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Can anyone please help on creating plugin

whenever account is created or updated. we want to update field called acountid

whenever acountnum changes, fire a plugin which goes and gets guid of number that are in
acountnum then update acountid field

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Mahendar Pal 45,095 on at

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Hi,

What is your requirement, accountid hold primary key of the account record, whey you want to do that?

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Community Member on at

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so whenver account id will be created or updated, plugin should be fired. and a message box will show the guid, can you help me on this please

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Alex Fun Wei Jie 33,628 on at

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Hi,

Is your account id is a custom field or you are referring the default accountid?

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ram r on at

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Hi, Provide more info.

If accountid is a custom field then you can do this and if its an OOB field then you cannot update the guid.

docs.microsoft.com/.../sample-create-basic-plugin

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Community Member on at

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Hello Alex,

whenever account is created or updated. we want to update field called parentacountid

whenever parentacountnumber changes, we want to fire a plugin which goes and gets guid of number that are in parentacountnumber then update parentacountid field

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Community Member on at

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The requirement is -

whenever account is created or updated. we want to update field called parentacountid

whenever parentacountnumber changes, we want to fire a plugin which goes and gets guid of number that are in parentacountnumber then update parentacountid field

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ram r on at

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Register a plugin on preoperation stage on create and update messages. Filtering attribute for update will be parentaccountnumber

Use retrievemultiple(fetchxml/queryexpression) to retrieve account based on account number. Set the retrieved account to parentaccountid lookup.

Retrieve multiple www.magnetismsolutions.com/.../dynamics_crm_2011_querying_data_using_fetchxml

Set lookup value => entity["parentaccountid"] = new EntityReference("account", <GUID>);

Develop a plugin docs.microsoft.com/.../sample-create-basic-plugin

Register a plugin docs.microsoft.com/.../walkthrough-register-plugin-using-plugin-registration-tool

Edit: Note that in preoperation no need to explicitly call service.update

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Mahendar Pal 45,095 on at

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In addition to plugin you can also write js code for this, you can write a web api retrievemultiple call and set parent lookup

http://himbap.com/blog/?p=2012

//you can setup lookup using following code:

var lookupValue = new Array();

lookupValue[0] = new Object();

lookupValue[0].id = id; //returned from query

lookupValue[0].name = name;

lookupValue[0].entityType = entityType;

Xrm.Page.getAttribute("parentacountid").setValue(lookupValue);

Apart from that you can use this workflow solution as well, just import and use it: www.itaintboring.com/.../dynamics-crm-use-a-workflow-to-set-a-lookup

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Community Member on at

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Hi Ramanathan,

Is this plugin looking authentic. please confirm.

if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)

{

Entity account = (Entity)context.InputParameters["Target"];

if (account != null)

{

if (account.Attributes.Contains("parentaccountnumber") && account.Attributes["parentaccountnumber"] != null)

{

string ParentAccountNumber = null;

EntityReference entRef = (EntityReference)account.Attributes["parentaccountnumber"];

if (entRef.LogicalName == "account")

{

Guid accountid = entRef.Id;

string fetchQuery = string.Format(@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>

<entity name='account'>

<attribute name='accountnumber' />

<attribute name='accountid' />

<filter type='and'>

<condition attribute='aac_parentaccountnumber' operator='not-null' />

</filter>

</entity>

</fetch>", accountid.ToString());

fetchQuery = string.Format(fetchQuery);

EntityCollection FetchParentAccountNumberResult = (EntityCollection)service.RetrieveMultiple(new FetchExpression(fetchQuery));

if (FetchParentAccountNumberResult != null && FetchParentAccountNumberResult.Entities.Count >0)

{

foreach (Entity ent in FetchParentAccountNumberResult.Entities)

{

if(ent.Attributes.Contains("parentaccountnumber") && ent.Attributes["parentaccountnumber"] != null)

{

ParentAccountNumber = ent.Attributes["parentaccountnumber"].ToString();

}

}

}

}

Entity acc = new Entity("account");

acc.Id = account.Id;

acc["parentaccountnumber"] = ParentAccountNumber;

service.Update(acc);

service.Create(acc);

}

}

}

}

catch (Exception e)

{

tracingService.Trace("FilteringAttributeForUpdate", e.ToString());

throw;

}

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Alex Fun Wei Jie 33,628 on at

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Hi, you cant create duplicate account with same account id

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