Update Entity through C#

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Posted on by CRM Beginner

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Hi All,

I am creating a record inside a custom entity through C# code and then i want to access the similar newly created record by fetching its id.I want to set that particular record to inactive state ..But its not working..I used the below lines of code -:

Id = service.Create(entity_name);
Console.WriteLine("Record Created ");
Entity contact_unsubscribe = new Entity("custom entity");
contact_unsubscribe = service.Retrieve("new_contact_unsubscribe", Id, new ColumnSet(true));
contact_unsubscribe["statecode"] = new OptionSetValue(1);
service.Update(contact_unsubscribe);

Any help please!

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Radu Chiribelea 6,667 on at

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Hi there,

Can you please give more details on what's not working?

Do you see any error messages, or what is the behavior that results from the update?

Thanks,

Radu

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Michel van den Brink 4,697 on at

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Hello,

Changing the State ('statecode') or Status ('statuscode') for an entity record has it's own dedicated request type. They can't be changed though the regular 'Update' request.

You need to use the request type Microsoft.Crm.Sdk.Messages.SetStateRequest and pass it to 'Execute' on the organization service.
Also, you always have to specify both the State ('statecode') and the Status ('statuscode') fields. Make sure that they are compatible with your entity settings, don't try to set a Status that belongs to a different State.

Example:

service.Execute(new SetStateRequest() { EntityMoniker = new EntityReference("new_contact_unsubscribe", id), State = new OptionSetValue(1), // 'statecode' Status = new OptionSetValue(2) // 'statuscode' });

Hope this helps you out! If you have any more questions, let me know.

If you found my answer helpful, please mark it as such/verified :-)

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CRM Beginner 795 on at

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Thanks Michel. Can i know how to identify the statuscode and statecode for a custom entity ?

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TomSmelser 1,570 on at

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See here similar example. I think this will help.

https://www.powerobjects.com/2012/03/30/how-to-programmatically-set-the-status-code-field-of-a-dynamic-entity/

Good luck!

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Michel van den Brink 4,697 on at

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Yes you can identify the different codes.

For a custom entity there is always just two options for 'statecode' - you can not change these or add any.
You can optionally change the labels

0 = 'Active'
1 = 'Inactive'

For a custom entity there are by default two options for 'statuscode'. You can add any or change these if you like via customizations.

State
('statecode')

Status Reason
('statuscode')

0 : Active

1 : Active

1 : Inactive

2 : Inactive

---

For the default (out-of-the-box) entities like 'Account', 'Contact' and 'Opportunity' there are many more combinations.
Please refer to this document about all the different combinations:
https://technet.microsoft.com/en-us/library/dn531157.aspx

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Radu Chiribelea 6,667 on at

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Hello,

With regards to the he SetStateRequest message, I would suggest to keep in mind that this is deprecated: msdn.microsoft.com/.../microsoft.crm.sdk.messages.setstaterequest.aspx

Below you can see : This message request is deprecated. Consider using the UpdateRequest instead. For more information see Perform specialized operations using Update.

Additional Info:

msdn.microsoft.com/.../dn932124.aspx

community.dynamics.com/.../status-not-getting-updated-using-setstaterequest-in-dynamics-365

Hope this helps!

Rad

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David Jennaway 14,065 on at

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To clarify whether to use SetStateRequest. Going back a few versions, you had to use SetStateRequest to change the statecode, as it wasn't supported to change statecode via an Update. However, in CRM 2015 SP1, it changed to allow you to change the statecode via an Update.

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CRM Beginner 795 on at

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Thanks Michel, it worked.

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CRM Beginner 795 on at

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@Michel, i want one more help..If i don't want to make the record inactive, just want to disable the form or read only state, how could i do it?

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RaviKashyap 55,410 Moderator on at

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Hi,

You need to write a JavaScript to make the form read only.

here is the sample js code-

============

function MakeReadOnlyForm() {

Xrm.Page.ui.controls.forEach(function (control, i) {

if (control && control.getDisabled && !control.getDisabled()) {

control.setDisabled(true);

}

});

}

==================

You refer the following links on the same-

carldesouza.com/dynamics-crm-read-only-form-disable-fields-with-javascript

community.dynamics.com/.../189988

Hope this helps.

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