Sample: ExportDataUsingFetchXmlToAnnotation custom API

Artikel
03/16/2024

This sample shows how to write a plug-in that supports a custom API named sample_ExportDataUsingFetchXmlToAnnotation. You can access the sample code from PowerApps-Samples/dataverse/orgsvc/C#/ExportDataUsingFetchXmlToAnnotation/.

The plug-in provides logic for the main operation of the custom API. The sample_ExportDataUsingFetchXmlToAnnotation custom api retrieves data using the provided FetchXML input parameter and creates a CSV file. It then creates an annotation record and returns the annotationid as the AnnotationId response property.

NOTE : The size of data in CSV file should be under the attachment size limit specified in the system settings; otherwise the creation of attachment fails.

How to run this sample

To run the code found in this sample, you must first create a custom API in your organization.

There are two ways to create the custom api:

Import the managed solution file
Create the custom APIs

Import the managed solution file

The ExportDataUsingFetchXmlToAnnotation_1_0_0_0_managed.zip in this folder contains the sample_ExportDataUsingFetchXmlToAnnotation custom API that uses this code, and a cleanup API sample_CleanupExportedDataAnnotations. You can import this solution file to create the custom API in your organization. See Import solutions for instructions.

After you're finished testing, use the sample_CleanupExportedDataAnnotations custom API to delete the data created and delete the managed solution to remove the custom API.

sample_ExportDataUsingFetchXmlToAnnotation is an unbound custom API. It takes one input parameter FetchXml, which is used to fetch the data and returns AnnotationId the record ID of the created annotation record that contains the CSV file data.

The sample_CleanupExportedDataAnnotations API has no input/output parameters.

Create the custom APIs

You can also build the plug-in assembly in this project, create the custom API and associate the plug-in step using one of several methods. More information: Create a custom API

There are two custom apis in this solution. The following JSON describing these custom APIs was retrieved using Web API. More information: Retrieve data about custom APIs

sample_ExportDataUsingFetchXmlToAnnotation

{
    "uniquename": "sample_ExportDataUsingFetchXmlToAnnotation",
    "allowedcustomprocessingsteptype@OData.Community.Display.V1.FormattedValue": "None",
    "allowedcustomprocessingsteptype": 0,
    "bindingtype@OData.Community.Display.V1.FormattedValue": "Global",
    "bindingtype": 0,
    "boundentitylogicalname": null,
    "description": "Exports data using the input Fetch Xml to CSV attaches to an annotation record.",
    "displayname": "Export Data Using Fetch XML to Annotation",
    "executeprivilegename": null,
    "isfunction@OData.Community.Display.V1.FormattedValue": "No",
    "isfunction": false,
    "isprivate@OData.Community.Display.V1.FormattedValue": "No",
    "isprivate": false,
    "workflowsdkstepenabled@OData.Community.Display.V1.FormattedValue": "No",
    "workflowsdkstepenabled": false,
    "customapiid": "bd8ffcee-5a38-4d0a-b296-6848c94dd22e",
    "iscustomizable": {
        "Value": true,
        "CanBeChanged": true,
        "ManagedPropertyLogicalName": "iscustomizableanddeletable"
    },
    "CustomAPIRequestParameters": [
        {            
            "uniquename": "FetchXml",
            "name": "Fetch Xml",
            "description": "Fetch XML which is used to fetch all data and export to CSV",
            "displayname": "Fetch Xml",
            "type@OData.Community.Display.V1.FormattedValue": "String",
            "type": 10,
            "logicalentityname": null,
            "isoptional@OData.Community.Display.V1.FormattedValue": "No",
            "isoptional": false
        }
    ],
    "CustomAPIResponseProperties": [
        {
            "uniquename": "AnnotationId",
            "name": "Annotation Id",
            "description": "Id of the created annotation entity record.",
            "displayname": "Annotation Id",
            "type@OData.Community.Display.V1.FormattedValue": "Guid",
            "type": 12,
            "logicalentityname": null
        }
    ],
    "PluginTypeId": {
        "typename": "PowerApps.Samples.ExportDataUsingFetchXmlToAnnotationPlugin",
        "version": "1.0.0.0",
        "name": "PowerApps.Samples.ExportDataUsingFetchXmlToAnnotationPlugin",
        "assemblyname": "ExportDataUsingFetchXmlToAnnotation"
    }
}

sample_CleanupExportedDataAnnotations

{
    "uniquename": "sample_CleanupExportedDataAnnotations",
    "allowedcustomprocessingsteptype@OData.Community.Display.V1.FormattedValue": "None",
    "allowedcustomprocessingsteptype": 0,
    "bindingtype@OData.Community.Display.V1.FormattedValue": "Global",
    "bindingtype": 0,
    "boundentitylogicalname": null,
    "description": "Clean Up Exported Data Annotations",
    "displayname": "Clean Up Exported Data Annotations",
    "executeprivilegename": null,
    "isfunction@OData.Community.Display.V1.FormattedValue": "No",
    "isfunction": false,
    "isprivate@OData.Community.Display.V1.FormattedValue": "No",
    "isprivate": false,
    "workflowsdkstepenabled@OData.Community.Display.V1.FormattedValue": "No",
    "workflowsdkstepenabled": false,
    "iscustomizable": {
        "Value": true,
        "CanBeChanged": true,
        "ManagedPropertyLogicalName": "iscustomizableanddeletable"
    },
    "CustomAPIRequestParameters": [],
    "CustomAPIResponseProperties": [],
    "PluginTypeId": {
        "typename": "PowerApps.Samples.CleanUpExportedDataAnnotationsPlugin",
        "version": "1.0.0.0",
        "name": "PowerApps.Samples.CleanUpExportedDataAnnotationsPlugin",
        "assemblyname": "ExportDataUsingFetchXmlToAnnotation"
    }
}

How this sample works

You can use either the Web API or the Dataverse SDK for .NET to use the sample_ExportDataUsingFetchXmlToAnnotation custom API.

SDK for .NET
Web API

You can use the SDK for .NET Quick Start sample instructions to create a .NET Framework Console application with C#. See Quickstart: Execute an SDK for .NET request (C#)

Add the following static method to the program class to create a reusable method for exporting data using FetchXML to Annotation.

static Guid ExportDataUsingFetchXmlToAnnotation(IOrganizationService service)
{
    var req = new OrganizationRequest("sample_ExportDataUsingFetchXmlToAnnotation")
    {
        ["FetchXml"] = @"<fetch version='1.0' output-format='xml-platform' mapping='logical'>
                        <entity name='account'>
                            <attribute name='accountid'/>
                            <attribute name='name'/>  
                        </entity>
                    </fetch>"
    };

    var resp = service.Execute(req);

    var annotationId = (Guid)resp["AnnotationId"];

    return annotationId;
}

Replace the code that is calling WhoAmIRequest with the following code:
```
 var annotationId = ExportDataUsingFetchXmlToAnnotation(svc)
```

To use the sample_ExportDataUsingFetchXmlToAnnotation custom API with the Web API, send a POST request to the API endpoint. You can use Insomnia to send this request. Use Insomnia with Dataverse Web API

Request:

POST [Organization URI]/api/data/v9.2/sample_ExportDataUsingFetchXmlToAnnotation
Content-Type: application/json
OData-MaxVersion: 4.0
OData-Version: 4.0
Accept: application/json

{
    "FetchXml": "<fetch version='1.0' output-format='xml-platform' mapping='logical'>
                    <entity name='account'>
                        <attribute name='accountid'/>
                        <attribute name='name'/>  
                    </entity>
                </fetch>"
}

Response:

HTTP/1.1 200 OK
OData-Version: 4.0
Content-Type: application/json; odata.metadata=minimal

{
    "@odata.context": "[Organization URI]/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.sample_ExportDataUsingFetchXmlToAnnotation",
    "AnnotationId": "c9fdfe63-41e3-ed11-8845-0022480b2800"
}

The AnnotationId value indicates the record in annotation table.

Demonstrates

How to recursively fetch data from fetch xml.
How to create a csv attachment to annotation entity.
How to write a plug-in to support a custom API
How to use a custom API using the Web API
How to use a custom API using the SDK for .NET

Clean Up

To clean up all the created data, use the sample_CleanupExportedDataAnnotations custom API action to delete the created annotation records, and then uninstall the managed solution.

sample_CleanupExportedDataAnnotations deletes all annotation records that meet the following criteria:

Column	Value
`subject`	`Export Data Using FetchXml To Csv`
`filename`	`exportdatausingfetchxml.csv`

You can use either the Web API or the Dataverse SDK for .NET to use the sample_CleanupExportedDataAnnotations custom API.

SDK for .NET
Web API

You can use the SDK for .NET Quick Start sample instructions to create a .NET Console application with C#. See Quickstart: Execute an SDK for .NET request (C#)

Add the following static method to the program class to create a reusable method for deleting the data created using the sample_ExportDataUsingFetchXmlToAnnotation custom api.

static void CleanupExportedDataAnnotations(IOrganizationService service)
{
    var req = new OrganizationRequest("sample_CleanupExportedDataAnnotations")

   service.Execute(req);
}

Replace the code that is calling WhoAmIRequest with the following code:
```
 CleanupExportedDataAnnotations(svc)
```

To use the sample_CleanupExportedDataAnnotations custom API with the Web API, send a POST request to the API endpoint. You can use Insomnia to send this request. Use Insomnia with Dataverse Web API