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So I am trying to create my own logic for moving a Quote Annotation to a SharePoint location. After multiple trial-and-errors I am now at a point which I cannot seem to solve.
The objective of the custom Workflow is simple;
For step 3 I created a Custom Workflow plugin with the following tutorials as references:
vikramxrm.blogspot.nl/.../copy-ms-crm-2011-attached-documents-in.html
https://github.com/jlattimer/CRM-Note-Workflow-Utilities
The code I have so far is:
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Reportpublic class MoveQuoteToSharepoint : CodeActivity
{
[Input("SourceQuote")]
[ReferenceTarget("quote")]
public InArgument<EntityReference> SourceQuote { get; set; }
private String _fileName;
protected override void Execute(CodeActivityContext executionContext)
{
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
// Get the target entity from the context
Entity regQuote = (Entity)service.Retrieve("quote", context.PrimaryEntityId, new ColumnSet(new string[] { "name", "ownerid" }));
string quoteName = (string)regQuote.Attributes["name"];
//Get the notes from the Quote (context)
QueryExpression _quoteAttachmentQuery = new QueryExpression
{
EntityName = "annotation",
ColumnSet = new ColumnSet
(
"subject",
"filename",
"documentbody"
),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "objectid",
Operator = ConditionOperator.Equal,
Values = { context.PrimaryEntityId }
},
new ConditionExpression
{
AttributeName = "isdocument",
Operator = ConditionOperator.Equal,
Values = {true}
}
}
}
};
EntityCollection results = service.RetrieveMultiple(_quoteAttachmentQuery);
//Annotation found
if (results.Entities.Count > 0)
{
//Fetch first annotation
Entity retrievedAnnotation = results.Entities.First();
_fileName = retrievedAnnotation.GetAttributeValue<string>("filename");
using (FileStream fileStream = new FileStream(_fileName, FileMode.OpenOrCreate))
{
byte[] fileContent = Convert.FromBase64String(retrievedAnnotation.GetAttributeValue<string>("documentbody"));
//fileStream.Write(fileContent, 0, fileContent.Length);
CopyToSharePoint2013(retrievedAnnotation.Id, service, quoteName, fileContent, _fileName); }
}
else
{
throw new Exception("There are no annotations found for this Quote.");
}
}
public static void CopyToSharePoint2013(Guid _CaseId, IOrganizationService _service, string _FolderName, byte[] fileContent, string filename)
{
try
{
string _SharePointServer = @"mydomain.sharepoint.com/.../xxx";
using (ClientContext _clientContext = new ClientContext(_SharePointServer))
{
SecureString passWord = new SecureString();
foreach (char c in "xxxx".ToCharArray()) passWord.AppendChar(c);
_clientContext.Credentials = new SharePointOnlineCredentials("me@loginemail.com", passWord);
//create web object
Web web = _clientContext.Web;
List oList = web.Lists.GetByTitle("Quote");
if (oList != null)
{
//Create Folder
var folders = oList.RootFolder.Folders;
_clientContext.Load(folders);
_clientContext.ExecuteQuery();
var newFolder = folders.Add(_FolderName);
_clientContext.ExecuteQuery();
//Copy file into created folder
FileCreationInformation oFileCreationInformation = new FileCreationInformation();
oFileCreationInformation.Content = fileContent;
oFileCreationInformation.Url = @_SharePointServer + "/quote/" + _FolderName + "/" + filename;
oFileCreationInformation.Overwrite = true;
oList.RootFolder.Files.Add(oFileCreationInformation);
_clientContext.Load(oList);
_clientContext.ExecuteQuery();
//Create SharePoint Location record
if (!AlreadyExistDocumentLocationRecord(_CaseId, _service))
{
CreateDocumentLocationRecord(_service, _FolderName, oFileCreationInformation.Url, _CaseId);
}
}
}
}
catch (Exception Ex)
{
Console.Write(Ex.Message);
if (Ex.InnerException != null)
{
Console.WriteLine(Ex.InnerException.Message);
Console.ReadLine();
}
}
}
private static void CreateDocumentLocationRecord(IOrganizationService service, string _locationName, string _locationURL, Guid _regarding)
{
try
{
// Instantiate an account object.
Entity DocumentLocation = new Entity("sharepointdocumentlocation");
//set the fields values
DocumentLocation["name"] = _locationName;
DocumentLocation["regardingobjectid"] = new EntityReference("quote", _regarding);
DocumentLocation["relativeurl"] = _locationName;
if ((GetParentSiteUrl(service)) != Guid.Empty)
{
DocumentLocation["parentsiteorlocation"] = new EntityReference("sharepointdocumentlocation", GetParentSiteUrl(service));
}
//create the record
Guid DocumentLocationid = service.Create(DocumentLocation);
}
catch (Exception Ex)
{
Console.Write(Ex.Message);
if (Ex.InnerException != null)
{
Console.WriteLine(Ex.InnerException.Message);
Console.ReadLine();
}
}
}
private static Guid GetParentSiteUrl(IOrganizationService service)
{
Guid _Id = Guid.Empty;
try
{
QueryExpression _Query = new QueryExpression
{
EntityName = "sharepointdocumentlocation",
ColumnSet = new ColumnSet("relativeurl"),
Criteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression
{
AttributeName = "relativeurl",
Operator = ConditionOperator.Equal,
Values = { "quote" }
},
}
}
};
EntityCollection _EntityLocation = service.RetrieveMultiple(_Query);
if (_EntityLocation.Entities.Count > 0)
{
_Id = _EntityLocation.Entities[0].Id;
}
}
catch (Exception Ex)
{
Console.Write(Ex.Message);
if (Ex.InnerException != null)
{
Console.WriteLine(Ex.InnerException.Message);
Console.ReadLine();
}
}
return _Id;
}
private static bool AlreadyExistDocumentLocationRecord(Guid CaseId, IOrganizationService _service)
{
QueryExpression _Query = new QueryExpression
{
EntityName = "sharepointdocumentlocation",
ColumnSet = new ColumnSet("regardingobjectid"),
Criteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression
{
AttributeName = "regardingobjectid",
Operator = ConditionOperator.Equal,
Values = { CaseId }
},
}
}
};
EntityCollection _EntityLocation = _service.RetrieveMultiple(_Query);
if (_EntityLocation.Entities.Count > 0)
return true;
else
return false;
}
}
After some testing I am getting the following error:
 |
Unexpected exception from plug-in (Execute): MyNameSpace.MoveQuoteToSharepoint: System.Security.SecurityException: Request for the permission of type 'System.Security.Permissions.FileIOPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089' failed. |
I guess it is being caused by the following bit of code, but I am not sure:
using (FileStream fileStream = new FileStream(_fileName, FileMode.OpenOrCreate))
{
byte[] fileContent = Convert.FromBase64String(retrievedAnnotation.GetAttributeValue<string>("documentbody"));
//fileStream.Write(fileContent, 0, fileContent.Length);
CopyToSharePoint2013(retrievedAnnotation.Id, service, quoteName, fileContent, _fileName); }
Anyone have a clue how to fix this? I am also not sure if the SharePoint bits of code will work, not even got there because of the previous error. Does anyone think I should program it differently?
Thank you in advance!
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I have the same question (0)
You're right in what line of code is causing the problem. It looks like your plugin is running in the sandbox, which blocks FileIO access. You've 3 main options:
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