Task - 4

-

 Call the Plugin using JavaScript and set the Approved Status

Call the plugin using JavaScript and set the approved status.

User Story: -

When we click on the Approve button in the student Entity record then the status field value in the student record should become Approved.

Sudo code: -

  • Create an Approve button for custom entity using Ribbon work bench in XRM Toolbox. 
    • Create a solution for custom entity ribbon work bench. 
    • Add the required entity meta data to the solution. 
    • Use this solution in Ribbon workbench to create buttons and publish it in the entity.
  • Create an Action to use it as a Message in Plugin.
  • Create a plugin.
  • In the plugin retrieve the EntityReference to a variable.
  • Define Entity variable by getting values of Entity Id and Logical name from EntityReference.
  • null check the entity.
  • Set the OptionSet Attribute value to the Approved value.
  • Use the service.Update(Entity) to update in the server.
  • Register the Plugin using the Plugin registration tool and set the Message name as the Action name.
  • Now we have to create a JavaScript file for calling the Action, this will automatically call the plugin.
  • We can use a Web API execute method to call the Action using Javascript, you can get this by using the CRM REST Builder.
  • Create a web resource using this JavaScript code.
  • Use the Ribbon work bench in XRM Toolbox to add this JavaScript code to the Approve button as Action code.

JavaScript code: -

function CallActionToTriggerPlugin(primaryControl) {
    var formContext = primaryControl;
    var id = formContext.data.entity.getId().replace("{", "").replace("}", "");

    var parameters = {};
    var entity = {};
    entity.id = id;
    entity.entityType = "naree_student";
    parameters.entity = entity;

    var new_EffiCallActiontotriggerPluginRequest = {
        entity: parameters.entity,

        getMetadata: function () {
            return {
                boundParameter: "entity",
                parameterTypes: {
                    "entity": {
                        "typeName": "mscrm.naree_student",
                        "structuralProperty": 5
                    }
                },
                operationType: 0,
                operationName: "new_EffiCallActiontotriggerPlugin"
            };
        }
    };

    Xrm.WebApi.online.execute(new_EffiCallActiontotriggerPluginRequest).then(
        function success(result) {
            if (result.ok) {
                //Success - No Return Data - Do Something
                console.log("Success");
            }
        },
        function (error) {
            Xrm.Utility.alertDialog(error.message);
        }
    );
}



Plug-in code: -

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk;

namespace Plugin1
{
    public class CallPluginFromActionAndJavaScript: IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = factory.CreateOrganizationService(context.UserId);
            ITracingService tracer = (ITracingService)serviceProvider.GetService(typeof(ITracingService));


            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is EntityReference)
            {
                EntityReference StudentRef = (EntityReference)context.InputParameters["Target"];
                Entity Student = service.Retrieve(entityName: StudentRef.LogicalName,
                id: StudentRef.Id,
                columnSet: new ColumnSet("naree_status___"));


                if (Student != null)
                {
                   
                    Student.Attributes["naree_status___"] = new OptionSetValue(737110000);
                    service.Update(Student);
                   
                }
            }

        }
    }
}




Comments

Post a Comment

Popular posts from this blog

Secure and Unsecured Configurations in Plugin in Dynamics 365

-
Image
 Secure and Unsecured Configurations in Plugin in Dynamics 365  We can put a string value on our plugin step, then we can consume those values in our plugin code to do some logic. There are two types of configuration:  Secure  and  Unsecure . The differentiation for these 2 configuration is how the system store the value. Unsecure Configuration: - Unsecure configuration information could be read by any user in CRM. Remember its public information. Imagine that you include a plugin, plugin steps and activate them in a solution. Later solution was exported as Managed Solution to another environment. In this scenario, the supplied unsecure configuration values would be available in the new environment. Secure Configuration: - The Secure Configuration information could be read only by CRM Administrators. The plugin with secure configuration in a solution was exported as Managed Solution to another environment. In this scenario, the supplied secure configuration info...
Read more

Calculated field and Rollup field in Dynamics 365

-
 Calculated field and Rollup field in Dynamics 365 Calculated Field     Roll Up Field     Data is calculated as soon as form is loaded    The rollups are calculated by scheduled system jobs that run asynchronously in the background.    calculated fields let you automate manual calculations used in your business processes.     A rollup field contains an aggregate value computed over the records related to a specified record    The calculated fields comprise of calculations that use the fields from the current entity or related parent entities.    The roll up fields comprise of Aggregation that use the fields from the current entity or related child entities.    Expression support is available on the current entity and the related parent entity fields in the Condition sections and the Action sections.    Wide selection of aggregate functions. You can aggregate data by using the followi...
Read more

How to create an Azure AD(Active Directory) and create an application to connect Dynamics 365 from console application

-
Image
 Steps: - Video link :  How to connect console application to connect Dynamics 1. Open Azure Portal 2. Login with your CRM login Credentials 3. open Microsoft Entra ID 4. click App registrations. 5. select New registration 6. After Registering the application, you will get the Application Id (Client Id)..etc save the details. 7. Select App Permissions, click on Add permission, then select Dynamics 365. 8. Grant permissions to the created permissions. 9. Select Client & secrets, then click on New client secret, and provide the appropriate details. 10. After creating a secret you should copy the secret value, otherwise you cannot copy it later. 11. Open Power portal administrator, login with your CRM credentials. 12. Select your required environment, open users. 13. select application users, then select +New app user. 14. click on "Add an app", then select the created Azure application. 15. Provide the security role as System administrator, because it has the highest privil...
Read more