How can I create multiple records from a multiline text field?

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I want to be able to copy and paste a list of phone numbers into a dialog page multi line text field and be able to convert this list into a number of custom entity records "Lines" related to the relevant account and order (which can be pulled from the order entity the dialog runs from).
I'm pretty certain after searching the web I would need to do this with a custom workflow in visual studio. I have coded with VB before so I'm pretty sure the text field will have to be converted to an array the run in a loop creating records until the end of the array. I just don't have a clue how to do this in c# or xml.

Has anyone ever done anything like this before with samples of code?

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Ivan Ficko 1,380 on at

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You need to create DLL project and add one code activity in it. That class must look like:

namespace Workflows { public class CreateLines : CodeActivity { [Input("LinesString")] public InArgument<string> LinesString { get; set; } protected override void Execute(CodeActivityContext context) { IWorkflowContext workflowcontext = context.GetExtension<IWorkflowContext>(); IOrganizationServiceFactory serviceFactory = context.GetExtension<IOrganizationServiceFactory>(); IOrganizationService service = serviceFactory.CreateOrganizationService(workflowcontext.InitiatingUserId); var lines = LinesString.Get<string>(context).Split(',').ToList<string>();; foreach (var line in lines) { var lineEntity = new Entity("YOUR_ENTITY_NAME"); lineEntity["ATTRIBUTE_NAME"]=line; service.Create(lineEntity); } } } }

Then you need to deploy it with Plugin registration tool (can be found in CRM SDK). When you deployed your custom step you can use it inside workflow designer.

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Thanks that's great, I need to pass through an account and an order record so it can be written into each line record so how does this look:

using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;

using System.Threading.Tasks;

using System.Activities;

using Microsoft.Xrm.Sdk.Workflow;

using Microsoft.Xrm.Sdk;

　

namespace CreateMultipleRecords

{

public sealed class CreateRecords : CodeActivity

{

[Input("Phone Numbers")]

[RequiredArgument]

public InArgument<string> LinesString { get; set; }

[Input("Billing Account")]

[RequiredArgument]

[ReferenceTarget("account")]

public InArgument<EntityReference> Account { get; set; }

[Input("Order")]

[RequiredArgument]

[ReferenceTarget("order")]

public InArgument<EntityReference> Order { get; set; }

protected override void Execute(CodeActivityContext context)

{

throw new NotImplementedException();

IWorkflowContext workflowcontext = context.GetExtension<IWorkflowContext>();

IOrganizationServiceFactory serviceFactory = context.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service = serviceFactory.CreateOrganizationService(workflowcontext.InitiatingUserId);

var lines = LinesString.Get<string>(context).Split(',').ToList<string>(); ;

foreach (var line in lines)

{

var lineEntity = new Entity("rp_line");

lineEntity["rp_cli"] = line;

lineEntity["new_billingaccount"] = Account;

lineEntity["new_order"] = Order;

service.Create(lineEntity);

}

}

}

}

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Ivan Ficko 1,380 on at

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It looks ok on the first look (of course you need to remove NotImplementedException before deploying), but you will get an error.

You need to fetch account and order parameter just like you did with lines.

var order = Account.Get<EntityReference>(context); var account = Order.Get<EntityReference>(context);

You need to add those line before foreach loop and then use those variables (order, account) in foreach loop.

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This is probably something silly but I'm getting this on execution in CRM:

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Unexpected exception from plug-in (Execute): CreateLineRecords.CreateRecords: System.NotImplementedException: The method or operation is not implemented.Detail:

<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">

<ActivityId>cd87914b-50ad-4daf-ad2a-20d97526d2df</ActivityId>

<ErrorCode>-2147220891</ErrorCode>

<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />

<Message>Unexpected exception from plug-in (Execute): CreateLineRecords.CreateRecords: System.NotImplementedException: The method or operation is not implemented.</Message>

<Timestamp>2017-10-24T12:03:54.3731824Z</Timestamp>

<ExceptionRetriable>false</ExceptionRetriable>

<ExceptionSource i:nil="true" />

<InnerFault>

<ActivityId>cd87914b-50ad-4daf-ad2a-20d97526d2df</ActivityId>

<ErrorCode>-2147220970</ErrorCode>

<ErrorDetails xmlns:d3p1="schemas.datacontract.org/.../System.Collections.Generic" />

<Message>Plugin Trace:

[CreateLineRecords: CreateLineRecords.CreateRecords]

[CreateLineRecords (1.0.0.0): CreateLineRecords.CreateRecords]

Error Message:

Unhandled Exception: Microsoft.Crm.CrmException: Unexpected exception from plug-in (Execute): CreateLineRecords.CreateRecords: System.NotImplementedException: The method or operation is not implemented.

at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)

at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)

</Message>

<Timestamp>2017-10-24T12:03:54.3731824Z</Timestamp>

<ExceptionRetriable>false</ExceptionRetriable>

<ExceptionSource i:nil="true" />

<InnerFault i:nil="true" />

<OriginalException i:nil="true" />

<TraceText i:nil="true" />

</InnerFault>

<OriginalException i:nil="true" />

<TraceText i:nil="true" />

</OrganizationServiceFault>

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Ivan Ficko 1,380 on at

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Did you removed

throw new NotImplementedException();

before you deployed DLL to CRM?

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Community Member on at

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Yes I've removed it and re added it but I just get a more generic error:

<Message>System.Runtime.Serialization.SerializationException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #43D3B65B</Message>

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using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;

using System.Threading.Tasks;

using System.Activities;

using Microsoft.Xrm.Sdk.Workflow;

using Microsoft.Xrm.Sdk;

namespace CreateLineRecords

{

public class CreateRecords : CodeActivity

{

[Input("Phone Numbers")]

[RequiredArgument]

public InArgument<string> LinesString { get; set; }

[Input("Billing Account")]

[RequiredArgument]

[ReferenceTarget("account")]

public InArgument<EntityReference> Account { get; set; }

[Input("Order")]

[RequiredArgument]

[ReferenceTarget("salesorder")]

public InArgument<EntityReference> Order { get; set; }

protected override void Execute(CodeActivityContext context)

{

IWorkflowContext workflowcontext = context.GetExtension<IWorkflowContext>();

IOrganizationServiceFactory serviceFactory = context.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service = serviceFactory.CreateOrganizationService(workflowcontext.InitiatingUserId);

var lines = LinesString.Get<string>(context).Split(',').ToList<string>(); ;

foreach (var line in lines)

{

var lineEntity = new Entity("rp_line");

lineEntity["rp_cli"] = line;

var order = Account.Get<EntityReference>(context);

var account = Order.Get<EntityReference>(context);

lineEntity["new_billingaccount"] = Account;

lineEntity["new_order"] = Order;

service.Create(lineEntity);

}

}

}

}

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account and order variable should have really been named something else changed them to the lowercase name and we have progress.

Now I get

<Message>Account With Id = 7769c7a4-2963-e711-8109-e0071b6e1401 Does Not Exist</Message>

Complains I do not have permission to the record or it does not exist.

I'm wondering if this is because its a customer field?

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Ivan Ficko 1,380 on at

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You are using wrong values here, you need to use non capsed variables here

var order = Account.Get<EntityReference>(context); var account = Order.Get<EntityReference>(context); lineEntity["new_billingaccount"] = Account account;
lineEntity["new_order"] = Order order;

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Ivan Ficko 1,380 on at

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Than you need to add account read premission to the user that is executing workflow.

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