
Folks,
I'm migrating some crm 2016 onpremise orgs to CRM Online. We have some custom fields that are used in a form or referenced in other entities like workflows. I need to migrate these fields. If I can't migrate the fields, I need to display the field name, its dependencies and so forth.
I've been looking through the "solutions" SDK sample and have been able to retrieve much of what I need. There is a GetComponentName method used by the DependencyReport method that extracts info based on the componenttype enum. However, this method is incomplete in that it only extracts info for componenttype.Attribute and componenttype.OptionSet and skips other types like system form and workflow.
I've attempted to extract additional information and was successful for EntityRelationship (using the RetrieveRelationshipRequest object), but I am not seeing corresponding RetrieveXXXRequest objects for system form and workflow.
How do I extract the metadata for these componenttypes (and other component types listed in the componenttype enum)? What request object should I use?
Thanks.
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I have the same question (0)From what I can tell, it looks like the CRM IOrganizationService is missing this functionality.
I see request contracts for:
Attributes - RetrieveAttributeRequest
EntityRelationships - RetrieveRelationshipRequest
OptionSets - RetrieveOptionSetRequest
However, I don't see request contracts for other components such as system forms or workflows.
Keep in mind that I'm drilling down into the dependency details of an attribute. I need to know the what and where of a dependency. I'm good when a dependency is one of the above types, but need a way to gather additional info for the other types.
For example, if the dependency is a system form, I need to know the name of the form, what entity the form is in, and whether the form is active.
If the dependency is a workflow, I need to know what the workflow name is.
Is there a way to do this using the IOrganizationService? If not, is there an alternate approach.
All help is appreciated.
Thanks