How To Create a Plugin Oncreate For Search , Set and Control Attributes to some Entities

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Posted on by Samuele

Hi, I have the Dynamics 365 trial, I create a new Solution with new Entities end new Attributes to the Out Of the box Entities

I want to create a Plugin for a custom entity.

The entity is called WorkActivity, it has a lookup with another custom entity called Project and Project have a lookup with Account

I want the plugin control (OnCreate) if there's an Order associated with the same Account set in the Project's Account lookup, with a custom attribute (on Order) set to true.
If the plugin found it, I want to change the record and add a lookup (On WorkActivity) with the first-order found.
When the record change, the plugin control if the number of WorkActivity associated with the Order is greater than a custom (number) Attribute (added to Order)

I do not know where to begin.

I'm Italian, sorry for my bad English.

Thanks

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SergioMarques Microsoft Employee on at

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Hello Samuele,

I think it will be easier to perform the whole operation with the visual aid of a schema.

If I understood your schema correctly:

WorkActivity(lookup) <---- Project(lookup) <---- Account ----> Order(lookup) ----> WorkActivity(lookup)

At this point, you might need two plugins.

Create plugin (registered in WorkActivity) in PreOperation:

- Extract the lookup value to Project from the "Target" and retrieve the Account lookup value [Column] from the Project record [Entity to query]

- Having the Account entity reference, query orders that have this account (QueryExpression) that have the custom attribute set to true

- If the entitycollection > 0 -> populate the lookup field in WorkActivity with that order entity reference

==

For the second part, regarding the record change control, you should need a plugin on update, but I couldn't understand what you are trying to achieve.

Hope this helped clearing up the whole scenario.

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Samuele 10 on at

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Thanks, i resolve.

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