For our reporting environment, we allow users to run reports "online" (the code for this is based on CrystalDecisions.ReportAppServer.ClientDoc.ReportClientDocument) or "offline" which is to schedule them on the Business Objects server directly. This code is based on CrystalDecisions.Enterprise.Desktop.Report.
For the online report, we're able to programmatically set the provider with this code:
If crTableNew.ConnectionInfo.Kind = CrConnectionInfoKindEnum.crConnectionInfoKindCRQE Then
crLogonInfo = CType(crAttributes("QE_LogonProperties"), PropertyBag)
crLogonInfo("Data Source") = serverName
crLogonInfo("Initial Catalog") = databaseName
crLogonInfo("Provider") = "SQLNCLI11"
End If
However, the equivalent code for offline doesn't seem to expose the "Provider" property. The equivalent object is roughly this:
CrystalDecisions.Enterprise.Desktop.Report.ReportLogons.Item(tableIndex) but none of the properties there seem to be the Provider.
Anyone able to help?
The closest corresponding ReportLogon property to the LoginInfo Provider property is the ServerType property. However, I don't think you need this in order to set the database credentials.
You can probably do something like this
foreach(ReportLogon reportLogon in reportLogons)
{
reportLogon.UseOriginalDataSource = false;
reportLogon.CustomServerName = serverName;
reportLogon.CustomUserName = userId;
reportLogon.CustomPassword = password;
reportLogon.CustomDatabaseName = databaseName;
foreach(TablePrefix tablePrefix in reportLogon.TableLocationPrefixes)
{
tablePrefix.MappedTablePrefix = databaseName + ".dbo.";
tablePrefix.UseMappedTablePrefix = true;
}
}
Looping through the TableLocationPrefixes ensures that all referenced tables or sprocs are associated to the database specified in the logon credentials.
Related
Below is the code written by my collegue who doesnt work in the firm anymore. I am inserting records in object with data loader and I can see success message but I do not see any records in my object. I am not able to understand what below trigger is doing.Please someone help me understand as I am new to salesforce.
trigger DataLoggingTrigger on QMBDataLogging__c (after insert) {
Map<string,Schema.RecordTypeInfo> recordTypeInfo = Schema.SObjectType.QMB_Initial_Letter__c.getRecordTypeInfosByName();
List<QMBDataLogging__c> logList = (List<QMBDataLogging__c>)Trigger.new;
List<Sobject> sobjList = (List<Sobject>)Type.forName('List<'+'QMB_Initial_Letter__c'+'>').newInstance();
Map<string, QMBLetteTypeToVfPage__c> QMBLetteTypeToVfPage = QMBLetteTypeToVfPage__c.getAll();
Map<String,QMBLetteTypeToVfPage__c> mapofLetterTypeRec = new Map<String,QMBLetteTypeToVfPage__c>();
set<Id>processdIds = new set<Id>();
for(string key : QMBLetteTypeToVfPage.keyset())
{
if(!mapofLetterTypeRec.containsKey(key)) mapofLetterTypeRec.put(QMBLetteTypeToVfPage.get(Key).Letter_Type__c, QMBLetteTypeToVfPage.get(Key));
}
for(QMBDataLogging__c log : logList)
{
Sobject logRecord = (sobject)log;
Sobject QMBLetterRecord = new QMB_Initial_Letter__c();
if(mapofLetterTypeRec.containskey(log.Field1__c))
{
string recordTypeId = recordTypeInfo.get(mapofLetterTypeRec.get(log.Field1__c).RecordType__c).isAvailable() ? recordTypeInfo.get(mapofLetterTypeRec.get(log.Field1__c).RecordType__c).getRecordTypeId() : recordTypeInfo.get('Master').getRecordTypeId();
string fieldApiNames = mapofLetterTypeRec.containskey(log.Field1__c) ? mapofLetterTypeRec.get(log.Field1__c).FieldAPINames__c : '';
//QMBLetterRecord.put('Letter_Type__c',log.Name);
QMBLetterRecord.put('RecordTypeId',tgh);
processdIds.add(log.Id);
if(string.isNotBlank(fieldApiNames) && fieldApiNames.contains(','))
{
Integer i = 1;
for(string fieldApiName : fieldApiNames.split(','))
{
string logFieldApiName = 'Field'+i+'__c';
fieldApiName = fieldApiName.trim();
system.debug('fieldApiName=='+fieldApiName);
Schema.DisplayType fielddataType = getFieldType('QMB_Initial_Letter__c',fieldApiName);
if(fielddataType == Schema.DisplayType.Date)
{
Date dateValue = Date.parse(string.valueof(logRecord.get(logFieldApiName)));
QMBLetterRecord.put(fieldApiName,dateValue);
}
else if(fielddataType == Schema.DisplayType.DOUBLE)
{
string value = (string)logRecord.get(logFieldApiName);
Double dec = Double.valueOf(value.replace(',',''));
QMBLetterRecord.put(fieldApiName,dec);
}
else if(fielddataType == Schema.DisplayType.CURRENCY)
{
Decimal decimalValue = Decimal.valueOf((string)logRecord.get(logFieldApiName));
QMBLetterRecord.put(fieldApiName,decimalValue);
}
else if(fielddataType == Schema.DisplayType.INTEGER)
{
string value = (string)logRecord.get(logFieldApiName);
Integer integerValue = Integer.valueOf(value.replace(',',''));
QMBLetterRecord.put(fieldApiName,integerValue);
}
else if(fielddataType == Schema.DisplayType.DATETIME)
{
DateTime dateTimeValue = DateTime.valueOf(logRecord.get(logFieldApiName));
QMBLetterRecord.put(fieldApiName,dateTimeValue);
}
else
{
QMBLetterRecord.put(fieldApiName,logRecord.get(logFieldApiName));
}
i++;
}
}
}
sobjList.add(QMBLetterRecord);
}
if(!sobjList.isEmpty())
{
insert sobjList;
if(!processdIds.isEmpty()) DeleteDoAsLoggingRecords.deleteTheProcessRecords(processdIds);
}
Public static Schema.DisplayType getFieldType(string objectName,string fieldName)
{
SObjectType r = ((SObject)(Type.forName('Schema.'+objectName).newInstance())).getSObjectType();
DescribeSObjectResult d = r.getDescribe();
return(d.fields.getMap().get(fieldName).getDescribe().getType());
}
}
You might be looking in the wrong place. Check if there's an unit test written for this thing (there should be one, especially if it's deployed to production), it should help you understand how it's supposed to be used.
You're inserting records of QMBDataLogging__c but then it seems they're immediately deleted in DeleteDoAsLoggingRecords.deleteTheProcessRecords(processdIds). Whether whatever this thing was supposed to do succeeds or not.
This seems to be some poor man's CSV parser or generic "upload anything"... that takes data stored in QMBDataLogging__c and creates QMB_Initial_Letter__c out of it.
QMBLetteTypeToVfPage__c.getAll() suggests you could go to Setup -> Custom Settings, try to find this thing and examine. Maybe it has some values in production but in your sandbox it's empty and that's why essentially nothing works? Or maybe some values that are there are outdated?
There's some comparison if what you upload into Field1__c can be matched to what's in that custom setting. I guess you load some kind of subtype of your QMB_Initial_Letter__c in there. Record Type name and list of fields to read from your log record is also fetched from custom setting based on that match.
Then this thing takes what you pasted, looks at the list of fields in from the custom setting and parses it.
Let's say the custom setting contains something like
Name = XYZ, FieldAPINames__c = 'Name,SomePicklist__c,SomeDate__c,IsActive__c'
This thing will look at first record you inserted, let's say you have the CSV like that
Field1__c,Field2__c,Field3__c,Field4__c
XYZ,Closed,2022-09-15,true
This thing will try to parse and map it so eventually you create record that a "normal" apex code would express as
new QMB_Initial_Letter__c(
Name = 'XYZ',
SomePicklist__c = 'Closed',
SomeDate__c = Date.parse('2022-09-15'),
IsActive__c = true
);
It's pretty fragile, as you probably already know. And because parsing CSV is an art - I expect it to absolutely crash and burn when text with commas in it shows up (some text,"text, with commas in it, should be quoted",more text).
In theory admin can change mapping in setup - but then they'd need to add new field anyway to the loaded file. Overcomplicated. I guess somebody did it to solve issue with Record Type Ids - but there are better ways to achieve that and still have normal CSV file with normal columns and strong type matching, not just chucking everything in as strings.
In theory this lets you have "jagged" csv files (row 1 having 5 fields, row 2 having different record type and 17 fields? no problem)
Your call whether it's salvageable or you'd rather ditch it and try normal loading of QMB_Initial_Letter__c records. (get back to your business people and ask for requirements?) If you do have variable number of columns at source - you'd need to standardise it or group the data so only 1 "type" of records (well, whatever's in that "Field1__c") goes into each file.
Via a logic hook I'm trying to update fields of my products, after an invoice has been saved.
What I understand so far is, that I need to get the invoice related AOS_Products_Quotes and from there I could get the products, update the required fields and save the products. Does that sound about right?
The logic hook is being triggered but relationships won't load.
function decrement_stocks ( $bean, $event, $arguments) {
//$bean->product_value_c = $bean->$product_unit_price * $bean->product_qty;
$file = 'custom/modules/AOS_Invoices/decrement.txt';
// Get the Invoice ID:
$sInvoiceID = $bean->id;
$oInvoice = new AOS_Invoices();
$oInvoice->retrieve($sInvoiceID);
$oInvoice->load_relationship('aos_invoices_aos_product_quotes');
$aProductQuotes = $oInvoice->aos_invoices_aos_product_quotes->getBeans();
/*
$aLineItemslist = array();
foreach ($oInvoice->aos_invoices_aos_product_quotes->getBeans() as $lineitem) {
$aLineItemslist[$lineitem->id] = $lineitem;
}
*/
$sBean = var_export($bean, true);
$sInvoice = var_export($oInvoice, true);
$sProductQuotes = var_export($aProductQuotes, true);
$current = $sProductQuotes . "\n\n\n------\n\n\n" . $sInvoice . "\n\n\n------\n\n\n" . $sBean;
file_put_contents($file, $current);
}
The invoice is being retrieved just fine. But either load_relationship isn't doing anything ($sInvoice isn't changing with or without it) and $aProductQuotes is Null.
I'm working on SuiteCRM 7.8.3 and tried it on 7.9.1 as well without success. What am I doing wrong?
I'm not familiar with SuiteCRM specifics, however I'd always suggest to check:
Return value of retrieve(): bean or null?
If null, then no bean with the given ID was found.
In such case $oInvoice would stay empty (Your comment suggests that's not the case here though)
Return value of load_relationship(): true (success) or false (failure, check logs)
And I do wonder, why don't you use $bean?
Instead you seem to receive another copy/reference of $bean (and calling it $oInvoice)? Why?
Or did you mean to receive a different type bean that is somehow connected to $bean?
Then its surely doesn't have the same id as $bean, unless you specifically coded it that way.
I'm trying to create a project with EF6.1 with code-first. All works fine I have migration is enabled, create and update DB works too. Now my Problem:
I have create a table "VersionHistory" and a CompanyInfo table.
I'm writing an "Upgrade Wizzard" for update the database. Is it possible to get data from this tables to Display Information (e.g. YourCompanyName and Update from Program Version 1.x to 1.y) before I start the database update?
Should I use classic SQLConnection for this?
Many thanks
You can use a SQL Connection (it can be the same of EF) or you can disable EF database structure checking.
System.Data.Entity.Database.SetInitializer<MyModel>(null);
EDIT
If you access to an entity that is not updated on the database, you can receive Ado exceptions from EF (i.e. missing columns, missing tables and so on).
In compliance with "bubi" I will use a SQLConnection based on my Context e.g.
using (var ctx = new AppContext()) {
ctx.Database.Connection.Open();
var cmd = ctx.Database.Connection.CreateCommand();
cmd.CommandText = "Select * From CompanyInfo";
var rdr = cmd.ExecuteReader();
var infos = (from row in rdr.Cast<System.Data.Common.DbDataRecord>()
let entityId = (int)row["EntityId"] //internal key
let entityKey = (string)row["EntityKey"] //visible key
let displayname = (string)row["DisplayName"] //company name
// some more stuff (version, etc.)
select new NOCompanyInfo {
EntityId = entityId,
EntityKey = entityKey,
DisplayName = displayname,
DBName = dbName,
...
}).ToList();
return new ObservableCollection<NOCompanyInfo>(infos);
}
Thanks
With the ToolManager I can get the the current placement, the context and of course, the Site through the SiteService. But I want to get the current SitePage properties the user is currently accessing.
This doubt can be extended to the current Tool properties with a
little more emphasis considering that once I have the Tool I could not
find any methods covering the its properties.
I could get the tool properties and I'm using it (it is by instance) through Properties got with sitepage.getTool(TOOLID).getConfig(). To save a property, I'm using the ToolConfiguration approach and saving the data after editing with the ToolConfiguration.save() method. Is it the correct approach?
You can do this by getting the current tool session and then working your way backward from that. Here is a method that should do it.
public SitePage findCurrentPage() {
SitePage sp = null;
ToolSession ts = SessionManager.getCurrentToolSession();
if (ts != null) {
ToolConfiguration tool = SiteService.findTool(ts.getPlacementId());
if (tool != null) {
String sitePageId = tool.getPageId();
sp = s.getPage(sitePageId);
}
}
return sp;
}
Alternatively, you could use the current tool to work your way to it but I think this method is harder.
String toolId = toolManager.getCurrentTool().getId();
String context = toolManager.getCurrentPlacement().getContext();
Site s = siteService.getSite( context );
ToolConfiguration tc = s.getTool(toolId);
String sitePageId = tc.getPageId();
SitePage sp = s.getPage(sitePageId);
NOTE: I have not tested this code to make sure it works.
I have a little requirement that is making me crazy:
We have 8 different forms for the Contact Entity.
We also have a pick list with 8 options.
The idea is that based on the option selected we could open that Contact record showing by default a particular form WITHOUT USING JAVASCRIPT in order to avoid performance problems (each record has to be loaded twice). Example:
Forms:
Form 1
Form 2
Form 3
Pick List Values - Default Form:
Form 1
Form 2
Form 3
If Form 3(pick list value) is selected then, the next time I open that record, Form 3 should be displayed by default.
If Form 1(pick list value) is selected then, the next time I open that record, Form 1 should be displayed by default.
I've trayed registering a plugin at the systemform entity, in RetrieveFilteredForms message, updating the userentityuisettings table and I've been able to set a "DEFAULT" that is displayed every time the records is opened regardless the last opened form.
I've trayed registering a plugin at the contact entity, in Retrieve message, updating the userentityuisettings table but I found that Crm only consults the table Once if there is no attribute updated, the following times Crm take the the default form to open value from the cache.
This is an old question but since it's coming up in my searches for this problem I wanted to add my solution.
We use Dynamics CRM 2013. To my knowledge, later versions of 2011 also support this technique.
The form that is displayed when an entity is opened is determined by a few things - the default form, the security roles and fallback settings for a form and the last form used by the current user for that entity. We had a similar problem to the asker where we wanted a different account form displayed based on the value of a form. We were also tired of the constant reload/refresh that javascript techniques are subject to.
I found some blog posts (in particular this one: http://gonzaloruizcrm.blogspot.com/2014/11/avoiding-form-reload-when-switching-crm.html) which mentioned that it is possible to write a plugin to the Retrieve of the entity that allows you to read out the value (LastViewedFormXml) from UserEntityUISettings that stores which form was last used. If it's not the form you want, you can write in the desired value. This avoids the javascript form refreshing.
I had to modify some code from the samples I found to get it to work, but I'm happy with the results. You need to generate an entity class using CrmSvcUtil and include it in the project. You can get your form guids from the url of the form editor.
using System;
using System.Collections.ObjectModel;
using System.Globalization;
using System.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
namespace CRM.Plugin.AccountFormSwitcher
{
public class Plugin : IPlugin
{
public enum accountType
{
Customer = 100000000,
Vendor = 100000001,
Partner = 100000002,
Other = 100000003
}
public const string CustomerAccountFormId = "00000000-E53C-4DF4-BC99-93856EDD168C";
public const string VendorAccountFormId = "00000000-E49E-4197-AB5E-F353EF0E806E";
public const string PartnerAccountFormId = "00000000-B8C6-4E2B-B84E-729AA11ABE61";
public const string GenericAccountFormId = "00000000-8F42-454E-8E2A-F8196B0419AF";
public const string AccountTypeAttributeName = "cf_accounttype";
public void Execute(IServiceProvider serviceProvider)
{
if (serviceProvider == null)
{
throw new ArgumentNullException("serviceProvider");
}
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
var pluginContext = (IPluginExecutionContext)context;
if (pluginContext.Stage == 20) //pre-operation stage
{
var columns = (ColumnSet)pluginContext.InputParameters["ColumnSet"];
if (!columns.Columns.Contains(AccountTypeAttributeName))
columns.AddColumn(AccountTypeAttributeName);
}
else if (pluginContext.Stage == 40) //post-operation stage
{
EntityReference currentEntity = (EntityReference)context.InputParameters["Target"];
if (currentEntity == null)
return;
var query = new QueryExpression(Account.EntityLogicalName);
query.Criteria.AddCondition("accountid", ConditionOperator.Equal, currentEntity.Id);
query.ColumnSet = new ColumnSet(AccountTypeAttributeName);
var accounts = service.RetrieveMultiple(query).Entities;
Account currentAccount = (Account)accounts[0];
SetForm(currentAccount, service, context.UserId);
}
}
private void SetForm(Account account, IOrganizationService service, Guid userId)
{
var query = new QueryExpression(UserEntityUISettings.EntityLogicalName);
query.Criteria.AddCondition("ownerid", ConditionOperator.Equal, userId);
query.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, Account.EntityTypeCode);
query.ColumnSet = new ColumnSet("lastviewedformxml");
var settings = service.RetrieveMultiple(query).Entities;
// Some users such as SYSTEM have no UserEntityUISettings, so skip.
if (settings == null || settings.Count != 1 || account.cf_AccountType == null) return;
var setting = settings[0].ToEntity<UserEntityUISettings>();
string formToUse;
switch ((accountType)account.cf_AccountType.Value)
{
case accountType.Customer:
formToUse = String.Format("<MRUForm><Form Type=\"Main\" Id=\"{0}\" /></MRUForm>", CustomerAccountFormId);
break;
case accountType.Vendor:
formToUse = String.Format("<MRUForm><Form Type=\"Main\" Id=\"{0}\" /></MRUForm>", VendorAccountFormId);
break;
case accountType.Partner:
formToUse = String.Format("<MRUForm><Form Type=\"Main\" Id=\"{0}\" /></MRUForm>", PartnerAccountFormId);
break;
case accountType.Other:
formToUse = String.Format("<MRUForm><Form Type=\"Main\" Id=\"{0}\" /></MRUForm>", GenericAccountFormId);
break;
default:
formToUse = String.Format("<MRUForm><Form Type=\"Main\" Id=\"{0}\" /></MRUForm>", GenericAccountFormId);
return;
}
// Only update if the last viewed form is not the one required for the given opportunity type
if (!formToUse.Equals(setting.LastViewedFormXml, StringComparison.InvariantCultureIgnoreCase))
{
var s = new UserEntityUISettings { Id = setting.Id, LastViewedFormXml = formToUse };
service.Update(s);
}
}
}
}
And to address the asker's issue with it only consulting the UserEntityUISettings once, I'm not sure why that's happening. But why not use javascript to change the form when the triggering attribute is changed? That what I do and I haven't ran into any problems with the plugin not displaying the desired for.
EDIT: the OP specified after that he needs a solution without javascript, I leave this reply for future references.
You can use javascript, inside the OnLoad event you check the picklist value and navigate to the desired form. Check this code as example
var value = Xrm.Page.getAttribute("new_optionset").getValue();
switch(value) {
case 100000000:
Xrm.Page.ui.formSelector.items.get(0).navigate();
break;
case 100000001:
Xrm.Page.ui.formSelector.items.get(1).navigate();
break;
case 100000002:
Xrm.Page.ui.formSelector.items.get(2).navigate();
break;
/// ... other cases here
default:
// default form to open when there is no value
Xrm.Page.ui.formSelector.items.get(0).navigate();
}
This is an oldy but a goody... I use CRM Rules to generate Hide Tab and Show Tab actions that essentially show each user role a different form.
Steps:
Create one, massive form with all of the fields you want to display (if you already have many forms, this would include all fields across all forms).
Organize the form into TABS, with each tab showing 'one form' worth of data. (You can also have many TABS for each user group). Typically, I create one 'General' tab that has the key option set that will set the rest of the form up, and any fields that are common across roles / user groups / forms, like status, name, etc...
3) Hide all of the tabs except the General tab by unchecking the visible box on those tab form property forms in the Admin UI.
4) Using CRM Rules (crm-rules.com), you can then bring in the metadata, with the form, and all of the tabs and sections in there. Then you just have to write one rule for each 'form' you are trying to show... Each rule is of this format:
IF User_Role contains 'Sales' THEN Show Tab: Sales
IF User_Role contains 'Marketing' THEN Show Tab: Marketing
You can also do this, of course, with an option set, or any field on the form as the condition... One of the benefits of this approach is that if users cross role boundaries (or some users were part of security roles that could access multiple forms), this technique shows them both forms at once...
HTH somebody, CRM Rules (www.crm-rules.com) generates the JavaScript to make this happen...