Microsoft Dynamics CRM (Archived)

Document Template Generation in Plugin

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Posted on by mluce

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Hi,

I generate a document template in a plugin like this and it works well;

            OrganizationRequest req = new OrganizationRequest("SetWordTemplate");

            req["Target"] = new EntityReference(entity.LogicalName, entity.Id);
            req["SelectedTemplate"] = new EntityReference(documentTemplate.LogicalName, documentTemplate.Id);

            context.OrganizationService.Execute(req);

This gets attached to my entity and I can open it. I have a problem when I try and attach this generated document to an email. It will not open and says the document is corrupted. Perhaps the mime type is wrong? I use the following code and the mime type is application/octet-stream which I think is the type for the note, not the attachment.

            Entity attachement = new Entity("activitymimeattachment");
            attachement["body"] = document.Attributes["documentbody"];
            attachement["filename"] = document.Attributes["filename"];
            attachement["objectid"] = new EntityReference("email", emailId);
            attachement["objecttypecode"] = "email";
            attachement["mimetype"] = document.Attributes["mimetype"];

            context.OrganizationService.Create(attachement);

How can I attach this document (retrieved via fetchXML) to an email and have it open correctly?

Thanks for any pointers.

EDIT: Further debugging shows that my query to get the latest document returns a very small amount of data for 'documentbody'. It feels like maybe the SetWordTemplate has created the document but is running asynchronously and hasn't finished creating the document yet? Any ideas would be great!

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a33ik 84,331 Most Valuable Professional on at

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RE: Document Template Generation in Plugin

Hello,

Can you please provide code that you use to retrieve document?

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mluce 306 on at

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RE: Document Template Generation in Plugin

Hi,

The document retrieve code is;

var query = @" <fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true' count='1'> <entity name='annotation'> <attribute name='filename' /> <attribute name='annotationid' /> <attribute name='mimetype' /> <attribute name='documentbody' /> <order attribute='subject' descending='false' /> <filter type='and'> <condition attribute='isdocument' operator='eq' value='1' /> </filter> <order attribute='createdon' descending='false' /> </entity> </fetch> "; var results = context.OrganizationService.RetrieveMultiple(new FetchExpression(query)); if (results == null || results.Entities.Count != 1) return null; return results.Entities[0];

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yosra.walid on at

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RE: Document Template Generation in Plugin

hello, i think your problem is in the filter in the fetchxml query ( <filter type='and'>

<condition attribute='isdocument' operator='eq' value='1' />

</filter>) , delete this line and it will be ok , just add <condition attribute="filename" operator="null" /> to selet just the annotation they have a file,

i created the same thing with Dialog process i search the note ( i display the filename ) and i selected the file and then i add the selected file to c# plugin, in the plugin i created an email and i attach the selected file to it

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mluce 306 on at

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RE: Document Template Generation in Plugin

This change means that nothing is returned in the query (therefore not working).

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yosra.walid on at

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RE: Document Template Generation in Plugin

TRY to delete this filter <filter type='and'>

<condition attribute='isdocument' operator='eq' value='1' />

</filter>

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yosra.walid on at

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RE: Document Template Generation in Plugin

Sorry you're right ; add this line <condition attribute="filename" operator="not-null" />

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mluce 306 on at

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RE: Document Template Generation in Plugin

This brings back the same document as my initial query. Neither of which can be opened when they are attached to the email :-(

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mluce 306 on at

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RE: Document Template Generation in Plugin

Found the issue. DocumentBody was being truncated to 2,000 chars because i had distinct='true' in my query. Setting this to false returns the entire documentbody.

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CRM-guy 80 on at

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RE: Document Template Generation in Plugin

Hi Mluce,

Would you please share sample code to create word document from plugin? Thanks.

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NAOMI314 395 on at

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RE: Document Template Generation in Plugin

Hi Mluce,

Would you please share sample code to create word document from plugin? Thanks.

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