How to auto populate products from opportunity to quote using plugin?

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Posted on by Priya_1

Hi,

I need to auto populate products given in opportunity form to quote form when a custom create quote button is clicked. All these need to be achieved using plugin. Can anyone help me regarding this?

Thanks in advance

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Can you please verify this is the flow of things?

Opportunity is using Opportunity Products (OOB entity), custom button will be on the Opportunity form. On click of custom button create a quote and add all quote products from the opportunity products?

If this is true, is there a reason for a custom button vs. the OOB functionality? Possibly a better work around than a plugin.

If its a must - then the button would need to call something that then triggers the plugin because the buttons trigger JavaScript and not a plugin directly. You have a few options:

- look into an action that gets called from your javascript, which then calls a custom workflow activity.

- Have the Javascript create something - could be the quote, could be a staging entity (quote queue). The queue could trigger the plugin.

If you provide more information on the need, I can probably provide a better practice of how to build it out.

- Realtime vs. background?

- Why NOT use the OOB button process?

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Priya_1 50 on at

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Hii,

Actually the main task is that a custom quote button is to be created using ribbon work bench on opportunity form and JavaScript code has to be written so that on click of that button a new quote form has to be created with price lists getting auto populated from opportunity to quote. This is done.

The next thing is to write a plugin code so that products from opportunity has to get auto populated to quote. This is the task to be completed

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You'll get some errors to work through, but here is some code I used to do something similar, I tried to remove most of the unnecessary thing that were specific to my requirements and anything in ALLCAPS needs to be replaced. This is a custom workflow activity, I like these better than plugins, but you can convert it if you like. Make sure to substitute your fields for the ones I have.

using System;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System.Activities;
using Microsoft.Xrm.Sdk.Workflow;

namespace WILLAUTOPOPULATE
{
public sealed class CLASSNAME : CodeActivity
{
protected override void Execute(CodeActivityContext context)
{

try
{
this.ExecuteBody(context);
}
catch (Exception ex)
{
Message.Set(context, String.Format("{0} - {1}", LogMessage, ex.Message));
IsSuccess.Set(context, false);
}
}

public void ExecuteBody(CodeActivityContext executionContext)
{
var service = GetService(executionContext);
var quoteRef = QuotRef.Get(executionContext);
var optyRef = OptyRef.Get(executionContext);

try
{
var fetchData = new
{
OPTYGUID = optyRef.Id.ToString()
};
var fetchXml = $@"
<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='OPTYPRODUCTSENTITYNAMEHERE'>
<attribute name='name' />
//ADD FIELDS YOU WANT
<filter type='and'>
<condition attribute='OPTYLOOKUPFIELDSCHEMA' operator='eq' value='{fetchData.OPTYGUID}'/>
</filter>
<link-entity name='product' from='productid' to='product' visible='false' link-type='inner' alias='parentProduct'>
<attribute name='defaultuomid' alias='defaultUOMID' />
<attribute name='transactioncurrencyid' alias='defaultCurrency' />
<filter type='and'>
<condition attribute='statuscode' operator='eq' value='1'/>
</filter>
</link-entity>
</entity>
</fetch>";

EntityCollection optyProdCollection = service.RetrieveMultiple(new FetchExpression(fetchXml.ToString()));
if (null == optyProdCollection || null == optyProdCollection.Entities || optyProdCollection.Entities.Count == 0)
{
//No account products found
return;
}
else
{
foreach (Entity optyProds in optyProdCollection.Entities)
{
Guid uomtoUse = ((EntityReference)optyProds.GetAttributeValue<AliasedValue>("defaultUOMID").Value).Id;

Entity quoteProdCreate = new Entity("quoteproduct");
quoteProdCreate["quoteproductname"] = optyProds.GetAttributeValue<string>("name");
quoteProdCreate["productid"] = new EntityReference("product", optyProds.GetAttributeValue<EntityReference>("prefix_product").Id);
quoteProdCreate["opportunityid"] = new EntityReference("opportunity", optyRef.Id);
quoteProdCreate["uomid"] = new EntityReference("uom", uomtoUse);
quoteProdCreate["transactioncurrencyid"] = new EntityReference("transactioncurrency", ((EntityReference)optyProds.GetAttributeValue<AliasedValue>("defaultCurrency").Value).Id);

quoteProdCreate["skippricecalculation"] = new OptionSetValue(0);
quoteProdCreate["pricingerrorcode"] = new OptionSetValue(0);
quoteProdCreate["quantity"] = new decimal(1);
quoteProdCreate["ispriceoverridden"] = true;
quoteProdCreate["producttypecode"] = new OptionSetValue(1);
quoteProdCreate["propertyconfigurationstatus"] = new OptionSetValue(2);
quoteProdCreate["isproductoverridden"] = false;
service.Create(quoteProdCreate);
}
}
}
catch (Exception ex)
{
Message.Set(executionContext, String.Format("{0} - {1}", LogMessage, ex.Message));
IsSuccess.Set(executionContext, false);
}
}

[Input("Quote")]
[ReferenceTarget("quote")]
public InArgument<EntityReference> QuoteRef { get; set; }
[Input("Opportunity")]
[ReferenceTarget("opportunity")]
public InArgument<EntityReference> OptyRef { get; set; }
[Output("Message")]
public OutArgument<string> Message { get; set; }
[Output("IsSuccess")]
public OutArgument<bool> IsSuccess { get; set; }
public IOrganizationService GetService(ActivityContext executionContext, Guid? user)
{
if (executionContext == null)
{
throw new ArgumentNullException("executionContext");
}
var svcFactory = executionContext.GetExtension<IOrganizationServiceFactory>();

if (user == null)
{
var workflowContext = executionContext.GetExtension<IWorkflowContext>();
return svcFactory.CreateOrganizationService(workflowContext.UserId);
}
else
{
return svcFactory.CreateOrganizationService(user);
}
}
public IOrganizationService GetService(CodeActivityContext executionContext)
{
return this.GetService(executionContext, null);
}
public ITracingService GetTracingService(ActivityContext executionContext)
{
if (executionContext == null)
{
throw new ArgumentNullException("executionContext");
}

ITracingService tracingService = executionContext.GetExtension<ITracingService>();

return tracingService;
}
}
}

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Priya_1 50 on at

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Thank you

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Priya_1 50 on at

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Is this a correct workflow code

using System;

using Microsoft.Xrm.Sdk.Workflow;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Query;

using System.Activities;

namespace Order

{

public class Order : CodeActivity

{

protected override void Execute(CodeActivityContext executionContext)

{

ITracingService tracingService = executionContext.GetExtension<ITracingService>();

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

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

IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

//var service = GetService(executionContext);

var quoteRef = QuotRef.Get(executionContext);

var orderRef = OrderRef.Get(executionContext);

try

{

tracingService.Trace("No incident");

var fetchData = new

{

QuoteGUID = quoteRef.Id.ToString()

};

var fetchXml = $@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>

<entity name='quotedetail'>

<attribute name='productid' />

<attribute name='productdescription' />

<attribute name='priceperunit' />

<attribute name='quantity' />

<attribute name='extendedamount' />

<attribute name='quotedetailid' />

<order attribute='productid' descending='false' />

<link-entity name='quote' from='quoteid' to='quoteid' link-type='inner' alias='aa'>

<filter type='and'>

<condition attribute='quoteid' operator='eq' value='{fetchData.QuoteGUID } />

</filter>

</link-entity>

</entity>

</fetch>

";

EntityCollection quoteProdCollection = service.RetrieveMultiple(new FetchExpression(fetchXml.ToString()));

if (null == quoteProdCollection || null == quoteProdCollection.Entities || quoteProdCollection.Entities.Count == 0)

{

return;

}

else

{

foreach (Entity quoteProds in quoteProdCollection.Entities)

{

Entity orderProdCreate = new Entity("salesorderdetail");

orderProdCreate["salesorderdetailid"] = new EntityReference("salesorder", orderRef.Id);

EntityReference uOM = quoteProds.GetAttributeValue<EntityReference>("uomid");

orderProdCreate["uomid"] = new EntityReference("uom", uOM.Id);

orderProdCreate["productid"] = new EntityReference("product", quoteProds.GetAttributeValue<EntityReference>("productid").Id);

orderProdCreate["quantity"] = quoteProds.GetAttributeValue<decimal>("quantity");

orderProdCreate["ispriceoverridden"] = false;

service.Create(orderProdCreate);

}

}

}

catch (Exception ex)

{

throw new Exception(ex.Message);

}

}

[Input("Order")]

[ReferenceTarget("salesorder")]

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

[Input("Quote")]

[ReferenceTarget("quote")]

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

}

}

I am getting it like "invalid XML"

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