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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\BusinessDataModel\BusinessManagement | ValidateAndSetState.cs | Tue Dec 20 19:51:44 2016 UTC |
| 2 | Wed Feb 1 19:56:24 2017 UTC |
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| 1 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 2 | // This f ile is par t of the M icrosoft D ynamics CR M SDK code samples. | |||||
| 3 | // | |||||
| 4 | // Copyri ght (C) Mi crosoft Co rporation. All righ ts reserve d. | |||||
| 5 | // | |||||
| 6 | // This s ource code is intend ed only as a supplem ent to Mic rosoft | |||||
| 7 | // Develo pment Tool s and/or o n-line doc umentation . See the se other | |||||
| 8 | // materi als for de tailed inf ormation r egarding M icrosoft c ode sample s. | |||||
| 9 | // | |||||
| 10 | // THIS C ODE AND IN FORMATION ARE PROVID ED "AS IS" WITHOUT W ARRANTY OF ANY | |||||
| 11 | // KIND, EITHER EXP RESSED OR IMPLIED, I NCLUDING B UT NOT LIM ITED TO TH E | |||||
| 12 | // IMPLIE D WARRANTI ES OF MERC HANTABILIT Y AND/OR F ITNESS FOR A | |||||
| 13 | // PARTIC ULAR PURPO SE. | |||||
| 14 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 15 | ||||||
| 16 | //<snippet ValidateAn dSetState> | |||||
| 17 | ||||||
| 18 | using Syst em; | |||||
| 19 | using Syst em.Service Model; | |||||
| 20 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 21 | using Micr osoft.Xrm. Sdk; | |||||
| 22 | using Micr osoft.Xrm. Sdk.Client ; | |||||
| 23 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 24 | ||||||
| 25 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 26 | { | |||||
| 27 | /// <s ummary> | |||||
| 28 | /// T his sample shows how to valida te an inte nded state change on an entity record. | |||||
| 29 | /// T his sample will also show how to set the state on the entity record. | |||||
| 30 | /// </ summary> | |||||
| 31 | /// <r emarks> | |||||
| 32 | /// At run-time, you will be given t he option to delete all the | |||||
| 33 | /// da tabase rec ords creat ed by this program. | |||||
| 34 | /// </ remarks> | |||||
| 35 | public class Val idateAndSe tState | |||||
| 36 | { | |||||
| 37 | #r egion Clas s Level Me mbers | |||||
| 38 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 39 | pr ivate Guid _caseCust omerId; | |||||
| 40 | pr ivate Guid _caseInci dentId; | |||||
| 41 | #e ndregion | |||||
| 42 | ||||||
| 43 | #r egion How To Sample Code | |||||
| 44 | // / <summary > | |||||
| 45 | // / This met hod first connects t o the Orga nization s ervice. Af terwards, a | |||||
| 46 | // / case is created. T he IsValid StateTrans ition is u sed to tes t if a sta te change | |||||
| 47 | // / is valid . The case is closed , re-opene d and then closed wi th SetStat e. | |||||
| 48 | // / </summar y> | |||||
| 49 | // / <param n ame="serve rConfig">C ontains se rver conne ction info rmation.</ param> | |||||
| 50 | // / <param n ame="promp tforDelete ">When Tru e, the use r will be prompted t o delete a ll | |||||
| 51 | // / created entities.< /param> | |||||
| 52 | pu blic void Run(Server Connection .Configura tion serve rConfig, | |||||
| 53 | bool pro mptForDele te) | |||||
| 54 | { | |||||
| 55 | using (_ servicePro xy = new O rganizatio nServicePr oxy(server Config.Org anizationU ri, server Config.Hom eRealmUri, serverConf ig.Credent ials, serv erConfig.D eviceCrede ntials)) | |||||
| 56 | { | |||||
| 57 | // T his statem ent is req uired to e nable earl y-bound ty pe support . | |||||
| 58 | _ser viceProxy. EnableProx yTypes(); | |||||
| 59 | ||||||
| 60 | //Cr eate the C ontact and Incident required f or this sa mple. | |||||
| 61 | Crea teRequired Records(); | |||||
| 62 | ||||||
| 63 | //<s nippetIsVa lidStateTr ansition> | |||||
| 64 | // C reate an E ntityRefer ence to re present an open case | |||||
| 65 | Enti tyReferenc e caseRefe rence = ne w EntityRe ference() | |||||
| 66 | { | |||||
| 67 | LogicalNam e = Incide nt.EntityL ogicalName , | |||||
| 68 | Id = _case IncidentId | |||||
| 69 | }; | |||||
| 70 | ||||||
| 71 | IsVa lidStateTr ansitionRe quest chec kState = | |||||
| 72 | new IsVali dStateTran sitionRequ est(); | |||||
| 73 | ||||||
| 74 | // S et the tra nsition re quest to a n open cas e | |||||
| 75 | chec kState.Ent ity = case Reference; | |||||
| 76 | ||||||
| 77 | // C heck to se e if a new state of "resolved" and | |||||
| 78 | // a new statu s of "prob lem solved " are vali d | |||||
| 79 | chec kState.New State = In cidentStat e.Resolved .ToString( ); | |||||
| 80 | chec kState.New Status = ( int)incide nt_statusc ode.Proble mSolved; | |||||
| 81 | ||||||
| 82 | // E xecute the request | |||||
| 83 | IsVa lidStateTr ansitionRe sponse che ckStateRes ponse = | |||||
| 84 | (IsValidSt ateTransit ionRespons e)_service Proxy.Exec ute(checkS tate); | |||||
| 85 | //</ snippetIsV alidStateT ransition> | |||||
| 86 | ||||||
| 87 | // H andle the response | |||||
| 88 | if ( checkState Response.I sValid) | |||||
| 89 | { | |||||
| 90 | String cha ngeAnswer = "y"; // default to "y" unles s promptin g for dele te | |||||
| 91 | if (prompt ForDelete) | |||||
| 92 | { | |||||
| 93 | // The case can be closed | |||||
| 94 | Consol e.WriteLin e("Validat e State Re quest retu rned that the case " + | |||||
| 95 | "can be closed."); | |||||
| 96 | Consol e.Write("\ nDo you wa nt to chan ge the rec ord state? " + | |||||
| 97 | "(y/n) [ y]: "); | |||||
| 98 | change Answer = C onsole.Rea dLine(); | |||||
| 99 | Consol e.WriteLin e(); | |||||
| 100 | } | |||||
| 101 | ||||||
| 102 | if (change Answer.Sta rtsWith("y ") || chan geAnswer.S tartsWith( "Y") | |||||
| 103 | || cha ngeAnswer == String. Empty) | |||||
| 104 | { | |||||
| 105 | // Cal l function to change the incid ent to the closed st ate | |||||
| 106 | CloseI ncident(ca seReferenc e); | |||||
| 107 | // Re- open the i ncident an d change i ts state | |||||
| 108 | SetSta te(caseRef erence); | |||||
| 109 | } | |||||
| 110 | } | |||||
| 111 | else | |||||
| 112 | { | |||||
| 113 | // The cas e cannot b e closed | |||||
| 114 | Console.Wr iteLine("V alidate St ate Reques t returned that the " + | |||||
| 115 | "c hange is n ot valid." ); | |||||
| 116 | } | |||||
| 117 | ||||||
| 118 | Dele teRequired Records(pr omptForDel ete); | |||||
| 119 | } | |||||
| 120 | } | |||||
| 121 | ||||||
| 122 | pr ivate void CloseInci dent(Entit yReference caseRefer ence) | |||||
| 123 | { | |||||
| 124 | //<snipp etCloseInc ident> | |||||
| 125 | // First close the Incident | |||||
| 126 | ||||||
| 127 | // Creat e resoluti on for the closing i ncident | |||||
| 128 | Incident Resolution resolutio n = new In cidentReso lution | |||||
| 129 | { | |||||
| 130 | Subj ect = "Cas e Closed", | |||||
| 131 | }; | |||||
| 132 | ||||||
| 133 | resoluti on.Inciden tId = case Reference; | |||||
| 134 | ||||||
| 135 | // Creat e the requ est to clo se the inc ident, and set its r esolution to the | |||||
| 136 | // resol ution crea ted above | |||||
| 137 | CloseInc identReque st closeRe quest = ne w CloseInc identReque st(); | |||||
| 138 | closeReq uest.Incid entResolut ion = reso lution; | |||||
| 139 | ||||||
| 140 | // Set t he request ed new sta tus for th e closed I ncident | |||||
| 141 | closeReq uest.Statu s = | |||||
| 142 | new OptionSetV alue((int) incident_s tatuscode. ProblemSol ved); | |||||
| 143 | ||||||
| 144 | // Execu te the clo se request | |||||
| 145 | CloseInc identRespo nse closeR esponse = | |||||
| 146 | (Clo seIncident Response)_ servicePro xy.Execute (closeRequ est); | |||||
| 147 | ||||||
| 148 | //Check if the inc ident was successful ly closed | |||||
| 149 | Incident incident = _service Proxy.Retr ieve(Incid ent.Entity LogicalNam e, | |||||
| 150 | _cas eIncidentI d, new Col umnSet(all Columns: t rue)).ToEn tity<Incid ent>(); | |||||
| 151 | ||||||
| 152 | if (inci dent.State Code.HasVa lue && | |||||
| 153 | inci dent.State Code == In cidentStat e.Resolved ) | |||||
| 154 | { | |||||
| 155 | Cons ole.WriteL ine("The i ncident wa s closed o ut as Reso lved."); | |||||
| 156 | } | |||||
| 157 | else | |||||
| 158 | { | |||||
| 159 | Cons ole.WriteL ine("The i ncident's state was not change d."); | |||||
| 160 | } | |||||
| 161 | //</snip petCloseIn cident> | |||||
| 162 | } | |||||
| 163 | ||||||
| 164 | pr ivate void SetState( EntityRefe rence case Reference) | |||||
| 165 | { | |||||
| 166 | //<snipp etSetState > | |||||
| 167 | // Creat e the Requ est Object | |||||
| 168 | SetState Request st ate = new SetStateRe quest(); | |||||
| 169 | ||||||
| 170 | // Set t he Request Object's Properties | |||||
| 171 | state.St ate = new OptionSetV alue((int) IncidentSt ate.Active ); | |||||
| 172 | state.St atus = | |||||
| 173 | new OptionSetV alue((int) incident_s tatuscode. Waitingfor Details); | |||||
| 174 | ||||||
| 175 | // Point the Reque st to the case whose state is being chan ged | |||||
| 176 | state.En tityMonike r = caseRe ference; | |||||
| 177 | ||||||
| 178 | // Execu te the Req uest | |||||
| 179 | SetState Response s tateSet = (SetStateR esponse)_s erviceProx y.Execute( state); | |||||
| 180 | ||||||
| 181 | // Check if the st ate was su ccessfully set | |||||
| 182 | Incident incident = _service Proxy.Retr ieve(Incid ent.Entity LogicalNam e, | |||||
| 183 | _cas eIncidentI d, new Col umnSet(all Columns: t rue)).ToEn tity<Incid ent>(); | |||||
| 184 | ||||||
| 185 | if (inci dent.Statu sCode.Valu e == (int) incident_s tatuscode. Waitingfor Details) | |||||
| 186 | { | |||||
| 187 | Cons ole.WriteL ine("Recor d state se t successf ully."); | |||||
| 188 | } | |||||
| 189 | else | |||||
| 190 | { | |||||
| 191 | Cons ole.WriteL ine("The r equest to set the re cord state failed.") ; | |||||
| 192 | } | |||||
| 193 | ||||||
| 194 | //</snip petSetStat e> | |||||
| 195 | ||||||
| 196 | } | |||||
| 197 | ||||||
| 198 | // / <summary > | |||||
| 199 | // / Creates any entity records t hat this s ample requ ires. | |||||
| 200 | // / </summar y> | |||||
| 201 | pu blic void CreateRequ iredRecord s() | |||||
| 202 | { | |||||
| 203 | // Creat e a custom er for a n ew inciden t | |||||
| 204 | Contact caseCustom er = new C ontact(); | |||||
| 205 | ||||||
| 206 | // Set t he contact propertie s | |||||
| 207 | caseCust omer.First Name = "Ch risten"; | |||||
| 208 | caseCust omer.LastN ame = "And erson"; | |||||
| 209 | ||||||
| 210 | // Creat e the cont act in CRM | |||||
| 211 | _caseCus tomerId = _servicePr oxy.Create (caseCusto mer); | |||||
| 212 | NotifyEn tityCreate d(Contact. EntityLogi calName, _ caseCustom erId); | |||||
| 213 | ||||||
| 214 | // Retri eve the de fault subj ect for a new incide nt\case | |||||
| 215 | var quer y = new Qu eryExpress ion() | |||||
| 216 | { | |||||
| 217 | Enti tyName = S ubject.Ent ityLogical Name, | |||||
| 218 | Colu mnSet = ne w ColumnSe t(allColum ns: true), | |||||
| 219 | Crit eria = new FilterExp ression() | |||||
| 220 | }; | |||||
| 221 | query.Cr iteria.Add Condition( "title", C onditionOp erator.Equ al, | |||||
| 222 | "Def ault Subje ct"); | |||||
| 223 | ||||||
| 224 | var subj ectRecords = _servic eProxy.Ret rieveMulti ple(query) ; | |||||
| 225 | Entity d efaultSubj ect = subj ectRecords [0]; | |||||
| 226 | NotifyEn tityRetrie ved(Subjec t.EntityLo gicalName, defaultSu bject.Id); | |||||
| 227 | ||||||
| 228 | // Creat e a new in cident | |||||
| 229 | Incident newCase = new Incid ent(); | |||||
| 230 | ||||||
| 231 | // Set t he inciden t properti es | |||||
| 232 | newCase. SubjectId = new Enti tyReferenc e(); | |||||
| 233 | newCase. SubjectId. LogicalNam e = Subjec t.EntityLo gicalName; | |||||
| 234 | newCase. SubjectId. Id = defau ltSubject. Id; | |||||
| 235 | newCase. CustomerId = new Ent ityReferen ce(); | |||||
| 236 | newCase. CustomerId .LogicalNa me = Conta ct.EntityL ogicalName ; | |||||
| 237 | newCase. CustomerId .Id = _cas eCustomerI d; | |||||
| 238 | newCase. Title = "N ew Case fr om SDK"; | |||||
| 239 | ||||||
| 240 | _caseInc identId = _servicePr oxy.Create (newCase); | |||||
| 241 | NotifyEn tityCreate d(Incident .EntityLog icalName, _caseIncid entId); | |||||
| 242 | ||||||
| 243 | } | |||||
| 244 | ||||||
| 245 | // / <summary > | |||||
| 246 | // / Deletes any entity records t hat were c reated for this samp le. | |||||
| 247 | // / <param n ame="promp t">Indicat es whether to prompt the user | |||||
| 248 | // / to delet e the reco rds create d in this sample.</p aram> | |||||
| 249 | // / </summar y> | |||||
| 250 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 251 | { | |||||
| 252 | bool del eteRecords = true; | |||||
| 253 | ||||||
| 254 | if (prom pt) | |||||
| 255 | { | |||||
| 256 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 257 | Stri ng answer = Console. ReadLine() ; | |||||
| 258 | Cons ole.WriteL ine(); | |||||
| 259 | ||||||
| 260 | dele teRecords = (answer. StartsWith ("y") || a nswer.Star tsWith("Y" ) | |||||
| 261 | || answer == String. Empty); | |||||
| 262 | } | |||||
| 263 | ||||||
| 264 | if (dele teRecords) | |||||
| 265 | { | |||||
| 266 | _ser viceProxy. Delete(Inc ident.Enti tyLogicalN ame, _case IncidentId ); | |||||
| 267 | _ser viceProxy. Delete(Con tact.Entit yLogicalNa me, _caseC ustomerId) ; | |||||
| 268 | Cons ole.WriteL ine("Entit y records have been deleted.") ; | |||||
| 269 | } | |||||
| 270 | } | |||||
| 271 | ||||||
| 272 | pr ivate void NotifyEnt ityCreated (String en tityName, Guid entit yId) | |||||
| 273 | { | |||||
| 274 | Console. WriteLine( " {0} cre ated with GUID {{{1} }}", | |||||
| 275 | enti tyName, en tityId); | |||||
| 276 | } | |||||
| 277 | ||||||
| 278 | pr ivate void NotifyEnt ityRetriev ed(String entityName , Guid ent ityId) | |||||
| 279 | { | |||||
| 280 | Console. WriteLine( " Retriev ed {0} wit h GUID {{{ 1}}}", | |||||
| 281 | enti tyName, en tityId); | |||||
| 282 | } | |||||
| 283 | #e ndregion | |||||
| 284 | ||||||
| 285 | #r egion Main method | |||||
| 286 | ||||||
| 287 | // / <summary > | |||||
| 288 | // / Standard Main() me thod used by most SD K samples. | |||||
| 289 | // / </summar y> | |||||
| 290 | // / <param n ame="args" ></param> | |||||
| 291 | st atic publi c void Mai n(string[] args) | |||||
| 292 | { | |||||
| 293 | try | |||||
| 294 | { | |||||
| 295 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 296 | // c redentials from the user. | |||||
| 297 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 298 | Serv erConnecti on.Configu ration con fig = | |||||
| 299 | serverConn ect.GetSer verConfigu ration(); | |||||
| 300 | ||||||
| 301 | var app = new ValidateAn dSetState( ); | |||||
| 302 | app. Run(config , true); | |||||
| 303 | } | |||||
| 304 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 305 | { | |||||
| 306 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 307 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 308 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 309 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 310 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 311 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 312 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 313 | } | |||||
| 314 | catch (S ystem.Time outExcepti on ex) | |||||
| 315 | { | |||||
| 316 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 317 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 318 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 319 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 320 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 321 | } | |||||
| 322 | catch (S ystem.Exce ption ex) | |||||
| 323 | { | |||||
| 324 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 325 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 326 | ||||||
| 327 | // D isplay the details o f the inne r exceptio n. | |||||
| 328 | if ( ex.InnerEx ception != null) | |||||
| 329 | { | |||||
| 330 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 331 | ||||||
| 332 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = | |||||
| 333 | ex.Inn erExceptio n | |||||
| 334 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 335 | if (fe != null) | |||||
| 336 | { | |||||
| 337 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 338 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 339 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 340 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 341 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 342 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 343 | } | |||||
| 344 | } | |||||
| 345 | } | |||||
| 346 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, | |||||
| 347 | // Expir edSecurity TokenExcep tion, Secu rityAccess DeniedExce ption, | |||||
| 348 | // Messa geSecurity Exception, and Secur ityNegotia tionExcept ion. | |||||
| 349 | ||||||
| 350 | finally | |||||
| 351 | { | |||||
| 352 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 353 | Cons ole.ReadLi ne(); | |||||
| 354 | } | |||||
| 355 | } | |||||
| 356 | #e ndregion M ain method | |||||
| 357 | } | |||||
| 358 | } | |||||
| 359 | ||||||
| 360 | //</snippe tValidateA ndSetState > |
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