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Posts Tagged ‘update’

Dynamics CE – Issue while updating ‘Annotation’ record using SDK

August 3, 2019 Leave a comment

Other day, we encountered following error in our plug-in, which has the logic to retrieve and update the ‘objectid’ field (i.e., Associated record) of Annotation record.

‘new_myentity’ with ID XXX-XXXX-XXXX-XXX does not exists

Below is the plug-in code:

var entAnnotation=new Entity(“annotation”);
entAnnotation.Attributes[“objectid”] = new EntityReference(“new_myentity”,”{GUID}”);
crmService.Update(entAnnotation);

We are trying to update ‘objectid’ and from the error, its clear that Object ID (i.e.,GUID) of the ‘new_myentity’ entity does not exists in the application.

But we know that the GUID is of a valid ‘new_myentity’ entity, as that was retrieved using ‘Query Expression’ in previous plug-in statement.

Reason and Fix:

  • We must also set ‘objecttypecode’ field as the schema name of the ‘objectid’ of the Annotation record.
  • In our case, its ‘new_myentity’.
  • Below is the code of Annotation update setting ‘objecttypecode’ field.

var entAnnotation=new Entity(“annotation”);
entAnnotation.Attributes[“objectid”] = new EntityReference(“new_myentity“,”{GUID}”);
entAnnotation.Attributes[“objecttypecode”] = “new_myentity“;
crmService.Update(entAnnotation);

Issue was annoying and took sometime to troubleshoot and find the actual reason.

🙂

Categories: CRM Tags: , , ,

Updating selected records in the contact Grid – CRM 2011

September 1, 2011 8 comments

Hi,

In CRM 2011, we can update selected records in the Grid using Ribbon customizations (i.e., by using a Custom Ribbon Button).

Ribbon button on Grid

Ribbon button on Grid

Steps:-

  • Create a new Solution called “Ribboncustomer” and add ‘contact’ entity and a newly created web resource called ”ribbon.js” with below function

function processrecords(selectedIds) {

if (selectedIds != null && selectedIds != “”) {

var strIds = selectedIds.toString();

var arrIds = strIds.split(“,”);

for (var indxIds = 0; indxIds < arrIds.length; indxIds++) {

updateRecords(arrIds[indxIds]);

}

}

else {

alert(“No records selected!!!”);

}

}

function updateRecords(contactId) {

//Use OData or Soap call to update the record using passed GUID

}

  • Publish the customizations
  • Export the Solutions and Save
  • Unzip the Solution and Open the “customizations.xml” using VS 2010.
  • search for <RibbonDiffXML> node
  • Replace  with below node

      <RibbonDiffXml>

<CustomActions>

<CustomActionId=“Sample.Grid.contact.CustomTab.CustomAction“Location=“Mscrm.Tabs._children“Sequence=“40“>

<CommandUIDefinition>

<TabId=“Sample.Grid.contact.CustomTab“Command=“Sample.Grid.contact.CustomTab“

Title=“$LocLabels:Sample.contact.CustomTab.Title“

Description=“$LocLabels:Sample.contact.CustomTab.Description“Sequence=“500“>

<ScalingId=“Sample.Grid.contact.CustomTab.Scaling“>

<MaxSizeId=“Sample.Grid.contact.CustomTab.FirstGroup.MaxSize“

GroupId=“Sample.Grid.contact.CustomTab.FirstGroup“

Sequence=“10“Size=“LargeMedium“ />

</Scaling>

<GroupsId=“Sample.Grid.contact.CustomTab.Groups“>

<GroupId=“Sample.Grid.contact.CustomTab.FirstGroup“Command=“Sample.Grid.contact.FirstGroup“Sequence=“10“

Title=“$LocLabels:Sample.contact.CustomTab.FirstGroup.Title“Template=“Mscrm.Templates.3.3“>

<ControlsId=“Sample.Grid.contact.CustomTab.FirstGroup.Controls“>

<ButtonId=“Sample.Grid.contact.CustomTab.FirstGroup.FirstButton“

ToolTipTitle=“$LocLabels:Sample.contact.CustomTab.FirstGroup.FirstButton.LabelText“

ToolTipDescription=“$LocLabels:Sample.contact.CustomTab.FirstGroup.FirstButton.ToolTipDescription“

Command=“Sample.Grid.contact.FirstButton“Sequence=“10“  LabelText=“$LocLabels:Sample.contact.CustomTab.FirstGroup.FirstButton.LabelText

“Alt=“$LocLabels:Sample.contact.CustomTab.FirstGroup.FirstButton.LabelText“

Image16by16=“/_imgs/ribbon/AddEmail_16.png“Image32by32=“/_imgs/ribbon/Email_32.png“TemplateAlias=“o1“ />

</Controls>

</Group>

</Groups>

</Tab>

</CommandUIDefinition>

</CustomAction>

</CustomActions>

<Templates>

<RibbonTemplatesId=“Mscrm.Templates“></RibbonTemplates>

</Templates>

<CommandDefinitions>

<CommandDefinitionId=“Sample.Grid.contact.CustomTab“>

<EnableRules>

<EnableRuleId=“Mscrm.Enabled “ />

</EnableRules>

<DisplayRules>

<DisplayRuleId=“Mscrm.CanWriteContact“ />

</DisplayRules>

<Actions/>

</CommandDefinition>

<CommandDefinitionId=“Sample.Grid.contact.FirstGroup“>

<EnableRules>

<EnableRuleId=“Mscrm.Enabled “ />

</EnableRules>

<DisplayRules>

<DisplayRuleId=“Mscrm.CanWriteContact“ />

</DisplayRules>

<Actions />

</CommandDefinition>

<CommandDefinitionId=“Sample.Grid.contact.FirstButton“>

<EnableRules/>

<DisplayRules/>

<Actions>

<JavaScriptFunctionLibrary=“$webresource:new_ShowMessage“FunctionName=“processrecords“>

                <CrmParameterValue=“SelectedControlSelectedItemIds“ />

              </JavaScriptFunction>

</Actions>

</CommandDefinition>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules>

<TabDisplayRuleTabCommand=“Sample.Grid.contact.CustomTab“>

<EntityRuleEntityName=“contact“Context=“HomePageGrid“ />

</TabDisplayRule>

</TabDisplayRules>

<DisplayRules />

<EnableRules />

</RuleDefinitions>

<LocLabels>

<LocLabelId=“Sample.contact.CustomTab.FirstGroup.FirstButton.LabelText“>

<Titles>

<Titlelanguagecode=“1033“description=“Update Records“ />

</Titles>

</LocLabel>

<LocLabelId=“Sample.contact.CustomTab.Description“>

<Titles>

<Titlelanguagecode=“1033“description=“A custom tab for the Contact entity.“ />

</Titles>

</LocLabel>

<LocLabelId=“Sample.contact.CustomTab.FirstGroup.Title“>

<Titles>

<Titlelanguagecode=“1033“description=“Get IDs Group“ />

</Titles>

</LocLabel>

<LocLabelId=“Sample.contact.CustomTab.FirstGroup.FirstButton.ToolTipDescription“>

<Titles>

<Titlelanguagecode=“1033“description=“Get the selected GUID’s of Grid items“ />

</Titles>

</LocLabel>

<LocLabelId=“Sample.contact.CustomTab.Title“>

<Titles>

<Titlelanguagecode=“1033“description=“Custom Tab“ />

</Titles>

</LocLabel>

</LocLabels>

</RibbonDiffXml>

 

The key node in the above XML is  <CrmParameterValue=”SelectedControlSelectedItemIds” />

<CommandDefinitionId=“Sample.Grid.contact.FirstButton“>

<EnableRules/>

<DisplayRules/>

<Actions>

<JavaScriptFunctionLibrary=“$webresource:new_ShowMessage“FunctionName=“processrecords“>

<CrmParameterValue=“SelectedControlSelectedItemIds“ />

</JavaScriptFunction>

</Actions>

</CommandDefinition>

We are passing “SelectedControlSelectedItemIds” (i.e.,Selected record Guid’s) to the JScript function. Multiple Id’s seperate by ‘,’.

 

  • We are done with customization part, zip the files and Import the solution & publish all customizations.
  • Clear the cache and refresh the browser and you will get the custom tab with “Update Records” button.

** Below are few more key <CrmParameterValue> that can be passed as parameter **

SelectedEntityTypeCode : A number representing the unique type of entity for a record selected in a grid. The Entity type code will vary
between deployments.
SelectedEntityTypeName : A string representing the unique name of the entity for a record selected in a grid.
FirstSelectedItemId : Provides one GUID identifier as a string for the first item selected in a grid.
SelectedControlSelectedItemCount : The number of selected items in a grid.

SelectedControlSelectedItemIds : A string array of GUID Id values for all selected items in a grid.

SelectedControlAllItemCount : A string array of GUID Id values for all selected items in a grid.
SelectedControlAllItemIds : A string array providing the GUID Id values for all items displayed in a grid.
SelectedControlUnselectedItemCount : The number of unselected items in a grid.
SelectedControlUnselectedItemIds : A string array of GUID Id values for all unselected items in a grid.

Hope it helps 🙂

Categories: CRM 2011, JScript, Ribbon Tags: , , , , , , , ,