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Our process automatically creates the Project record when an order is submitted. Is there a way to automatically create/transfer any attachments on the Order record to the Project when it is created?
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You can do this transfer or creation with a plugin STEP imediatelly after the project record was created:
Guid idOrder ="<PUT the context Order GUID>";
Guid idProject = "<PUT the context Project GUID>";
EntityCollection notesFromOrderToProject = GetAnnotations(idOrder);
if(notesFromOrderToProject!=null){
foreach(var note in notesFromOrderToProject.Entities){
Entity annotation= note;
annotation["objectid"] = new EntityReference("<project_entityname>", idProject);
Guid _annotationId = _service.Create(annotation);
}
}
public EntityCollection GetAnnotations(Guid idOrder)
{
QueryByAttribute getAnnotation= new QueryByAttribute("annotation");
getAnnotation.ColumnSet = new ColumnSet(true);
getAnnotation.Attributes.AddRange("objectid");
getAnnotation.Values.AddRange(idOrder);
EntityCollection annotationsList= _service.RetrieveMultiple(getAnnotation);
if (annotationsList.Entities.Count > 0)
return annotationsList;
return null;
}
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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