Microsoft Dynamics CRM (Archived)

Getting the error: The request SetWordTemplate cannot be invoked from the Sandbox.

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Posted on by Nithya Gopinath

17,078

Hi Guys,

I have written a plugin code to set word template as shown below.

public void SetWordTemplate(IOrganizationService orgService, Entity docTemplate, string entityName, Guid recordId)
        {
            OrganizationRequest request = new OrganizationRequest("SetWordTemplate");
            request["Target"] = new EntityReference(entityName, recordId);
            request["SelectedTemplate"] = new EntityReference(docTemplate.LogicalName, docTemplate.Id);
            var response = orgService.Execute(request);
        }

While debugging the plugin using plugin profiler, it is woking fine and no errors are detected. The document template is getting attached to the notes in the record.

I am calling this plugin in a global action and on click of a ribbon button, I am calling the javascript to call this custom action.

But if I stop profiling the plugin step and click on the ribbon button, javascript is called and it invokes the action but I get a pop up as follows.

The request SetWordTemplate cannot be invoked from the Sandbox.

Also, the document template is not getting attached to the notes in the record.

Can anybody guide me to solve this issue?

Any help is appreciated.

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Answers (1)

Nithya Gopinath 17,078 on at

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Any suggestions on this issue?

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Nithya Gopinath 17,078 on at

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Is there any alternative way to SetWordTemplate using code?

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Verified answer

Markus_Moser 65 on at

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We implemented the message on the client side, in this example with a static document template.

The code works fine in a CRM Online environment.

function generateWordDocument() { Process.callAction("SetWordTemplate", [ { key: "Target", type: Process.Type.EntityReference, value: new Process.EntityReference(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId()) }, { key: "SelectedTemplate", type: Process.Type.EntityReference, value: new Process.EntityReference("documenttemplate", "{587AACE7-A53C-E711-8107-5065F38AEA61}") } ], onWordDocumentGenerated ); } function onWordDocumentGenerated() { Xrm.Page.ui.setFormNotification("Document generated!", "INFO", "documentGenerated"); }

You can also use a workflow to do the processing: https://community.dynamics.com/crm/b/crminogic/archive/2016/02/17/set-word-template-through-workflow-in-dynamics-crm-2016

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Nithya Gopinath 17,078 on at

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This code solved my issue.

Thanks, Markus Moser.

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MS CRM DYNAMICS 592 on at

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Hi Nithya,

If I will call action then action called custom workflow. How I can attach the document to notes in custom workflow. (Custom workflow having same issue like plugin?)

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Ashwini Shashidhara 27 on at

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Hello team,

Am getting below error when calling setwordtemplate using custom workflow. Please guide.

Code Snippet:

OrganizationRequest req = new OrganizationRequest("SetWordTemplate");

req["Target"] =

new EntityReference("new_testbhp", new Guid(recordGuid));

req["SelectedTemplate"] =

new EntityReference("documenttemplate", new Guid(docTemplateGuid));

service.Execute(req);

Exception in custom workflow

Message: The request SetWordTemplate cannot be invoked from the Sandbox.

at Microsoft.Crm.Sandbox.SandboxCodeUnit.ProcessException(Exception originalException, IExecutionContext context, SandboxClient client, SandboxCallTracker callTracker, Boolean isSafeToRetry, DateTime performanceExecutionStartTime, SandboxTracker tracker, Guid parentExecutionId, CrmException& crmException, String& assemblyContents)

at Microsoft.Crm.Sandbox.SandboxCodeUnit.<>c__DisplayClass24_0.<Execute>b__0()

at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action, IEnumerable`1 additionalCustomProperties)

at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)

at Microsoft.Xrm.RemotePlugin.CrmProvider.RemotePlugin.Execute(IServiceProvider serviceProvider)

at Microsoft.Xrm.RemotePlugin.CrmProvider.RemotePluginContainer.Execute(IServiceProvider serviceProvider)

at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)

-- End stack trace --

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MS CRM DYNAMICS 592 on at

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Hi Nithya,

Can we call SetWordTemplate without Process js from Js?

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Suyati Trial 10 on at

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Hi,

I am not able to trigger the plugin action using this js.I am stuck at the 1st line itself.So can I get an alternative for this

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Suggested answer

Pradeep Rai 5,489 Moderator on at

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Please use below link:

https://carldesouza.com/calling-an-dynamics-365-action-from-javascript/

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Tulio 10 on at

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[quote user="Nithya Gopinath"]
Hi Guys,

I have written a plugin code to set word template as shown below.

public void SetWordTemplate(IOrganizationService orgService, Entity docTemplate, string entityName, Guid recordId) { OrganizationRequest request = new OrganizationRequest("SetWordTemplate"); request["Target"] = new EntityReference(entityName, recordId); request["SelectedTemplate"] = new EntityReference(docTemplate.LogicalName, docTemplate.Id); var response = orgService.Execute(request); }

While debugging the plugin using plugin profiler, it is woking fine and no errors are detected. The document template is getting attached to the notes in the record.

I am calling this plugin in a global action and on click of a ribbon button, I am calling the javascript to call this custom action.

But if I stop profiling the plugin step and click on the ribbon button, javascript is called and it invokes the action but I get a pop up as follows.

The request SetWordTemplate cannot be invoked from the Sandbox.

Also, the document template is not getting attached to the notes in the record.

Can anybody guide me to solve this issue?

Any help is appreciated.
[/quote]

How your code stayed after use whats Markus Moser send?

Can you share, please?

Thank you!

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