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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Picklists in the SDK
Microsoft Dynamics CRM (Archived)

Picklists in the SDK

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Posted on by Russell Bahr 615

Hello,

I am working on converting our current CRM into Dynamics.  I have most of the ocde written to create accounts and contacts.  I am strugling with the picklists for Relationship Type (accountcategorycode) and Industry (industrycode).  Can someone please post an example in C# or VB that will show me how to create the picklist object and set the correct value from the picklist. 

 Thanks,

 Russell

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    Hi Russel! I did kind of the same thing for my company. We had some database tables from FoxPro that I had to import into CRM. Building a relationship between Accounts and Contacts in code was less of a struggle than picklists! Although, that was my experience... Here is some code that might help you : 

    //first I check wheter the DataRow.row column (from the FoxPro table) has data
if (!String.IsNullOrEmpty(row["rol"].ToString()))  
{
    //these are my picklist values in CRM :
    /* sales = 1
     * marketing = 2
     * hrm = 3
     * finance = 4
     * principal = 5
     * senior = 6
     * itpp = 7
     * stagiair = 8
     * directie = 9
     * junior = 10
     * medior = 11                       
    */
    
    //this row["rol"] is of type DataRow and the column contains department data
    string rolValue = row["rol"].ToString().ToLower().Trim();
    
    //default picklistvalue to be chosen...
    int pickListValue = 0;
    switch (rolValue)
    {
        case "stage":
            pickListValue = 8;
            break;
        case "junior":
            pickListValue = 10;
            break;
        case "medior":
            pickListValue = 11;
            break;
        case "senior":
            pickListValue = 6;
            break;
        case "senior - it expert center":
            pickListValue = 5;
            break;
        case "partner":
            pickListValue = 0;
            break;
        case "office":
            pickListValue = 0;
            break;
        default:
            pickListValue = 0;
            break;
    }
    //create a new picklist
    CrmContact.new_department = new Picklist();
    if (pickListValue == 0)
    {
        //assign the picklist a default value if its still 0
        CrmContact.new_department.IsNull = true;
        CrmContact.new_department.IsNullSpecified = true;
    }
    else
    {
        //assign the picklist value
        CrmContact.new_department.Value = pickListValue;
    }
}


    After this, you can call your CrmService and go and Create your CrmContact...
    Good luck!
  • Russell Bahr Profile Picture
    Russell Bahr 615 on at

    Hello Bert,

     

    That worked perfectly.  Thanks for the help!!  Much Appreciated!!

     

    Regards,

     

    Russell

  • Community Member Profile Picture
    Community Member on at

     Glad to help out, Russel

  • hassan chandoklow Profile Picture
    hassan chandoklow 175 on at

    using System;

    using System.IO;

    using System.Text;

    using System.Configuration;

    using System.Collections.Generic;

    using CreatePicklist.MetadataSdk;

    namespace CreatePicklist

    {

    class Program

    {

    private static MetadataService metadata;

    private static int languageCode = 1033;

    static void Main(string[] args)

    {

    string entityName = ConfigurationManager.AppSettings["entity"];

    Authenticate();

    PicklistAttributeMetadata picklist = CreatePicklistAttribute();

    CreateAttributeRequest request =     new CreateAttributeRequest();

    request.Attribute = picklist;

    request.EntityName = entityName;

    CreateAttributeResponse response = (CreateAttributeResponse)metadata.Execute(request);

    }

    private static PicklistAttributeMetadata CreatePicklistAttribute()

    {

    /* get values from our config file */

    string schemaName = ConfigurationManager.AppSettings["schemaName"];

    string displayName = ConfigurationManager.AppSettings["displayName"];

    string description = ConfigurationManager.AppSettings["description"];

    int requirement = Convert.ToInt32(ConfigurationManager.AppSettings["requirement"]);

    PicklistAttributeMetadata picklist = new PicklistAttributeMetadata();

    picklist.SchemaName = schemaName;

    picklist.DisplayName = CreateSingleLabel(displayName);

    picklist.Description = CreateSingleLabel(description);

    picklist.RequiredLevel =     new CrmAttributeRequiredLevel();

    /* set the requirment level */

    if (requirement == 0)

    picklist.RequiredLevel.Value = AttributeRequiredLevel.None;

    else if (requirement == 1)

    picklist.RequiredLevel.Value = AttributeRequiredLevel.Recommended;

    else

    picklist.RequiredLevel.Value = AttributeRequiredLevel.Required;

    /* only creating picklists here */

    picklist.AttributeType = new CrmAttributeType();

    picklist.AttributeType.Value = AttributeType.Picklist;

    List<Option> options = CreatePicklistOptions();

    picklist.Options = options.ToArray();

    return picklist;

    }

    private static void Authenticate()

    {

    string username = ConfigurationManager.AppSettings["username"];

    string password = ConfigurationManager.AppSettings["password"];

    string domain = ConfigurationManager.AppSettings["domain"];

    string organisation = ConfigurationManager.AppSettings["organisation"];

    CrmAuthenticationToken token = new CrmAuthenticationToken();

    token.AuthenticationType = 0;

    token.OrganizationName = organisation;

    metadata =     new MetadataService();

    metadata.Credentials = new System.Net.NetworkCredential(username, password, domain);

    metadata.UnsafeAuthenticatedConnectionSharing = true;

    metadata.CrmAuthenticationTokenValue = token;

    }

    private static Option CreatePicklistOption(string label, int value)

    {

    Option option =     new Option();

    option.Label = CreateSingleLabel(label);

    option.Value =     new CrmNumber();

    option.Value.Value = value;

    return option;

    }

    public static CrmLabel CreateSingleLabel(string label)

    {

    CrmNumber crmNumber =     new CrmNumber();

    crmNumber.Value = languageCode;

    LocLabel locLabel =     new LocLabel();

    locLabel.LanguageCode = crmNumber;

    locLabel.Label = label;

    CrmLabel crmLabel =     new CrmLabel();

    crmLabel.LocLabels = new LocLabel[] { locLabel };

    return crmLabel;

    }

    private static List<Option> CreatePicklistOptions()

    {

    string inputfile = ConfigurationManager.AppSettings["inputfile"];

    List<Option> options = new List<Option>();

    string[] lines = File..ReadAllLines(inputfile);

    int index = 1;

    foreach (string entry in lines)

    {

    string[] tmp = entry.Split(new char[] { ';' });string countryname = UCFirstWord(tmp[0].ToLower());

    options.Add(CreatePicklistOption(countryname, index++));

    }

    return options;

    }

    private static string UCFirstWord(string value)

    {

    string result = string.Empty;

    string[] words = value.Split(new char[] { ' ' });

    foreach (string word in words)

    result += (char.ToUpper(word[0]) + word.Substring(1)) + " ";

    return result.Trim();

    }

    }

    }

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