我是 CRM 新手，我创建了一个新的自动编号插件（实际上修改了现有插件）。
我在让这个插件在 CRM 端工作时遇到问题。
我已经创建了插件，并且创建了一个 CREATE 步骤。我对 IMAGE 的创建以及我需要如何去做这件事感到困惑。
另外，我正在使用 localContext.Trace，但不确定在哪里查看此信息。
任何人都可以帮助我了解实现此插件所需遵循的确切步骤。我将在此处包含我的代码，以防我做错了什么。同样，这是一个有效的插件，我只是修改了它。我试图遵循以前开发人员使用的模式。
仅供参考——我已经购买了 CRM 解决方案管理器实用程序来帮助部署过程，但仍然没有任何运气。
在此先感谢您的时间。
这是代码..
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using IccPlugin.ProxyClasses;
using IccPlugin.ProxyClasses.ProxyClasses;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
namespace IccPlugin {
public class ProgramReportAutoNumber : PluginBase {
private readonly string imageAlias = "ProgramReport";
private new_programreport preImage { get; set; }
private new_programreport postImage { get; set; }
private new_programreport targetEntity { get; set; }
private readonly string imageAlias_program = "Program";
private new_program preImage_program { get; set; }
private new_program postImage_program { get; set; }
private new_program targetEntity_program { get; set; }
public ProgramReportAutoNumber(string unsecure, string secure)
: base(typeof(ProgramReportAutoNumber), unsecure, secure) {
base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>((int)CrmPluginStepStage.PreOperation, "Create", "new_programreport", new Action<LocalPluginContext>(Execute)));
//base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>((int)CrmPluginStepStage.PostOperation, "Update", "new_programreport", new Action<LocalPluginContext>(Execute)));
//base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>((int)CrmPluginStepStage.PostOperation, "Delete", "new_programreport", new Action<LocalPluginContext>(Execute)));
}
protected void Execute(LocalPluginContext localContext) {
if (localContext == null) {
throw new ArgumentNullException("localContext");
}
IPluginExecutionContext context = localContext.PluginExecutionContext;
if (context.PreEntityImages.Contains(imageAlias) && (context.PreEntityImages[imageAlias] is Entity)) {
preImage = new new_programreport((Entity)context.PreEntityImages[imageAlias]);
}
if (context.PostEntityImages.Contains(imageAlias) && (context.PostEntityImages[imageAlias] is Entity)) {
postImage = new new_programreport((Entity)context.PostEntityImages[imageAlias]);
}
if (context.PreEntityImages.Contains(imageAlias_program) && (context.PreEntityImages[imageAlias_program] is Entity)) {
preImage_program = new new_program((Entity)context.PreEntityImages[imageAlias_program]);
}
if (context.PostEntityImages.Contains(imageAlias_program) && (context.PostEntityImages[imageAlias_program] is Entity)) {
postImage_program = new new_program((Entity)context.PostEntityImages[imageAlias_program]);
}
if (context.InputParameters.Contains("Target") && (context.InputParameters["Target"] is Entity)) {
targetEntity = new new_programreport((Entity)context.InputParameters["Target"]);
}
switch (context.MessageName) {
case "Create":
HandleCreate(localContext);
break;
case "Update":
HandleUpdate(localContext);
break;
case "Delete":
HandleDelete(localContext);
break;
default:
throw new ArgumentException("Invalid Message Name: " + context.MessageName);
}
}
private void HandleDelete(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.HandleDelete");
try {
if (preImage == null) {
throw new Exception("IccPlugin.ProgramReport.AutoNumber.HandleDelete: preImage is null, unable to process the delete message.");
}
// TODO: Add code here to implement delete message.
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.HandleDelete: Exception while processing the delete message, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.HandleDelete");
}
return;
}
private void HandleUpdate(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.HandleUpdate");
if (preImage == null) {
string msg = "IccPlugin.ProgramReport.AutoNumber.HandleUpdate : The Update step is not registered correctly. Unable to retrieve the pre-operation image using alias" + imageAlias;
localContext.Trace(msg);
throw new Exception(msg);
}
if (postImage == null) {
string msg = "IccPlugin.ProgramReport.AutoNumber.HandleUpdate : The Update step is not registered correctly. Unable to retrieve the post-operation image using alias" + imageAlias;
localContext.Trace(msg);
throw new Exception(msg);
}
if (preImage_program == null) {
string msg = "IccPlugin.Program.AutoNumber.HandleUpdate : The Update step is not registered correctly. Unable to retrieve the pre-operation image using alias" + imageAlias_program;
localContext.Trace(msg);
throw new Exception(msg);
}
if (postImage_program == null) {
string msg = "IccPlugin.Program.AutoNumber.HandleUpdate : The Update step is not registered correctly. Unable to retrieve the post-operation image using alias" + imageAlias_program;
localContext.Trace(msg);
throw new Exception(msg);
}
try {
// TODO: Add code here to implement update message.
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.HandleUpdate: Exception while processing the update message, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.HandleUpdate");
}
return;
}
private void HandleCreate(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.HandleCreate");
if (targetEntity == null) {
string msg = "IccPlugin.ProgramReport.AutoNumber.HandleCreate : The Create step is not registered correctly. Unable to retrieve the target entity using alias Target.";
localContext.Trace(msg);
throw new Exception(msg);
}
try {
// if the target entity does not have the new_filenumber attribute set we will set it now.
if (targetEntity.new_filenumber != null && targetEntity.new_filenumber != "") {
// log a warning message and do not change this value.
localContext.Trace("The Program Report being created already has a value for File Number, skipping the auto number assignment for this field.");
} else {
SetFileNumber(localContext);
}
if (targetEntity.new_name != null && targetEntity.new_name != "") {
localContext.Trace("The Program Report being created already has a value for Report Number, skipping the auto number assignment for this field.");
} else {
SetReportNumber(localContext);
}
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.HandleCreate: Exception while processing the create message, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.HandleCreate");
}
return;
}
private void SetFileNumber(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.SetFileNumber");
string s_new_filenumberformat = string.Empty;
string s_new_reportnumberprefix = string.Empty;
string s_new_filenumbercode = string.Empty;
try {
IOrganizationService service = localContext.OrganizationService;
string fileNumberValue = "";
emds_autonumbersequence fileNumberSequence = null;
// ##################################################################################################
// 05/02/2013 -- BEP -- Code added for the following change to the auto-number for file numbering
// ##################################################################################################
// 1 - Year/Month/Sequence
// [Year]-[Month]-[Sequence] = [Year] is the current year / [Month] is the current month / [Sequence] is a number series for each Year & Month and resets to 1 when the Month changes
// 2 - Year/PMG/Sequence - PMG
// [Year]-[PMGProductType][Sequence] = [Year] is the current year / [PMGProductType] is 1st letter from the PMG Product Type on the Program Report / [Sequence] is a single number series for this Format
// 3 - Year/Letter/Sequence - ESL,VAR
// [Year]-[FileCode][Sequence] = [Year] is the current year / [FileCode] is from a new field on the Program entity / [Sequence] is a number series for each Format & File Code
// ##################################################################################################
localContext.Trace("Look at the File Number Format to determine which format to use for the Auto-Number, will default to 1 if not set");
if (targetEntity_program.new_filenumberformat.ToString() != "") {
localContext.Trace("A value was set for the new_filenumberformat field, so we will be using this value.");
s_new_filenumberformat = targetEntity_program.new_filenumberformat.ToString();
} else {
localContext.Trace("A value was NOT set for the new_filenumberformat field, so we will be using 1 as the default.");
s_new_filenumberformat = "1";
}
localContext.Trace("File Number Format Being Used = " + s_new_filenumberformat);
switch (s_new_filenumberformat) {
case "1":
#region File Format #1
fileNumberValue = String.Format("{0}-{1}", DateTime.Now.ToString("yy"), DateTime.Now.ToString("MM"));
localContext.Trace("Building QueryExpression to retrieve FileNumber Sequence record.");
QueryExpression qeFileNumberSequence_1 = new QueryExpression(BaseProxyClass.GetLogicalName<emds_autonumbersequence>());
qeFileNumberSequence_1.ColumnSet = new ColumnSet(true);
qeFileNumberSequence_1.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_entitylogicalname, ConditionOperator.Equal, BaseProxyClass.GetLogicalName<new_programreport>());
qeFileNumberSequence_1.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_attributelogicalname, ConditionOperator.Equal, new_programreport.Properties.new_filenumber);
qeFileNumberSequence_1.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_prefix, ConditionOperator.Equal, fileNumberValue);
localContext.Trace("Getting FileNumber sequence record.");
List<emds_autonumbersequence> lFileNumberSequences_1 = service.RetrieveProxies<emds_autonumbersequence>(qeFileNumberSequence_1);
if (lFileNumberSequences_1 == null || lFileNumberSequences_1.Count == 0) {
localContext.Trace("No FileNumber sequence record was returned, creatign a new one.");
// no matching sequence records. Lets start a new sequence index record for this month and year.
fileNumberSequence = new emds_autonumbersequence();
fileNumberSequence.emds_attributelogicalname = new_programreport.Properties.new_filenumber;
fileNumberSequence.emds_entitylogicalname = BaseProxyClass.GetLogicalName<new_programreport>();
fileNumberSequence.emds_index = 1;
fileNumberSequence.emds_prefix = fileNumberValue;
fileNumberSequence.emds_name = String.Format("File Number Sequence For: {0}", fileNumberValue);
fileNumberSequence.Create(service);
} else {
localContext.Trace("A FileNumber sequence record was found, using it.");
// a file number sequence record was returned. Even if there happen to be multiple we are going to just use the first one returned.
fileNumberSequence = lFileNumberSequences_1[0];
}
// ###############################################################################
// 05/02/2013 -- BEP -- Changed the format from "###" to be "##" for seq number
// ###############################################################################
fileNumberValue = String.Format("{0}-{1:00}", fileNumberValue, fileNumberSequence.emds_index);
fileNumberSequence.emds_index++;
fileNumberSequence.Update(service);
#endregion
break;
case "2":
#region File Format #2
if (targetEntity_program.new_reportnumberprefix != null && targetEntity_program.new_reportnumberprefix != "") {
localContext.Trace("A value was set for the new_reportnumberprefix field, so we will be using this value.");
s_new_reportnumberprefix = targetEntity_program.new_reportnumberprefix;
} else {
localContext.Trace("A value was NOT set for the new_reportnumberprefix field, so we will be using P as the default.");
s_new_reportnumberprefix = "P";
}
fileNumberValue = String.Format("{0}-{1}", DateTime.Now.ToString("yy"), s_new_reportnumberprefix);
localContext.Trace("Building QueryExpression to retrieve FileNumber Sequence record.");
QueryExpression qeFileNumberSequence_2 = new QueryExpression(BaseProxyClass.GetLogicalName<emds_autonumbersequence>());
qeFileNumberSequence_2.ColumnSet = new ColumnSet(true);
qeFileNumberSequence_2.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_entitylogicalname, ConditionOperator.Equal, BaseProxyClass.GetLogicalName<new_programreport>());
qeFileNumberSequence_2.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_attributelogicalname, ConditionOperator.Equal, new_programreport.Properties.new_filenumber);
qeFileNumberSequence_2.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_prefix, ConditionOperator.Equal, "PMG");
localContext.Trace("Getting FileNumber sequence record.");
List<emds_autonumbersequence> lFileNumberSequences_2 = service.RetrieveProxies<emds_autonumbersequence>(qeFileNumberSequence_2);
if (lFileNumberSequences_2 == null || lFileNumberSequences_2.Count == 0) {
localContext.Trace("No FileNumber sequence record was returned, creatign a new one.");
// no matching sequence records. Lets start a new sequence index record for this month and year.
fileNumberSequence = new emds_autonumbersequence();
fileNumberSequence.emds_attributelogicalname = new_programreport.Properties.new_filenumber;
fileNumberSequence.emds_entitylogicalname = BaseProxyClass.GetLogicalName<new_programreport>();
fileNumberSequence.emds_index = 1;
fileNumberSequence.emds_prefix = "PMG";
fileNumberSequence.emds_name = String.Format("File Number Sequence For: {0}", fileNumberValue);
fileNumberSequence.Create(service);
} else {
localContext.Trace("A FileNumber sequence record was found, using it.");
// a file number sequence record was returned. Even if there happen to be multiple we are going to just use the first one returned.
fileNumberSequence = lFileNumberSequences_2[0];
}
fileNumberValue = String.Format("{0}-{1:0000}", fileNumberValue, fileNumberValue + fileNumberSequence.emds_index.ToString());
fileNumberSequence.emds_index++;
fileNumberSequence.Update(service);
#endregion
break;
case "3":
#region File Format #3
if (targetEntity_program.new_filenumbercode != null && targetEntity_program.new_filenumbercode != "") {
localContext.Trace("A value was set for the new_filenumbercode field, so we will be using this value.");
s_new_filenumbercode = targetEntity_program.new_filenumbercode;
} else {
localContext.Trace("A value was NOT set for the new_filenumbercode field, so we will be using L as the default.");
s_new_filenumbercode = "l";
}
fileNumberValue = String.Format("{0}-{1}", DateTime.Now.ToString("yy"), s_new_filenumbercode);
localContext.Trace("Building QueryExpression to retrieve FileNumber Sequence record.");
QueryExpression qeFileNumberSequence_3 = new QueryExpression(BaseProxyClass.GetLogicalName<emds_autonumbersequence>());
qeFileNumberSequence_3.ColumnSet = new ColumnSet(true);
qeFileNumberSequence_3.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_entitylogicalname, ConditionOperator.Equal, BaseProxyClass.GetLogicalName<new_programreport>());
qeFileNumberSequence_3.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_attributelogicalname, ConditionOperator.Equal, new_programreport.Properties.new_filenumber);
qeFileNumberSequence_3.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_prefix, ConditionOperator.Equal, fileNumberValue);
localContext.Trace("Getting FileNumber sequence record.");
List<emds_autonumbersequence> lFileNumberSequences_3 = service.RetrieveProxies<emds_autonumbersequence>(qeFileNumberSequence_3);
if (lFileNumberSequences_3 == null || lFileNumberSequences_3.Count == 0) {
localContext.Trace("No FileNumber sequence record was returned, creatign a new one.");
// no matching sequence records. Lets start a new sequence index record for this month and year.
fileNumberSequence = new emds_autonumbersequence();
fileNumberSequence.emds_attributelogicalname = new_programreport.Properties.new_filenumber;
fileNumberSequence.emds_entitylogicalname = BaseProxyClass.GetLogicalName<new_programreport>();
fileNumberSequence.emds_index = 1;
fileNumberSequence.emds_prefix = fileNumberValue;
fileNumberSequence.emds_name = String.Format("File Number Sequence For: {0}", fileNumberValue);
fileNumberSequence.Create(service);
} else {
localContext.Trace("A FileNumber sequence record was found, using it.");
// a file number sequence record was returned. Even if there happen to be multiple we are going to just use the first one returned.
fileNumberSequence = lFileNumberSequences_3[0];
}
fileNumberValue = String.Format("{0}-{1:0000}", fileNumberValue, fileNumberValue + fileNumberSequence.emds_index.ToString());
fileNumberSequence.emds_index++;
fileNumberSequence.Update(service);
#endregion
break;
default:
break;
}
targetEntity.new_filenumber = fileNumberValue;
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.SetFileNumber: Exception while setting the File Number value, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.SetFileNumber");
}
}
private void SetReportNumber(LocalPluginContext localContext) {
localContext.Trace("START - IccPlugin.ProgramReport.AutoNumber.SetReportNumber");
string s_new_reportnumberprefix = string.Empty;
try {
IOrganizationService service = localContext.OrganizationService;
string reportNumberValue = "";
emds_autonumbersequence reportNumberSequence = null;
// ##################################################################################################
// 05/02/2013 -- BEP -- Code added for the following change to the auto-number for file numbering
// ##################################################################################################
// Currently the plugin uses the GP Class Id as the prefix for the Report Number.
// It now needs to use the Report Number Prefix field.
// ##################################################################################################
if (targetEntity_program.new_reportnumberprefix != null && targetEntity_program.new_reportnumberprefix != "") {
localContext.Trace("A value was set for the new_reportnumberprefix field, so we will be using this value.");
s_new_reportnumberprefix = targetEntity_program.new_reportnumberprefix;
} else {
localContext.Trace("A value was NOT set for the new_reportnumberprefix field, so we will be using P as the default.");
s_new_reportnumberprefix = "P";
}
localContext.Trace("Building QueryExpression to retrieve parent new_program record.");
// #################################################################################
// 05/02/2013 -- BEP -- The above code replaces the need to pull the GP Class ID
// #################################################################################
//new_program program = targetEntity.new_programid.RetrieveProxy<new_program>(service, new ColumnSet(true));
// going to assume that we were able to get the parent program record. If not an exception will be thrown.
// could add a check here and throw our own detailed exception if needed.
reportNumberValue = String.Format("{0}", s_new_reportnumberprefix); // using Trim just to be safe.
// now lets get the sequence record for this Report Number Prefix
QueryExpression qeReportNumberSequence = new QueryExpression(BaseProxyClass.GetLogicalName<emds_autonumbersequence>());
qeReportNumberSequence.ColumnSet = new ColumnSet(true);
qeReportNumberSequence.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_entitylogicalname, ConditionOperator.Equal, BaseProxyClass.GetLogicalName<new_programreport>());
qeReportNumberSequence.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_attributelogicalname, ConditionOperator.Equal, new_programreport.Properties.new_name);
qeReportNumberSequence.Criteria.AddCondition(emds_autonumbersequence.Properties.emds_prefix, ConditionOperator.Equal, reportNumberValue);
localContext.Trace("Getting Report Number sequence record.");
List<emds_autonumbersequence> lReportNumberSequences = service.RetrieveProxies<emds_autonumbersequence>(qeReportNumberSequence);
if (lReportNumberSequences == null || lReportNumberSequences.Count == 0) {
localContext.Trace("No Report Number sequence record was returned, creatign a new one.");
// no matching sequence records. Lets start a new sequence index record for this month and year.
reportNumberSequence = new emds_autonumbersequence();
reportNumberSequence.emds_attributelogicalname = new_programreport.Properties.new_name;
reportNumberSequence.emds_entitylogicalname = BaseProxyClass.GetLogicalName<new_programreport>();
reportNumberSequence.emds_index = 1;
reportNumberSequence.emds_prefix = reportNumberValue;
reportNumberSequence.emds_name = String.Format("Report Number Sequence For Report Number Prefix: {0}", reportNumberValue);
reportNumberSequence.Create(service);
} else {
localContext.Trace("A Report Number sequence record was found, using it.");
// a file number sequence record was returned. Even if there happen to be multiple we are going to just use the first one returned.
reportNumberSequence = lReportNumberSequences[0];
}
reportNumberValue = String.Format("{0}-{1}", reportNumberValue, reportNumberSequence.emds_index);
reportNumberSequence.emds_index++;
reportNumberSequence.Update(service);
targetEntity.new_name = reportNumberValue;
} catch (Exception ex) {
localContext.Trace(String.Format("IccPlugin.ProgramReport.AutoNumber.SetReportNumber: Exception while setting the File Number value, Error Message: {0}", ex.Message), ex);
throw ex;
} finally {
localContext.Trace("END - IccPlugin.ProgramReport.AutoNumber.SetReportNumber");
}
}
}
}