Showing posts with label activityparty. Show all posts
Showing posts with label activityparty. Show all posts

September 28, 2014

Entity.GetAttributeValue<T> and ActivityParty

GetAttributeValue<T> is a method of the Entity class, it is used to retrieve easily the entity's values. You can find a detailed overview by Dave Berry here:
Entity.GetAttributeValue Explained

Dynamics CRM includes a special data type called ActivityParty (an overview here) and despite its special status we can still use GetAttributeValue<T> method against the fields using this data type.

First of all the ActivityParty attributes hold an EntityCollection of activityparty entities, these entities are a pointer to the real records through the partyid attribute (EntityReference).
Entity email = service.Retrieve("email", emailId, new ColumnSet(true));
EntityCollection to = email.GetAttributeValue<EntityCollection>("to");
A big difference when using the GetAttributeValue<T> with the EntityCollection than the EntityReference is the case when the attribute is null.

With EntityReference the method GetAttributeValue<T> returns a null if the attribute is empty.
EntityReference parentAccountRef = account.GetAttributeValue<EntityReference>("parentaccountid");
if (parentAccountRef != null) { /* code here */ }
With EntityCollection we can have null if the attribute is not inside the collection or an EntityCollection with no values inside the Entities property if the attribute is empty but inside the attributes list.
The second scenario is very common, for example when retrieving an email, the attributes from,to,cc,bcc are always returned.
Entity email = service.Retrieve("email", emailId, new ColumnSet(true));
EntityCollection to = email.GetAttributeValue<EntityCollection>("to");
EntityCollection cc = email.GetAttributeValue<EntityCollection>("cc");
if (to != null) { Console.WriteLine("Records inside To: " + to.Entities.Count.ToString(); }
if (cc != null) { Console.WriteLine("Records inside Cc: " + cc.Entities.Count.ToString(); }
Even if we have an usable EntityCollection, it's necessary additional code to get the reference to the real records contained inside the ActivityParty attributes.
To simplify the access to the values I created an extension method (called GetEntityReferenceCollectionValue) to return an EntityReferenceCollection from an ActivityParty field:
public static EntityReferenceCollection GetEntityReferenceCollectionValue(
    this Entity entity, string attributeLogicalName)
{
    EntityReferenceCollection entityReferenceCollection = new EntityReferenceCollection();
    EntityCollection entityCollection = entity.GetAttributeValue<EntityCollection>(attributeLogicalName);
    if (entityCollection != null)
    {
        foreach (Entity item in entityCollection.Entities)
        {
            EntityReference partyIdReference = item.GetAttributeValue<EntityReference>("partyid");
            if (partyIdReference != null) { entityReferenceCollection.Add(partyIdReference); }
        }
    }
    return entityReferenceCollection;
}
EntityReferenceCollection is a class that holds a list of EntityReference, it's normally used inside the Associate/Disassociate operations, but nothing stop us to reuse it to hold all the EntityReference entries of an EntityCollection.

The use is straightforward:
Entity email = service.Retrieve("email", emailId, new ColumnSet(true));
EntityReferenceCollection to = email.GetEntityReferenceCollectionValue("to");
If it's necessary to retrieve the actual entities I created a method called GetEntitiesFromEntityReferenceCollection, it requires as parameters the IOrganizationService and the EntityReferenceCollection. The value returned is an IEnumerable<Entity>:
public static IEnumerable<Entity> GetEntitiesFromEntityReferenceCollection(
    IOrganizationService service, EntityReferenceCollection entityReferenceCollection)
{
    List<Entity> entities = new List<Entity>();
    foreach (EntityReference entityReference in entityReferenceCollection)
    {
        try
        {
            Entity entity = service.Retrieve(entityReference.LogicalName, entityReference.Id, new ColumnSet(true));
            entities.Add(entity);
        }
        catch { }
    }
    return entities.AsEnumerable<Entity>();
}
Example:
Entity email = service.Retrieve("email", emailId, new ColumnSet(true));
EntityReferenceCollection to = email.GetEntityReferenceCollectionValue("to");
var toEntities = GetEntitiesFromEntityReferenceCollection(service, to);

August 7, 2014

Dynamics CRM special data types

Dynamics CRM includes some data types not available for custom fields. Because these field types act slightly different from the standard ones, it's necessary to pay attention during development.

This post is focused on the following data types:
  • Owner
  • Customer
  • Party List (ActivityParty)
Owner
Owner is a data type used for the built-in OnwerId field. This field is present only when an entity has the Ownership set to User or Team, it's not present if the entity's ownership is Organization. It can hold one user or one team record.

Customer
Customer data type is used when a field can hold one account or one contact record. Contact and Lead entities use this data type (ParentCustomerId and CustomerId respectively).

Party List
Party List (also known as Activity Party) is the most complex data type, it can hold more than one record at the same time and the possible entities are defined by the ParticipationTypeMask attribute.
For example the Email To field can hold all these entities:


Client-side (JavaScript)
Handling these data types in JavaScript is quite easy, they look like and act as standard lookup fields, we need to only pay attention to the entity LogicalName (property entityType) of the record(s).

Owner
// set the owner of the current record to a team
// note: this code works only when the form is on create method, to update the owner it's always necessary to use the AssignRequest message

var team = new Array();
team[0] = new Object();
team[0].id = "c9c77fd3-036a-47e0-857d-a4d56f21d8ee";
team[0].name = "Sales Team";
team[0].entityType = "team";
Xrm.Page.getAttribute("ownerid").setValue(team);

// check if the owner is a team or a user
var owner = Xrm.Page.getAttribute("ownerid").getValue();
if (owner != null) {
    alert("The owner type of this record is " + owner[0].entityType);
}
Customer
// set the parent customer of a contact

var parent = new Array();
parent[0] = new Object();
parent[0].id = "cd7f603d-e199-4b66-9ca7-3386093e9a50";
parent[0].name = "Test Account";
parent[0].entityType = "account";
Xrm.Page.getAttribute("parentcustomerid").setValue(parent);

// check if the customer of a lead is an account or a contact
var customer = Xrm.Page.getAttribute("customerid").getValue();
if (customer != null) {
    alert("The customer type of this lead is " + customer[0].entityType);
}
Party List
// set the to field of an email to a contact and a user

var recipients = new Array();
recipients[0] = new Object();
recipients[0].id = "72bf360d-3dd8-4538-a5ce-91a4be6af517";
recipients[0].name = "John Smith";
recipients[0].entityType = "contact";

recipients[1] = new Object();
recipients[1].id = "d4e1f6f5-1a2d-4571-bec7-9bd1ea1696d0";
recipients[1].name = "Tom Green";
recipients[1].entityType = "user";

Xrm.Page.getAttribute("to").setValue(recipients);

// get the total count of records inside the To field
var to = Xrm.Page.getAttribute("to").getValue();
if (to != null) {
    alert("The total count of records inside To field is " + to.length);
    alert("The last record type is " + to[to.length-1].entityType);
}
Server-side (C#)
Server-side we have some differences, although Owner and Customer data types are EntityReference, Party List type is an ActivityParty.

Owner
// set the owner of the current record to a team
// note: this code works only when the form is on create method, to update the owner it's always necessary to use the AssignRequest message

// late bound
EntityReference team = new EntityReference("team", new Guid("c9c77fd3-036a-47e0-857d-a4d56f21d8ee"));
entity["ownerid"] = team;

// early bound
EntityReference team = new EntityReference(Team.EntityLogicalName, new Guid("c9c77fd3-036a-47e0-857d-a4d56f21d8ee"));
MyEntity.OwnerId = team; 

// check if the owner is a team or a user

// late bound
if (entity.Contains("ownerid") && entity["ownerid"] != null) {
    EntityReference owner = (EntityReference)entity["owner"];
    Console.WriteLine("The owner type of this record is " + owner.LogicalName);
}
// early bound
if (MyEntity.OwnerId != null) {
    Console.WriteLine("The owner type of this record is " + MyEntity.OwnerId.LogicalName);
}
Customer
// set the parent customer of a contact

// late bound
EntityReference parent = new EntityReference("account", new Guid("cd7f603d-e199-4b66-9ca7-3386093e9a50"));
entity["parentcustomerid"] = parent;

// early bound
EntityReference parent = new EntityReference(Account.EntityLogicalName, new Guid("cd7f603d-e199-4b66-9ca7-3386093e9a50"));
MyEntity.ParentCustomerId = parent; 

// check if the customer of a lead is an account or a contact

// late bound
if (entity.Contains("customerid") && entity["customerid"] != null) {
    EntityReference customer = (EntityReference)entity["customerid"];
    Console.WriteLine("The customer type of this lead is " + customer.LogicalName);
}

// early bound
if (MyEntity.ParentCustomerId != null) {
    Console.WriteLine("The customer type of this lead is " + MyEntity.ParentCustomerId.LogicalName);
}
Party List
// set the to field of an email to a contact and a user

// late bound
Entity to1 = new Entity("activityparty");
to1["partyid"] = new EntityReference("contact", new Guid("72bf360d-3dd8-4538-a5ce-91a4be6af517"));
Entity to2 = new Entity("activityparty");
to2["partyid"] = new EntityReference("user", new Guid("d4e1f6f5-1a2d-4571-bec7-9bd1ea1696d0"));
entity["to"] = new Entity[] { to1, to2 };

// early bound
ActivityParty To1 = new ActivityParty();
To1.PartyId = new EntityReference(Contact.EntityLogicalName, new Guid("72bf360d-3dd8-4538-a5ce-91a4be6af517"));
ActivityParty To2 = new ActivityParty();
To2.PartyId = new EntityReference(SystemUser.EntityLogicalName, new Guid("72bf360d-3dd8-4538-a5ce-91a4be6af517"));
MyEntity.To = new ActivityParty[] { To1 , To2 }

// get the total count of records inside the To field

// late bound

if (entity.Contains("to") && entity["to"] != null) {
    EntityCollection to = (EntityCollection)entity["to"];
    Console.WriteLine("The total count of records inside To field is " + to.Entities.Count.ToString());
    if (to.Entities.Count > 0) {
        EntityReference lastparty = (EntityReference)to.Entities.Last()["partyid"];
        Console.WriteLine("The last record type is " + lastparty.LogicalName);
    }
}

//early bound
if (MyEntity.To != null) {
    Console.WriteLine("The total count of records inside To field is " + MyEntity.To.Count().ToString());
    if (MyEntity.To.Count() > 0) {
        Console.WriteLine("The last record type is " + MyEntity.To.Last().PartyId.LogicalName);
    }
}