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Sample: Validate record state and set the state of the record

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\BusinessDataModel\BusinessManagement\ValidateAndSetState.cs

SampleCode\VB\BusinessDataModel\BusinessManagement\ValidateAndSetState.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 validate a change of state of an entity and set a state of an entity.

Example



using System;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    ///  This sample shows how to validate an intended state change on an entity record.
    ///  This sample will also show how to set the state on the entity record. 
    /// </summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.
    /// </remarks>
    public class ValidateAndSetState
    {
        #region Class Level Members
        private OrganizationServiceProxy _serviceProxy;
        private Guid _caseCustomerId;
        private Guid _caseIncidentId;
        #endregion

        #region How To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards, a 
        /// case is created. The IsValidStateTransition is used to test if a state change
        /// is valid. The case is closed, re-opened and then closed with SetState.
        /// </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)
        {
            using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
            {
                // This statement is required to enable early-bound type support.
                _serviceProxy.EnableProxyTypes();

                //Create the Contact and Incident required for this sample.
                CreateRequiredRecords();

                // Create an EntityReference to represent an open case
                EntityReference caseReference = new EntityReference()
                {
                    LogicalName = Incident.EntityLogicalName,
                    Id = _caseIncidentId
                };

                IsValidStateTransitionRequest checkState = 
                    new IsValidStateTransitionRequest();

                // Set the transition request to an open case
                checkState.Entity = caseReference;

                // Check to see if a new state of "resolved" and 
                // a new status of "problem solved" are valid
                checkState.NewState = IncidentState.Resolved.ToString();
                checkState.NewStatus = (int)incident_statuscode.ProblemSolved;

                // Execute the request
                IsValidStateTransitionResponse checkStateResponse = 
                    (IsValidStateTransitionResponse)_serviceProxy.Execute(checkState);

                // Handle the response
                if (checkStateResponse.IsValid)
                {
                    String changeAnswer = "y"; // default to "y" unless prompting for delete
                    if (promptForDelete)
                    {
                        // The case can be closed
                        Console.WriteLine("Validate State Request returned that the case " +
                                          "can be closed.");
                        Console.Write("\nDo you want to change the record state? " +
                                          "(y/n) [y]: ");
                        changeAnswer = Console.ReadLine();
                        Console.WriteLine();
                    }

                    if (changeAnswer.StartsWith("y") || changeAnswer.StartsWith("Y")
                        || changeAnswer == String.Empty)
                    {
                        // Call function to change the incident to the closed state
                        CloseIncident(caseReference);
                        // Re-open the incident and change its state
                        SetState(caseReference);
                    }
                }
                else
                {
                    // The case cannot be closed
                    Console.WriteLine("Validate State Request returned that the " +
                                      "change is not valid.");
                }

                DeleteRequiredRecords(promptForDelete);
            }
        }

        private void CloseIncident(EntityReference caseReference)
        {
            // First close the Incident

            // Create resolution for the closing incident
            IncidentResolution resolution = new IncidentResolution
            {
                Subject = "Case Closed",
            };

            resolution.IncidentId = caseReference;

            // Create the request to close the incident, and set its resolution to the 
            // resolution created above
            CloseIncidentRequest closeRequest = new CloseIncidentRequest();
            closeRequest.IncidentResolution = resolution;

            // Set the requested new status for the closed Incident
            closeRequest.Status = 
                new OptionSetValue((int)incident_statuscode.ProblemSolved);

            // Execute the close request
            CloseIncidentResponse closeResponse = 
                (CloseIncidentResponse)_serviceProxy.Execute(closeRequest);

            //Check if the incident was successfully closed
            Incident incident = _serviceProxy.Retrieve(Incident.EntityLogicalName, 
                _caseIncidentId, new ColumnSet(allColumns: true)).ToEntity<Incident>();

            if (incident.StateCode.HasValue && 
                incident.StateCode == IncidentState.Resolved)
            {
                Console.WriteLine("The incident was closed out as Resolved.");
            }
            else
            {
                Console.WriteLine("The incident's state was not changed.");
            }
        }

        private void SetState(EntityReference caseReference)
        {
            // Create the Request Object
            SetStateRequest state = new SetStateRequest();

            // Set the Request Object's Properties
            state.State = new OptionSetValue((int)IncidentState.Active);
            state.Status = 
                new OptionSetValue((int)incident_statuscode.WaitingforDetails);

            // Point the Request to the case whose state is being changed
            state.EntityMoniker = caseReference;

            // Execute the Request
            SetStateResponse stateSet = (SetStateResponse)_serviceProxy.Execute(state);

            // Check if the state was successfully set
            Incident incident = _serviceProxy.Retrieve(Incident.EntityLogicalName, 
                _caseIncidentId, new ColumnSet(allColumns: true)).ToEntity<Incident>();

            if (incident.StatusCode.Value == (int)incident_statuscode.WaitingforDetails)
            {
                Console.WriteLine("Record state set successfully.");
            }
            else
            {
                Console.WriteLine("The request to set the record state failed.");
            }


        }

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a customer for a new incident
            Contact caseCustomer = new Contact();

            // Set the contact properties
            caseCustomer.FirstName = "Christen";
            caseCustomer.LastName = "Anderson";

            // Create the contact in CRM
            _caseCustomerId = _serviceProxy.Create(caseCustomer);
            NotifyEntityCreated(Contact.EntityLogicalName, _caseCustomerId);

            // Retrieve the default subject for a new incident\case
            var query = new QueryExpression()
            {
                EntityName = Subject.EntityLogicalName,
                ColumnSet = new ColumnSet(allColumns: true),
                Criteria = new FilterExpression()
            };
            query.Criteria.AddCondition("title", ConditionOperator.Equal, 
                "Default Subject");

            var subjectRecords = _serviceProxy.RetrieveMultiple(query);
            Entity defaultSubject = subjectRecords[0];
            NotifyEntityRetrieved(Subject.EntityLogicalName, defaultSubject.Id);

            // Create a new incident
            Incident newCase = new Incident();

            // Set the incident properties
            newCase.SubjectId = new EntityReference();
            newCase.SubjectId.LogicalName = Subject.EntityLogicalName;
            newCase.SubjectId.Id = defaultSubject.Id;
            newCase.CustomerId = new EntityReference();
            newCase.CustomerId.LogicalName = Contact.EntityLogicalName;
            newCase.CustomerId.Id = _caseCustomerId;
            newCase.Title = "New Case from SDK";

            _caseIncidentId = _serviceProxy.Create(newCase);
            NotifyEntityCreated(Incident.EntityLogicalName, _caseIncidentId);

        }

        /// <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.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                Console.WriteLine();

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

            if (deleteRecords)
            {
                _serviceProxy.Delete(Incident.EntityLogicalName, _caseIncidentId);
                _serviceProxy.Delete(Contact.EntityLogicalName, _caseCustomerId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        private void NotifyEntityCreated(String entityName, Guid entityId)
        {
            Console.WriteLine("  {0} created with GUID {{{1}}}",
                entityName, entityId);
        }

        private void NotifyEntityRetrieved(String entityName, Guid entityId)
        {
            Console.WriteLine("  Retrieved {0} with GUID {{{1}}}",
                entityName, entityId);
        }
        #endregion

        #region Main method

        /// <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();

                var app = new ValidateAndSetState();
                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 method
    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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