private Entity GetPrimaryContactAndSetCompanyName() { if (OpenOpportunity == null) { return(null); } Entity primaryContact = null; var customer = OpenOpportunity.GetAttributeValue <EntityReference>("customerid"); if (customer.LogicalName == "account") { var account = XrmContext.CreateQuery("account").First(a => a.GetAttributeValue <Guid>("accountid") == customer.Id); CompanyName.Text = account.GetAttributeValue <string>("name"); primaryContact = account.GetRelatedEntity(XrmContext, new Relationship("account_primary_contact")); var channelPermission = XrmContext.GetChannelAccessByContact(Contact); var channelWriteAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false)); var channelReadAccess = (channelPermission != null && channelPermission.GetAttributeValue <bool?>("adx_read").GetValueOrDefault(false)); var parentAccount = (account.GetAttributeValue <EntityReference>("msa_managingpartnerid") != null) ? XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == account.GetAttributeValue <EntityReference>("msa_managingpartnerid").Id) : null; if (parentAccount != null && ((channelPermission != null && channelPermission.GetAttributeValue <EntityReference>("adx_accountid") != null) && channelPermission.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference())) && (parentAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode") != null && parentAccount.GetAttributeValue <OptionSetValue>("accountclassificationcode").Value == 100000000)) { if (channelWriteAccess) { CompanyName.Text = string.Format(@"<a href=""{0}"" class=""Edit"">{1}</a>", HttpUtility.HtmlEncode(EditAccountUrl(account.GetAttributeValue <Guid>("accountid"))), HttpUtility.HtmlEncode(CompanyName.Text)); } else if (channelReadAccess) { CompanyName.Text = string.Format(@"<a href=""{0}"" class=""Edit"">{1}</a>", HttpUtility.HtmlEncode(ReadOnlyAccountUrl(account.GetAttributeValue <Guid>("accountid"))), HttpUtility.HtmlEncode(CompanyName.Text)); } } //CompanyName.Attributes.Add("style", "white-space: nowrap;"); } else if (customer.LogicalName == "contact") { primaryContact = XrmContext.CreateQuery("contact").First(c => c.GetAttributeValue <Guid>("contactid") == customer.Id); var account = primaryContact.GetRelatedEntity(XrmContext, new Relationship("account_primary_contact")); CompanyName.Text = account != null?account.GetAttributeValue <string>("name") : primaryContact.GetAttributeValue <string>("adx_organizationname"); } return(primaryContact); }
protected void Page_Load(object sender, EventArgs e) { RedirectToLoginIfAnonymous(); if (ContactToEdit == null) { RecordNotFoundError.Visible = true; ManagePermissions.Visible = false; return; } var parentAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id); var accountAccessPermissions = parentAccount == null ? new List <Entity>() : ServiceContext.GetAccountAccessByContact(Contact).ToList(); var accountAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : accountAccessPermissions.Where(a => a.GetAttributeValue <EntityReference>("adx_accountid") != null && a.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference())).ToList(); var contactAccessPermissions = parentAccount == null ? new List <Entity>() : XrmContext.GetContactAccessByContact(Contact).ToList(); var contactAccessPermissionsForParentAccount = parentAccount == null ? new List <Entity>() : contactAccessPermissions.Where(c => c.GetAttributeValue <EntityReference>("adx_accountid") != null && c.GetAttributeValue <EntityReference>("adx_accountid").Equals(parentAccount.ToEntityReference()) && c.GetAttributeValue <OptionSetValue>("adx_scope").Value == (int)Enums.ContactAccessScope.Account).ToList(); var channelPermissions = XrmContext.GetChannelAccessByContact(Contact); var opportunityPermissions = XrmContext.GetOpportunityAccessByContact(Contact).FirstOrDefault(); var contactToEditOpportunityPermissions = XrmContext.CreateQuery("adx_opportunitypermissions").FirstOrDefault(c => c.GetAttributeValue <EntityReference>("adx_contactid") != null && c.GetAttributeValue <EntityReference>("adx_contactid").Equals(ContactToEdit.ToEntityReference())); var contactToEditChannelPermissions = XrmContext.CreateQuery("adx_channelpermissions").FirstOrDefault(c => c.GetAttributeValue <EntityReference>("adx_contactid") != null && c.GetAttributeValue <EntityReference>("adx_contactid").Equals(ContactToEdit.ToEntityReference())); var canEditContacts = false; var canManagePermissions = false; var canEditChannelPermissions = channelPermissions != null; var canEditOpportunityPermissions = opportunityPermissions != null; if (parentAccount == null) { ManagePermissions.Visible = false; NoParentAccountError.Visible = true; return; } if (!accountAccessPermissions.Any()) { ManagePermissions.Visible = false; NoAccountAccessPermissionsRecordError.Visible = true; return; } if (!accountAccessPermissionsForParentAccount.Any()) { ManagePermissions.Visible = false; NoAccountAccessPermissionsForParentAccountError.Visible = true; return; } if (!contactAccessPermissions.Any()) { ManagePermissions.Visible = false; NoContactAccessPermissionsRecordError.Visible = true; return; } if (!contactAccessPermissionsForParentAccount.Any()) { ManagePermissions.Visible = false; NoContactAccessPermissionsForParentAccountError.Visible = true; return; } foreach (var access in accountAccessPermissionsForParentAccount) { if (access.GetAttributeValue <bool?>("adx_managepermissions").GetValueOrDefault(false)) { canManagePermissions = true; } } if (!canManagePermissions) { ManagePermissions.Visible = false; AccountAccessManagePermissionsDeniedError.Visible = true; return; } foreach (var access in contactAccessPermissionsForParentAccount) { if (access.GetAttributeValue <bool?>("adx_write").GetValueOrDefault(false)) { canEditContacts = true; } } if (!canEditContacts) { ManagePermissions.Visible = false; ContactAccessPermissionsError.Visible = true; return; } if (channelPermissions == null && opportunityPermissions == null) { ManagePermissions.Visible = false; NoPermissionsError.Visible = true; return; } if (contactToEditOpportunityPermissions == null & contactToEditChannelPermissions == null) { ManagePermissions.Visible = false; PermissionsRecordsForContactEditNotFoundError.Visible = true; return; } if (!canEditOpportunityPermissions) { OpportunityPermissions.Visible = false; NoOpportunityPermissionsRecordWarning.Visible = true; } else { if (contactToEditOpportunityPermissions == null) { OpportunityPermissions.Visible = false; OpportunityPermissionsRecordForContactEditNotFoundError.Visible = true; } else { var opportunityPermissionsFormViewDataSource = new CrmDataSource { ID = "OpportunityPermissionsFormViewDataSource", CrmDataContextName = OpportunityPermissionsFormView.ContextName }; var opportunityPermissionsFetchXml = string.Format( "<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>", "adx_opportunitypermissions", "adx_opportunitypermissionsid", contactToEditOpportunityPermissions.Id); opportunityPermissionsFormViewDataSource.FetchXml = opportunityPermissionsFetchXml; OpportunityPermissions.Controls.Add(opportunityPermissionsFormViewDataSource); OpportunityPermissionsFormView.DataSourceID = "OpportunityPermissionsFormViewDataSource"; } } if (!canEditChannelPermissions) { ChannelPermissions.Visible = false; NoChannelPermissionsRecordWarning.Visible = true; } else { if (contactToEditChannelPermissions == null) { ChannelPermissions.Visible = false; ChannelPermissionsRecordForContactEditNotFoundError.Visible = true; } else { var channelPermissionsFormViewDataSource = new CrmDataSource { ID = "ChannelPermissionsWebViewDataSource", CrmDataContextName = ChannelPermissionsFormView.ContextName }; var channelPermissionsFetchXml = string.Format( "<fetch mapping='logical'><entity name='{0}'><all-attributes /><filter type='and'><condition attribute = '{1}' operator='eq' value='{{{2}}}'/></filter></entity></fetch>", "adx_channelpermissions", "adx_channelpermissionsid", contactToEditChannelPermissions.Id); channelPermissionsFormViewDataSource.FetchXml = channelPermissionsFetchXml; ChannelPermissions.Controls.Add(channelPermissionsFormViewDataSource); ChannelPermissionsFormView.DataSourceID = "ChannelPermissionsWebViewDataSource"; } } if (!IsPostBack) { SetControlValues(contactToEditOpportunityPermissions, contactToEditChannelPermissions); } EnableControlsBasedOnPartnerAccess(opportunityPermissions, channelPermissions); }