Personalización de vistas en aplicaciones controladas por modelos

En este ejemplo se usa el método IOrganizationService.Execute con la clase CreateRequest y el SolutionUniqueName parámetro opcional.

System.String layoutXml =
@"<grid name='resultset' object='3' jump='name' select='1'
   preview='1' icon='1'>
   <row name='result' id='opportunityid'>
   <cell name='name' width='150' />
   <cell name='customerid' width='150' />
   <cell name='estimatedclosedate' width='150' />
   <cell name='estimatedvalue' width='150' />
   <cell name='closeprobability' width='150' />
   <cell name='opportunityratingcode' width='150' />
   <cell name='opportunitycustomeridcontactcontactid.emailaddress1'
      width='150' disableSorting='1' />
   </row>
</grid>";

System.String fetchXml =
@"<fetch>
   <entity name='opportunity'>
   <order attribute='estimatedvalue' descending='false' />
   <filter type='and'>
      <condition attribute='statecode' operator='eq'
      value='0' />
   </filter>
   <attribute name='name' />
   <attribute name='estimatedvalue' />
   <attribute name='estimatedclosedate' />
   <attribute name='customerid' />
   <attribute name='opportunityratingcode' />
   <attribute name='closeprobability' />
   <link-entity alias='opportunitycustomeridcontactcontactid'
      name='contact' from='contactid' to='customerid'
      link-type='outer' visible='false'>
      <attribute name='emailaddress1' />
   </link-entity>
   <attribute name='opportunityid' />
   </entity>
</fetch>";

var sq = new SavedQuery
   {
   Name = "A New Custom Public View",
   Description = "A Saved Query created in code",
   ReturnedTypeCode = "opportunity",
   FetchXml = fetchXml,
   LayoutXml = layoutXml,
   QueryType = 0
   };

var request = new CreateRequest
{
   Target = sq
};
request["SolutionUniqueName"] = "< Your Solution Unique Name >";

var response = (CreateResponse)service.Execute(request);
_customViewId = response.id;
Console.WriteLine("A new view with the name {0} was created.", sq.Name);

Más información sobre el SDK de Dataverse para .NET

En este ejemplo se usa la solicitud de API de la CLI de Dataverse con el MSCRM.SolutionUniqueName parámetro opcional.

$solutionUniqueName = "< Your Solution Unique Name >"

$layoutXml = @"
<grid name='resultset' object='3' jump='name' select='1'
  preview='1' icon='1'>
  <row name='result' id='opportunityid'>
    <cell name='name' width='150' />
    <cell name='customerid' width='150' />
    <cell name='estimatedclosedate' width='150' />
    <cell name='estimatedvalue' width='150' />
    <cell name='closeprobability' width='150' />
    <cell name='opportunityratingcode' width='150' />
    <cell name='opportunitycustomeridcontactcontactid.emailaddress1'
      width='150' disableSorting='1' />
  </row>
</grid>
"@

$fetchXml = @"
<fetch>
  <entity name='opportunity'>
    <order attribute='estimatedvalue' descending='false' />
    <filter type='and'>
      <condition attribute='statecode' operator='eq' value='0' />
    </filter>
    <attribute name='name' />
    <attribute name='estimatedvalue' />
    <attribute name='estimatedclosedate' />
    <attribute name='customerid' />
    <attribute name='opportunityratingcode' />
    <attribute name='closeprobability' />
    <link-entity alias='opportunitycustomeridcontactcontactid'
      name='contact' from='contactid' to='customerid'
      link-type='outer' visible='false'>
      <attribute name='emailaddress1' />
    </link-entity>
    <attribute name='opportunityid' />
  </entity>
</fetch>
"@

$body = @{
  name             = "A New Custom Public View"
  description      = "A Saved Query created in code"
  returnedtypecode = "opportunity"
  fetchxml         = $fetchXml
  layoutxml        = $layoutXml
  querytype        = 0
}

$jsonBody = ConvertTo-Json $body -Depth 5 -Compress

$response = dataverse api request `
  --target dataverse `
  --path "/api/data/v9.2/savedqueries" `
  --method POST `
  --header "MSCRM.SolutionUniqueName:$solutionUniqueName" `
  --body $jsonBody `
  --include

$entityIdHeader = $response |
  Select-String -Pattern 'OData-EntityId:\s*(?<url>\S+)' |
  Select-Object -First 1

if (-not $entityIdHeader) {
  throw 'The response did not contain an OData-EntityId header.'
}

$entityUrl = $entityIdHeader.Matches[0].Groups['url'].Value
$idMatch = Select-String -InputObject $entityUrl -Pattern '(?<=\().*?(?=\))'

if (-not $idMatch.Matches.Success) {
  throw "The OData-EntityId header did not contain a record ID: $entityUrl"
}

$customViewId = [guid]::New($idMatch.Matches.Value.ToString())

Write-Host "A new view with the name "$($body.name)" and ID {$customViewId} was created."

Más información sobre la CLI de Dataverse

En este ejemplo se usa una clase RetrieveMultipleRequest con el método IOrganizationService.Execute para recuperar los registros de consulta guardados.

var mySavedQuery = new QueryExpression
{
   ColumnSet = new ColumnSet(
       "savedqueryid",
       "name",
       "querytype",
       "isdefault",
       "returnedtypecode",
       "isquickfindquery"),
   EntityName = SavedQuery.EntityLogicalName,
   Criteria = new FilterExpression
   {
       Conditions =
       {
           new ConditionExpression
           {
               AttributeName = "querytype",
               Operator = ConditionOperator.Equal,
               Values = { 0 }
           },
           new ConditionExpression
           {
               AttributeName = "returnedtypecode",
               Operator = ConditionOperator.Equal,
               Values = { Opportunity.EntityTypeCode }
           }
       }
   }
};
RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest { Query = mySavedQuery };

RetrieveMultipleResponse retrieveSavedQueriesResponse =
   (RetrieveMultipleResponse)service.Execute(retrieveSavedQueriesRequest);

DataCollection<Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;

// Display the retrieved views
foreach (Entity ent in savedQueries)
{
   SavedQuery rsq = (SavedQuery)ent;
   Console.WriteLine(
       "{0} : {1} : {2} : {3} : {4} : {5},",
       rsq.SavedQueryId,
       rsq.Name,
       rsq.QueryType,
       rsq.IsDefault,
       rsq.ReturnedTypeCode,
       rsq.IsQuickFindQuery);
}

Más información sobre el SDK de Dataverse para .NET

En este ejemplo se usa el data query comando para recuperar los registros de consulta guardados.

$selectColumns = @(
  'savedqueryid'
  'name'
  'querytype'
  'isdefault'
  'returnedtypecode'
  'isquickfindquery'
) -join ','

$filter = "querytype eq 0 and returnedtypecode eq 'opportunity'"

$response = dataverse data query `
  --target dataverse `
  --table savedqueries `
  --select $selectColumns `
  --filter $filter `
  --json | ConvertFrom-Json

$response.value | Select-Object `
  savedqueryid, `
  name, `
  querytype, `
  isdefault, `
  returnedtypecode, `
  isquickfindquery | Format-Table -AutoSize

Más información sobre la CLI de Dataverse

En este ejemplo se usa el método IOrganizationService.Execute con la clase UpdateRequest y el SolutionUniqueName parámetro opcional.

System.String SavedQueryName = "Closed Opportunities in Current Fiscal Year";
QueryExpression ClosedOpportunitiesViewQuery = new QueryExpression
{
   ColumnSet = new ColumnSet("savedqueryid", "statecode", "statuscode"),
   EntityName = SavedQuery.EntityLogicalName,
   Criteria = new FilterExpression
   {
       Conditions =
       {
           new ConditionExpression
           {
               AttributeName = "querytype",
               Operator = ConditionOperator.Equal,
               Values = { 0 }
           },
           new ConditionExpression
           {
               AttributeName = "returnedtypecode",
               Operator = ConditionOperator.Equal,
               Values = { Opportunity.EntityTypeCode }
           },
           new ConditionExpression
           {
               AttributeName = "name",
               Operator = ConditionOperator.Equal,
               Values = { SavedQueryName }
           }
       }
   }
};

RetrieveMultipleRequest retrieveOpportuntiesViewRequest = new RetrieveMultipleRequest
{
   Query = ClosedOpportunitiesViewQuery
};

RetrieveMultipleResponse retrieveOpportuntiesViewResponse =
   (RetrieveMultipleResponse)service.Execute(retrieveOpportuntiesViewRequest);

SavedQuery OpportunityView =
   (SavedQuery)retrieveOpportuntiesViewResponse.EntityCollection.Entities[0];

var updateRequest = new UpdateRequest
{
  Target = new SavedQuery
  {
    Id = OpportunityView.Id,
    StateCode = new OptionSetValue(1), // Inactive
    StatusCode = new OptionSetValue(2) // Inactive
  }
};
updateRequest["SolutionUniqueName"] = "< Your Solution Unique Name >";

service.Execute(updateRequest);

Más información sobre el SDK de Dataverse para .NET

En este ejemplo se usa la solicitud de API de la CLI de Dataverse con el MSCRM.SolutionUniqueName parámetro opcional.

$solutionUniqueName = "< Your Solution Unique Name >"

$savedQueryName = "Closed Opportunities in Current Fiscal Year"
$escapedSavedQueryName = $savedQueryName.Replace("'", "''")

$selectColumns = @(
  'savedqueryid'
  'statecode'
  'statuscode'
) -join ','

$filter = @(
  'querytype eq 0'
  "returnedtypecode eq 'opportunity'"
  "name eq '$escapedSavedQueryName'"
) -join ' and '

$queryOutput = dataverse data query `
  --target dataverse `
  --table savedqueries `
  --select $selectColumns `
  --filter $filter `
  --top 1 `
  --json 2>&1

if ($LASTEXITCODE -ne 0) {
  $errorDetails = $queryOutput -join [Environment]::NewLine
  throw "Failed to retrieve view '$savedQueryName':`n$errorDetails"
}

try {
  $response = $queryOutput | ConvertFrom-Json -ErrorAction Stop
}
catch {
  throw "Failed to parse the query response: $($_.Exception.Message)"
}

$opportunityView = $response.value | Select-Object -First 1
if ($null -eq $opportunityView) {
  throw "The view '$savedQueryName' wasn't found."
}

$body = @{
  statecode  = 1
  statuscode = 2
} | ConvertTo-Json

$updateOutput = dataverse api request `
  --target dataverse `
  --path "/api/data/v9.2/savedqueries($($opportunityView.savedqueryid))" `
  --method PATCH `
  --header "MSCRM.SolutionUniqueName:$solutionUniqueName" `
  --body $body 2>&1

if ($LASTEXITCODE -ne 0) {
  $errorDetails = $updateOutput -join [Environment]::NewLine
  throw "Failed to update view '$savedQueryName':`n$errorDetails"
}

Write-Host "The state of view '$savedQueryName' was updated."

Más información sobre la CLI de Dataverse