Plugin to check if value of an entity exists in records of another entity

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Posted on by irenegr

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Hello,

I need help writing a plugin that updates a boolean field of the target entity, if a value of the target entity exists in the records of another entity.
Specifically, the target entity is 'Case' and the attribute I am interested in is Serial Number (which is a lookup field). So, I need to check if Serial Number already exists in another entity ('Warranties'), and if so, if it has not expired (ending date > today). Plugin will get triggered when a Case is created and if all criteria are met, it will update a boolean field to 'true'.

Should I get service.retrieve to get all warranties records and check if value exists or should I use a foreach on the Warranties Entity? I don't have any experience on writing plugins, so any help would be much appreciated.

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Rawish Kumar 13,756 on at

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RE: Plugin to check if value of an entity exists in records of another entity

I would recommend you start with understanding how basic plugin works and how you write it by this sample : crmbook.powerobjects.com/.../

post that learn to use retrieve multiple with query expression : crmbook.powerobjects.com/.../
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Bipin D365 28,961 Moderator on at

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RE: Plugin to check if value of an entity exists in records of another entity

Hi,

service.retrieve will not work in this.

You will need to use either fetchxml or queryexpression to check if serial number is exist in warrnty entity.

Fetch XML Example

docs.microsoft.com/.../use-fetchxml-construct-query

mylearnings26.wordpress.com/.../

Query Expression example

sank8sinha.wordpress.com/.../

carldesouza.com/.../

Please mark my answer verified if i were helpful