lines of Text": value = new MemoAttributeMetadata(); ((MemoAttributeMetadata)value).MaxLength = 2000; break; case "Date and Time": value = new DateTimeAttributeMetadata(); ((DateTimeAttributeMetadata)value).Format = Microsoft.Xrm.Sdk.Metadata.DateTimeFormat.DateOnly; break; } value.SchemaName = prefix + "_" + name.ToLower(); value.DisplayName = new Microsoft.Xrm.Sdk.Label(name, 1033); value.IsAuditEnabled = new BooleanManagedProperty(true); return(value); }
public void CreateAttribute(CrmServiceClient service, string entityname, List <DxEntityAttribute> entityAttributes) { #region Attribute Metadata StringAttributeMetadata dxStringAttributeMetadata = null; DecimalAttributeMetadata dxDecimalAttributeMetadata = null; IntegerAttributeMetadata dxIntegerAttributeMetadata = null; MoneyAttributeMetadata dxMoneyAttributeMetadata = null; DateTimeAttributeMetadata dxDateTimeAttributeMetadata = null; #endregion AttributeMetadata attributeMetadata = null; foreach (DxEntityAttribute dxEntityAttribute in entityAttributes) { switch (dxEntityAttribute.PType) { case 1: dxStringAttributeMetadata = new StringAttributeMetadata { SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")), dxEntityAttribute.PSchemaName.ToLower().Trim()), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), MaxLength = dxEntityAttribute.StringAttribute.PMaxLength, FormatName = dxEntityAttribute.StringAttribute.PStringFormatName, DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082), Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082), }; attributeMetadata = dxStringAttributeMetadata; break; case 2: dxDecimalAttributeMetadata = new DecimalAttributeMetadata { SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")), dxEntityAttribute.PSchemaName.ToLower().Trim()), DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082), Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), MaxValue = dxEntityAttribute.DecimalAttribute.PMaxValue, MinValue = dxEntityAttribute.DecimalAttribute.PMinValue, Precision = dxEntityAttribute.DecimalAttribute.PPrecision }; attributeMetadata = dxDecimalAttributeMetadata; break; case 3: dxIntegerAttributeMetadata = new IntegerAttributeMetadata { SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")), dxEntityAttribute.PSchemaName.ToLower().Trim()), DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082), Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), MaxValue = dxEntityAttribute.IntegerAttribute.PMaxValue, MinValue = dxEntityAttribute.IntegerAttribute.PMinValue, Format = dxEntityAttribute.IntegerAttribute.PFormat }; attributeMetadata = dxIntegerAttributeMetadata; break; case 4: dxMoneyAttributeMetadata = new MoneyAttributeMetadata { SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")), dxEntityAttribute.PSchemaName.ToLower().Trim()), DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082), Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), MaxValue = dxEntityAttribute.MoneyAttribute.PMaxValue, MinValue = dxEntityAttribute.MoneyAttribute.PMinValue, Precision = dxEntityAttribute.MoneyAttribute.PPrecision, PrecisionSource = dxEntityAttribute.MoneyAttribute.PPrecisionSource, ImeMode = dxEntityAttribute.MoneyAttribute.PImeMode }; attributeMetadata = dxMoneyAttributeMetadata; break; case 5: dxDateTimeAttributeMetadata = new DateTimeAttributeMetadata { SchemaName = String.Format("{0}_{1}", entityname.Substring(0, entityname.IndexOf("_")), dxEntityAttribute.PSchemaName.ToLower().Trim()), DisplayName = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDisplayName, 3082), Description = new Microsoft.Xrm.Sdk.Label(dxEntityAttribute.PDescription, 3082), RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None), Format = dxEntityAttribute.DateTimeAttribute.PFormat, ImeMode = dxEntityAttribute.DateTimeAttribute.PImeMode }; attributeMetadata = dxDateTimeAttributeMetadata; break; } CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest { EntityName = entityname, Attribute = attributeMetadata, }; service.OrganizationServiceProxy.Execute(createBankNameAttributeRequest); } }
private DateTimeAttributeMetadata CreateDateTimeAttributeMetadata(AttributeTemplate attributeTemplate) { var dateTimeAttributeMetadata = new DateTimeAttributeMetadata { Format = attributeTemplate.DateTimeFormat == default(DateTimeFormat?) ? DefaultConfiguration.DefaultDateTimeFormat : attributeTemplate.DateTimeFormat }; return dateTimeAttributeMetadata; }
private RetrieveAttributeResponse ExecuteInternal(RetrieveAttributeRequest request) { var response = new RetrieveAttributeResponse(); var entityType = CrmServiceUtility.GetEarlyBoundProxyAssembly().GetTypes().FirstOrDefault(t => t.GetCustomAttribute <EntityLogicalNameAttribute>(true)?.LogicalName == request.EntityLogicalName); var propertyTypes = entityType?.GetProperties() .Where(p => p.GetCustomAttribute <AttributeLogicalNameAttribute>()?.LogicalName == request.LogicalName ).Select(p => p.PropertyType.IsGenericType ? p.PropertyType.GenericTypeArguments.First() : p.PropertyType).ToList(); var propertyType = propertyTypes?.Count == 1 ? propertyTypes[0] : propertyTypes?.FirstOrDefault(p => p != typeof(OptionSetValue) && p != typeof(EntityReference)); // Handle OptionSets/EntityReferences that may have multiple properties if (propertyType == null) { throw new Exception($"Unable to find a property for Entity {request.EntityLogicalName} and property {request.LogicalName} in {CrmServiceUtility.GetEarlyBoundProxyAssembly().FullName}"); } AttributeMetadata metadata; if (propertyType.IsEnum || propertyTypes.Any(p => p == typeof(OptionSetValue))) { metadata = CreateOptionSetAttributeMetadata(request, propertyType); } else if (propertyType == typeof(string)) { metadata = new StringAttributeMetadata(request.LogicalName); } else if (propertyTypes.Any(p => p == typeof(EntityReference))) { metadata = new LookupAttributeMetadata { LogicalName = request.LogicalName }; } #if !XRM_2013 else if (propertyType == typeof(Guid)) { metadata = new UniqueIdentifierAttributeMetadata { LogicalName = request.LogicalName }; } #endif else if (propertyType == typeof(bool)) { metadata = new BooleanAttributeMetadata { LogicalName = request.LogicalName }; } else if (propertyType == typeof(Money)) { metadata = new MoneyAttributeMetadata { LogicalName = request.LogicalName }; } else if (propertyType == typeof(int)) { metadata = new IntegerAttributeMetadata { LogicalName = request.LogicalName }; } else if (propertyType == typeof(long)) { metadata = new BigIntAttributeMetadata { LogicalName = request.LogicalName }; } else if (propertyType == typeof(DateTime)) { metadata = new DateTimeAttributeMetadata { LogicalName = request.LogicalName }; } else if (propertyType == typeof(double)) { metadata = new DoubleAttributeMetadata { LogicalName = request.LogicalName }; } else if (propertyType == typeof(decimal)) { metadata = new DecimalAttributeMetadata { LogicalName = request.LogicalName }; } else { throw new NotImplementedException($"Attribute Type of {propertyType.FullName} is not implemented."); } response.Results["AttributeMetadata"] = metadata; return(response); }
public DateTimeAttributeMetadataInfo(DateTimeAttributeMetadata amd) : base(amd) { this.amd = amd; }
public void CreateCRMAttribute(DataRow record) { string result = string.Empty; try { #region # Read From Datatable # AttributeMetadata createMetadata = new AttributeMetadata(); bool isGlobal = false; AttributeRequiredLevel requirementLevel = AttributeRequiredLevel.None; string reqLevelText = ""; int precisionSource = 0; int currencyPrecision = 2; if (record["RequiredLevel"] != null && !string.IsNullOrEmpty(Convert.ToString(record["RequiredLevel"]))) { reqLevelText = Convert.ToString(record["RequiredLevel"]).ToLower(); requirementLevel = reqLevelText == "required" ? AttributeRequiredLevel.ApplicationRequired : AttributeRequiredLevel.Recommended; } reqLevelText = record["Attribute Type"].ToString().ToLower(); string attributeSchemaName = record["Attribute Schema Name"].ToString().ToLower(); string optionSetValues = record["Option Set Values"].ToString().ToLower(); string attributeDisplayName = record["Attribute Display Name"].ToString().ToLower(); string attributeDiscription = record["Description"].ToString().ToLower(); bool boolDefaultValue = record["Default Value"].ToString().ToLower() == "yes"?true:false; Microsoft.Xrm.Sdk.Metadata.StringFormat stringFormat = GetStringFormat(record["String Format"].ToString().ToLower()); int stringLength = record["String Length"] != null && !string.IsNullOrEmpty(Convert.ToString(record["String Length"])) && Convert.ToInt32(record["String Length"].ToString()) <= 4000? Convert.ToInt32(record["String Length"].ToString()) : 4000; Microsoft.Xrm.Sdk.Metadata.DateTimeFormat dateFormat = record["Date Type Format"] != null && !string.IsNullOrEmpty(record["Date Type Format"].ToString()) ? GetDateFormat(record["Date Type Format"].ToString().ToLower()):DateTimeFormat.DateAndTime; Microsoft.Xrm.Sdk.Metadata.IntegerFormat integerFormt = record["Integer Format"] != null && !string.IsNullOrEmpty(record["Integer Format"].ToString()) ? GetIntegerFormat(record["Integer Format"].ToString().ToLower()) : IntegerFormat.None; Double intMinValue = record["Integer Minimum Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Integer Minimum Value"])) && Convert.ToDouble(record["Integer Minimum Value"].ToString()) <= 2147483647 && Convert.ToDouble(record["Integer Minimum Value"].ToString()) >= -2147483647 ? Convert.ToDouble(record["Integer Minimum Value"].ToString()) : -2147483648; Double intMaxValue = record["Integer Maximum Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Integer Maximum Value"])) && Convert.ToDouble(record["Integer Maximum Value"].ToString()) <= 2147483647 && Convert.ToDouble(record["Integer Maximum Value"].ToString()) >= -2147483647 ? Convert.ToDouble(record["Integer Maximum Value"].ToString()) : 2147483647; int floatingPrecision = record["Floating Number Precision"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Floating Number Precision"])) ? Convert.ToInt32(record["Floating Number Precision"].ToString()) : 2; Double floatMinValue = record["Float Min Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Float Min Value"])) && Convert.ToDouble(record["Float Min Value"].ToString()) >= 0 && Convert.ToDouble(record["Float Min Value"].ToString()) <= 1000000000 ? Convert.ToDouble(record["Float Min Value"].ToString()) : 0; Double floatMaxValue = record["Float Max Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Float Max Value"])) && Convert.ToDouble(record["Float Max Value"].ToString()) >= 0 && Convert.ToDouble(record["Float Max Value"].ToString()) <= 1000000000 ? Convert.ToDouble(record["Float Max Value"].ToString()) : 1000000000; int decimalPrecision = record["Decimal Precision"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Decimal Precision"])) ? Convert.ToInt32(record["Decimal Precision"].ToString()) : 2; Decimal decimalMinValue = record["Decimal Min Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Decimal Min Value"])) && Convert.ToDecimal(record["Decimal Min Value"].ToString()) >= -100000000000 && Convert.ToDecimal(record["Decimal Min Value"].ToString()) <= 100000000000 ? Convert.ToDecimal(record["Decimal Min Value"].ToString()) : -100000000000; Decimal decimalMaxValue = record["Decimsl Max Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Decimsl Max Value"])) && Convert.ToDecimal(record["Decimsl Max Value"].ToString()) >= -100000000000 && Convert.ToDecimal(record["Decimsl Max Value"].ToString()) <= 100000000000 ? Convert.ToDecimal(record["Decimsl Max Value"].ToString()) : 100000000000; Double currencyMinValue = record["Currency Min Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Currency Min Value"])) && Convert.ToDouble(record["Currency Min Value"].ToString()) >= -922337203685477 && Convert.ToDouble(record["Currency Min Value"].ToString()) <= 922337203685477 ? Convert.ToDouble(record["Currency Min Value"].ToString()) : -922337203685477; Double currencyMaxValue = record["Currency Max Value"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Currency Max Value"])) && Convert.ToDouble(record["Currency Max Value"].ToString()) >= -922337203685477 && Convert.ToDouble(record["Currency Max Value"].ToString()) <= 922337203685477 ? Convert.ToDouble(record["Currency Max Value"].ToString()) : 922337203685477; Microsoft.Xrm.Sdk.Metadata.ImeMode imeMode = GetIMEMode(record["IME Mode"].ToString().ToLower()); if (record["Currency precision"] != null && !string.IsNullOrEmpty(Convert.ToString(record["Currency precision"]).ToLower())) { switch (Convert.ToString(record["Currency precision"]).ToLower().Trim()) { case "pricing decimal precision": precisionSource = 1; break; case "currency precision": precisionSource = 2; break; default: currencyPrecision = Convert.ToInt32(Convert.ToString(record["Currency precision"])); break; } } bool isAuditEnabled = record["AuditEnable"] != null && record["AuditEnable"].ToString().ToLower() == "yes" ? true : false; bool isValidForAdvancFind = record["IsValidForAdvancedFind"] != null && record["IsValidForAdvancedFind"].ToString().ToLower() == "yes" ? true : false; #endregion # Read From Datatable # switch (reqLevelText.ToLower().Trim()) { case "boolean": // Create a boolean attribute createMetadata = new BooleanAttributeMetadata { SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), // Set extended properties OptionSet = new BooleanOptionSetMetadata( new OptionMetadata(new Microsoft.Xrm.Sdk.Label("Yes", _languageCode), 1), new OptionMetadata(new Microsoft.Xrm.Sdk.Label("No", _languageCode), 0) ), DefaultValue = boolDefaultValue, IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled), IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind), }; break; case "date and time": createMetadata = new DateTimeAttributeMetadata { // Set base properties SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), // Set extended properties Format = dateFormat, ImeMode = imeMode, IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled), IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind), }; break; case "multiple line of text": createMetadata = new MemoAttributeMetadata { // Set base properties SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), // Set extended properties ImeMode = imeMode, IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled), IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind), MaxLength = stringLength }; break; case "whole number": createMetadata = new IntegerAttributeMetadata { // Set base properties SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), // Set extended properties // ImeMode = imeMode,// in crm 2016 ths feature is there // Set extended properties Format = IntegerFormat.None, MaxValue = Convert.ToInt32(intMaxValue), MinValue = Convert.ToInt32(intMinValue), IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled), IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind) }; break; case "floating point number": createMetadata = new DoubleAttributeMetadata { SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), MaxValue = floatMaxValue, MinValue = floatMinValue, Precision = floatingPrecision, IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled), IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind), ImeMode = imeMode }; break; case "decimal number": createMetadata = new DecimalAttributeMetadata { SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), MaxValue = decimalMaxValue, MinValue = decimalMinValue, Precision = decimalPrecision, IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled), IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind), ImeMode = imeMode }; break; case "currency": createMetadata = new MoneyAttributeMetadata { SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), MaxValue = currencyMaxValue, MinValue = currencyMinValue, Precision = currencyPrecision, PrecisionSource = precisionSource, ImeMode = imeMode }; break; case "option set": OptionMetadataCollection optionMetadataCollection = GetOptionMetadata(optionSetValues); OptionSetMetadata Optionmedata = new OptionSetMetadata(); if (optionMetadataCollection != null && optionMetadataCollection.Count() > 0) { Optionmedata.Options.AddRange(optionMetadataCollection); } Optionmedata.IsGlobal = isGlobal; Optionmedata.OptionSetType = OptionSetType.Picklist; createMetadata = new PicklistAttributeMetadata { SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), OptionSet = Optionmedata }; break; case "single line of text": createMetadata = new StringAttributeMetadata { SchemaName = attributeSchemaName, DisplayName = new Microsoft.Xrm.Sdk.Label(attributeDisplayName, _languageCode), RequiredLevel = new AttributeRequiredLevelManagedProperty(requirementLevel), Description = new Microsoft.Xrm.Sdk.Label(attributeDiscription, _languageCode), // Set extended properties ImeMode = imeMode, IsAuditEnabled = new BooleanManagedProperty(isAuditEnabled), IsValidForAdvancedFind = new BooleanManagedProperty(isValidForAdvancFind), MaxLength = stringLength }; break; } CreateAttributeRequest request = new CreateAttributeRequest { Attribute = createMetadata, EntityName = ApplicationSetting.SelectedEntity.LogicalName }; try { Service.Execute(request); result = "Success"; } catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> ex) { result = ex.Message; } catch (Exception ex) { result = ex.Message; } } catch (Exception ex) { result = ex.Message; } }
private static UpdateFormulaResponse UpdateInternal(DateTimeAttributeMetadata att, AttributeMetadata from, AttributeMetadata to) { return UpdateForumlaDefinition(att, from, to); }