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Posts Tagged ‘savedquery’

Creating a plug-in on SavedQuery entity using CRM developer toolkit

August 13, 2012 3 comments

In one of my requirement I have to create a plugin on “SavedQuery” entity to filter the views

I was using CRM developer toolkit and when I open the “CRM Explorer” I did not find “SavedQuery” entity

Later I came to know that “CRM Explorer” show entities by ‘Display Name’ and there was entity with name ‘View’ for ‘SavedQuery’

SavedQuery in Developer Toolkit

SavedQuery in Developer Toolkit

Thought of sharing this though its simple observation

🙂

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Setting default view using Plug-in’s in CRM 2011

January 17, 2012 7 comments

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.

'Contacts' link

  • “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 🙂 @@