2,665
Hi All,
In case entity Asset & Division lookup field is present & one subgrid to User is exists.
In Asset & Division both entity Subgrid with User is there.So here in Case based on asset or division lookup selection need to get subgrid records & set in Case entity Subgrid using Plugin.
Any link or code Can anyone share here,it would be helpful.
Thanks,
Jharana
Thank you Bipin ya got this & found the cause.
Thanks again !!
Hi,
Please check plugin trace log and you will figure out till what point it is working.
I have checked your code. It seems below line is the problem as you are getting Id without checking null on entityreference object.
EntityReference division = entityCase.Attributes.Contains("mdc_relateddivision") ? entityCase?.GetAttributeValue<EntityReference>("mdc_relateddivision") : null;
EntityReference asset = entityCase.Attributes.Contains("mdc_relatedasset") ? entityCase?.GetAttributeValue<EntityReference>("mdc_relatedasset") : null;
tracingService.Trace("Division got...." + division.Id);
tracingService.Trace("Asset got...." + asset.Id);
Thanks Bipin I used the associate on create its working fine but on update of division i am not able to do i checked in console its working but in plugin am getting error Object not set to reference an object .
Please find the below where i am going wrong, am checking null all where but not able to find out the issue as cant debug the code as its onpremise & in server no vs exists.
try
{
IPluginExecutionContext executionContext = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
organizationService = serviceFactory.CreateOrganizationService(executionContext.UserId);
organizationServiceContext = new OrganizationServiceContext(organizationService);
Entity incident = new Entity();
bool IsGridData = false;
if (executionContext.MessageName.ToUpper() == "UPDATE")
{
if (executionContext.InputParameters.Contains("Target") && (executionContext.InputParameters["Target"] is Entity))
{
if ((Entity)executionContext?.InputParameters["Target"] != null)
incident = (Entity)executionContext.InputParameters["Target"];
tracingService.Trace("Got Incident");
//EntityReference categoryType = null;
//Entity createPostImage = (Entity)executionContext.PostEntityImages["ConflictofInterestPostImage"];
//if (createPostImage.Contains("mdc_interactiontype"))
// categoryType = (EntityReference)createPostImage["mdc_interactiontype"];
ColumnSet attributes = new ColumnSet(new string[] { "mdc_relateddivision", "mdc_relatedasset" });
Entity entityCase = organizationService.Retrieve(incident.LogicalName, incident.Id, attributes);
EntityReference division = entityCase.Attributes.Contains("mdc_relateddivision") ? entityCase?.GetAttributeValue<EntityReference>("mdc_relateddivision") : null;
EntityReference asset = entityCase.Attributes.Contains("mdc_relatedasset") ? entityCase?.GetAttributeValue<EntityReference>("mdc_relatedasset") : null;
tracingService.Trace("Division got...." + division.Id);
tracingService.Trace("Asset got...." + asset.Id);
if (entityCase.Attributes.Contains("mdc_relateddivision") && division?.Id != null )
{
divisionId = (entityCase.GetAttributeValue<EntityReference>("mdc_relateddivision")).Id;
tracingService.Trace($"Got Division Id here....: " + divisionId);
//Retrieving Compliance Counsel grid records
ConditionExpression condition = new ConditionExpression();
condition.AttributeName = "mdc_compliancecounselid";
condition.Operator = ConditionOperator.Equal;
if (incident?.Id != null && incident?.Id != Guid.Empty)
condition.Values.Add(incident.Id);
//Create a column set.
ColumnSet columns = new ColumnSet(true);
QueryExpression query1 = new QueryExpression();
query1.ColumnSet = columns;
query1.EntityName = "systemuser";
query1.Criteria.AddCondition(condition);
List<Entity> relatedUsers = new List<Entity>();
EntityCollection resColl = organizationService.RetrieveMultiple(query1);
tracingService.Trace($"Subgrid records" + resColl.Entities.Count);
if (resColl?.Entities != null)
{
IsGridData = true;
tracingService.Trace($"subgrid has data");
foreach (var r in resColl.Entities)
{
relatedUsers.Add(r);
DisassociateRequest disassociateReq = new DisassociateRequest();
if (incident?.Id != null && incident.Id != Guid.Empty)
disassociateReq.Target = new EntityReference("incident", incident.Id);
disassociateReq.RelatedEntities = new EntityReferenceCollection();
if (r?.Id != null)
disassociateReq.RelatedEntities.Add(new EntityReference("systemuser", r.Id));
disassociateReq.Relationship = new Relationship("mdc_incident_systemuser");
if (disassociateReq != null)
organizationService.Execute(disassociateReq);
tracingService.Trace($"Disaasociated Users successfully");
}
}
if (IsGridData) //Check Compliance Counsel grid has no records then Associate Users
{
tracingService.Trace($"Grid has no records");
QueryExpression query = new QueryExpression();
query.EntityName = "systemuser";
query.ColumnSet = new ColumnSet(true);
Relationship relationship = new Relationship();
query.Criteria = new FilterExpression();
relationship.SchemaName = "mdc_mdc_division_systemuser";
tracingService.Trace($"Relationship exists");
RelationshipQueryCollection relatedEntity = new RelationshipQueryCollection();
if (relationship != null && query != null)
relatedEntity.Add(relationship, query);
RetrieveRequest request = new RetrieveRequest();
request.RelatedEntitiesQuery = relatedEntity;
request.ColumnSet = new ColumnSet("mdc_divisionid");
if (divisionId != null)
request.Target = new EntityReference { Id = divisionId, LogicalName = "mdc_division" };
RetrieveResponse response = (RetrieveResponse)organizationService.Execute(request);
tracingService.Trace($"Got Response");
List<Entity> relatedEntities = new List<Entity>();
if (((((RelatedEntityCollection)(response.Entity.RelatedEntities)))).Contains(new Relationship("mdc_mdc_division_systemuser")) &&
((((RelatedEntityCollection)(response.Entity.RelatedEntities))))[new Relationship("mdc_mdc_division_systemuser")].Entities.Count > 0)
{
foreach (var item in ((((RelatedEntityCollection)(response.Entity.RelatedEntities))))[new Relationship("mdc_mdc_division_systemuser")].Entities)
{
relatedEntities.Add(item);
AssociateRequest request1 = new AssociateRequest();
if (incident?.Id != null)
request1.Target = new EntityReference(incident.LogicalName, incident.Id);
request1.RelatedEntities = new EntityReferenceCollection();
if (item?.Id != null)
request1.RelatedEntities.Add(new EntityReference("systemuser", item.Id));
request1.Relationship = new Relationship("mdc_incident_systemuser");
organizationService.Execute(request1);
tracingService.Trace($"Associated Users successfully");
}
}
}
}
//else if(entityCase.Attributes.Contains("mdc_relatedasset") && asset != null)
//{
// assetId = (entityCase.GetAttributeValue<EntityReference>("mdc_relatedasset")).Id;
// tracingService.Trace($"Got Asset Id here....: " + assetId);
//}
}
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException("An error occurred in the Update GE Compliance counsel Plug-in: " + ex.Message, ex);
}
Please let me know it will be helpful.
Thanks
Hi,
To add records to Case sugbrid, you will need to use associate request. See below sample code.
docs.microsoft.com/.../microsoft.xrm.sdk.messages.associaterequest
Hi All,
I have tried with below code to get related subgrid details division to User(N:N relationship) & getting all the users associated with Division now need to set those users in Case subgrid (User).
So for setting the users deatils in Case. Any link or or code can anyone share here, it will be helpful .
The below code :
string entityId = "1da6fa7d-4edd-ea11-a824-001dd8b70014"; //Case record id
ColumnSet attributes = new ColumnSet(new string[] { "mdc_reportername", "mdc_reporterisnotanmicuser", "mdc_relateddivision", "mdc_relatedasset" });
Entity enCase = _crmService.Retrieve("incident", Guid.Parse(entityId), attributes);
EntityReference division = enCase.Attributes.Contains("mdc_relateddivision") ? enCase.GetAttributeValue<EntityReference>("mdc_relateddivision") : null;
if (enCase.Attributes.Contains("mdc_relateddivision") && division != null)
{
divisionId = (enCase.GetAttributeValue<EntityReference>("mdc_relateddivision")).Id;
Console.WriteLine("Division From Case : " + divisionId);
Console.ReadLine();
//create the query expression object
List<UserDetails> user = new List<UserDetails>();
QueryExpression query = new QueryExpression();
query.EntityName = "systemuser";
query.ColumnSet = new ColumnSet(true);
//create the relationship object
Relationship relationship = new Relationship();
query.Criteria = new FilterExpression();
//query.Criteria.AddCondition(new ConditionExpression("statecode", ConditionOperator.Equal, "Active"));
// name of relationship between division & user
relationship.SchemaName = "mdc_mdc_division_systemuser";
//create relationshipQueryCollection Object
RelationshipQueryCollection relatedEntity = new RelationshipQueryCollection();
//Add the your relation and query to the RelationshipQueryCollection
relatedEntity.Add(relationship, query);
//create the retrieve request object
RetrieveRequest request = new RetrieveRequest();
//add the relatedentities query
request.RelatedEntitiesQuery = relatedEntity;
//set column to and the condition for the account
request.ColumnSet = new ColumnSet("mdc_divisionid");
request.Target = new EntityReference { Id = divisionId, LogicalName = "mdc_division" };
//execute the request
RetrieveResponse response = (RetrieveResponse)_crmService.Execute(request);
List<Entity> relatedEntities = new List<Entity>();
// here you can check collection count
if (((((RelatedEntityCollection)(response.Entity.RelatedEntities)))).Contains(new Relationship("mdc_mdc_division_systemuser")) &&
((((RelatedEntityCollection)(response.Entity.RelatedEntities))))[new Relationship("mdc_mdc_division_systemuser")].Entities.Count > 0)
{
foreach (var item in ((((RelatedEntityCollection)(response.Entity.RelatedEntities))))[new Relationship("mdc_mdc_division_systemuser")].Entities)
{
relatedEntities.Add(item);
}
Console.WriteLine("Got Users details");
Console.ReadLine();
}
}
Thanks,
Jharana
Hi,
Please see below article which has set of sample code fo plugins to starts with.
docs.microsoft.com/.../basic-followup-plugin
Hi Leah,
Thanks for the response.I need to do using Plugin not from Js side.
Any links for C# let me know.
Thanks,
Jharana
Hi Jharana,
1.Get Id of lookup field.
https://santoshmscrm.wordpress.com/2015/06/22/how-to-retrieve-lookup-name-and-id-through-plugin/
2.use CRM REST Builder(https://github.com/jlattimer/CRMRESTBuilder) to retrieve related records based on id.
you can refer following link:
3.use CRM REST Builder to create records to subgrid.
Regards,
Leah Ju
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