Work with attributes

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06/29/2017

Applies To: Dynamics CRM 2013

This topic uses code snippets from the Sample: Work with attributes to show how to perform common tasks when working with attributes.

In This Topic

Create attributes

Retrieve an attribute

Update an attribute

Create a lookup attribute

Update a state value

Create a picklist that uses a global option set

Insert a new status value

Insert a new option in a local option set

Change the order of options in a local option set

Delete an attribute

Create attributes

You create attributes by defining one of the AttributeMetadata types and then passing it to the CreateAttributeRequest message.

The following sample defines the AttributeMetadata for a number of different types of attributes and adds them to a List<AttributeMetadata>. At the end of the code the attribute definitions are passed to an instance of the CreateAttributeRequest class and the attribute is created using the Execute method.

The following sample assumes that the current customization prefix is ‘new’ because that is the default customization prefix for the organization solution publisher. You should use the customization prefix for the solution publisher that makes sense for your solution context.


// Create storage for new attributes being created
addedAttributes = new List<AttributeMetadata>();

// Create a boolean attribute
BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata
{
    // Set base properties
    SchemaName = "new_boolean",
    DisplayName = new Label("Sample Boolean", _languageCode),
    RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
    Description = new Label("Boolean Attribute", _languageCode),
    // Set extended properties
    OptionSet = new BooleanOptionSetMetadata(
        new OptionMetadata(new Label("True", _languageCode), 1),
        new OptionMetadata(new Label("False", _languageCode), 0)
        )
};

// Add to list
addedAttributes.Add(boolAttribute);

// Create a date time attribute
DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata
{
    // Set base properties
    SchemaName = "new_datetime",
    DisplayName = new Label("Sample DateTime", _languageCode),
    RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
    Description = new Label("DateTime Attribute", _languageCode),
    // Set extended properties
    Format = DateTimeFormat.DateOnly,
    ImeMode = ImeMode.Disabled
};

// Add to list
addedAttributes.Add(dtAttribute);

// Create a decimal attribute   
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
    // Set base properties
    SchemaName = "new_decimal",
    DisplayName = new Label("Sample Decimal", _languageCode),
    RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
    Description = new Label("Decimal Attribute", _languageCode),
    // Set extended properties
    MaxValue = 100,
    MinValue = 0,
    Precision = 1
};

// Add to list
addedAttributes.Add(decimalAttribute);

// Create a integer attribute   
IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata
{
    // Set base properties
    SchemaName = "new_integer",
    DisplayName = new Label("Sample Integer", _languageCode),
    RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
    Description = new Label("Integer Attribute", _languageCode),
    // Set extended properties
    Format = IntegerFormat.None,
    MaxValue = 100,
    MinValue = 0
};

// Add to list
addedAttributes.Add(integerAttribute);

// Create a memo attribute 
MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata
{
    // Set base properties
    SchemaName = "new_memo",
    DisplayName = new Label("Sample Memo", _languageCode),
    RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
    Description = new Label("Memo Attribute", _languageCode),
    // Set extended properties
    Format = StringFormat.TextArea,
    ImeMode = ImeMode.Disabled,
    MaxLength = 500
};

// Add to list
addedAttributes.Add(memoAttribute);

// Create a money attribute 
MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata
{
    // Set base properties
    SchemaName = "new_money",
    DisplayName = new Label("Money Picklist", _languageCode),
    RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
    Description = new Label("Money Attribue", _languageCode),
    // Set extended properties
    MaxValue = 1000.00,
    MinValue = 0.00,
    Precision = 1,
    PrecisionSource = 1,
    ImeMode = ImeMode.Disabled
};

// Add to list
addedAttributes.Add(moneyAttribute);

// Create a picklist attribute  
PicklistAttributeMetadata pickListAttribute =
    new PicklistAttributeMetadata
{
    // Set base properties
    SchemaName = "new_picklist",
    DisplayName = new Label("Sample Picklist", _languageCode),
    RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
    Description = new Label("Picklist Attribute", _languageCode),
    // Set extended properties
    // Build local picklist options
    OptionSet = new OptionSetMetadata
        {
            IsGlobal = false,
            OptionSetType = OptionSetType.Picklist,
            Options = 
        {
            new OptionMetadata(
                new Label("Created", _languageCode), null),
            new OptionMetadata(
                new Label("Updated", _languageCode), null),
            new OptionMetadata(
                new Label("Deleted", _languageCode), null)
        }
        }
};

// Add to list
addedAttributes.Add(pickListAttribute);

// Create a string attribute
StringAttributeMetadata stringAttribute = new StringAttributeMetadata
{
    // Set base properties
    SchemaName = "new_string",
    DisplayName = new Label("Sample String", _languageCode),
    RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
    Description = new Label("String Attribute", _languageCode),
    // Set extended properties
    MaxLength = 100
};

// Add to list
addedAttributes.Add(stringAttribute);

// NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship.
// Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type.

// NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK.

foreach (AttributeMetadata anAttribute in addedAttributes)
{
    // Create the request.
    CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
    {
        EntityName = Contact.EntityLogicalName,
        Attribute = anAttribute
    };

    // Execute the request.
    _serviceProxy.Execute(createAttributeRequest);

    Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName);
}


' Create storage for new attributes being created
addedAttributes = New List(Of AttributeMetadata)()

' Create a boolean attribute
Dim boolAttribute As BooleanAttributeMetadata = New BooleanAttributeMetadata With {
 .SchemaName = "new_boolean",
 .DisplayName = New Label("Sample Boolean", _languageCode),
 .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
 .Description = New Label("Boolean Attribute", _languageCode),
 .OptionSet = New BooleanOptionSetMetadata(
  New OptionMetadata(
   New Label("True", _languageCode), 1),
   New OptionMetadata(
   New Label("False", _languageCode), 0)
  )
}
' Set base properties
' Set extended properties

' Add to list
addedAttributes.Add(boolAttribute)

' Create a date time attribute
Dim dtAttribute As DateTimeAttributeMetadata = New DateTimeAttributeMetadata With {
 .SchemaName = "new_datetime",
 .DisplayName = New Label("Sample DateTime", _languageCode),
 .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
 .Description = New Label("DateTime Attribute", _languageCode),
 .Format = DateTimeFormat.DateOnly,
 .ImeMode = ImeMode.Disabled}
' Set base properties
' Set extended properties

' Add to list
addedAttributes.Add(dtAttribute)

' Create a decimal attribute    
Dim decimalAttribute As DecimalAttributeMetadata = New DecimalAttributeMetadata With {
 .SchemaName = "new_decimal",
 .DisplayName = New Label("Sample Decimal", _languageCode),
 .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
 .Description = New Label("Decimal Attribute", _languageCode),
 .MaxValue = 100,
 .MinValue = 0,
 .Precision = 1}
' Set base properties
' Set extended properties

' Add to list
addedAttributes.Add(decimalAttribute)

' Create a integer attribute    
Dim integerAttribute As IntegerAttributeMetadata = New IntegerAttributeMetadata With {
 .SchemaName = "new_integer",
 .DisplayName = New Label("Sample Integer", _languageCode),
 .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
 .Description = New Label("Integer Attribute", _languageCode),
 .Format = IntegerFormat.None,
 .MaxValue = 100,
 .MinValue = 0}
' Set base properties
' Set extended properties

' Add to list
addedAttributes.Add(integerAttribute)

' Create a memo attribute 
Dim memoAttribute As MemoAttributeMetadata = New MemoAttributeMetadata With {
 .SchemaName = "new_memo",
 .DisplayName = New Label("Sample Memo", _languageCode),
 .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
 .Description = New Label("Memo Attribute", _languageCode),
 .Format = StringFormat.TextArea,
 .ImeMode = ImeMode.Disabled,
 .MaxLength = 500}
' Set base properties
' Set extended properties

' Add to list
addedAttributes.Add(memoAttribute)

' Create a money attribute    
Dim moneyAttribute As MoneyAttributeMetadata = New MoneyAttributeMetadata With {
 .SchemaName = "new_money",
 .DisplayName = New Label("Money Picklist", _languageCode),
 .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
 .Description = New Label("Money Attribue", _languageCode),
 .MaxValue = 1000.0,
 .MinValue = 0.0,
 .Precision = 1,
 .PrecisionSource = 1,
 .ImeMode = ImeMode.Disabled}
' Set base properties
' Set extended properties

' Add to list
addedAttributes.Add(moneyAttribute)

' Create a picklist attribute    
Dim pickListAttribute As PicklistAttributeMetadata = New PicklistAttributeMetadata With {
 .SchemaName = "new_picklist",
 .DisplayName = New Label("Sample Picklist", _languageCode),
 .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
 .Description = New Label("Picklist Attribute", _languageCode)}
Dim pickListOptionSetMetadata As OptionSetMetadata = New OptionSetMetadata() With {
 .IsGlobal = False,
 .OptionSetType = OptionSetType.Picklist}
pickListOptionSetMetadata.Options.Add(New OptionMetadata(New Label("Created", _languageCode), Nothing))
pickListOptionSetMetadata.Options.Add(New OptionMetadata(New Label("Updated", _languageCode), Nothing))
pickListOptionSetMetadata.Options.Add(New OptionMetadata(New Label("Deleted", _languageCode), Nothing))
pickListAttribute.OptionSet = pickListOptionSetMetadata
' Set base properties
' Set extended properties
' Build local picklist options

' Add to list
addedAttributes.Add(pickListAttribute)

' Create a string attribute
Dim stringAttribute As StringAttributeMetadata = New StringAttributeMetadata With {
 .SchemaName = "new_string",
 .DisplayName = New Label("Sample String", _languageCode),
 .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
 .Description = New Label("String Attribute", _languageCode),
 .MaxLength = 100}
' Set base properties
' Set extended properties

' Add to list
addedAttributes.Add(stringAttribute)

' NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship.
' Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type.

' NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK.

For Each anAttribute As AttributeMetadata In addedAttributes
 ' Create the request.
 Dim createAttributeRequest As CreateAttributeRequest = New CreateAttributeRequest With {
  .EntityName = Contact.EntityLogicalName,
  .Attribute = anAttribute}

 ' Execute the request.
 _serviceProxy.Execute(createAttributeRequest)

 Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName)
Next anAttribute

Retrieve an attribute

This sample shows how to retrieve the AttributeMetadata for an attribute using the RetrieveAttributeRequest. This sample retrieves the metadata for a custom StringAttributeMetadata attribute called ‘new_string’ from the Contact entity that was created in Create attributes.

Note

Because RetrieveAsIfPublished is true, this request returns the current unpublished definition of this attribute. You might use this if you are creating an Attribute editor and you want to retrieve the unpublished definition of the attribute. Otherwise, you should not specify RetrieveAsIfPublished. More information: Retrieving unpublished metadata


// Create the request
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
    EntityLogicalName = Contact.EntityLogicalName,
    LogicalName = "new_string",
    RetrieveAsIfPublished = true
};

// Execute the request
RetrieveAttributeResponse attributeResponse =
    (RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest);

Console.WriteLine("Retrieved the attribute {0}.",
    attributeResponse.AttributeMetadata.SchemaName);


' Create the request
Dim attributeRequest As RetrieveAttributeRequest = New RetrieveAttributeRequest With {
 .EntityLogicalName = Contact.EntityLogicalName,
 .LogicalName = "new_string",
 .RetrieveAsIfPublished = True}

' Execute the request
Dim attributeResponse As RetrieveAttributeResponse = CType(_serviceProxy.Execute(attributeRequest), RetrieveAttributeResponse)

Console.WriteLine("Retrieved the attribute {0}.", attributeResponse.AttributeMetadata.SchemaName)

Update an attribute

This sample shows how to update an attribute. This sample uses the UpdateAttributeRequest to change the AttributeMetadata.DisplayName property of a previously retrieved custom attribute for the Contact entity.


// Modify the retrieved attribute
AttributeMetadata retrievedAttributeMetadata =
    attributeResponse.AttributeMetadata;
retrievedAttributeMetadata.DisplayName =
    new Label("Update String Attribute", _languageCode);

// Update an attribute retrieved via RetrieveAttributeRequest
UpdateAttributeRequest updateRequest = new UpdateAttributeRequest
{
    Attribute = retrievedAttributeMetadata,
    EntityName = Contact.EntityLogicalName,
    MergeLabels = false
};

// Execute the request
_serviceProxy.Execute(updateRequest);

Console.WriteLine("Updated the attribute {0}.",
    retrievedAttributeMetadata.SchemaName);


' Modify the retrieved attribute
Dim retrievedAttributeMetadata As AttributeMetadata = attributeResponse.AttributeMetadata
retrievedAttributeMetadata.DisplayName = New Label("Update String Attribute", _languageCode)

' Update an attribute retrieved via RetrieveAttributeRequest
Dim updateRequest As UpdateAttributeRequest = New UpdateAttributeRequest With {
 .Attribute = retrievedAttributeMetadata,
 .EntityName = Contact.EntityLogicalName,
 .MergeLabels = False}

' Execute the request
_serviceProxy.Execute(updateRequest)

Console.WriteLine("Updated the attribute {0}.", retrievedAttributeMetadata.SchemaName)

Create a lookup attribute

This sample shows how to create a lookup attribute.

A lookup attribute is created by using the CreateOneToManyRequest.


CreateOneToManyRequest req = new CreateOneToManyRequest()
{
 Lookup = new LookupAttributeMetadata()
 {
  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()
 {
  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 = Contact.EntityLogicalName,
  ReferencedAttribute = "contactid",
  ReferencingEntity = _customEntityName,
  SchemaName = "new_contact_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)

Create a picklist that uses a global option set

This sample shows how to create a PicklistAttributeMetadata attribute that is associated with a global option set.

The following sample uses CreateAttributeRequest to set the options for a PicklistAttributeMetadata attribute to use a global option set with a name represented by the string variable _globalOptionSetName. More information: Customize global option sets


// Create a Picklist linked to the option set.
// Specify which entity will own the picklist, and create it.
CreateAttributeRequest createRequest = new CreateAttributeRequest
{
    EntityName = Contact.EntityLogicalName,
    Attribute = new PicklistAttributeMetadata
    {
        SchemaName = "sample_examplepicklist",
        LogicalName = "sample_examplepicklist",
        DisplayName = new Label("Example Picklist", _languageCode),
        RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),

        // In order to relate the picklist to the global option set, be sure
        // to specify the two attributes below appropriately.
        // Failing to do so will lead to errors.
        OptionSet = new OptionSetMetadata
        {
            IsGlobal = true,
            Name = _globalOptionSetName
        }
    }
};

_serviceProxy.Execute(createRequest);


' Create a Picklist linked to the option set.
' Specify which entity will own the picklist, and create it.
Dim createRequest As CreateAttributeRequest = New CreateAttributeRequest With {
 .EntityName = Contact.EntityLogicalName,
 .Attribute = New PicklistAttributeMetadata With {
  .SchemaName = "sample_examplepicklist", .LogicalName = "sample_examplepicklist",
  .DisplayName = New Label("Example Picklist", _languageCode),
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .OptionSet = New OptionSetMetadata With {
   .IsGlobal = True,
   .Name = _globalOptionSetName
  }
 }
}
' In order to relate the picklist to the global option set, be sure
' to specify the two attributes below appropriately.
' Failing to do so will lead to errors.

_serviceProxy.Execute(createRequest)

Insert a new status value

This sample shows how to insert a new Status Reason option for StatusAttributeMetadata attribute.

The following sample uses the InsertStatusValueRequest to specify a new option for the Contact entity Contact.StatusCode attribute that is valid when the Contact.StateCode is 0 (Active). The IOrganizationService.Execute method processes the request.

The following sample allows two valid Status Reason options for active contacts: Active and Dormant.


// Use InsertStatusValueRequest message to insert a new status 
// in an existing status attribute. 
// Create the request.
InsertStatusValueRequest insertStatusValueRequest =
    new InsertStatusValueRequest
{
    AttributeLogicalName = "statuscode",
    EntityLogicalName = Contact.EntityLogicalName,
    Label = new Label("Dormant", _languageCode),
    StateCode = 0
};

// Execute the request and store newly inserted value 
// for cleanup, used later part of this sample. 
_insertedStatusValue = ((InsertStatusValueResponse)_serviceProxy.Execute(
    insertStatusValueRequest)).NewOptionValue;

Console.WriteLine("Created {0} with the value of {1}.",
    insertStatusValueRequest.Label.LocalizedLabels[0].Label,
    _insertedStatusValue);


' Use InsertStatusValueRequest message to insert a new status 
' in an existing status attribute. 
' Create the request.
Dim insertStatusValueRequest As InsertStatusValueRequest = New InsertStatusValueRequest With {
 .AttributeLogicalName = "statuscode",
 .EntityLogicalName = Contact.EntityLogicalName,
 .Label = New Label("Dormant", _languageCode),
 .StateCode = 0}

' Execute the request and store newly inserted value 
' for cleanup, used later part of this sample. 
_insertedStatusValue = (CType(_serviceProxy.Execute(insertStatusValueRequest), InsertStatusValueResponse)).NewOptionValue

Console.WriteLine("Created {0} with the value of {1}.", insertStatusValueRequest.Label.LocalizedLabels(0).Label, _insertedStatusValue)

Update a state value

This sample shows how to change the label for an option in a StateAttributeMetadata attribute.

The following sample uses UpdateStateValueRequest to change the Contact.StateCode option label from Active to Open.


// Modify the state value label from Active to Open.
// Create the request.
UpdateStateValueRequest updateStateValue = new UpdateStateValueRequest
{
    AttributeLogicalName = "statecode",
    EntityLogicalName = Contact.EntityLogicalName,
    Value = 1,
    Label = new Label("Open", _languageCode)
};

// Execute the request.
_serviceProxy.Execute(updateStateValue);

Console.WriteLine(
    "Updated {0} state attribute of {1} entity from 'Active' to '{2}'.",
    updateStateValue.AttributeLogicalName,
    updateStateValue.EntityLogicalName,
    updateStateValue.Label.LocalizedLabels[0].Label
    );


' Modify the state value label from Active to Open.
' Create the request.
Dim updateStateValue As UpdateStateValueRequest = New UpdateStateValueRequest With {
 .AttributeLogicalName = "statecode",
 .EntityLogicalName = Contact.EntityLogicalName,
 .Value = 1,
 .Label = New Label("Open", _languageCode)}

' Execute the request.
_serviceProxy.Execute(updateStateValue)

Console.WriteLine("Updated {0} state attribute of {1} entity from 'Active' to '{2}'.",
                  updateStateValue.AttributeLogicalName,
                  updateStateValue.EntityLogicalName,
                  updateStateValue.Label.LocalizedLabels(0).Label)

You cannot add or remove StateCode options, but you can change the labels for the options.

Insert a new option in a local option set

This sample shows how to add a new option to a local option set. The following sampleuses InsertOptionValueRequest to add a new option to a custom PicklistAttributeMetadata attribute for the Contact entity.


// Create a request.
InsertOptionValueRequest insertOptionValueRequest =
    new InsertOptionValueRequest
{
    AttributeLogicalName = "new_picklist",
    EntityLogicalName = Contact.EntityLogicalName,
    Label = new Label("New Picklist Label", _languageCode)
};

// Execute the request.
int insertOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
    insertOptionValueRequest)).NewOptionValue;

Console.WriteLine("Created {0} with the value of {1}.",
    insertOptionValueRequest.Label.LocalizedLabels[0].Label,
    insertOptionValue);


' Create a request.
Dim insertOptionValueRequest As InsertOptionValueRequest = New InsertOptionValueRequest With {
 .AttributeLogicalName = "new_picklist",
 .EntityLogicalName = Contact.EntityLogicalName,
 .Label = New Label("New Picklist Label", _languageCode)}

' Execute the request.
Dim insertOptionValue As Integer = (CType(_serviceProxy.Execute(insertOptionValueRequest), InsertOptionValueResponse)).NewOptionValue

Console.WriteLine("Created {0} with the value of {1}.", insertOptionValueRequest.Label.LocalizedLabels(0).Label, insertOptionValue)

Change the order of options in a local option set

This sample shows how to change the order of options in a local option set. The following sampleretrieves a custom PicklistAttributeMetadata attribute and changes the order of the original options using the OrderBy LINQ function to sort items in ascending order by the label text. Then it uses OrderOptionRequest to set the new order of the options for the attribute.

Use the OrderByDecending linq function to order the items in descending order.


// Use the RetrieveAttributeRequest message to retrieve  
// a attribute by it's logical name.
RetrieveAttributeRequest retrieveAttributeRequest =
    new RetrieveAttributeRequest
{
    EntityLogicalName = Contact.EntityLogicalName,
    LogicalName = "new_picklist",
    RetrieveAsIfPublished = true
};

// Execute the request.
RetrieveAttributeResponse retrieveAttributeResponse =
    (RetrieveAttributeResponse)_serviceProxy.Execute(
    retrieveAttributeRequest);

// Access the retrieved attribute.
PicklistAttributeMetadata retrievedPicklistAttributeMetadata =
    (PicklistAttributeMetadata)
    retrieveAttributeResponse.AttributeMetadata;

// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
    retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();

// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in  
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
    optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();

// For descending order use this:
// var updateOptionList =
//      optionList.OrderByDescending(
//      x => x.Label.LocalizedLabels[0].Label).ToList();

// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
    // Set the properties for the request.
    AttributeLogicalName = "new_picklist",
    EntityLogicalName = Contact.EntityLogicalName,
    // Set the changed order using Select linq function 
    // to get only values in an array from the changed option list.
    Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};

// Execute the request
_serviceProxy.Execute(orderOptionRequest);

Console.WriteLine("Option Set option order changed");


' Use the RetrieveAttributeRequest message to retrieve  
' a attribute by it's logical name.
Dim retrieveAttributeRequest As RetrieveAttributeRequest = New RetrieveAttributeRequest With {
 .EntityLogicalName = Contact.EntityLogicalName,
 .LogicalName = "new_picklist",
 .RetrieveAsIfPublished = True}

' Execute the request.
Dim retrieveAttributeResponse As RetrieveAttributeResponse = CType(_serviceProxy.Execute(retrieveAttributeRequest), RetrieveAttributeResponse)

' Access the retrieved attribute.
Dim retrievedPicklistAttributeMetadata As PicklistAttributeMetadata = CType(retrieveAttributeResponse.AttributeMetadata, PicklistAttributeMetadata)

' Get the current options list for the retrieved attribute.
Dim optionList() As OptionMetadata = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray()

' Change the order of the original option's list.
' Use the OrderBy (OrderByDescending) linq function to sort options in  
' ascending (descending) order according to label text.
' For ascending order use this:
Dim updateOptionList = optionList.OrderBy(Function(x) x.Label.LocalizedLabels(0).Label).ToList()

' For descending order use this:
' var updateOptionList =
'      optionList.OrderByDescending(
'      x => x.Label.LocalizedLabels[0].Label).ToList();

' Create the request.
Dim orderOptionRequest As OrderOptionRequest = New OrderOptionRequest With {
 .AttributeLogicalName = "new_picklist",
 .EntityLogicalName = Contact.EntityLogicalName,
 .Values = updateOptionList.Select(Function(x) x.Value.Value).ToArray()}
' Set the properties for the request.
' Set the changed order using Select linq function 
' to get only values in an array from the changed option list.

' Execute the request
_serviceProxy.Execute(orderOptionRequest)

Console.WriteLine("Option Set option order changed")

Delete an attribute

This sample shows how to delete attributes stored in a List<AttributeMetadata> that were created for the Contact entity in Create attributes. For each AttributeMetadata the DeleteAttributeRequest prepares the request that is processed using IOrganizationService.Execute.


// Delete all attributes created for this sample.
foreach (AttributeMetadata anAttribute in addedAttributes)
{
    // Create the request object
    DeleteAttributeRequest deleteAttribute = new DeleteAttributeRequest
    {
        // Set the request properties 
        EntityLogicalName = Contact.EntityLogicalName,
        LogicalName = anAttribute.SchemaName
    };
    // Execute the request
    _serviceProxy.Execute(deleteAttribute);
}


' Delete all attributes created for this sample.
For Each anAttribute As AttributeMetadata In addedAttributes
 ' Create the request object
 Dim deleteAttribute As DeleteAttributeRequest = New DeleteAttributeRequest With {
  .EntityLogicalName = Contact.EntityLogicalName,
  .LogicalName = anAttribute.SchemaName}
 ' Set the request properties 
 ' Execute the request
 _serviceProxy.Execute(deleteAttribute)
Next anAttribute

共用方式為

Work with attributes

In This Topic

Create attributes

Retrieve an attribute

Update an attribute

Create a lookup attribute

Create a picklist that uses a global option set

Insert a new status value

Update a state value

Insert a new option in a local option set

Change the order of options in a local option set

Delete an attribute

See Also

其他資源