I am doing some update in crm using ssis. I tried to close some cases in crm based on certain conditions. This is my sample code in public override void Input0_ProcessInputRow(Input0Buffer Row) method.
public override void Input0_ProcessInputRow(Input0Buffer Row)
{
// Create a Entity object of type 'case'
Entity caseEnt = new Entity("incident");
Entity incidentResolution= new Entity("incidentresolution");
incidentResolution.Attributes.Add("incidentid", new
EntityReference("incident", Row.DEVCaseGUID));
caseEnt["incidentid"] = Row.DEVCaseGUID;
//organizationservice.Update(caseEnt);
//Changes added here by //
EntityCollection collection= GetAssociatedActivities(new EntityReference("incident", Row.DEVCaseGUID))
foreach (Entity activity in collection.Entities)
{
CancelActivity(activity, organizationservice);
}
// Changes added here //
// Close the incident with the resolution.
var closeIncidentRequest = new CloseIncidentRequest
{
IncidentResolution = incidentResolution,
Status = new OptionSetValue(5)
};
organizationservice.Execute(closeIncidentRequest);
}
private EntityCollection GetAssociatedActivities(EntityReference regarding)
{
QueryExpression query = new QueryExpression { EntityName = "activitypointer", ColumnSet = new ColumnSet(new string[] { "activitytypecode" }) };
query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, regarding.Id);
query.Criteria.AddCondition("statecode", ConditionOperator.NotEqual, 1); //ignore completed
EntityCollection collection = organizationservice.RetrieveMultiple(query);
return collection
}
// Cancel an Activity
private static void CancelActivity(Entity entity, IOrganizationService service)
{
EntityReference moniker = new EntityReference();
if (entity.LogicalName == "activitypointer")
{
if (entity.Attributes.Contains("activityid") & entity.Attributes.Contains("activitytypecode"))
{
moniker.LogicalName = entity.Attributes["activitytypecode"].ToString();
moniker.Id = (Guid)entity.Attributes["activityid"];
SetStateRequest request = new SetStateRequest();
request.EntityMoniker = moniker;
request.State = new OptionSetValue(2);
request.Status = new OptionSetValue(-1);
SetStateResponse response = (SetStateResponse)service.Execute(request);
}
}
}
Row.DEVCaseGUID is the GUID of the Case.
statuscode is 5 for closed.
statecode is 2 for Resolved.
I tried follow this example but no success. Or is there any simple way to achieve this ?
Closing a Case in CRM is different than setting state/statuscode.
An Intermediate entity named IncidentResoultion is created when a case is closed.
You can try the following code to close the case programmatically.
Entity incidentResolution= new Entity("incidentresolution");
incidentResolution.Attributes.Add("incidentid", new
EntityReference("incident", Row.DEVCaseGUID));
// Close the incident with the resolution.
var closeIncidentRequest = new CloseIncidentRequest
{
IncidentResolution = incidentResolution,
Status = new OptionSetValue(5)
};
organizationservice.Execute(closeIncidentRequest);
Please note that a case can only be marked as Closed/Completed only if all the activititesregarding that Case are completed.
Update 09-Nov-2017: Adding code for closing related activities regarding CASE
private List<Entity> GetAssociatedActivities(EntityReference regarding)
{
QueryExpression query = new QueryExpression { EntityName = "activitypointer", ColumnSet = new ColumnSet(new string[] { "activitytypecode" }) };
query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, regarding.Id);
query.Criteria.AddCondition("statecode", ConditionOperator.NotEqual, 1); //ignore completed
EntityCollection activities = organizationservice.RetrieveMultiple(query);//change collection to activities
foreach (Entity activity in activities.Entities)
{
CancelActivity(activity, organizationservice);
}
}
// Cancel an Activity
private static void CancelActivity(Entity entity, IOrganizationService service)
{
EntityReference moniker = new EntityReference();
if (entity.LogicalName == "activitypointer")
{
if (entity.Attributes.Contains("activityid") & entity.Attributes.Contains("activitytypecode"))
{
moniker.LogicalName = entity.Attributes["activitytypecode"].ToString();
moniker.Id = (Guid)entity.Attributes["activityid"];
SetStateRequest request = new SetStateRequest();
request.EntityMoniker = moniker;
request.State = new OptionSetValue(2);
request.Status = new OptionSetValue(-1);
SetStateResponse response = (SetStateResponse)service.Execute(request);
}
}
}