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Sample: Create a Global Option Set

[Applies to: Microsoft Dynamics CRM 2011]

This sample code is for Microsoft Dynamics CRM 2011, and can be found in the following location in the SDK download:

SampleCode\CS\Metadata\OptionSets\CreateOptionSet.cs

SampleCode\VB\Metadata\OptionSets\CreateOptionSet.vb

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the Sample and Helper Code.

Demonstrates

This sample shows how to how to create a global option set. It uses the CreateOptionSetRequest message.

Example


using System;
using System.Collections.Generic;
using System.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{

    /// <summary>
    /// Demonstrates how to create an option set in CRM.
    /// </summary>
    public class CreateOptionSet
    {
        #region Class Level Members

        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;


        // Specify which language code to use in the sample. If you are using a language
        // other than US English, you will need to modify this value accordingly.
        // See http://msdn.microsoft.com/en-us/library/0h88fahh.aspx
        private const int _languageCode = 1033;

        private const String _optionSetName = "new_exampleoptionset";

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Shows how to create an Option Set.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptForDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
        {
            try
            {

                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();


                    // Define the option set to create.
                    OptionSetMetadata setupOptionSetMetadata = new OptionSetMetadata()
                    {
                        // The name will be used to uniquely identify the option set.
                        // Normally you should generate this identifier using the publisher's
                        // prefix and double-check that the name is not in use.
                        Name = _optionSetName,
                        DisplayName = new Label("Example Option Set", _languageCode),
                        Description = new Label("An Example Option Set", _languageCode),
                        IsGlobal = true,
                        OptionSetType = OptionSetType.Picklist,

                        // Define the list of options that populate the option set
                        // The order here determines the order shown in the option set.
                        Options = 
                    {
                        // Options accepts any number of OptionMetadata instances, which
                        // are simply pairs of Labels and integer values.
                        new OptionMetadata(new Label("Option 1", _languageCode), null ),
                        new OptionMetadata(new Label("Option 2", _languageCode), null )
                    }
                    };

                    // Wrap the OptionSetMetadata in the appropriate request.
                    CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
                    {
                        OptionSet = setupOptionSetMetadata
                    };

                    // Pass the execute statement to the CRM service.
                    _serviceProxy.Execute(createOptionSetRequest);
                    Console.WriteLine("Option Set created");


                    DeleteRequiredRecords(promptForDelete);
                }
            }

            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }

        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {

                DeleteOptionSetRequest deleteRequest = new DeleteOptionSetRequest
                {
                    Name = _optionSetName
                };
                _serviceProxy.Execute(deleteRequest);


                Console.WriteLine("Entity records have been deleted.");
            }
        }
                
        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                CreateOptionSet app = new CreateOptionSet();
                app.Run(config, true);
            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                 
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main

    }
}

See Also

Microsoft Dynamics CRM 2011
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