I'm using Microsoft Dynamics GP 2015. We have a C# .Net project to create a sales invoice through web services. Accounting has the following request: "We would like to code the revenue for {an item} to GL code xx-xx-xxxx." Looking at the code for creating a sales invoice, I don't see anywhere to set a GL code. I suggested GL codes might be set on an item in GP, but was told to "see if the distribution or account codes can be set at creation time." Is there anyway to set the GL code on a sales invoice? If so, what's the code for setting a GL code?
Here's the code I'm modifiying:
private string createGPSalesInvoice(ItemReceived itemsReceived, DateTime salesOrderDate)
{
CompanyKey companyKey;
companyKey = new CompanyKey();
Context context;
SalesInvoice salesInvoice;
SalesDocumentTypeKey salesInvoiceType;
CustomerKey customerKey;
customerKey = new CustomerKey();
BatchKey batchKey;
SalesInvoiceLine salesInvoiceLine;
ItemKey invoiceItem;
Quantity invoiceCount;
Policy salesInvoiceCreatePolicy;
salesInvoiceCreatePolicy = new Policy();
string salesInvoiceNumber = "";
try
{
// Create an instance of the service
DynamicsGPClient wsDynamicsGP = new DynamicsGPClient();
// Create a context with which to call the service
context = new Context();
// Specify which company to use (sample company)
companyKey.Id = xxx;
// Set up the context object
context.OrganizationKey = (OrganizationKey)companyKey;
// Create a sales invoice object
salesInvoice = new SalesInvoice();
// Create a sales document type key for the sales invoice
salesInvoiceType = new SalesDocumentTypeKey();
salesInvoiceType.Type = SalesDocumentType.Invoice;
// Populate the document type key for the sales invoice
salesInvoice.DocumentTypeKey = salesInvoiceType;
// Create a customer key
customerKey.Id = xxx;
// Set the customer key property of the sales invoice
salesInvoice.CustomerKey = customerKey;
salesInvoice.PostedDate = parms.endDate;
// Create a batch key
batchKey = new BatchKey();
batchKey.Id = xxx;
// Set the batch key property of the sales invoice object
salesInvoice.BatchKey = batchKey;
// Create a sales invoice line to specify the invoiced item
salesInvoiceLine = new SalesInvoiceLine();
// Create an item key
invoiceItem = new ItemKey();
invoiceItem.Id = itemsReceived.GPPartNumber;
// Set the item key property of the sales invoice line object
salesInvoiceLine.ItemKey = invoiceItem;
// Create a sales invoice quatity object
invoiceCount = new Quantity();
invoiceCount.Value = itemsReceived.Quantity;
// Set the quantity of the sales invoice line object
salesInvoiceLine.Quantity = invoiceCount;
MoneyAmount unitCost = new MoneyAmount()
{
Value = itemsReceived.CostEach
};
salesInvoiceLine.UnitPrice = unitCost;
// Create an array of sales invoice lines
// Initialize the array with the sales invoice line object
SalesInvoiceLine[] invoiceLines = { salesInvoiceLine };
// Add the sales invoice line array to the sales line object
salesInvoice.Lines = invoiceLines;
try
{
// Get the create policy for the sales invoice object
salesInvoiceCreatePolicy = wsDynamicsGP.GetPolicyByOperation("CreateSalesInvoice", context);
}
catch (Exception ex)
{
throw ex;
}
try
{
// Create the sales invoice
wsDynamicsGP.CreateSalesInvoice(salesInvoice, context, salesInvoiceCreatePolicy);
}
catch (Exception ex)
{
throw ex;
}
//CREATE A RESTRICION OF THE BATCH ID TO FIND THE SALES DOC JUST CREATED
LikeRestrictionOfstring batchKeyRestriction = new LikeRestrictionOfstring();
batchKeyRestriction.EqualValue = batchKey.Id;
//CREATE SEARCH CRITERIA
SalesDocumentCriteria salesDocumentCriteria = new SalesDocumentCriteria();
salesDocumentCriteria.BatchId = batchKeyRestriction;
try
{
SalesDocumentSummary[] salesDocumentSummary = wsDynamicsGP.GetSalesDocumentList(salesDocumentCriteria, context);
salesInvoiceNumber = salesDocumentSummary.FirstOrDefault().Key.Id;
}
catch (Exception ex)
{
throw ex;
}
// Close the service
if (wsDynamicsGP.State != CommunicationState.Faulted)
{
wsDynamicsGP.Close();
}
return salesInvoiceNumber;
}
catch (Exception ex)
{
throw ex;
}
}
I am trying to do a validation on a textbox that can allow the input of one or more phone number in a single textbox. What I am trying to do is to send an message to the phone numbers included in the textbox.
I have no problem when I enter just one set of number into the textbox and the message can be sent.
However, whenever I type two sets of digit into the same textbox, my validation error will appear.
I am using user controls and putting the user control in a listview.
Here are my codes:
private ObservableCollection<IFormControl> formFields;
internal ObservableCollection<IFormControl> FormFields
{
get
{
if (formFields == null)
{
formFields = new ObservableCollection<IFormControl>(new List<IFormControl>()
{
new TextFieldInputControlViewModel(){ColumnWidth = new GridLength(350) ,HeaderName = "Recipient's mobile number *" , IsMandatory = true, MatchingPattern = #"^[\+]?[1-9]{1,3}\s?[0-9]{6,11}$", Tag="phone", ContentHeight = 45, ErrorMessage = "Please enter recipient mobile number. "},
});
}
return formFields;
}
}
And here is the codes for the button click event:
private void OkButton_Click(object sender, RoutedEventArgs e)
{
MessageDialog clickMessage;
UICommand YesBtn;
int result = 0;
//Fetch Phone number
var phoneno = FormFields.FirstOrDefault(x => x.Tag?.ToLower() == "phone").ContentToStore;
string s = phoneno;
string[] numbers = s.Split(';');
foreach (string number in numbers)
{
int parsedValue;
if (int.TryParse(number, out parsedValue) && number.Length.Equals(8))
{
result++;
}
else
{ }
}
if (result.Equals(numbers.Count()))
{
try
{
for (int i = 0; i < numbers.Count(); i++)
{
Class.SMS sms = new Class.SMS();
sms.sendSMS(numbers[i], #"Hi, this is a message from Nanyang Polytechnic School of IT. The meeting venue is located at Block L." + Environment.NewLine + "Click below to view the map " + Environment.NewLine + location);
clickMessage = new MessageDialog("The SMS has been sent to the recipient.");
timer = new DispatcherTimer();
timer.Interval = TimeSpan.FromSeconds(1);
timer.Tick += timer_Tick;
timer.Start();
YesBtn = new UICommand("Ok", delegate (IUICommand command)
{
timer.Stop();
idleTimer.Stop();
var rootFrame = (Window.Current.Content as Frame);
rootFrame.Navigate(typeof(HomePage));
rootFrame.BackStack.Clear();
});
clickMessage.Commands.Add(YesBtn);
clickMessage.ShowAsync();
}
}
catch (Exception ex)
{ }
}
}
I am trying to separate the two numbers with ";" sign.... and I am wondering if that is the problem. Or maybe it is the matchingpattern that I have placed in.
The answer is quite simple, create a bool property in your TextFieldInputControlViewModel something like
public bool AcceptMultiple {get;set;}
and to keep things dynamic, create a char property as a separator like below:
public char Separator {get;set;}
Now, modify your new TextFieldInputControlViewModel() code statement by adding values to your new fields like below:
new TextFieldInputControlViewModel(){Separator = ';', AcceptMultiple = true, ColumnWidth = new GridLength(350) ,HeaderName = "Recipient's mobile number *" , IsMandatory = true, MatchingPattern = #"^[\+]?[1-9]{1,3}\s?[0-9]{6,11}$", Tag="phone", ContentHeight = 45, ErrorMessage = "Please enter recipient mobile number. "},
Once it's done, now in your checkValidation() function (or where you check the validation or pattern match) can be replaced with something like below:
if(AcceptMultiple)
{
if(Separator == null)
throw new ArgumentNullException("You have to provide a separator to accept multiple entries.");
string[] textItems = textField.Split(Separator);
if(textItems?.Length < 1)
{
ErrorMessage = "Please enter recipient mobile number." //assuming that this is your field for what message has to be shown.
IsError = true; //assuming this is your bool field that shows all the errors
return;
}
//do a quick check if the pattern matching is mandatory. if it's not, just return.
if(!IsMandatory)
return;
//your Matching Regex Pattern
Regex rgx = new Regex(MatchingPattern);
//loop through every item in the array to find the first entry that's invalid
foreach(var item in textItems)
{
//only check for an invalid input as the valid one's won't trigger any thing.
if(!rgx.IsMatch(item))
{
ErrorMessage = $"{item} is an invalid input";
IsError = true;
break; //this statement will prevent the loop from continuing.
}
}
}
And that'll do it.
I've taken a few variable names as an assumption as the information was missing in the question. I've mentioned it in the comments about them. Make sure you replace them.
I've been trying to get all the field names in my ElasticSearch database dynamically so I can input them into a GUI drop down search box.
{
"odd": ["three", "five", "nine"],
"even": ["two", "four", "six"],
"prime": ["seven", "thirteen", "seventeen"]
}
Is there a way to obtain the field names : odd, even and prime
Such that I can enter them into a Jcombobox in the user interface?
In jquery...
//...Get data
var hits = body.hits.hits;
$.each(hits, function(index, value){
var sources = hits[index]._source;
$.each(sources, function(i, j){//i is the name of the field and j is the value
//Use data
});
});
GetMappingsResponse res = null; //Get entire mapping of elasticsearch
try {
res = client.admin().indices().getMappings(new GetMappingsRequest().indices("foo").types("bar")).get();
} catch (InterruptedException e) {
e.printStackTrace();
} catch (ExecutionException e) {
e.printStackTrace();
}
ImmutableOpenMap<String, MappingMetaData> mapping = res.mappings().get("foo");
String[] FieldNames = new String[20];
String[] FieldNameArray;
for (ObjectObjectCursor<String, MappingMetaData> c : mapping) {
FieldNames[0] = c.value.source().toString(); //grabs and stores the mapping
}
String dirtyField = FieldNames[0];
List<String> badWords = Arrays.asList( "foo"); //here i parse the entire mapping to just obtain the field names
for ( String badWord : badWords ) { //filters the mapping so we can capture only the added metadata
dirtyField = dirtyField.replaceAll("" + badWord + "", "");
}
String cleanField = dirtyField.replaceAll("[^\\w\\s]"," ");
FieldNameArray = cleanField.split("\\s+"); //splits the string into an array of individual words
System.out.println("Updated Field Name Array");
return FieldNameArray;
It's pretty ugly, but this is how i ended up resolving the issue and grabbing just the field names.
I am new to CRM and I have created a new AutoNumber plugin (actually modified an existing plugin).
I am having issues getting this plugin to work on the CRM side.
I have created the plugin, and I have created a CREATE step. I am confused with the IMAGE creation, and how I need to go about doing this.
Also, I am using the localContext.Trace and I am not sure where to view this information.
Can anyone help me with understanding the exact steps I need to follow to implement this plugin. I will include my code here in case I am doing something wrong. Again, this was a working plugin and I just modified it. I tried to follow the pattern used by the previous developer.
FYI -- I have purchased the CRM Solution Manager utility to help with the deployment process, but still not having any luck.
Thanks in advance for your time.
Here is the code..
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using IccPlugin.ProxyClasses;
using IccPlugin.ProxyClasses.ProxyClasses;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace IccPlugin {
public class ProgramReportAutoNumber : PluginBase {
private readonly string imageAlias = "ProgramReport";
private new_programreport preImage { get; set; }
private new_programreport postImage { get; set; }
private new_programreport targetEntity { get; set; }
private readonly string imageAlias_program = "Program";
private new_program preImage_program { get; set; }
private new_program postImage_program { get; set; }
private new_program targetEntity_program { get; set; }
public ProgramReportAutoNumber(string unsecure, string secure)
: base(typeof(ProgramReportAutoNumber), unsecure, secure) {
base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>((int)CrmPluginStepStage.PreOperation, "Create", "new_programreport", new Action<LocalPluginContext>(Execute)));
//base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>((int)CrmPluginStepStage.PostOperation, "Update", "new_programreport", new Action<LocalPluginContext>(Execute)));
//base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>((int)CrmPluginStepStage.PostOperation, "Delete", "new_programreport", new Action<LocalPluginContext>(Execute)));
}
protected void Execute(LocalPluginContext localContext) {
if (localContext == null) {
throw new ArgumentNullException("localContext");
}
IPluginExecutionContext context = localContext.PluginExecutionContext;
if (context.PreEntityImages.Contains(imageAlias) && (context.PreEntityImages[imageAlias] is Entity)) {
preImage = new new_programreport((Entity)context.PreEntityImages[imageAlias]);
}
if (context.PostEntityImages.Contains(imageAlias) && (context.PostEntityImages[imageAlias] is Entity)) {
postImage = new new_programreport((Entity)context.PostEntityImages[imageAlias]);
}
if (context.PreEntityImages.Contains(imageAlias_program) && (context.PreEntityImages[imageAlias_program] is Entity)) {
preImage_program = new new_program((Entity)context.PreEntityImages[imageAlias_program]);
}
if (context.PostEntityImages.Contains(imageAlias_program) && (context.PostEntityImages[imageAlias_program] is Entity)) {
postImage_program = new new_program((Entity)context.PostEntityImages[imageAlias_program]);
}
if (context.InputParameters.Contains("Target") && (context.InputParameters["Target"] is Entity)) {
targetEntity = new new_programreport((Entity)context.InputParameters["Target"]);
}
switch (context.MessageName) {
case "Create":
HandleCreate(localContext);
break;
case "Update":
HandleUpdate(localContext);
break;
case "Delete":
HandleDelete(localContext);
break;
default:
throw new ArgumentException("Invalid Message Name: " + context.MessageName);
}
}
private void HandleDelete(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.HandleDelete");
try {
if (preImage == null) {
throw new Exception("IccPlugin.ProgramReport.AutoNumber.HandleDelete: preImage is null, unable to process the delete message.");
}
// TODO: Add code here to implement delete message.
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.HandleDelete: Exception while processing the delete message, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.HandleDelete");
}
return;
}
private void HandleUpdate(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.HandleUpdate");
if (preImage == null) {
string msg = "IccPlugin.ProgramReport.AutoNumber.HandleUpdate : The Update step is not registered correctly. Unable to retrieve the pre-operation image using alias" + imageAlias;
localContext.Trace(msg);
throw new Exception(msg);
}
if (postImage == null) {
string msg = "IccPlugin.ProgramReport.AutoNumber.HandleUpdate : The Update step is not registered correctly. Unable to retrieve the post-operation image using alias" + imageAlias;
localContext.Trace(msg);
throw new Exception(msg);
}
if (preImage_program == null) {
string msg = "IccPlugin.Program.AutoNumber.HandleUpdate : The Update step is not registered correctly. Unable to retrieve the pre-operation image using alias" + imageAlias_program;
localContext.Trace(msg);
throw new Exception(msg);
}
if (postImage_program == null) {
string msg = "IccPlugin.Program.AutoNumber.HandleUpdate : The Update step is not registered correctly. Unable to retrieve the post-operation image using alias" + imageAlias_program;
localContext.Trace(msg);
throw new Exception(msg);
}
try {
// TODO: Add code here to implement update message.
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.HandleUpdate: Exception while processing the update message, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.HandleUpdate");
}
return;
}
private void HandleCreate(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.HandleCreate");
if (targetEntity == null) {
string msg = "IccPlugin.ProgramReport.AutoNumber.HandleCreate : The Create step is not registered correctly. Unable to retrieve the target entity using alias Target.";
localContext.Trace(msg);
throw new Exception(msg);
}
try {
// if the target entity does not have the new_filenumber attribute set we will set it now.
if (targetEntity.new_filenumber != null && targetEntity.new_filenumber != "") {
// log a warning message and do not change this value.
localContext.Trace("The Program Report being created already has a value for File Number, skipping the auto number assignment for this field.");
} else {
SetFileNumber(localContext);
}
if (targetEntity.new_name != null && targetEntity.new_name != "") {
localContext.Trace("The Program Report being created already has a value for Report Number, skipping the auto number assignment for this field.");
} else {
SetReportNumber(localContext);
}
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.HandleCreate: Exception while processing the create message, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.HandleCreate");
}
return;
}
private void SetFileNumber(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.SetFileNumber");
string s_new_filenumberformat = string.Empty;
string s_new_reportnumberprefix = string.Empty;
string s_new_filenumbercode = string.Empty;
try {
IOrganizationService service = localContext.OrganizationService;
string fileNumberValue = "";
emds_autonumbersequence fileNumberSequence = null;
// ##################################################################################################
// 05/02/2013 -- BEP -- Code added for the following change to the auto-number for file numbering
// ##################################################################################################
// 1 - Year/Month/Sequence
// [Year]-[Month]-[Sequence] = [Year] is the current year / [Month] is the current month / [Sequence] is a number series for each Year & Month and resets to 1 when the Month changes
// 2 - Year/PMG/Sequence - PMG
// [Year]-[PMGProductType][Sequence] = [Year] is the current year / [PMGProductType] is 1st letter from the PMG Product Type on the Program Report / [Sequence] is a single number series for this Format
// 3 - Year/Letter/Sequence - ESL,VAR
// [Year]-[FileCode][Sequence] = [Year] is the current year / [FileCode] is from a new field on the Program entity / [Sequence] is a number series for each Format & File Code
// ##################################################################################################
localContext.Trace("Look at the File Number Format to determine which format to use for the Auto-Number, will default to 1 if not set");
if (targetEntity_program.new_filenumberformat.ToString() != "") {
localContext.Trace("A value was set for the new_filenumberformat field, so we will be using this value.");
s_new_filenumberformat = targetEntity_program.new_filenumberformat.ToString();
} else {
localContext.Trace("A value was NOT set for the new_filenumberformat field, so we will be using 1 as the default.");
s_new_filenumberformat = "1";
}
localContext.Trace("File Number Format Being Used = " + s_new_filenumberformat);
switch (s_new_filenumberformat) {
case "1":
#region File Format #1
fileNumberValue = String.Format("{0}-{1}", DateTime.Now.ToString("yy"), DateTime.Now.ToString("MM"));
localContext.Trace("Building QueryExpression to retrieve FileNumber Sequence record.");
QueryExpression qeFileNumberSequence_1 = new QueryExpression(BaseProxyClass.GetLogicalName<emds_autonumbersequence>());
qeFileNumberSequence_1.ColumnSet = new ColumnSet(true);
qeFileNumberSequence_1.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_entitylogicalname, ConditionOperator.Equal, BaseProxyClass.GetLogicalName<new_programreport>());
qeFileNumberSequence_1.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_attributelogicalname, ConditionOperator.Equal, new_programreport.Properties.new_filenumber);
qeFileNumberSequence_1.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_prefix, ConditionOperator.Equal, fileNumberValue);
localContext.Trace("Getting FileNumber sequence record.");
List<emds_autonumbersequence> lFileNumberSequences_1 = service.RetrieveProxies<emds_autonumbersequence>(qeFileNumberSequence_1);
if (lFileNumberSequences_1 == null || lFileNumberSequences_1.Count == 0) {
localContext.Trace("No FileNumber sequence record was returned, creatign a new one.");
// no matching sequence records. Lets start a new sequence index record for this month and year.
fileNumberSequence = new emds_autonumbersequence();
fileNumberSequence.emds_attributelogicalname = new_programreport.Properties.new_filenumber;
fileNumberSequence.emds_entitylogicalname = BaseProxyClass.GetLogicalName<new_programreport>();
fileNumberSequence.emds_index = 1;
fileNumberSequence.emds_prefix = fileNumberValue;
fileNumberSequence.emds_name = String.Format("File Number Sequence For: {0}", fileNumberValue);
fileNumberSequence.Create(service);
} else {
localContext.Trace("A FileNumber sequence record was found, using it.");
// a file number sequence record was returned. Even if there happen to be multiple we are going to just use the first one returned.
fileNumberSequence = lFileNumberSequences_1[0];
}
// ###############################################################################
// 05/02/2013 -- BEP -- Changed the format from "###" to be "##" for seq number
// ###############################################################################
fileNumberValue = String.Format("{0}-{1:00}", fileNumberValue, fileNumberSequence.emds_index);
fileNumberSequence.emds_index++;
fileNumberSequence.Update(service);
#endregion
break;
case "2":
#region File Format #2
if (targetEntity_program.new_reportnumberprefix != null && targetEntity_program.new_reportnumberprefix != "") {
localContext.Trace("A value was set for the new_reportnumberprefix field, so we will be using this value.");
s_new_reportnumberprefix = targetEntity_program.new_reportnumberprefix;
} else {
localContext.Trace("A value was NOT set for the new_reportnumberprefix field, so we will be using P as the default.");
s_new_reportnumberprefix = "P";
}
fileNumberValue = String.Format("{0}-{1}", DateTime.Now.ToString("yy"), s_new_reportnumberprefix);
localContext.Trace("Building QueryExpression to retrieve FileNumber Sequence record.");
QueryExpression qeFileNumberSequence_2 = new QueryExpression(BaseProxyClass.GetLogicalName<emds_autonumbersequence>());
qeFileNumberSequence_2.ColumnSet = new ColumnSet(true);
qeFileNumberSequence_2.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_entitylogicalname, ConditionOperator.Equal, BaseProxyClass.GetLogicalName<new_programreport>());
qeFileNumberSequence_2.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_attributelogicalname, ConditionOperator.Equal, new_programreport.Properties.new_filenumber);
qeFileNumberSequence_2.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_prefix, ConditionOperator.Equal, "PMG");
localContext.Trace("Getting FileNumber sequence record.");
List<emds_autonumbersequence> lFileNumberSequences_2 = service.RetrieveProxies<emds_autonumbersequence>(qeFileNumberSequence_2);
if (lFileNumberSequences_2 == null || lFileNumberSequences_2.Count == 0) {
localContext.Trace("No FileNumber sequence record was returned, creatign a new one.");
// no matching sequence records. Lets start a new sequence index record for this month and year.
fileNumberSequence = new emds_autonumbersequence();
fileNumberSequence.emds_attributelogicalname = new_programreport.Properties.new_filenumber;
fileNumberSequence.emds_entitylogicalname = BaseProxyClass.GetLogicalName<new_programreport>();
fileNumberSequence.emds_index = 1;
fileNumberSequence.emds_prefix = "PMG";
fileNumberSequence.emds_name = String.Format("File Number Sequence For: {0}", fileNumberValue);
fileNumberSequence.Create(service);
} else {
localContext.Trace("A FileNumber sequence record was found, using it.");
// a file number sequence record was returned. Even if there happen to be multiple we are going to just use the first one returned.
fileNumberSequence = lFileNumberSequences_2[0];
}
fileNumberValue = String.Format("{0}-{1:0000}", fileNumberValue, fileNumberValue + fileNumberSequence.emds_index.ToString());
fileNumberSequence.emds_index++;
fileNumberSequence.Update(service);
#endregion
break;
case "3":
#region File Format #3
if (targetEntity_program.new_filenumbercode != null && targetEntity_program.new_filenumbercode != "") {
localContext.Trace("A value was set for the new_filenumbercode field, so we will be using this value.");
s_new_filenumbercode = targetEntity_program.new_filenumbercode;
} else {
localContext.Trace("A value was NOT set for the new_filenumbercode field, so we will be using L as the default.");
s_new_filenumbercode = "l";
}
fileNumberValue = String.Format("{0}-{1}", DateTime.Now.ToString("yy"), s_new_filenumbercode);
localContext.Trace("Building QueryExpression to retrieve FileNumber Sequence record.");
QueryExpression qeFileNumberSequence_3 = new QueryExpression(BaseProxyClass.GetLogicalName<emds_autonumbersequence>());
qeFileNumberSequence_3.ColumnSet = new ColumnSet(true);
qeFileNumberSequence_3.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_entitylogicalname, ConditionOperator.Equal, BaseProxyClass.GetLogicalName<new_programreport>());
qeFileNumberSequence_3.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_attributelogicalname, ConditionOperator.Equal, new_programreport.Properties.new_filenumber);
qeFileNumberSequence_3.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_prefix, ConditionOperator.Equal, fileNumberValue);
localContext.Trace("Getting FileNumber sequence record.");
List<emds_autonumbersequence> lFileNumberSequences_3 = service.RetrieveProxies<emds_autonumbersequence>(qeFileNumberSequence_3);
if (lFileNumberSequences_3 == null || lFileNumberSequences_3.Count == 0) {
localContext.Trace("No FileNumber sequence record was returned, creatign a new one.");
// no matching sequence records. Lets start a new sequence index record for this month and year.
fileNumberSequence = new emds_autonumbersequence();
fileNumberSequence.emds_attributelogicalname = new_programreport.Properties.new_filenumber;
fileNumberSequence.emds_entitylogicalname = BaseProxyClass.GetLogicalName<new_programreport>();
fileNumberSequence.emds_index = 1;
fileNumberSequence.emds_prefix = fileNumberValue;
fileNumberSequence.emds_name = String.Format("File Number Sequence For: {0}", fileNumberValue);
fileNumberSequence.Create(service);
} else {
localContext.Trace("A FileNumber sequence record was found, using it.");
// a file number sequence record was returned. Even if there happen to be multiple we are going to just use the first one returned.
fileNumberSequence = lFileNumberSequences_3[0];
}
fileNumberValue = String.Format("{0}-{1:0000}", fileNumberValue, fileNumberValue + fileNumberSequence.emds_index.ToString());
fileNumberSequence.emds_index++;
fileNumberSequence.Update(service);
#endregion
break;
default:
break;
}
targetEntity.new_filenumber = fileNumberValue;
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.SetFileNumber: Exception while setting the File Number value, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.SetFileNumber");
}
}
private void SetReportNumber(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.SetReportNumber");
string s_new_reportnumberprefix = string.Empty;
try {
IOrganizationService service = localContext.OrganizationService;
string reportNumberValue = "";
emds_autonumbersequence reportNumberSequence = null;
// ##################################################################################################
// 05/02/2013 -- BEP -- Code added for the following change to the auto-number for file numbering
// ##################################################################################################
// Currently the plugin uses the GP Class Id as the prefix for the Report Number.
// It now needs to use the Report Number Prefix field.
// ##################################################################################################
if (targetEntity_program.new_reportnumberprefix != null && targetEntity_program.new_reportnumberprefix != "") {
localContext.Trace("A value was set for the new_reportnumberprefix field, so we will be using this value.");
s_new_reportnumberprefix = targetEntity_program.new_reportnumberprefix;
} else {
localContext.Trace("A value was NOT set for the new_reportnumberprefix field, so we will be using P as the default.");
s_new_reportnumberprefix = "P";
}
localContext.Trace("Building QueryExpression to retrieve parent new_program record.");
// #################################################################################
// 05/02/2013 -- BEP -- The above code replaces the need to pull the GP Class ID
// #################################################################################
//new_program program = targetEntity.new_programid.RetrieveProxy<new_program>(service, new ColumnSet(true));
// going to assume that we were able to get the parent program record. If not an exception will be thrown.
// could add a check here and throw our own detailed exception if needed.
reportNumberValue = String.Format("{0}", s_new_reportnumberprefix); // using Trim just to be safe.
// now lets get the sequence record for this Report Number Prefix
QueryExpression qeReportNumberSequence = new QueryExpression(BaseProxyClass.GetLogicalName<emds_autonumbersequence>());
qeReportNumberSequence.ColumnSet = new ColumnSet(true);
qeReportNumberSequence.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_entitylogicalname, ConditionOperator.Equal, BaseProxyClass.GetLogicalName<new_programreport>());
qeReportNumberSequence.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_attributelogicalname, ConditionOperator.Equal, new_programreport.Properties.new_name);
qeReportNumberSequence.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_prefix, ConditionOperator.Equal, reportNumberValue);
localContext.Trace("Getting Report Number sequence record.");
List<emds_autonumbersequence> lReportNumberSequences = service.RetrieveProxies<emds_autonumbersequence>(qeReportNumberSequence);
if (lReportNumberSequences == null || lReportNumberSequences.Count == 0) {
localContext.Trace("No Report Number sequence record was returned, creatign a new one.");
// no matching sequence records. Lets start a new sequence index record for this month and year.
reportNumberSequence = new emds_autonumbersequence();
reportNumberSequence.emds_attributelogicalname = new_programreport.Properties.new_name;
reportNumberSequence.emds_entitylogicalname = BaseProxyClass.GetLogicalName<new_programreport>();
reportNumberSequence.emds_index = 1;
reportNumberSequence.emds_prefix = reportNumberValue;
reportNumberSequence.emds_name = String.Format("Report Number Sequence For Report Number Prefix: {0}", reportNumberValue);
reportNumberSequence.Create(service);
} else {
localContext.Trace("A Report Number sequence record was found, using it.");
// a file number sequence record was returned. Even if there happen to be multiple we are going to just use the first one returned.
reportNumberSequence = lReportNumberSequences[0];
}
reportNumberValue = String.Format("{0}-{1}", reportNumberValue, reportNumberSequence.emds_index);
reportNumberSequence.emds_index++;
reportNumberSequence.Update(service);
targetEntity.new_name = reportNumberValue;
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.SetReportNumber: Exception while setting the File Number value, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.SetReportNumber");
}
}
}
}
This is specifically to response to:
I am using the localContext.Trace and I am not sure where to view this
information
From the MSDN; Debug a Plug-In - Logging and Tracing
During execution and only when that plug-in passes an exception back
to the platform at run-time, tracing information is displayed to the
user. For a synchronous registered plug-in, the tracing information is
displayed in a dialog box of the Microsoft Dynamics CRM web
application. For an asynchronous registered plug-in, the tracing
information is shown in the Details area of the System Job form in the
web application.
I have a ListGrid with 3 columns, one is hidden but it doesn't change anything to the problem.
I want to group on the value of the 3rd and hidden field, a date. When this Date is not present (null) I want to put the record in the "Actual Projects" group else they go in the "Closed projects" group.
It works BUT I want to have the group Actual Project first and I try a lot of thing with the sort direction of the field and the grid and also with baseTitle I return. It never change I always have the group with the non null value first.
Am I missing something? Is there somebody who experienced with group order?
final int groupClosed = 2;
final int groupActual = 1;
colonneDate.setGroupValueFunction(new GroupValueFunction() {
public Object getGroupValue(Object value, ListGridRecord record, ListGridField field, String fieldName, ListGrid grid) {
Date laDate = (Date)value;
if(laDate == null) {
return groupActual;
} else {
return groupClosed;
}
}
});
colonneDate.setGroupTitleRenderer(new GroupTitleRenderer() {
#Override
public String getGroupTitle(Object groupValue, GroupNode groupNode,
ListGridField field, String fieldName, ListGrid grid) {
final int groupType = (Integer) groupValue;
String baseTitle ="";
switch (groupType){
case groupActual:
baseTitle ="Actual Projects";
break;
case groupClosed:
baseTitle ="Closed Projects";
break;
}
return baseTitle;
}
});
listeGridProjets.setGroupByField("date");
I think you can sort your ListGrid on your colonneDate like this :
SortSpecifier sortSpecifier = new SortSpecifier("colonneDateFieldName", SortDirection.ASCENDING);
SortSpecifier[] sortSpecifiers = { sortSpecifier };
setSort(sortSpecifiers);