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Reading LinkEntity attributes using Query Expression in CRM 2011
Assume you have to retrieve
- All the “Contact” records with fields “Full Name, Address1_City”
- Along with ‘Account Number’ field of ‘Account’ whom the contacts are associated with.
Relationship between Contact & Account
In CRM, there is out of the box 1:N relationship between Account & Contact.
- Contact has ‘ParentCustomerId’ field as foreignkey of ‘Account’ entity
- ‘Account’ entity’s primary field is ‘AccountId’
Preparing Query Expression
- To get the ‘Contact’ attributes along with LinkEntity (i.e.,Account) attributes (i.e., Account Number), we will write a Query Expression with (Entity as ‘Contact’ and LinkEntity as ‘Account’)
- To read LinkEntity attribute’s we have to read the attribute along with ‘EntityAlias’ of LinkEntity (i.e., EntityAlias.AttributeName)
Below is the query expression
var query = new QueryExpression(“contact”);
var columnNames = new[] { “fullname”,”address1_city” };
query.ColumnSet = new ColumnSet(columnNames);
// ‘Account’ as LinkEntity
var colsAccount = new[] { “accountnumber” };
LinkEntity linkEntityAccount = new LinkEntity() {
LinkFromEntityName = “contact”,
LinkFromAttributeName = “parentcustomerid”,
LinkToEntityName = “account”,
LinkToAttributeName = “accountid”,
JoinOperator = JoinOperator.Inner,
Columns = new ColumnSet(colsAccount),
EntityAlias = “aliasAccount”
};
query.LinkEntities.Add(linkEntityAccount);
// Execute Query using RetrieveMultiple
EntityCollection contacts = this.service.RetrieveMultiple(query);
if (contacts != null) {
foreach (var targetEntity in contacts.Entities) {
// Read “Account Number” along with Alias
var accountNumber = getAttributeValue(targetEntity, “aliasAccount.accountnumber“);
var contactFullname = getAttributeValue(targetEntity, “fullname”);
}
}
/// <summary>
/// Generic function to get value from attribute
/// </summary>
private string getAttributeValue(Entity targetEntity, string attributeName) {
if (string.IsNullOrEmpty(attributeName)) {
return string.Empty;
}
if (targetEntity[attributeName] is AliasedValue) {
return (targetEntity[attributeName] as AliasedValue).Value.ToString();
}
else {
return targetEntity[attributeName].ToString();
}
}
return string.Empty;
}
🙂
Setting default view using Plug-in’s in CRM 2011
Hi,
We often get the requirement to set a default view based on some criteria (Ex – Could be based on logged in user role, etc…). We can achieve this using a Plug-in.
Little insight :-
- When you click on an entity (i.e., ‘Contacts’ in my sample) in CRM application, In the background a “RetreieveMultiple” method call happens on “savedquery” entity.
- “savedquery” is a system entity in CRM which stores the meta data of all the views in the system
Plug-in Logic :-
- We register a Plug-in for the RetreieveMultiple message on the savedquery entity to be executed in the post stage
- From “Outputparameters” fetch the “BusinessEntityCollection” (i.e., Views of particular entity)
- Loop through the views and set “isdefault” property to “true” for the desired view
– Below is the sample code
public void Execute(IServiceProvider serviceProvider)
{
this.context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
var service = serviceFactory.CreateOrganizationService(this.context.UserId);
if (this.context.InputParameters.Contains(“Query”) && this.context.InputParameters[“Query”] is QueryExpression && this.context.Stage == 40){
var qe = (QueryExpression)this.context.InputParameters[“Query”];
if (qe.Criteria != null) {
var condition = (ConditionExpression)qe.Criteria.Conditions[1];
// “Type code” of entity you want default views ( Object type code of ‘contact’ is 2)
// Refer Useful article on how to get “Object Type Code”
if (condition.Values[0].Equals(2)) {
// Name of the view you want to set as Default
string ourDefaultView = “My custom view – Contacts”;
if (!string.IsNullOrEmpty(ourDefaultView)){
var collection = (EntityCollection)this.context.OutputParameters[“BusinessEntityCollection”];
collection = ChangeViewCollection(ourDefaultView, collection);
this.context.OutputParameters[“BusinessEntityCollection”] = collection;
}
}
}}}
/// <summary>
/// Setting IsDefault property of views
/// </summary>
private EntityCollection ChangeViewCollection(string ourDefaultViewName, EntityCollection records){
foreach (Entity record in records.Entities){
string viewName = (string)record[“name”];
if (viewName.Equals(ourDefaultViewName)){
record[“isdefault”] = new bool();
record[“isdefault”] = true;
}
else {
record[“isdefault”] = new bool();
record[“isdefault”] = false;
}
}
return records;
}
Plug-in Registration Steps :-
Message Name – RetrieveMultiple
Entity – SavedQuery
Stage – post
- Register the assembly & Refresh the CRM application
@@ 🙂 Here goes my 50th article. Thanks for all your visits and valuable comments 🙂 @@
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