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Hello Team.
Need your help to get the resolution.
I have two entities opportunity and class. In the opportunity page i have added the subgrid of class.
I want whenever i add the class in subgrid same class needs to save into classes field in the opportunity page. (I dont want to use java script on save event)
Below is the screenshot.
Can someone help me to get the other methods to achieve it?
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Hi,
Like if you have added 0056 then 0056 class should be added in classes ,
and then you have added 0057 then 0056 ; 0057 class should be added in classes field. If you want to achieve this you can use workflow :
Use workflow on class entity on record creation.
Create one more field name as old classes in opportunity entity.
you have to update two times opportunity entity in workflow.
///condition you have to use in workflow
so when any record is created on subgrid i.e. class entity then,
first condition:
classes field in opportunity entity value gets updated in old classes field if classes is not equal to null.
then
again update the opprtunity entity and set the value in classes field of (old classes field; Name field of class entity)
Try this, might it can solve your issue .
Hello Pravin,
I have developed the custom code. but it's again not updating the field value.
could you please help me ? It's not giving any error
Below code-
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
namespace SetClassId
{
public class SetClassIdToAssociatedOpp : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the execution context from the service provider.
IPluginExecutionContext context =(IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
// Get a reference to the Organization service.
IOrganizationServiceFactory factory =(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);
ITracingService trace = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
EntityReference target = null;
EntityReference initialTargetEntity = null;
EntityReferenceCollection relatedEntities;
string relationshipName;
EntityReference initialRelatedEntity;
if ((context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference) && (context.InputParameters.Contains("RelatedEntities") && context.InputParameters["RelatedEntities"] is EntityReferenceCollection))
{
initialTargetEntity = (EntityReference)context.InputParameters["Target"];
relatedEntities = context.InputParameters["RelatedEntities"] as EntityReferenceCollection;
relationshipName = context.InputParameters["Relationship"].ToString();
initialRelatedEntity = relatedEntities[0];
//throw new Exception("" + initialTargetEntity.LogicalName + "::" + initialTargetEntity.Id);
}
// if (context.Depth < 1)
// return;
string fetch = @"<fetch distinct = 'true' mapping = 'logical'> " +
"<entity name='hnny_class'>" +
"<attribute name='hnny_classid'/>" +
"<attribute name='hnny_name'/>" +
"<attribute name='createdon'/>" +
"<order descending='false' attribute='hnny_name'/>" +
"<link-entity name='hnny_class_opportunity' intersect='true' visible='false' to='hnny_classid' from='hnny_classid'>" +
"<link-entity name='opportunity' to='opportunityid' from='opportunityid' alias='ab'>" +
"<filter type='and'>" +
"<condition attribute = 'opportunityid' operator= 'eq' value = '" + initialTargetEntity.Id + "' />" +
"</filter>" +
"</link-entity>" +
"</link-entity>" +
"</entity>" +
"</fetch>";
FetchExpression exep = new FetchExpression(fetch);
EntityCollection collection = service.RetrieveMultiple(exep);
if (collection.TotalRecordCount > 1)
{
string classNames = "";
foreach (Entity classes in collection.Entities)
{
if (classNames == "")
classNames = classes.Attributes.Contains("hnny_name") ? (String)classes["hnny_name"] : string.Empty;
else
classNames += classes.Attributes.Contains("hnny_name") ? (String)classes["hnny_name"] : string.Empty;
}
Entity opp = new Entity(initialTargetEntity.LogicalName, initialTargetEntity.Id);
opp["hnny_classes"] = classNames; // use classfiled logcal name
service.Update(opp);
}
}
}
}
Hi Girish,
Please follow below steps:
1. Get all records using either query expression or fetch expression inside plugin.
2. Store and concat classes name in one string.
3. Get opportunity lookup id in plugin
4. Update opportunity field classes with concatenated field .
Hi Girish,
I believe that classes field on opportunity form is nothing but single line text.
You could achieve this by creating post-operation plugin on create of class entity.
Hi Girish,
If my understanding is correct when you are creating new classes , the last created class name will be populate in the opportunity form field.
If this is your requirement I would suggest to configure a workflow on create of class and update related parent entity (opportunity) with the value of class name.
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