Plugin: Register on Task, Update Account, Contact, Opportunity and Cases

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  Hello Team,

  I have a requirement to create a plugin (using .Net), that would use the Task Due Date to update a custom field (Next Activity Date) in Account, Opportunity, Contact and Cases.  I first created a Custom Activity Workflow and when it works I will convert it to a plugin.  The Custom Workflow Activity runs successfully, but does not update the fields in other Entities.  Does anyone have an idea how I can pass data from Task to Update fields in other entities?   

  Here some segments of my code:

  1)  Each secondary entity (Account, Contact, Opportunity and Cases, have these code blocks)

  QueryExpression qeOpportunity = new QueryExpression();

                      qeOpportunity.EntityName = "opportunity";

                      qeOpportunity.ColumnSet = new ColumnSet(true);

                      qeOpportunity.Criteria = new FilterExpression();

                    

                      qeOpportunity.Criteria.AddCondition("statecode", ConditionOperator.Equal, 0);

                      qeOpportunity.Criteria.AddCondition("name", ConditionOperator.Equal, Task["regardingobjectid"]);

   

   

                      EntityCollection ecOpportunity = _service.RetrieveMultiple(qeOpportunity);

   

   

                      tracingService.Trace("opptynextactivitydate has been retrieved");

   

                      if (Oppty.Contains("name"))

                      {

                             checkNextActivityDate = (DateTime)Acc["esi_nextactivitydate"];

   

                             if ((checkNextActivityDate != null) && (checkNextActivityDate < DateTime.Now))

                             {

                                   Oppty["esi_nextactivitydate"] = null;

                                   _service.Update(Oppty);

   

                                   tracingService.Trace("opptynextactivitydate has been set to null");

   

   

                             }

   

                             foreach (var opptyentity in ecOpportunity.Entities)

                             {

                                    dates.Add(Convert.ToDateTime(opptyentity.Attributes["scheduledend"]));

   

                     

                             }

   

   

   

                      }

   

  2)  I then pass the final values using these codes:

  var allDates = dates.OrderBy(d => d).ToList();

   

                     

                             if (dates.Count == 1)

                             {   

   

                                   if ((DateTime)dates[0] >= DateTime.Now)

                                   {

   

                                          Acc["esi_nextactivitydate"] = dates[0];

                                   Acc["accountid"] = new EntityReference("task", context.PrimaryEntityId);

                                   _service.Update(Acc);

                                   tracingService.Trace("Account next activity date is updated");

   

                                   Oppty["esi_nextactivitydate"] = dates[0];

                                   Oppty["opportunityid"] = new EntityReference("task", context.PrimaryEntityId);

                                   _service.Update(Oppty);

                                   tracingService.Trace("Opportunity next activity date is updated");

   

                                   CaseRecords["esi_nextactivitydate"] = dates[0];

                                   CaseRecords["incidentid"] = new EntityReference("task", context.PrimaryEntityId);

                                   _service.Update(CaseRecords);

                                   tracingService.Trace("Case next activity date is updated");

   

                                   Cntacts["esi_nextactivitydate"] = dates[0];

                                   Cntacts["contactid"] = new EntityReference("task", context.PrimaryEntityId);

                                   _service.Update(Cntacts);

                                   tracingService.Trace("Contact next activity date is updated");

                                   return;

                                   }

   

                            

   

                      }

   

         }

   

  Thank you in advance for your help.  

  ---

  LOE

  Sunday, October 29, 2017 9:05 PM