Saturday, March 23, 2019

assign record - bulk

// getting current user id

function GetGUIDofCurrentUser() {
    debugger;
    var UserGUID = Xrm.Page.context.getUserId();
    if (UserGUID != null) {
        //alert(UserGUID);

        var currentid = UserGUID.replace('{', '').replace('}', '');
        var managerid =Validateposition_getManagerId(currentid);
        var opportunitiesrec = getopportunitys(currentid);
       AssignRecordToManager(managerid, opportunityrec);
    }
}

//getting user record details

  function Validateposition_getManagerId(currentid) {
var _parentsystemuserid_value;
    var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/systemusers("+ currentid +")?$select=systemuserid,_parentsystemuserid_value,_positionid_value", false);
    //req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/systemusers(' + currentid +')?$select=_parentsystemuserid_value,_positionid_value", true);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
    req.onreadystatechange = function () {
        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 200) {
                var result = JSON.parse(this.response);
                _parentsystemuserid_value = result["_parentsystemuserid_value"];
                //var _parentsystemuserid_value_formatted = result["_parentsystemuserid_value@OData.Community.Display.V1.FormattedValue"];
                //var _parentsystemuserid_value_lookuplogicalname = result["_parentsystemuserid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
                var _positionid_value = result["_positionid_value"];
                var _positionid_value_formatted = result["_positionid_value@OData.Community.Display.V1.FormattedValue"];
                //var _positionid_value_lookuplogicalname = result["_positionid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
                if (_positionid_value_formatted == "bankmanger") {
                    return _parentsystemuserid_value;
                }
            }
            else {
                Xrm.Utility.alertDialog(this.statusText);
return _parentsystemuserid_value;
            }
        }
    };

    req.send();
return _parentsystemuserid_value;
}
//getting all opportunities records owned by user
  function getopportunities(currentid) {

var results;
        //var opportunityid = UserGUID.replace('{', '').replace('}', '');
        var req = new XMLHttpRequest();
        req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/opportunities?$select=name,opportunityid&$filter=statecode eq 0 and  _ownerid_value eq "+currentid+"", false);
        req.setRequestHeader("OData-MaxVersion", "4.0");
        req.setRequestHeader("OData-Version", "4.0");
        req.setRequestHeader("Accept", "application/json");
        req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
        req.onreadystatechange = function () {
            if (this.readyState === 4) {
                req.onreadystatechange = null;
                if (this.status === 200) {
                    results = JSON.parse(this.response);
                    return results;

                } else {
                    Xrm.Utility.alertDialog(this.statusText);
return results;
                }
            }
        };
        req.send();
return results;
    }

//update ownerid to assign on the record
function AssignRecordToManager(managerid, results) {
for (var i = 0; i < results.value.length; i++) {
var opportunityid = results.value[i]["opportunityid"];
opportunityid = opportunityid.replace('{', '').replace('}', '');
var entity = {};
entity.new_ownerid = managerid;
var req = new XMLHttpRequest();
req.open("PATCH", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/opportunities("+opportunityid+")", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
//Success - No Return Data - Do Something
var a =67;
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(entity));
}
}



//trigger plugin on ownerid field update to assign to manager

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;

namespace opportunities
{
    public class assignopportunity: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 tracingservice = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            Entity _opportunity = null;
            string _ownerid=string.Empty;

            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
            {
                _opportunity = (Entity)context.InputParameters["Target"];
                tracingservice.Trace("entity");
            }
            if (_opportunity.Attributes.Contains("new_ownerid") && _opportunity.Attributes["new_ownerid"] != null)
            {
                _ownerid = (string)_opportunity.Attributes["new_ownerid"];
                if (!string.IsNullOrEmpty(_ownerid))
                {
                    tracingservice.Trace("ownerid" + _ownerid);

                    Entity _user = service.Retrieve("systemuser", new Guid(_ownerid), new Microsoft.Xrm.Sdk.Query.ColumnSet("systemuserid"));

                    AssignRequest assign = new AssignRequest
                    {
                        // User or team assigned to the child records
                        Assignee = _user.ToEntityReference(),

                        //Target child record
                        Target = _opportunity.ToEntityReference()

                    };
                    // Execute the Request
                    service.Execute(assign);
                }

            }



        }
    }
}

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