Retrieve and update Product Line Item on a Quote

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Posted on by hkccrm

I am trying to create a plugin that would allow me to update some custom field on product line item on a quote.

I have the below code which does not allow me to retrieve the list of the products included on the quote. I always get a -1 return. Please help as I am new to this.

public class ProductTemplateAssignment : IPlugin
    {

        public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracingService =
            (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            IPluginExecutionContext context = (IPluginExecutionContext)
                serviceProvider.GetService(typeof(IPluginExecutionContext));


            if (context.InputParameters.Contains("Target") &&
                context.InputParameters["Target"] is Entity)
            {
                Entity entity = (Entity)context.InputParameters["Target"];

                if (entity.LogicalName != "quote")
                    return;
                IOrganizationServiceFactory serviceFactory =
                    (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
                try
                {
                    var quoteID = entity.Id.ToString();
                    tracingService.Trace("QuoteID: {0}", quoteID);
                    ExecuteAddTemplateToQuoteItem(service, new Guid(quoteID));
                }

                catch (Exception ex)
                {
                    tracingService.Trace("ProductTemplateAsg: {0}", ex.ToString());
                    throw;
                }


            }
        }

        public EntityCollection RetrieveQuoteItem(IOrganizationService service, Guid quoteid)
        {

            var query = new QueryExpression
            {
                EntityName = "quotedetail",
                ColumnSet = new ColumnSet("quoteid", "productid"),
                Criteria = new FilterExpression
                {
                    FilterOperator = LogicalOperator.And,
                    Conditions =
                {
                    new ConditionExpression
                    {
                        AttributeName = "quoteid",
                        Operator = ConditionOperator.Equal,
                        Values = { quoteid }
                    }
                }
                }
            };
            var results = service.RetrieveMultiple(query);
            return results;
        }

        public void ExecuteAddTemplateToQuoteItem(IOrganizationService service, Guid quoteid)
        {
            EntityCollection quoteItem = RetrieveQuoteItem(service, quoteid);
            //Add Template
        }

    }

Please note that I have attached this plugin to Update Message on the Quote Entity with PostOperation Execution.

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Answers (1)

ajyendra 1,738 on at

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Hi,

Please Change this piece of code and try

Remove this line

FilterOperator = LogicalOperator.And,

and ALSo Replace this line

var results = service.RetrieveMultiple(query);

with

EntityCollection results = service.RetrieveMultiple(query);

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hkccrm 15 on at

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Thank you but I'm still getting a -1 return.

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ajyendra 1,738 on at

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Hi,

I know its a silly to change but try if it is related to coding syntax

public EntityCollection RetrieveQuoteItem(IOrganizationService service, Guid quoteid)

{

QueryExpression query = new QueryExpression("quotedetail");

query.ColumnSet = new ColumnSet("quoteid", "productid","quotedetailid");

query.Criteria.AddCondition("quoteid", ConditionOperator.Equal, quoteid);

EntityCollection results = service.RetrieveMultiple(query);

return results;

}

OR

public EntityCollection RetrieveQuoteItem(IOrganizationService service, Guid quoteid)

{

string fetchXmlString = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>

<entity name='quotedetail'>

<attribute name='productid'/>

<attribute name='quotedetailid'/>

<attribute name='quoteid'/>

<order descending='false' attribute='productid'/>

<filter type='and'>

<condition attribute='quoteid' value='{0}' operator='eq'/>

</filter>

</entity>

</fetch>";

string formatXml = string.Format(fetchXml, userid.ToString());

// Executing fetchxml using RetrieveMultiple method

EntityCollection results = service.RetrieveMultiple(new FetchExpression(formatXml));

return results;

}

if it doesn't work might have some other issue and also please check first on advanced find that particular quote have product or not?

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hkccrm 15 on at

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I finally made it to work with the code below

public class ProductTemplateAssignment : IPlugin { public void Execute(IServiceProvider serviceProvider) { ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService)); IPluginExecutionContext context = (IPluginExecutionContext) serviceProvider.GetService(typeof(IPluginExecutionContext)); tracingService.Trace("Run: {0}"); // 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") return; IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); try { var quoteID = entity.Id.ToString(); tracingService.Trace("QuoteID: {0}", quoteID); ExecuteAddTemplateToQuoteItem(service, tracingService, new Guid(quoteID)); } catch (Exception ex) { tracingService.Trace("ProductTemplateAsg: {0}", ex.ToString()); throw; } } } public EntityCollection RetrieveQuoteItem(IOrganizationService service, Guid quoteid) { var query = new QueryExpression { EntityName = "quotedetail", ColumnSet = new ColumnSet("quoteid", "productid"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "quoteid", Operator = ConditionOperator.Equal, Values = { quoteid } } } } }; EntityCollection results = service.RetrieveMultiple(query); return results; } public Entity RetrieveQuoteTemplate(IOrganizationService service, Guid prodID) { var query = new QueryExpression { EntityName = "product", ColumnSet = new ColumnSet("new_producttemplate"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "productid", Operator = ConditionOperator.Equal, Values = { prodID } } } } }; Entity results = service.RetrieveMultiple(query).Entities.FirstOrDefault(); return results; } public void ExecuteAddTemplateToQuoteItem(IOrganizationService service, ITracingService ts, Guid quoteid) { EntityCollection quoteItem = RetrieveQuoteItem(service, quoteid); if (quoteItem != null) { if (quoteItem.Entities.Count > 0) { foreach (var qi in quoteItem.Entities) { Entity qiTemplate = RetrieveQuoteTemplate(service, new Guid(qi.Attributes["productid"].ToString())); ts.Trace(qiTemplate.Attributes["new_producttemplate"].ToString()); } } else { throw new InvalidPluginExecutionException("no content"); } } else { throw new InvalidPluginExecutionException("No Content"); } } }

But I'm getting an error "Guid should contain 32 digits with 4 dashes". I can confirm that the quote has products on it.

I'm supposed to assign / update a value on a custom field on the Product Line Item's product record.

Please be patient with me on this one as I'm relatively new to this. Thank you again.

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ajyendra 1,738 on at

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I think it is just because you are not checking the productid is null or not

for that Use this Code

if(qi.Contains("productid") && qi["productid"] != null){

EntityReference ProductId = (EntityReference) qi["productid"];

Guid id = ProductId.Id;

Entity qiTemplate = RetrieveQuoteTemplate(service, id); ts.Trace(qiTemplate.Attributes["new_producttemplate"].ToString());

}

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ajyendra 1,738 on at

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Also change this line var quoteID = entity.Id.ToString(); to

var quoteID = (entity.Id).toString();

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hkccrm

15 on at

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Hi Ajyendra,

Thanks a bunch for your help I'm finally able to work it out now with your awesome help!

public class ProductTemplateAssignment : IPlugin
    {

        public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracingService =
            (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            IPluginExecutionContext context = (IPluginExecutionContext)
                serviceProvider.GetService(typeof(IPluginExecutionContext));


            tracingService.Trace("Run: {0}");
            // 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")
                    return;
                IOrganizationServiceFactory serviceFactory =
                    (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
                try
                {
                    var quoteID = (entity.Id).ToString();
                    tracingService.Trace("QuoteID: {0}", quoteID);
                    ExecuteAddTemplateToQuoteItem(service, tracingService, new Guid(quoteID));
                }

                catch (Exception ex)
                {
                    tracingService.Trace("ProductTemplateAsg: {0}", ex.ToString());
                    throw;
                }


            }
        }

        public EntityCollection RetrieveQuoteItem(IOrganizationService service, Guid quoteid)
        {
            var query = new QueryExpression
            {
                EntityName = "quotedetail",
                ColumnSet = new ColumnSet("quotedetailid", "quoteid", "productid", "new_quotetext"),
                Criteria = new FilterExpression
                {
                    Conditions =
                {
                    new ConditionExpression
                    {
                        AttributeName = "quoteid",
                        Operator = ConditionOperator.Equal,
                        Values = { quoteid }
                    }
                }
                }
            };
            EntityCollection results = service.RetrieveMultiple(query);
            return results;
        }

        public Entity RetrieveQuoteTemplate(IOrganizationService service, Guid prodID)
        {

            var query = new QueryExpression
            {
                EntityName = "product",
                ColumnSet = new ColumnSet("productid","new_producttemplate"),
                Criteria = new FilterExpression
                {
                    Conditions =
                {
                    new ConditionExpression
                    {
                        AttributeName = "productid",

                        Operator = ConditionOperator.Equal,
                        Values = { prodID }
                    }
                }
                }
            };


            Entity results = service.RetrieveMultiple(query).Entities.FirstOrDefault();
            return results;
        }

        public void ExecuteAddTemplateToQuoteItem(IOrganizationService service, ITracingService ts, Guid quoteid)
        {


            
            EntityCollection quoteItem = RetrieveQuoteItem(service, quoteid);
            if (quoteItem != null)
            {
                if (quoteItem.Entities.Count > 0)
                {
                    foreach (var qi in quoteItem.Entities)
                    {
                        if (qi.Contains("productid") && qi["productid"] != null)
                        {
                            if (!(qi.Contains("new_quotetext") && qi["new_quotetext"] != null))
                            {
                                EntityReference ProductId = (EntityReference)qi["productid"];
                                Guid prodid = ProductId.Id;


                                Entity qiTemplate = RetrieveQuoteTemplate(service, prodid);
                                var template = qiTemplate.Attributes["new_producttemplate"].ToString();

                                var qiUpdateTemplate = new Entity("quotedetail");
                                qiUpdateTemplate.Id = qi.Id;
                                qiUpdateTemplate.Attributes["new_quotetext"] = template;
                                try
                                {
                                    service.Update(qiUpdateTemplate);
                                }
                                catch (Exception ex)
                                {
                                    throw new InvalidPluginExecutionException("Unable to update quote template "   ex.ToString());
                                }
                            }
                        }
                    }
                    return;
                }
            }
            return;
        }

    }