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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\Customizations\Views\WorkWithViews | WorkWithViews.cs | Tue Dec 20 19:51:42 2016 UTC |
| 2 | Wed Feb 1 19:56:30 2017 UTC |
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| 1 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 2 | // | |||||
| 3 | // This f ile is par t of the M icrosoft D ynamics CR M SDK code samples. | |||||
| 4 | // | |||||
| 5 | // Copyri ght (C) Mi crosoft Co rporation. All righ ts reserve d. | |||||
| 6 | // | |||||
| 7 | // This s ource code is intend ed only as a supplem ent to Mic rosoft | |||||
| 8 | // Develo pment Tool s and/or o n-line doc umentation . See the se other | |||||
| 9 | // materi als for de tailed inf ormation r egarding M icrosoft c ode sample s. | |||||
| 10 | // | |||||
| 11 | // THIS C ODE AND IN FORMATION ARE PROVID ED "AS IS" WITHOUT W ARRANTY OF ANY | |||||
| 12 | // KIND, EITHER EXP RESSED OR IMPLIED, I NCLUDING B UT NOT LIM ITED TO TH E | |||||
| 13 | // IMPLIE D WARRANTI ES OF MERC HANTABILIT Y AND/OR F ITNESS FOR A | |||||
| 14 | // PARTIC ULAR PURPO SE. | |||||
| 15 | // | |||||
| 16 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 17 | //<snippet WorkWithVi ews> | |||||
| 18 | using Syst em; | |||||
| 19 | using Syst em.Service Model; | |||||
| 20 | using Syst em.Service Model.Desc ription; | |||||
| 21 | ||||||
| 22 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly | |||||
| 23 | // found i n the SDK\ bin folder . | |||||
| 24 | using Micr osoft.Xrm. Sdk; | |||||
| 25 | using Micr osoft.Xrm. Sdk.Client ; | |||||
| 26 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 27 | using Micr osoft.Xrm. Sdk.Discov ery; | |||||
| 28 | using Micr osoft.Xrm. Sdk.Messag es; | |||||
| 29 | using Micr osoft.Xrm. Sdk.Metada ta; | |||||
| 30 | ||||||
| 31 | // This na mespace is found in Microsoft. Crm.Sdk.Pr oxy.dll as sembly | |||||
| 32 | // found i n the SDK\ bin folder . | |||||
| 33 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 34 | ||||||
| 35 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 36 | { | |||||
| 37 | public class Wor kWithViews | |||||
| 38 | { | |||||
| 39 | #r egion Clas s Level Me mbers | |||||
| 40 | // / <summary > | |||||
| 41 | // / Stores t he organiz ation serv ice proxy. | |||||
| 42 | // / </summar y> | |||||
| 43 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 44 | ||||||
| 45 | // private co nst String _customEn tityName = "new_bank account"; | |||||
| 46 | pr ivate Guid _customVi ewId; | |||||
| 47 | pr ivate Guid _deactiva tedViewId; | |||||
| 48 | pr ivate Save dQueryStat e _viewOri ginalState ; | |||||
| 49 | pr ivate Opti onSetValue _viewOrig inalStatus ; | |||||
| 50 | ||||||
| 51 | #e ndregion C lass Level Members | |||||
| 52 | ||||||
| 53 | #r egion How To Sample Code | |||||
| 54 | // / <summary > | |||||
| 55 | // / Create a view. | |||||
| 56 | // / Retrieve Views | |||||
| 57 | // / Deactiva te a view | |||||
| 58 | // / </summar y> | |||||
| 59 | // / <param n ame="serve rConfig">C ontains se rver conne ction info rmation.</ param> | |||||
| 60 | // / <param n ame="promp tForDelete ">When Tru e, the use r will be prompted t o delete a ll | |||||
| 61 | // / created entities.< /param> | |||||
| 62 | // / <param n ame="promp tForReacti vate">When True, the user will be prompt ed to reac tivate | |||||
| 63 | // / a view t hat was de activated. </param> | |||||
| 64 | pu blic void Run(Server Connection .Configura tion serve rConfig, b ool prompt ForDelete, bool prom ptForReact ivate) | |||||
| 65 | { | |||||
| 66 | try | |||||
| 67 | { | |||||
| 68 | ||||||
| 69 | // C onnect to the Organi zation ser vice. | |||||
| 70 | // T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed. | |||||
| 71 | usin g (_servic eProxy = n ew Organiz ationServi ceProxy(se rverConfig .Organizat ionUri, se rverConfig .HomeRealm Uri, serve rConfig.Cr edentials, serverCon fig.Device Credential s)) | |||||
| 72 | { | |||||
| 73 | // This st atement is required to enable early-boun d type sup port. | |||||
| 74 | _servicePr oxy.Enable ProxyTypes (); | |||||
| 75 | ||||||
| 76 | // Create the view. | |||||
| 77 | //<snippet WorkWithVi ews1> | |||||
| 78 | System.Str ing layout Xml = | |||||
| 79 | @"<grid na me='result set' objec t='3' jump ='name' se lect='1' | |||||
| 80 | previe w='1' icon ='1'> | |||||
| 81 | <row n ame='resul t' id='opp ortunityid '> | |||||
| 82 | <cell name='name ' width='1 50' /> | |||||
| 83 | <cell name='cust omerid' wi dth='150' /> | |||||
| 84 | <cell name='esti matedclose date' widt h='150' /> | |||||
| 85 | <cell name='esti matedvalue ' width='1 50' /> | |||||
| 86 | <cell name='clos eprobabili ty' width= '150' /> | |||||
| 87 | <cell name='oppo rtunityrat ingcode' w idth='150' /> | |||||
| 88 | <cell name='oppo rtunitycus tomeridcon tactcontac tid.emaila ddress1' | |||||
| 89 | wi dth='150' disableSor ting='1' / > | |||||
| 90 | </row> | |||||
| 91 | </grid>"; | |||||
| 92 | ||||||
| 93 | System.Str ing fetchX ml = | |||||
| 94 | @"<fetch v ersion='1. 0' output- format='xm l-platform ' | |||||
| 95 | mappin g='logical ' distinct ='false'> | |||||
| 96 | <entit y name='op portunity' > | |||||
| 97 | <order attribute ='estimate dvalue' de scending=' false' /> | |||||
| 98 | <filte r type='an d'> | |||||
| 99 | <c ondition a ttribute=' statecode' operator= 'eq' | |||||
| 100 | va lue='0' /> | |||||
| 101 | </filt er> | |||||
| 102 | <attri bute name= 'name' /> | |||||
| 103 | <attri bute name= 'estimated value' /> | |||||
| 104 | <attri bute name= 'estimated closedate' /> | |||||
| 105 | <attri bute name= 'customeri d' /> | |||||
| 106 | <attri bute name= 'opportuni tyratingco de' /> | |||||
| 107 | <attri bute name= 'closeprob ability' / > | |||||
| 108 | <link- entity ali as='opport unitycusto meridconta ctcontacti d' | |||||
| 109 | na me='contac t' from='c ontactid' to='custom erid' | |||||
| 110 | li nk-type='o uter' visi ble='false '> | |||||
| 111 | <a ttribute n ame='email address1' /> | |||||
| 112 | </link -entity> | |||||
| 113 | <attri bute name= 'opportuni tyid' /> | |||||
| 114 | </enti ty> | |||||
| 115 | </fetch>"; | |||||
| 116 | ||||||
| 117 | SavedQuery sq = new SavedQuery | |||||
| 118 | { | |||||
| 119 | Name = "A New Cu stom Publi c View", | |||||
| 120 | Descri ption = "A Saved Que ry created in code", | |||||
| 121 | Return edTypeCode = "opport unity", | |||||
| 122 | FetchX ml = fetch Xml, | |||||
| 123 | Layout Xml = layo utXml, | |||||
| 124 | QueryT ype = 0 | |||||
| 125 | }; | |||||
| 126 | ||||||
| 127 | _customVie wId = _ser viceProxy. Create(sq) ; | |||||
| 128 | Console.Wr iteLine("A new view with the n ame {0} wa s created. ", sq.Name ); | |||||
| 129 | //</snippe tWorkWithV iews1> | |||||
| 130 | ||||||
| 131 | ||||||
| 132 | // Retriev e Views | |||||
| 133 | //<snippet WorkWithVi ews2> | |||||
| 134 | QueryExpre ssion mySa vedQuery = new Query Expression | |||||
| 135 | { | |||||
| 136 | Column Set = new ColumnSet( "savedquer yid", "nam e", "query type", "is default", "returnedt ypecode", "isquickfi ndquery"), | |||||
| 137 | Entity Name = Sav edQuery.En tityLogica lName, | |||||
| 138 | Criter ia = new F ilterExpre ssion | |||||
| 139 | { | |||||
| 140 | Co nditions = | |||||
| 141 | { | |||||
| 142 | new ConditionE xpression | |||||
| 143 | { | |||||
| 144 | AttributeN ame = "que rytype", | |||||
| 145 | Operator = Condition Operator.E qual, | |||||
| 146 | Values = { 0} | |||||
| 147 | }, | |||||
| 148 | new ConditionE xpression | |||||
| 149 | { | |||||
| 150 | AttributeN ame = "ret urnedtypec ode", | |||||
| 151 | Operator = Condition Operator.E qual, | |||||
| 152 | Values = { Opportunit y.EntityTy peCode} | |||||
| 153 | } | |||||
| 154 | } | |||||
| 155 | } | |||||
| 156 | }; | |||||
| 157 | RetrieveMu ltipleRequ est retrie veSavedQue riesReques t = new Re trieveMult ipleReques t { Query = mySavedQ uery }; | |||||
| 158 | ||||||
| 159 | RetrieveMu ltipleResp onse retri eveSavedQu eriesRespo nse = (Ret rieveMulti pleRespons e)_service Proxy.Exec ute(retrie veSavedQue riesReques t); | |||||
| 160 | ||||||
| 161 | DataCollec tion<Entit y> savedQu eries = re trieveSave dQueriesRe sponse.Ent ityCollect ion.Entiti es; | |||||
| 162 | ||||||
| 163 | //Display the Retrie ved views | |||||
| 164 | foreach (E ntity ent in savedQu eries) | |||||
| 165 | { | |||||
| 166 | SavedQ uery rsq = (SavedQue ry)ent; | |||||
| 167 | Consol e.WriteLin e("{0} : { 1} : {2} : {3} : {4} : {5},", rsq.SavedQ ueryId, rs q.Name, rs q.QueryTyp e, rsq.IsD efault, rs q.Returned TypeCode, rsq.IsQuic kFindQuery ); | |||||
| 168 | } | |||||
| 169 | //</snippe tWorkWithV iews2> | |||||
| 170 | ||||||
| 171 | // Deactiv ate a view | |||||
| 172 | //<snippet WorkWithVi ews3> | |||||
| 173 | System.Str ing SavedQ ueryName = "Closed O pportuniti es in Curr ent Fiscal Year"; | |||||
| 174 | QueryExpre ssion Clos edOpportun itiesViewQ uery = new QueryExpr ession | |||||
| 175 | { | |||||
| 176 | Column Set = new ColumnSet( "savedquer yid", "sta tecode", " statuscode "), | |||||
| 177 | Entity Name = Sav edQuery.En tityLogica lName, | |||||
| 178 | Criter ia = new F ilterExpre ssion | |||||
| 179 | { | |||||
| 180 | Co nditions = | |||||
| 181 | { | |||||
| 182 | new Cond itionExpre ssion | |||||
| 183 | { | |||||
| 184 | Attr ibuteName = "queryty pe", | |||||
| 185 | Oper ator = Con ditionOper ator.Equal , | |||||
| 186 | Valu es = {0} | |||||
| 187 | }, | |||||
| 188 | new Cond itionExpre ssion | |||||
| 189 | { | |||||
| 190 | Attr ibuteName = "returne dtypecode" , | |||||
| 191 | Oper ator = Con ditionOper ator.Equal , | |||||
| 192 | Valu es = {Oppo rtunity.En tityTypeCo de} | |||||
| 193 | }, | |||||
| 194 | ne w Conditio nExpressio n | |||||
| 195 | { | |||||
| 196 | Attr ibuteName = "name", | |||||
| 197 | Oper ator = Con ditionOper ator.Equal , | |||||
| 198 | Valu es = {Save dQueryName } | |||||
| 199 | } | |||||
| 200 | } | |||||
| 201 | } | |||||
| 202 | }; | |||||
| 203 | ||||||
| 204 | RetrieveMu ltipleRequ est retrie veOpportun tiesViewRe quest = ne w Retrieve MultipleRe quest { Qu ery = Clos edOpportun itiesViewQ uery }; | |||||
| 205 | ||||||
| 206 | RetrieveMu ltipleResp onse retri eveOpportu ntiesViewR esponse = (RetrieveM ultipleRes ponse)_ser viceProxy. Execute(re trieveOppo rtuntiesVi ewRequest) ; | |||||
| 207 | ||||||
| 208 | SavedQuery Opportuni tyView = ( SavedQuery )retrieveO pportuntie sViewRespo nse.Entity Collection .Entities[ 0]; | |||||
| 209 | _viewOrigi nalState = (SavedQue ryState)Op portunityV iew.StateC ode; | |||||
| 210 | _viewOrigi nalStatus = Opportun ityView.St atusCode; | |||||
| 211 | ||||||
| 212 | ||||||
| 213 | SetStateRe quest ssre q = new Se tStateRequ est | |||||
| 214 | { | |||||
| 215 | Entity Moniker = new Entity Reference( SavedQuery .EntityLog icalName, (Guid)Oppo rtunityVie w.SavedQue ryId), | |||||
| 216 | State = new Opti onSetValue ((int)Save dQueryStat e.Inactive ), | |||||
| 217 | Status = new Opt ionSetValu e(2) | |||||
| 218 | }; | |||||
| 219 | _servicePr oxy.Execut e(ssreq); | |||||
| 220 | //</snippe tWorkWithV iews3> | |||||
| 221 | _deactivat edViewId = (Guid)Opp ortunityVi ew.SavedQu eryId; | |||||
| 222 | ||||||
| 223 | ||||||
| 224 | DeleteRequ iredRecord s(promptFo rDelete); | |||||
| 225 | Reactivate Deactivate dView(prom ptForReact ivate); | |||||
| 226 | } | |||||
| 227 | } | |||||
| 228 | ||||||
| 229 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 230 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 231 | { | |||||
| 232 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 233 | thro w; | |||||
| 234 | } | |||||
| 235 | } | |||||
| 236 | ||||||
| 237 | // / <summary > | |||||
| 238 | // / Deletes the custom view that was creat ed for thi s sample. | |||||
| 239 | // / <param n ame="promp t">Indicat es whether to prompt the user to delete the record s created in this sa mple.</par am> | |||||
| 240 | // / </summar y> | |||||
| 241 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 242 | { | |||||
| 243 | bool del eteView = true; | |||||
| 244 | ||||||
| 245 | if (prom pt) | |||||
| 246 | { | |||||
| 247 | Cons ole.WriteL ine("\nDo you want t his custom view dele ted? (y/n) "); | |||||
| 248 | Stri ng answer = Console. ReadLine() ; | |||||
| 249 | ||||||
| 250 | dele teView = ( answer.Sta rtsWith("y ") || answ er.StartsW ith("Y")); | |||||
| 251 | } | |||||
| 252 | ||||||
| 253 | if (dele teView) | |||||
| 254 | { | |||||
| 255 | _ser viceProxy. Delete(Sav edQuery.En tityLogica lName, _cu stomViewId ); | |||||
| 256 | Cons ole.WriteL ine("The v iew has be en deleted ."); | |||||
| 257 | } | |||||
| 258 | } | |||||
| 259 | // / <summary > | |||||
| 260 | // / Reactiva tes the vi ew that wa s deactiva ted for th is sample. | |||||
| 261 | // / <param n ame="promp t">Indicat es whether to prompt the user to reactiv ate the vi ew deactiv ated in th is sample. </param> | |||||
| 262 | // / </summar y> | |||||
| 263 | pu blic void Reactivate Deactivate dView(bool prompt) | |||||
| 264 | { | |||||
| 265 | bool rea ctivateVie w = true; | |||||
| 266 | ||||||
| 267 | if (prom pt) | |||||
| 268 | { | |||||
| 269 | Cons ole.WriteL ine("\nDo you want t o reactiva te the \"C losed Oppo rtunities in Current Fiscal Ye ar\" view? (y/n)"); | |||||
| 270 | Stri ng answer = Console. ReadLine() ; | |||||
| 271 | ||||||
| 272 | reac tivateView = (answer .StartsWit h("y") || answer.Sta rtsWith("Y ")); | |||||
| 273 | } | |||||
| 274 | ||||||
| 275 | if (reac tivateView ) | |||||
| 276 | { | |||||
| 277 | SetS tateReques t reactiva teViewRequ est = new SetStateRe quest | |||||
| 278 | { | |||||
| 279 | EntityMoni ker = new EntityRefe rence(Save dQuery.Ent ityLogical Name, _dea ctivatedVi ewId), | |||||
| 280 | State = ne w OptionSe tValue((in t)_viewOri ginalState ), | |||||
| 281 | Status = _ viewOrigin alStatus | |||||
| 282 | }; | |||||
| 283 | _ser viceProxy. Execute(re activateVi ewRequest) ; | |||||
| 284 | Cons ole.WriteL ine("The v iew has be en reactiv ated."); | |||||
| 285 | } | |||||
| 286 | } | |||||
| 287 | ||||||
| 288 | #e ndregion H ow To Samp le Code | |||||
| 289 | ||||||
| 290 | #r egion Main | |||||
| 291 | // / <summary > | |||||
| 292 | // / Slightly modified Main() met hod used b y most SDK samples. | |||||
| 293 | // / </summar y> | |||||
| 294 | // / <param n ame="args" ></param> | |||||
| 295 | st atic publi c void Mai n(string[] args) | |||||
| 296 | { | |||||
| 297 | try | |||||
| 298 | { | |||||
| 299 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 300 | // c redentials from the user. | |||||
| 301 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 302 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 303 | ||||||
| 304 | Work WithViews app = new WorkWithVi ews(); | |||||
| 305 | // T he Run met hod has an additiona l paramete r to promp t for reac tivation o f a view. | |||||
| 306 | app. Run(config , true, tr ue); | |||||
| 307 | } | |||||
| 308 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 309 | { | |||||
| 310 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 311 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 312 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 313 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 314 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 315 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 316 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 317 | } | |||||
| 318 | catch (S ystem.Time outExcepti on ex) | |||||
| 319 | { | |||||
| 320 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 321 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 322 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 323 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 324 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 325 | } | |||||
| 326 | catch (S ystem.Exce ption ex) | |||||
| 327 | { | |||||
| 328 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 329 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 330 | ||||||
| 331 | // D isplay the details o f the inne r exceptio n. | |||||
| 332 | if ( ex.InnerEx ception != null) | |||||
| 333 | { | |||||
| 334 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 335 | ||||||
| 336 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 337 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 338 | if (fe != null) | |||||
| 339 | { | |||||
| 340 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 341 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 342 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 343 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 344 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 345 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 346 | } | |||||
| 347 | } | |||||
| 348 | } | |||||
| 349 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 350 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 351 | ||||||
| 352 | finally | |||||
| 353 | { | |||||
| 354 | ||||||
| 355 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 356 | Cons ole.ReadLi ne(); | |||||
| 357 | } | |||||
| 358 | ||||||
| 359 | } | |||||
| 360 | #e ndregion M ain | |||||
| 361 | } | |||||
| 362 | } | |||||
| 363 | //</snippe tWorkWithV iews> |
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