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I need to run my plugin when user is opened the Account record.
I used Registration Tool to Register New Assembly.
I created a step:
Message - Retrieve
Primary Entity - account
Event Pipeline Stage of Execution - Pre-operation.
By when I open the account - the plugin doesn't run (
What should I do to solve it?
my code is:
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Messages;
namespace FormLoadCRM
{
public class SetForm : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext pluginContext =
(IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory servicefactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService client = servicefactory.CreateOrganizationService(pluginContext.UserId);
//throw new InvalidPluginExecutionException("Execute Method called");
SetcForm(client, pluginContext.UserId, tracingService);
}
private void SetcForm(IOrganizationService service, Guid userId, ITracingService tracingService)
{
try
{
// throw new InvalidPluginExecutionException("Last form viwed");
RetrieveEntityRequest request = new RetrieveEntityRequest();
request.LogicalName = "Account";
// Retrieve the MetaData.
RetrieveEntityResponse response = (RetrieveEntityResponse)service.Execute(request);
int objecttypecode = response.EntityMetadata.ObjectTypeCode.Value;
var query = new QueryExpression("userentityuisettings");
query.Criteria.AddCondition("ownerid", ConditionOperator.Equal, userId);
query.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, objecttypecode);
query.ColumnSet.AddColumn("lastviewedformxml");
EntityCollection encol = service.RetrieveMultiple(query);
string last1 = encol[0].Attributes["lastviewedformxml"].ToString();
// throw new InvalidPluginExecutionException("Last form viwed: " + last1);
string idFormToUse = string.Empty;
var query2 = new QueryExpression("systemform");
query2.Criteria.AddCondition("name", ConditionOperator.Equal, "Account");
query2.ColumnSet = new ColumnSet("formid");
EntityCollection form = service.RetrieveMultiple(query2);
if (form != null)
{
string guidformateado = form[0].Id.ToString();
idFormToUse = string.Format("", guidformateado);
string last = encol[0].Attributes["lastviewedformxml"].ToString();
if (!idFormToUse.Equals(last, StringComparison.InvariantCultureIgnoreCase))
{
Entity userUI = new Entity("userentityuisettings");
userUI.Id = encol[0].Id;
userUI.Attributes["lastviewedformxml"] = idFormToUse;
//just for unit testing.
//throw new InvalidPluginExecutionException("Last form viwed: " + last + " form to use: " + idFormToUse);
service.Update(userUI);
}
}
else
{
return;
}
}
catch (Exception ex)
{
tracingService.Trace("FollowupPlugin: {0}", ex.ToString());
}
}
}
}
*This post is locked for comments
Hi Priti,
I would suggest make hard code your form id instead of retrieving systemform as this wont change anymore.
You can get formid from account record , go to right hand side popout button of account record and then press F11 , from URL of browser take the formid.
Hi Priti,
i tried your query and it is prefect, just make sure that in your account entity you have form with the name "Account".
Go to setting-->customiztion->entity-->account--form and check if you have form with name "account".
Hope this helps!!!
Best Regards,
Shahbaaz
Please help me to fix above mentioned issue. How we can query "systemform" entity
var query2 = new QueryExpression("systemform");
query2.Criteria.AddCondition("name", ConditionOperator.Equal, "account");
query2.ColumnSet = new ColumnSet("formid");
EntityCollection form = client.RetrieveMultiple(query2);
//testing purpose
tracingService.Trace("Retrieved {0} entities", form.Entities.Count);
Hi Shajbaaz
you are right.but i want to know why it is not return any entity. i need to write some logic after returning entity from "systemform": Please check my code
try
{
RetrieveEntityRequest request = new RetrieveEntityRequest();
request.LogicalName = "account";
//Retrieve the MetaData.
RetrieveEntityResponse response = (RetrieveEntityResponse)client.Execute(request);
int objecttypecode = response.EntityMetadata.ObjectTypeCode.Value;
var query = new QueryExpression("userentityuisettings");
query.Criteria.AddCondition("ownerid", ConditionOperator.Equal, pluginContext.UserId);
query.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, objecttypecode);
query.ColumnSet.AddColumn("lastviewedformxml");
EntityCollection encol = client.RetrieveMultiple(query);
string last1 = encol[0].Attributes["lastviewedformxml"].ToString();
string idFormToUse = string.Empty;
var query2 = new QueryExpression("systemform");
query2.Criteria.AddCondition("name", ConditionOperator.Equal, "account");
query2.ColumnSet = new ColumnSet("formid");
EntityCollection form = client.RetrieveMultiple(query2);
//testing purpose
tracingService.Trace("Retrieved {0} entities", form.Entities.Count);
//tessting purpose end
if (form != null)
{
string guidformateado = form[0].Id.ToString();
idFormToUse = string.Format("", guidformateado);
string last = encol[0].Attributes["lastviewedformxml"].ToString();
if (!idFormToUse.Equals(last, StringComparison.InvariantCultureIgnoreCase))
{
Entity userUI = new Entity("userentityuisettings");
userUI.Id = encol[0].Id;
userUI.Attributes["lastviewedformxml"] = idFormToUse;
client.Update(userUI);
}
}
else
{
return;
}
}
catch (Exception ex)
{
tracingService.Trace("FollowupPlugin: {0}", ex.ToString());
}
Hi Priti,
You can check condition like if form.Entity.Count > 0 then only allow it to go inside.
var query2 = new QueryExpression("systemform");
query2.Criteria.AddCondition("name", ConditionOperator.Equal, "account");
query2.ColumnSet = new ColumnSet("formid");
EntityCollection form = client.RetrieveMultiple(query2);
if (form.Entities.Count > 0)
{
// you logic
}
Hope this helps!!!
Best Regards,
Shahbaaz
Hi Goutam
Thanks for suggestion. I figured out where is problem.
issue is in below code: when i query "systemform" table it is return no record.
var query2 = new QueryExpression("systemform");
query2.Criteria.AddCondition("name", ConditionOperator.Equal, "account");
query2.ColumnSet = new ColumnSet("formid");
EntityCollection form = client.RetrieveMultiple(query2);
//testing purpose
tracingService.Trace("Retrieved {0} entities", form.Entities.Count);
OUTPUT of above query is: Retrieved 0 entities
please help me on regarding this.
Thanks
Hi Priti,
It might be happen that your plugin is executing and internally getting exception . So try to debug your plugin and enable trace log , write some message with basic plugin first using below reference . Most important try to write try catch block in your plugin.
davecorun.com/.../crm-2011retrieve-plugin
www.magnetismsolutions.com/.../ahmed-anwar&;s-blog/2015/06/04/tracing-and-logging-plugins-in-dynamics-crm-2015-online
Hi Priti,
This plugin wont trigger on opening of a record.
Check below link
www.magnetismsolutions.com/.../Call-Action-in-CRM-2015-Easily-from-JavaScript-Library
How do you know that the plugin is not executing ? I'd suggest writing trace messages to track the progress, rather than throwing exceptions - it's generally more useful, and it is possible that CRM is not displaying the exception messages on a Retrieve
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