time 
设为首页】【收藏本站
当前位置: 主页 > ERP > CRM > Dynamic CRM 2013学习记录(14)如何克隆一条记录,包括它的子单据以生成一条新的记录

Dynamic CRM 2013学习记录(14)如何克隆一条记录,包括它的子单据以生成一条新的记录

时间:2015-01-08 15:49 点击:1070次 字体:[ ]




经常有这样的需求,一个单据上有太多要填写的内容,有时还关联多个子单据,客户不想一个一个地填写,他们想从已有的单据上复制数据,克隆成一条新的记录。本文将介绍如何克隆一条记录,包括它的子单据以生成一条新的记录。

主要用到Microsoft.Xrm.Client.EntityExtensions.Clone方法来克隆数据,以及用OrganizationServiceContext来动态复制子单据的数据。

首先在界面上新加一个Clone的按钮,加一个new_clone的字段;点击按钮时,把new_clone字段设为clone以触发插件,插件里完成数据的复制工作,并再次把new_clone字段设成新数据的id,new_clone的onchange事件会调用Xrm.Utility.openEntityForm("new_marketing_plan", cloneValue);来打开新的数据。

 

下面看下实现方法:

 

1. 界面上js:

  1: //clone field change event
  2: function openNewEntity() {
  3:     var clone = Xrm.Page.getAttribute("new_clone");
  4:     var cloneValue = clone.getValue();
  5:     if (cloneValue != "clone" && cloneValue != "") {
  6:         clone.setSubmitMode("always");
  7:         clone.setValue("");
  8:         Xrm.Page.data.entity.save();
  9:         Xrm.Utility.openEntityForm("new_marketing_plan", cloneValue);
 10:     }
 11: }
 12: 
 13: //clone button click event
 14: function clone() {
 15:     var clone = Xrm.Page.getAttribute("new_clone");
 16:     clone.setSubmitMode("always");
 17:     clone.setValue("clone");
 18:     Xrm.Page.data.entity.save();
 19: }

 

2. 主单据复制:

  1: new_marketing_plan newMP = (new_marketing_plan)Microsoft.Xrm.Client.EntityExtensions.Clone(curEnt, true);
  2: new_marketing_plan mp = new new_marketing_plan() { Id = newMP.Id };
  3: 
  4: Guid newMPid = Guid.NewGuid();
  5: newMP.Attributes.Remove("new_marketing_planid");
  6: newMP.Attributes.Remove("new_name");
  7: newMP.new_approval_status = new OptionSetValue(1);
  8: newMP.new_clone = "";
  9: newMP.EntityState = null;
 10: newMP.Id = newMPid;
 11: adminService.Create(newMP);

 

3. 子表复制:

我这里有9个子表,所以抽出了一个方法以方便使用, 以后要是子单据有变化,只用改下这里的entNames就行了。

  1: string entNames = "new_print_plan,new_radio_plan,new_bill_board,new_tv_plan,new_btl_posm,new_btl_poe_fixed,new_promotion_girls,new_promotion_events,new_digital_plan";
  2: foreach (string entName in entNames.Split(','))
  3: {
  4: CloneRelatedEntities(adminService, newMPid, entName, "new_marketing_planid", mp);
  5: }
  6: 
  7: curEnt["new_clone"] = newMPid.ToString();
  8: adminService.Update(curEnt);

 

  1: private void CloneRelatedEntities(IOrganizationService adminService, Guid newEntityId, string subEntityName, string filterName, Entity parentEntity)
  2: {
  3:     try
  4:     {
  5:         using (OrganizationServiceContext svcContext = new OrganizationServiceContext(adminService))
  6:         {
  7:             var ents = svcContext.CreateQuery(subEntityName).Where(e => e[filterName] == parentEntity[filterName]).ToList();
  8:             foreach (var ent in ents)
  9:             {
 10:                 var newEnt = Microsoft.Xrm.Client.EntityExtensions.Clone(ent);
 11:                 newEnt.Attributes[filterName] = new EntityReference(subEntityName, newEntityId);
 12:                 newEnt.Id = Guid.NewGuid();
 13:                 newEnt.EntityState = null;
 14:                 adminService.Create(newEnt);
 15:             }
 16:         }
 17:     }
 18:     catch (Exception ex)
 19:     {
 20:         throw new InvalidPluginExecutionException(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
 21:     }
 22: }

 

4. 注意事项

  • 当我完成Unit Test,注册完插件后,报了下面的错:

Could not load file or assembly 'Microsoft.Xrm.Client, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The system cannot find the file specified

原来这个Client dll在服务器上是没有的,需要我们手动copy上去。从我们本机的“SDKBin”里copy到服务器上的“program filesMicrosoft Dynamics CRMCRMWebbin”下即可。

 

  • 再点击Clone按钮,又报了一个错:

This workflow job was canceled because the workflow that started it included an infinite loop. Correct the workflow logic and try again. For information about workflow logic, see Help

原来出现死循环了,解决方法很简单,在插件的开始处加上下面代码就行了:

            if (context.Depth > 1)
            {
                return;
            }

 

 



本文地址 : http://www.fengfly.com/plus/view-215516-1.html
标签: Dynamic CRM 2013 克隆 子单据
------分隔线----------------------------
最新评论 查看所有评论
发表评论 查看所有评论
请自觉遵守互联网相关的政策法规,严禁发布色情、暴力、反动的言论。
评价:
表情:
验证码: