Oprette et brugerdefineret objekt

 

Udgivet: januar 2017

Gælder for: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Dette emne viser, hvordan du opretter et brugerdefineret brugerejet objekt, der kaldes Bankkonto, og tilføjer fire forskellige typer attributter.

Du kan også oprette organisationsejede brugerdefinerede objekter.Flere oplysninger:Objektejerskab

Bemærk

Du kan ikke se objektet i programnavigationen, medmindre objektegenskaber redigeres for at angive Områder, hvor objektet vises.

Dette emne indeholder

Oprette et brugerdefineret objekt

Tilføje en strengattribut i det brugerdefinerede objekt

Tilføje en pengeattribut i det brugerdefinerede objekt

Tilføje en dato- og klokkeslætsattribut i det brugerdefinerede objekt

Tilføje en opslagsattribut i det brugerdefinerede objekt

Oprette et brugerdefineret objekt

Følgende eksempel bruger CreateEntityRequest til at oprette objektet og StringAttributeMetadataPrimaryAttribute.

Værdien af _customEntityName er "new_bankaccount".

CreateEntityRequest createrequest = new CreateEntityRequest
{

 //Define the entity
 Entity = new EntityMetadata
 {
  SchemaName = _customEntityName,
  DisplayName = new Label("Bank Account", 1033),
  DisplayCollectionName = new Label("Bank Accounts", 1033),
  Description = new Label("An entity to store information about customer bank accounts", 1033),
  OwnershipType = OwnershipTypes.UserOwned,
  IsActivity = false,

 },

 // Define the primary attribute for the entity
 PrimaryAttribute = new StringAttributeMetadata
 {
  SchemaName = "new_accountname",
  RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  MaxLength = 100,
  FormatName = StringFormatName.Text,
  DisplayName = new Label("Account Name", 1033),
  Description = new Label("The primary attribute for the Bank Account entity.", 1033)
 }

};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The bank account entity has been created.");

Dim createrequest As CreateEntityRequest = New CreateEntityRequest With {
 .Entity = New EntityMetadata With {
  .SchemaName = _customEntityName,
  .DisplayName = New Label("Bank Account", 1033),
  .DisplayCollectionName = New Label("Bank Accounts", 1033),
  .Description = New Label("An entity to store information about customer bank accounts", 1033),
  .OwnershipType = OwnershipTypes.UserOwned,
  .IsActivity = False},
 .PrimaryAttribute = New StringAttributeMetadata With {
  .SchemaName = "new_accountname",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .MaxLength = 100,
  .Format = StringFormat.Text,
  .DisplayName = New Label("Account Name", 1033),
  .Description = New Label("The primary attribute for the Bank Account entity.", 1033)
 }
}
'Define the entity
' Define the primary attribute for the entity
_serviceProxy.Execute(createrequest)
Console.WriteLine("The bank account entity has been created.")

Tilføje en strengattribut i det brugerdefinerede objekt

Følgende eksempel tilføjer en StringAttributeMetadata-attribut i objektet Bank Account.

CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
 EntityName = _customEntityName,
 Attribute = new StringAttributeMetadata
 {
  SchemaName = "new_bankname",
  RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  MaxLength = 100,
  FormatName = StringFormatName.Text,
  DisplayName = new Label("Bank Name", 1033),
  Description = new Label("The name of the bank.", 1033)
 }
};

_serviceProxy.Execute(createBankNameAttributeRequest);

Dim createBankNameAttributeRequest As CreateAttributeRequest = New CreateAttributeRequest With {
 .EntityName = _customEntityName,
 .Attribute = New StringAttributeMetadata With {
  .SchemaName = "new_bankname",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .MaxLength = 100,
  .Format = StringFormat.Text,
  .DisplayName = New Label("Bank Name", 1033),
  .Description = New Label("The name of the bank.", 1033)
 }
}

_serviceProxy.Execute(createBankNameAttributeRequest)

Tilføje en pengeattribut i det brugerdefinerede objekt

Følgende eksempel tilføjer en MoneyAttributeMetadata-attribut i objektet Bank Account.

CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
 EntityName = _customEntityName,
 Attribute = new MoneyAttributeMetadata
 {
  SchemaName = "new_balance",
  RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  PrecisionSource = 2,
  DisplayName = new Label("Balance", 1033),
  Description = new Label("Account Balance at the last known date", 1033),

 }
};

_serviceProxy.Execute(createBalanceAttributeRequest);

Dim createBalanceAttributeRequest As CreateAttributeRequest = New CreateAttributeRequest With {
 .EntityName = _customEntityName,
 .Attribute = New MoneyAttributeMetadata With {
  .SchemaName = "new_balance",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .PrecisionSource = 2,
  .DisplayName = New Label("Balance", 1033),
  .Description = New Label("Account Balance at the last known date", 1033)
 }
}

_serviceProxy.Execute(createBalanceAttributeRequest)

Tilføje en dato- og klokkeslætsattribut i det brugerdefinerede objekt

Følgende eksempel tilføjer en DateTimeAttributeMetadata-attribut i objektet Bank Account.

CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
 EntityName = _customEntityName,
 Attribute = new DateTimeAttributeMetadata
 {
  SchemaName = "new_checkeddate",
  RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  Format = DateTimeFormat.DateOnly,
  DisplayName = new Label("Date", 1033),
  Description = new Label("The date the account balance was last confirmed", 1033)

 }
};

_serviceProxy.Execute(createCheckedDateRequest);
Console.WriteLine("An date attribute has been added to the bank account entity.");

Dim createCheckedDateRequest As CreateAttributeRequest = New CreateAttributeRequest With {
 .EntityName = _customEntityName,
 .Attribute = New DateTimeAttributeMetadata With {
  .SchemaName = "new_checkeddate",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .Format = DateTimeFormat.DateOnly,
  .DisplayName = New Label("Date", 1033),
  .Description = New Label("The date the account balance was last confirmed", 1033)
 }
}

_serviceProxy.Execute(createCheckedDateRequest)
Console.WriteLine("An date attribute has been added to the bank account entity.")

Tilføje en opslagsattribut i det brugerdefinerede objekt

Følgende eksempel bruger CreateOneToManyRequest til at oprette en en-til-mange-relation med objektet Contact, så en LookupAttributeMetadata-attribut føjes til objektet Bank Account.

CreateOneToManyRequest req = new CreateOneToManyRequest()
{
    Lookup = new LookupAttributeMetadata()
    {
        Description = new Label("The referral (lead) from the bank account owner", 1033),
        DisplayName = new Label("Referral", 1033),
        LogicalName = "new_parent_leadid",
        SchemaName = "New_Parent_leadId",
        RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended)
    },
    OneToManyRelationship = new OneToManyRelationshipMetadata()
    {
        AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
        {
            Behavior = AssociatedMenuBehavior.UseCollectionName,
            Group = AssociatedMenuGroup.Details,
            Label = new Label("Bank Accounts", 1033),
            Order = 10000
        },
        CascadeConfiguration = new CascadeConfiguration()
        {
            Assign = CascadeType.Cascade,
            Delete = CascadeType.Cascade,
            Merge = CascadeType.Cascade,
            Reparent = CascadeType.Cascade,
            Share = CascadeType.Cascade,
            Unshare = CascadeType.Cascade
        },
        ReferencedEntity = "lead",
        ReferencedAttribute = "leadid",
        ReferencingEntity = _customEntityName,
        SchemaName = "new_lead_new_bankaccount"
    }
};
_serviceProxy.Execute(req);

Dim req As New CreateOneToManyRequest() With {
 .Lookup = New LookupAttributeMetadata() With {
  .Description = New Label("The owner of the bank account", 1033),
  .DisplayName = New Label("Account Owner", 1033),
  .LogicalName = "new_parent_contactid",
  .SchemaName = "New_Parent_ContactId",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)},
 .OneToManyRelationship = New OneToManyRelationshipMetadata() With {
  .AssociatedMenuConfiguration = New AssociatedMenuConfiguration() With {
   .Behavior = AssociatedMenuBehavior.UseCollectionName,
   .Group = AssociatedMenuGroup.Details,
   .Label = New Label("Bank Accounts", 1033),
   .Order = 10000},
  .CascadeConfiguration = New CascadeConfiguration() With {
   .Assign = CascadeType.Cascade,
   .Delete = CascadeType.Cascade,
   .Merge = CascadeType.Cascade,
   .Reparent = CascadeType.Cascade,
   .Share = CascadeType.Cascade,
   .Unshare = CascadeType.Cascade},
  .ReferencedEntity = Contact.EntityLogicalName,
  .ReferencedAttribute = "contactid",
  .ReferencingEntity = _customEntityName,
  .SchemaName = "new_contact_new_bankaccount"
 }
}
_serviceProxy.Execute(req)

Se også

CreateEntityRequest
Brug eksempel- og hjælpekoden
Tilpasse objektets metadata
Hvilke objekter kan tilpasses?
Hent, opdater og slet objekter
Oprette og opdatere et objekt, der kan sendes via mail
Opret et brugerdefineret aktivitetsobjekt
Ændre ikonerne for et objekt
Ændre meddelelser for et objekt

Microsoft Dynamics 365

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