How to create CRM Entity View programmatically?
Yadnyesh Kuvalekar
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ReportNote: In this article, I am creating a view in CRM Plugin.
1. Create instance of IOrganizatinoService class to communicate with CRM
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var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService)); service = factory.CreateOrganizationService(context.UserId); |
2. Fetch ObjectTypeCode of an entity for which view needs to be created
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RetrieveEntityRequest entityTypeCodeRequest = new RetrieveEntityRequest { LogicalName = “<name of entity for which view to be created>”, EntityFilters = EntityFilters.All }; RetrieveEntityResponse entityTypeCodeResponse = (RetrieveEntityResponse)service.Execute(entityTypeCodeRequest); EntityMetadata objectTypeCode = (EntityMetadata)(entityTypeCodeResponse.EntityMetadata); String entityObjectTypeValue = objectTypeCode.ObjectTypeCode.ToString(); |
3. Create view
a. Add ‘MyOrganizationCrmSdkTypes.cs’ class from CRM SDK in the solution. You will find this class at location: ‘..\CRM 2013\SDK\SampleCode\CS\HelperCode\’.
b. Prepare LayoutXML string for view as below:
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String layoutXML = @”<grid name=’resultset’ object='” + <entity type code which is fetched in step 2> + @”‘ jump='<Logical name of Name field of entity>’ select=’1′ preview=’1′ icon=’1′> <row name=’result’ id='<logical name of ID column of entity>’> <cell name=’column1′ width=’100′ /> <cell name=’column2′ width=’100′ /> <cell name=’column3′ width=’100′ /> </row> </grid>”; |
c. Prepare FetchXML string for view as below:
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String fetchXML = @”<fetch version=’1.0′ output-format=’xml-platform’ mapping=’logical’> <entity name='” + <name of entity for which view to be created> + @”‘> $attributes$ <attribute name='<logical name of ID column of entity>’ /> <attribute name=’column1′ /> <attribute name=’column2′ /> </entity> </fetch>” |
d. Create an instance of SavedQuery class as below:
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SavedQuery createViewRequest = new SavedQuery { Name = “Name of view”, Description = “Description of view”, ReturnedTypeCode = “<entity type code which is fetched in step 2>”, FetchXml = fetchXML, LayoutXml = layoutXML, QueryType = 0, IsDefault = true }; |
e. Send above request for execution as below:
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service.Create(createViewRequest); |
For more details, you can visit:
http://msdn.microsoft.com/en-us/library/gg594431.aspx
http://msdn.microsoft.com/en-us/library/gg328457.aspx
This was originally posted here.
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