Sample: Validate record state and set the state of the record
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\BusinessDataModel\BusinessManagement\ValidateAndSetState.cs
Requirements
For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.
Demonstrates
This sample shows how to validate a change of state of an entity and set a state of an entity.
Example
using System;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to validate an intended state change on an entity record.
/// This sample will also show how to set the state on the entity record.
/// </summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.
/// </remarks>
public class ValidateAndSetState
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private Guid _caseCustomerId;
private Guid _caseIncidentId;
#endregion
#region How To Sample Code
/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// case is created. The IsValidStateTransition is used to test if a state change
/// is valid. The case is closed, re-opened and then closed with SetState.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig,
bool promptForDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//Create the Contact and Incident required for this sample.
CreateRequiredRecords();
// Create an EntityReference to represent an open case
EntityReference caseReference = new EntityReference()
{
LogicalName = Incident.EntityLogicalName,
Id = _caseIncidentId
};
IsValidStateTransitionRequest checkState =
new IsValidStateTransitionRequest();
// Set the transition request to an open case
checkState.Entity = caseReference;
// Check to see if a new state of "resolved" and
// a new status of "problem solved" are valid
checkState.NewState = IncidentState.Resolved.ToString();
checkState.NewStatus = (int)incident_statuscode.ProblemSolved;
// Execute the request
IsValidStateTransitionResponse checkStateResponse =
(IsValidStateTransitionResponse)_serviceProxy.Execute(checkState);
// Handle the response
if (checkStateResponse.IsValid)
{
String changeAnswer = "y"; // default to "y" unless prompting for delete
if (promptForDelete)
{
// The case can be closed
Console.WriteLine("Validate State Request returned that the case " +
"can be closed.");
Console.Write("\nDo you want to change the record state? " +
"(y/n) [y]: ");
changeAnswer = Console.ReadLine();
Console.WriteLine();
}
if (changeAnswer.StartsWith("y") || changeAnswer.StartsWith("Y")
|| changeAnswer == String.Empty)
{
// Call function to change the incident to the closed state
CloseIncident(caseReference);
// Re-open the incident and change its state
SetState(caseReference);
}
}
else
{
// The case cannot be closed
Console.WriteLine("Validate State Request returned that the " +
"change is not valid.");
}
DeleteRequiredRecords(promptForDelete);
}
}
private void CloseIncident(EntityReference caseReference)
{
// First close the Incident
// Create resolution for the closing incident
IncidentResolution resolution = new IncidentResolution
{
Subject = "Case Closed",
};
resolution.IncidentId = caseReference;
// Create the request to close the incident, and set its resolution to the
// resolution created above
CloseIncidentRequest closeRequest = new CloseIncidentRequest();
closeRequest.IncidentResolution = resolution;
// Set the requested new status for the closed Incident
closeRequest.Status =
new OptionSetValue((int)incident_statuscode.ProblemSolved);
// Execute the close request
CloseIncidentResponse closeResponse =
(CloseIncidentResponse)_serviceProxy.Execute(closeRequest);
//Check if the incident was successfully closed
Incident incident = _serviceProxy.Retrieve(Incident.EntityLogicalName,
_caseIncidentId, new ColumnSet(allColumns: true)).ToEntity<Incident>();
if (incident.StateCode.HasValue &&
incident.StateCode == IncidentState.Resolved)
{
Console.WriteLine("The incident was closed out as Resolved.");
}
else
{
Console.WriteLine("The incident's state was not changed.");
}
}
private void SetState(EntityReference caseReference)
{
// Create the Request Object
SetStateRequest state = new SetStateRequest();
// Set the Request Object's Properties
state.State = new OptionSetValue((int)IncidentState.Active);
state.Status =
new OptionSetValue((int)incident_statuscode.WaitingforDetails);
// Point the Request to the case whose state is being changed
state.EntityMoniker = caseReference;
// Execute the Request
SetStateResponse stateSet = (SetStateResponse)_serviceProxy.Execute(state);
// Check if the state was successfully set
Incident incident = _serviceProxy.Retrieve(Incident.EntityLogicalName,
_caseIncidentId, new ColumnSet(allColumns: true)).ToEntity<Incident>();
if (incident.StatusCode.Value == (int)incident_statuscode.WaitingforDetails)
{
Console.WriteLine("Record state set successfully.");
}
else
{
Console.WriteLine("The request to set the record state failed.");
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a customer for a new incident
Contact caseCustomer = new Contact();
// Set the contact properties
caseCustomer.FirstName = "Christen";
caseCustomer.LastName = "Anderson";
// Create the contact in CRM
_caseCustomerId = _serviceProxy.Create(caseCustomer);
NotifyEntityCreated(Contact.EntityLogicalName, _caseCustomerId);
// Retrieve the default subject for a new incident\case
var query = new QueryExpression()
{
EntityName = Subject.EntityLogicalName,
ColumnSet = new ColumnSet(allColumns: true),
Criteria = new FilterExpression()
};
query.Criteria.AddCondition("title", ConditionOperator.Equal,
"Default Subject");
var subjectRecords = _serviceProxy.RetrieveMultiple(query);
Entity defaultSubject = subjectRecords[0];
NotifyEntityRetrieved(Subject.EntityLogicalName, defaultSubject.Id);
// Create a new incident
Incident newCase = new Incident();
// Set the incident properties
newCase.SubjectId = new EntityReference();
newCase.SubjectId.LogicalName = Subject.EntityLogicalName;
newCase.SubjectId.Id = defaultSubject.Id;
newCase.CustomerId = new EntityReference();
newCase.CustomerId.LogicalName = Contact.EntityLogicalName;
newCase.CustomerId.Id = _caseCustomerId;
newCase.Title = "New Case from SDK";
_caseIncidentId = _serviceProxy.Create(newCase);
NotifyEntityCreated(Incident.EntityLogicalName, _caseIncidentId);
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
Console.WriteLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y")
|| answer == String.Empty);
}
if (deleteRecords)
{
_serviceProxy.Delete(Incident.EntityLogicalName, _caseIncidentId);
_serviceProxy.Delete(Contact.EntityLogicalName, _caseCustomerId);
Console.WriteLine("Entity records have been deleted.");
}
}
private void NotifyEntityCreated(String entityName, Guid entityId)
{
Console.WriteLine(" {0} created with GUID {{{1}}}",
entityName, entityId);
}
private void NotifyEntityRetrieved(String entityName, Guid entityId)
{
Console.WriteLine(" Retrieved {0} with GUID {{{1}}}",
entityName, entityId);
}
#endregion
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's Web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config =
serverConnect.GetServerConfiguration();
var app = new ValidateAndSetState();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe =
ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException,
// ExpiredSecurityTokenException, SecurityAccessDeniedException,
// MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
See Also
IsValidStateTransitionRequest
SetStateRequest
Introduction to entities in Microsoft Dynamics 365
Sample: Rollup records related to a specific record
Microsoft Dynamics 365
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