30
Hi!
I have created a ribbon button to create a quote from opportunity. With java script code, I had auto populated pricelist field.
I want to auto populate the products from opportunity to quote with the help of plugin.
Can someone please help with the c# code to add products from opportunity. It will be great if I get help as I am new to crm.
I believe your main issue is getting the opportunity id when the quote is created.
Here is an approximate code you can use:
var entity = (Entity)context.InputParameters["Target"];
var opportunityRef = entity.GetAttributeValue<EntityReference>("opportunityid");
if (opportunityRef == null) {
//Do whatever you need when there is no parent opportunity
} else {
var oppId = opportunityRef.Id;
//Do whatever you need with opportunityid
}
Please, stop creating new and new threads. I moderate forums here and I will see it.
As I mentioned before - if you have updates/new questions to your initial thread - don't create a new one but post your question as an update to your initial thread.
Hi HarshReddy,
To get target entity through plugin.
Entity entity = (Entity)context.InputParameters["Target"];
Guid recordID = entity.Id;
For basic plugin, refer below url
www.tutorialspoint.com/.../microsoft_crm_plugins.htm
Regards,
Prakash
Hi!
I am new to CRM and I have no knowledge on coding.
Can someone please help me how to get the opportunity id using plugin code?
Thank you in advance.
Hi cloflyMao
I have created a ribbon button "Create Quote" to create quote from opportunity. Using java script, I have populated the pricelist.
Hello,
First thing - please, don't create threads that ask the same question.
Second. I see a few issues in your code and the first is the name of the entity you try to query - quotedeatailsGrid - there is no such entity. There is quotedetail.
Another issue is the name of the attribute you use in the condition - products. There is no such attribute available.
But the main question I have is the following - I'm not fully confident what you want your code to do. You're trying to query quote products when the quote is not created yet.
I believe that the valid idea of the code is following:
1. Get the opportunityid from the target.
2. Build the query for opportunityproduct entity to query products.
3. Loop through the collection you got and create quote detail based on the opportunity product.
That looks more correct for me but I don't understand why do you want to go this path instead of using the message I left the reference to in one of my replies.
Good luck.
Hi!
I have created a ribbon button to create quote from opportunity after adding products. I want to auto populate products using plug in.
Here's the which I have used
using System;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace MyPlugin
{
public class ProdPlugin : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
// Obtain the organization service reference.
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName == "quote")
{
if (context.PostEntityImages.Contains("PostImage"))
{
// Here is your Quote entity data
Entity quote = (Entity)context.PostEntityImages["PostImage"];
try
{
QueryExpression query = new QueryExpression
{
EntityName = "quotedeatailsGrid",
ColumnSet = new ColumnSet(),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "products",
Operator = ConditionOperator.Equal,
Values = { (Guid)entity.Id }
}
}
}
};
// Here is your Quote Product(s) data
EntityCollection prodList = service.RetrieveMultiple(query);
if (prodList.Entities.Count > 0)
{
foreach (Entity quoteProd in prodList.Entities)
{
var quoteprodId = quoteProd.Id;
//etc
}
}
if (quote.Attributes.Contains("opportunityid"))
{
// Here is your Opportunity entity data
Entity opportunity =
service.Retrieve("opportunity", ((EntityReference)quote["opportunityid"]).Id, new ColumnSet(true));
}
}
catch (Exception ex)
{
}
}
}
}
}
}
}
But I am getting error when I am excuting.
Can someone please help by telling where the code is wrong as I am new to coding.
Thank you!
I believe you will be able to get the Id of your current opportunity so you will be able to use this code with Id of the opportunity that is used in your process.
Good luck.
Hi!
This code will work only to one particular record as they have used GUID.
But for me, it should work every time I create a sales process.
Could you help me with this requirement?
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,409
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
