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Sample: Work with views

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\Customizations\Views\WorkWithViews\WorkWithViews.cs

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 perform various actions on views.

Example


using System;
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.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    public class WorkWithViews
    {
        #region Class Level Members
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        //private const String _customEntityName = "new_bankaccount";
        private Guid _customViewId;
        private Guid _deactivatedViewId;
        private SavedQueryState _viewOriginalState;
        private OptionSetValue _viewOriginalStatus;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create a view.
        /// Retrieve Views
        /// Deactivate a view
        /// </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>
        /// <param name="promptForReactivate">When True, the user will be prompted to reactivate
        /// a view that was deactivated.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete, bool promptForReactivate)
        {
            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();

                    // Create the view.
                    System.String layoutXml =
@"<grid name='resultset' object='3' jump='name' select='1' 
    preview='1' icon='1'>
    <row name='result' id='opportunityid'>
    <cell name='name' width='150' /> 
    <cell name='customerid' width='150' /> 
    <cell name='estimatedclosedate' width='150' /> 
    <cell name='estimatedvalue' width='150' /> 
    <cell name='closeprobability' width='150' /> 
    <cell name='opportunityratingcode' width='150' /> 
    <cell name='opportunitycustomeridcontactcontactid.emailaddress1' 
        width='150' disableSorting='1' /> 
    </row>
</grid>";

                    System.String fetchXml =
                    @"<fetch version='1.0' output-format='xml-platform' 
    mapping='logical' distinct='false'>
    <entity name='opportunity'>
    <order attribute='estimatedvalue' descending='false' /> 
    <filter type='and'>
        <condition attribute='statecode' operator='eq' 
        value='0' /> 
    </filter>
    <attribute name='name' /> 
    <attribute name='estimatedvalue' /> 
    <attribute name='estimatedclosedate' /> 
    <attribute name='customerid' /> 
    <attribute name='opportunityratingcode' /> 
    <attribute name='closeprobability' /> 
    <link-entity alias='opportunitycustomeridcontactcontactid' 
        name='contact' from='contactid' to='customerid' 
        link-type='outer' visible='false'>
        <attribute name='emailaddress1' /> 
    </link-entity>
    <attribute name='opportunityid' /> 
    </entity>
</fetch>";

                    SavedQuery sq = new SavedQuery
                    {
                        Name = "A New Custom Public View",
                        Description = "A Saved Query created in code",
                        ReturnedTypeCode = "opportunity",
                        FetchXml = fetchXml,
                        LayoutXml = layoutXml,
                        QueryType = 0
                    };
                    
                    _customViewId = _serviceProxy.Create(sq);
                    Console.WriteLine("A new view with the name {0} was created.", sq.Name);

                    
                    // Retrieve Views
                    QueryExpression mySavedQuery = new QueryExpression
                    {
                        ColumnSet = new ColumnSet("savedqueryid", "name", "querytype", "isdefault", "returnedtypecode", "isquickfindquery"),
                        EntityName = SavedQuery.EntityLogicalName,
                        Criteria = new FilterExpression
                        {
                            Conditions =
            {
                new ConditionExpression
                {
                    AttributeName = "querytype",
                    Operator = ConditionOperator.Equal,
                    Values = {0}
                },
                new ConditionExpression
                {
                    AttributeName = "returnedtypecode",
                    Operator = ConditionOperator.Equal,
                    Values = {Opportunity.EntityTypeCode}
                }
            }
                        }
                    };
                    RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest { Query = mySavedQuery };

                    RetrieveMultipleResponse retrieveSavedQueriesResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveSavedQueriesRequest);

                    DataCollection<Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;

                    //Display the Retrieved views
                    foreach (Entity ent in savedQueries)
                    {
                        SavedQuery rsq = (SavedQuery)ent;
                        Console.WriteLine("{0} : {1} : {2} : {3} : {4} : {5},", rsq.SavedQueryId, rsq.Name, rsq.QueryType, rsq.IsDefault, rsq.ReturnedTypeCode, rsq.IsQuickFindQuery);
                    }

                    // Deactivate a view
                    System.String SavedQueryName = "Closed Opportunities in Current Fiscal Year";
                    QueryExpression ClosedOpportunitiesViewQuery = new QueryExpression
                    {
                        ColumnSet = new ColumnSet("savedqueryid", "statecode", "statuscode"),
                        EntityName = SavedQuery.EntityLogicalName,
                        Criteria = new FilterExpression
                        {
                            Conditions =
                            {
                                new ConditionExpression
                                {
                                    AttributeName = "querytype",
                                    Operator = ConditionOperator.Equal,
                                    Values = {0}
                                },
                                new ConditionExpression
                                {
                                    AttributeName = "returnedtypecode",
                                    Operator = ConditionOperator.Equal,
                                    Values = {Opportunity.EntityTypeCode}
                                },
                                                new ConditionExpression
                                {
                                    AttributeName = "name",
                                    Operator = ConditionOperator.Equal,
                                    Values = {SavedQueryName}
                                }
                            }
                        }
                    };

                    RetrieveMultipleRequest retrieveOpportuntiesViewRequest = new RetrieveMultipleRequest { Query = ClosedOpportunitiesViewQuery };

                    RetrieveMultipleResponse retrieveOpportuntiesViewResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveOpportuntiesViewRequest);

                    SavedQuery OpportunityView = (SavedQuery)retrieveOpportuntiesViewResponse.EntityCollection.Entities[0];
                    _viewOriginalState = (SavedQueryState)OpportunityView.StateCode;
                    _viewOriginalStatus = OpportunityView.StatusCode;
                    

                    SetStateRequest ssreq = new SetStateRequest
                    {
                        EntityMoniker = new EntityReference(SavedQuery.EntityLogicalName, (Guid)OpportunityView.SavedQueryId),
                        State = new OptionSetValue((int)SavedQueryState.Inactive),
                        Status = new OptionSetValue(2)
                    };
                    _serviceProxy.Execute(ssreq);
                    _deactivatedViewId = (Guid)OpportunityView.SavedQueryId;


                    DeleteRequiredRecords(promptForDelete);
                    ReactivateDeactivatedView(promptForReactivate);
                }
            }

            // 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 the custom view that was 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 deleteView = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want this custom view deleted? (y/n)");
                String answer = Console.ReadLine();

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

            if (deleteView)
            {
                _serviceProxy.Delete(SavedQuery.EntityLogicalName, _customViewId);
                Console.WriteLine("The view has been deleted.");
            }
        }
        /// <summary>
        /// Reactivates the view that was deactivated for this sample.
        /// <param name="prompt">Indicates whether to prompt the user to reactivate the view deactivated in this sample.</param>
        /// </summary>
        public void ReactivateDeactivatedView(bool prompt)
        {
            bool reactivateView = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want to reactivate the \"Closed Opportunities in Current Fiscal Year\" view? (y/n)");
                String answer = Console.ReadLine();

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

            if (reactivateView)
            {
                SetStateRequest reactivateViewRequest = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(SavedQuery.EntityLogicalName, _deactivatedViewId),
                    State = new OptionSetValue((int)_viewOriginalState),
                    Status = _viewOriginalStatus
                };
                _serviceProxy.Execute(reactivateViewRequest);
                Console.WriteLine("The view has been reactivated.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Slightly modified 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();

                WorkWithViews app = new WorkWithViews();
                // The Run method has an additional parameter to prompt for reactivation of a view.
                app.Run(config, true, 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 2013 and Microsoft Dynamics CRM Online
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