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Multiple Quote cancellation in MSCRM

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Hi All, I have a scenario which need to be implemented. I am stuck with that. THere are multiple Quotes in my Organisation. I want to select multiple entries and cancel it. for that i kept a cancel button in the menu bar. WHen i select multiple quotes and click cancel, it should change the status of the quote to cancel. For that i am calling an aspx page where it will be done using javascript. After getting the GUID's , i need to pass that data using XML to other system. i tried doing refering to this article but couldnt do it : http://msdn.microsoft.com/en-us/library/cc150860.aspx Can you please suggest how can i acheive this? Thanks in Advance Sini
sini_tg

Wednesday, February 24, 2010 12:44 PM

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Hi Sini.
1) To get the selected rows, use this code.
var a = document.all['crmGrid'].InnerGrid.SelectedRecords;
var selectedItems = new Array(a.length);
for (var i=0; i < a.length; i++)
{
selectedItems[i] = a[i][0];
}
alert(selectedItems);
http://blog.customereffective.com/blog/2009/08/fun-with-the-crm-grid-object.html

2) To convert the "Quote" status, use this message "SetStatusQuote".
http://msdn.microsoft.com/en-us/library/bb959551.aspx
and specify
// Create the request object.
SetStateQuoteRequest state = new SetStateQuoteRequest ();

// Set the properties of the request object.
state.QuoteState = AccountState.Closed;
state.QuoteStatus = 5; // 5 means lost

// EntityId is the GUID of the account whose state is being changed.
state.EntityId = new Guid("AD618DB2-F0DB-4A6A-8C4B-2F2213EAA38E");;

// Execute the request.
SetStateQuoteResponse stateSet = (SetStateQuoteResponse )service.Execute(state);

3) Convert the above code in to javascript using the below.
http://www.stunnware.com/crm2/topic.aspx?id=jswebservice2

4) put the above code in the javascript="your javascript code here", in the ISV.config button.
That's all :)

Muhammad Ali Khan
My MS CRM blog
- Proposed as answer by Muhammad Ali Khan Wednesday, February 24, 2010 1:18 PM
- Marked as answer by sini g Thursday, February 25, 2010 7:39 AM
Wednesday, February 24, 2010 1:16 PM
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Hi
replace < with < and > with >(only in javascript)
you have to encode characters in xml.
Muhammad Ali Khan
My MS CRM blog
- Marked as answer by sini g Thursday, February 25, 2010 10:27 AM
Wednesday, February 24, 2010 1:32 PM
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Try

<Entity name="quote">
          <Grid>
            <MenuBar>
              <Buttons>
                <Button PassParams="1" WinMode="0" JavaScript="var selectedguid= getSelected('crmGrid');alert(selectedguid);">
                  <Titles>
                    <Title LCID="1033" Text="Cancel" />
                  </Titles>
                  <ToolTips>
                    <ToolTip LCID="1033" Text="Cancels the selected indent" />
                  </ToolTips>
                </Button>
              </Buttons>
            </MenuBar>
          </Grid>

Regards
Vinoth
- Proposed as answer by VinothBalasubramanian Wednesday, February 24, 2010 1:36 PM
- Marked as answer by sini g Thursday, February 25, 2010 7:38 AM
Wednesday, February 24, 2010 1:34 PM
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Provide us more information on the error

try
{

// 1. Get all the Quote GUID

string strCallerGuid = Request.Params["id"];
string[] strRecordId = strCallerGuid.Split(new char[] { ',' });

// 2. Cancel the Quote

for (i = 0; i <strRecordId.Length; i++)
{
SetStateQuoteRequest state = new SetStateQuoteRequest();
state.QuoteState = 3; //closed

state.QuoteStatus = 6; //Cancelled
state.EntityId = new GUID(strRecordId[i].ToString());

SetStateQuoteResponse stateSet = (SetStateQuoteResponse)crmService.Execute(state);
}
}
catch (System.Web.Services.Protocols.SoapException ex)
{
Response.Write(ex.Message.tostring())
}
catch (Exception e)
{
Response.Write(ex.ToString());
Response.Write(ex.Detail.InnerText.ToString());
Response.Write(ex.InnerException.ToString());
}

Regards
Vinoth
- Marked as answer by sini g Thursday, February 25, 2010 1:11 PM
Thursday, February 25, 2010 11:28 AM

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Hi Sini.
1) To get the selected rows, use this code.
var a = document.all['crmGrid'].InnerGrid.SelectedRecords;
var selectedItems = new Array(a.length);
for (var i=0; i < a.length; i++)
{
selectedItems[i] = a[i][0];
}
alert(selectedItems);
http://blog.customereffective.com/blog/2009/08/fun-with-the-crm-grid-object.html

2) To convert the "Quote" status, use this message "SetStatusQuote".
http://msdn.microsoft.com/en-us/library/bb959551.aspx
and specify
// Create the request object.
SetStateQuoteRequest state = new SetStateQuoteRequest ();

// Set the properties of the request object.
state.QuoteState = AccountState.Closed;
state.QuoteStatus = 5; // 5 means lost

// EntityId is the GUID of the account whose state is being changed.
state.EntityId = new Guid("AD618DB2-F0DB-4A6A-8C4B-2F2213EAA38E");;

// Execute the request.
SetStateQuoteResponse stateSet = (SetStateQuoteResponse )service.Execute(state);

3) Convert the above code in to javascript using the below.
http://www.stunnware.com/crm2/topic.aspx?id=jswebservice2

4) put the above code in the javascript="your javascript code here", in the ISV.config button.
That's all :)

Muhammad Ali Khan
My MS CRM blog
- Proposed as answer by Muhammad Ali Khan Wednesday, February 24, 2010 1:18 PM
- Marked as answer by sini g Thursday, February 25, 2010 7:39 AM
Wednesday, February 24, 2010 1:16 PM
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Hey thanks for quick response.

I tried doing it in ISV,

_______________________________________________________________
<Entity name="quote">
          <Grid>
            <MenuBar>
              <Buttons>
                <Button Icon="/_imgs/ico_18_debug.gif" Javascript="var a = document.all['crmGrid'].InnerGrid.SelectedRecords;
var selectedItems = new Array(a.length);
for(var i=0; i < a.length; i++)
{
    selectedItems[i] = a[i][0];
}
alert(selectedItems);"
Client="Web">
                  <Titles>
                    <Title LCID="1033" Text="Cancel" />
                  </Titles>
                  <ToolTips>
                    <ToolTip LCID="1033" Text="Cancels the selected indent" />
                  </ToolTips>
                </Button>
              </Buttons>
            </MenuBar>
          </Grid>
___________________________________________________________________-

but got the below error

_____________________________________________________________

The character '<' cannot be used in an attribute value. Error processing resource 'file:///C:/Users/carecons3/Desktop/24th ...

for(var i=0; i<a.length; i++) --------------^

-____________________________________________________________________
sini_tg
Wednesday, February 24, 2010 1:30 PM
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Hi
replace < with < and > with >(only in javascript)
you have to encode characters in xml.
Muhammad Ali Khan
My MS CRM blog
- Marked as answer by sini g Thursday, February 25, 2010 10:27 AM
Wednesday, February 24, 2010 1:32 PM
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Try

<Entity name="quote">
          <Grid>
            <MenuBar>
              <Buttons>
                <Button PassParams="1" WinMode="0" JavaScript="var selectedguid= getSelected('crmGrid');alert(selectedguid);">
                  <Titles>
                    <Title LCID="1033" Text="Cancel" />
                  </Titles>
                  <ToolTips>
                    <ToolTip LCID="1033" Text="Cancels the selected indent" />
                  </ToolTips>
                </Button>
              </Buttons>
            </MenuBar>
          </Grid>

Regards
Vinoth
- Proposed as answer by VinothBalasubramanian Wednesday, February 24, 2010 1:36 PM
- Marked as answer by sini g Thursday, February 25, 2010 7:38 AM
Wednesday, February 24, 2010 1:34 PM
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I am still getting errors while uploading it.
sini_tg

Wednesday, February 24, 2010 1:47 PM
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Hi Srini

Kindly let us know what error you are getting.
Ensure to browse the XML bore uploading

Regards
Vinoth

Wednesday, February 24, 2010 1:54 PM
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hi,

when applying this JS on the ISV file i am not getting error, but while uploading it in MSCRM, its showing error

"Either the file could not be uploaded or this is not a valid customisation file"

this is what i have added in ISV
_______________________________________________________________________________

- <Entity name="quote">

- <Grid>

- <MenuBar>

- <Buttons>

- <Button Icon="/_imgs/ico_18_debug.gif" Javascript="var a = document.all['crmGrid'].InnerGrid.SelectedRecords;var selectedItems = new Array(a.length);for (var i=0; i<a.length; i++){selectedItems[i] = a[i][0];}alert(selectedItems);" Client="Web">

- <Titles>

<Title LCID="1033" Text="Cancel" />

</Titles>

- <ToolTips>

<ToolTip LCID="1033" Text="Cancels the selected indent" />

</ToolTips>

</Button>

</Buttons>

</MenuBar>

</Grid>

- 

- <ToolBar ValidForCreate="0" ValidForUpdate="1">

- <Button Icon="/_imgs/ico_18_debug.gif" JavaScript="ChangeStatus(1);" Client="Web">

- <Titles>

<Title LCID="1033" Text="Approve" />

</Titles>

- <ToolTips>

<ToolTip LCID="1033" Text="Approve" />

</ToolTips>

</Button>

<ToolBarSpacer />

- <Button Icon="/_imgs/ico_18_debug.gif" JavaScript="ChangeStatus(0);" Client="Web">

- <Titles>

<Title LCID="1033" Text="Reject" />

</Titles>

- <ToolTips>

<ToolTip LCID="1033" Text="Reject" />

</ToolTips>

</Button>

</ToolBar>

</Entity>
_________________________________________________________________________________-

sini_tg
Thursday, February 25, 2010 4:55 AM
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replace < with <

<Button Icon="/_imgs/ico_18_debug.gif"
Javascript="var a = document.all['crmGrid'].InnerGrid.SelectedRecords;
var selectedItems = new Array(a.length);
for (var i=0; i<a.length; i++){selectedItems[i] = a[i][0];}alert(selectedItems);" Client="Web">
http://www.allaboutdynamics.com

Thursday, February 25, 2010 5:04 AM
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Its working fine.
Can anyone suggest me how to change the status code of these GUID's?
sini_tg

Thursday, February 25, 2010 6:18 AM
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if you want to do this from C# then use SetStateQuote Message (CrmService)
http://msdn.microsoft.com/en-us/library/bb959551.aspx

you can do this using javascript from inside ISV
http://www.allaboutdynamics.com

Thursday, February 25, 2010 6:28 AM
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SetStateQuoteRequest state = new SetStateQuoteRequest();
state.QuoteState = 3; //closed

state.QuoteStatus = 6; //Cancelled
state.EntityId = quoteid;

SetStateQuoteResponse stateSet = (SetStateQuoteResponse)crmService.Execute(state);

Regards
Vinoth

Thursday, February 25, 2010 6:42 AM
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i am facing some problem while cancellation of the attribute status. My entity is quote and attribute is car_indentstatus.
sini_tg

Thursday, February 25, 2010 7:36 AM
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can you please check this code and tell me what the error could be. i am getting unauthorised 401 error in the retrievemultipleresponse part.

i have given the credentials and all in the code

strCallerGuid = Request.Params["id"].ToString();
        string[] strRecordId = new String[100];
            Request.Params["id"].ToString();
            strRecordId = strCallerGuid.Split(',');
            int i;
        for(i=0;i<strRecordId.Length;i++)
            Response.Write(strRecordId[i]);

        #region "cancellation test"


        quote quotecol = new quote();
        SetStateQuoteRequest state = new SetStateQuoteRequest();

        ColumnSet cols = new ColumnSet();
        cols.Attributes = new string[] { "car_indentstatus" };

        // Create a ConditionExpression.
        ConditionExpression conditionIndent = new ConditionExpression();
        conditionIndent.AttributeName = "quoteid";
        conditionIndent.Operator = ConditionOperator.Equal;
        conditionIndent.Values = new object[strRecordId.Length];
        for(i=0;i<strRecordId.Length;i++)
            conditionIndent.Values[0] = strRecordId[i];

         // Create the FilterExpression.
         FilterExpression filterIndent = new FilterExpression();

         // Set the properties of the FilterExpression.
         filterIndent.FilterOperator = LogicalOperator.And;
         filterIndent.Conditions = new ConditionExpression[] { conditionIndent };

         // Create the QueryExpression.
         QueryExpression queryIndent = new QueryExpression();

         // Set the properties of the QueryExpression.
         queryIndent.EntityName = EntityName.quote.ToString();
         queryIndent.ColumnSet = cols;
         queryIndent.Criteria = filterIndent;

         // Create the request object.
         RetrieveMultipleRequest retrieveIndents= new RetrieveMultipleRequest();

         // Set the properties of the request object.
         retrieveIndents.Query = queryIndent;


         // Execute the request.
         RetrieveMultipleResponse result = null;
         result = service.Execute(retrieveIndents) as RetrieveMultipleResponse;

        //RetrieveMultipleResponse IndentsResponse = (RetrieveMultipleResponse)service.Execute(retrieveIndents);

         BusinessEntityCollection quote_col = service.RetrieveMultiple(queryIndent);
         for (i = 0; i < quote_col.BusinessEntities.Length; i++)
         {
           // state.QuoteStatus = 6;
           // state.EntityId = strRecordId;

         }
         SetStateQuoteResponse stateSet = (SetStateQuoteResponse)service.Execute(state);
sini_tg

Thursday, February 25, 2010 10:25 AM
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Hi

Can you explain us what is the use of car_indentstatus attribute?

There is no need to perform the RetrieveMultiple operation. All the GUID of the Quote is already obtained. Hence we can directly close the Quote.

Sample:

// 1. Get all the Quote GUID

string strCallerGuid = Request.Params["id"];
string[] strRecordId = strCallerGuid.Split(new char[] { ',' });

// 2. Cancel the Quote
for (i = 0; i <strRecordId.Length; i++)
{
SetStateQuoteRequest state = new SetStateQuoteRequest();
state.QuoteState = 3; //closed

state.QuoteStatus = 6; //Cancelled
state.EntityId = new GUID(strRecordId[i].ToString());

SetStateQuoteResponse stateSet = (SetStateQuoteResponse)crmService.Execute(state);
}

Regards
Vinoth
- Proposed as answer by VinothBalasubramanian Thursday, February 25, 2010 10:51 AM
Thursday, February 25, 2010 10:50 AM
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QUote entity is renamed as indent and car_indentstatus is the quotestatus attribute.
sini_tg

Thursday, February 25, 2010 10:59 AM
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i am getting the error

System.Web.Services.Protocols.SoapException was unhandled by user code
Message="Server was unable to process request."
Source="System.Web.Services"
Actor=""
Lang=""
Node=""
Role=""
StackTrace:
       at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)
       at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters)
       at crmservice.CrmService.Execute(Request Request) in c:\Windows\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\deletingindent\5c5deb0f\a6ce9781\App_WebReferences.v9bqomuj.0.cs:line 116
       at _Default.Page_Load(Object sender, EventArgs e) in c:\Users\carecons3\Documents\Visual Studio 2008\WebSites\deletingIndent\Default.aspx.cs:line 47
       at System.Web.Util.CalliHelper.EventArgFunctionCaller(IntPtr fp, Object o, Object t, EventArgs e)
       at System.Web.Util.CalliEventHandlerDelegateProxy.Callback(Object sender, EventArgs e)
       at System.Web.UI.Control.OnLoad(EventArgs e)
       at System.Web.UI.Control.LoadRecursive()
       at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
InnerException:
__________________________________________________________________-

My code is:

string strCallerGuid;
strCallerGuid = Request.Params[

"id"].ToString();

string[] strRecordId = new String[100];
Request.Params[

"id"].ToString();
strRecordId = strCallerGuid.Split(

',');

int i;

for (i = 0; i < strRecordId.Length; i++)
{

SetStateQuoteRequest state = new SetStateQuoteRequest();

//state.QuoteState = 3; //closed

state.QuoteStatus = 6;

//Cancelled

state.EntityId =

new Guid(strRecordId[i].ToString());

SetStateQuoteResponse stateSet = (SetStateQuoteResponse)service.Execute(state);
Response.Write(

"cencelled");
}

sini_tg

Thursday, February 25, 2010 11:06 AM
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Provide us more information on the error

try
{

// 1. Get all the Quote GUID

string strCallerGuid = Request.Params["id"];
string[] strRecordId = strCallerGuid.Split(new char[] { ',' });

// 2. Cancel the Quote

for (i = 0; i <strRecordId.Length; i++)
{
SetStateQuoteRequest state = new SetStateQuoteRequest();
state.QuoteState = 3; //closed

state.QuoteStatus = 6; //Cancelled
state.EntityId = new GUID(strRecordId[i].ToString());

SetStateQuoteResponse stateSet = (SetStateQuoteResponse)crmService.Execute(state);
}
}
catch (System.Web.Services.Protocols.SoapException ex)
{
Response.Write(ex.Message.tostring())
}
catch (Exception e)
{
Response.Write(ex.ToString());
Response.Write(ex.Detail.InnerText.ToString());
Response.Write(ex.InnerException.ToString());
}

Regards
Vinoth
- Marked as answer by sini g Thursday, February 25, 2010 1:11 PM
Thursday, February 25, 2010 11:28 AM
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try

state.QuoteStatus = -1;
http://msdn.microsoft.com/en-us/library/cc154751.aspx

Regards
Vinoth

Thursday, February 25, 2010 11:35 AM
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I am getting the error

"Server was unable to process request"

thanks
Sini
sini_tg

Thursday, February 25, 2010 11:44 AM
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Thanks a ton Vinod.

It worked.
Probelm was with the code. I changed it from 6 and to the code which is in our cuustomisation and it worked fine. Thanks for the help.

Sini
sini_tg

Thursday, February 25, 2010 12:21 PM
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Hi Vinoth,

where can i check the status of quote in this code?

Thanks
sini_tg

Friday, February 26, 2010 9:27 AM

Answered by:

Multiple Quote cancellation in MSCRM

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