CRM 4.0 programmatically deactivating a record

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  Did you thought tu use a workflow? In the workflow check if the picklist is "inactive". If "yes", deactivate it. It is very easy to write. The only negative: it is asynchrone.

  • Marked as answer by Grzegorz Zych Tuesday, March 3, 2009 9:21 AM

  Monday, March 2, 2009 5:53 PM
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  To make is syncronous, try writing a plugin that runs on update, post event.  It will look for your custom picklist field and if it is set to a given value then it will deactivate the account.
  
  Hope this helps.
  
  -Andrew Zimmer
  
  

  if (context.InputParameters.Properties.Contains("Target") &&
       context.InputParameters.Properties["Target"] is DynamicEntity)
      {
                      DynamicEntity entityInput = context.InputParameters.Properties["Target"] as DynamicEntity;
                      if (entityInput.Properties.Contains("new_yourpicklistfield"))
                      {
                          Picklist list = entityInput.Properties["new_yourpicklistfield"] as Picklist;
                          if (list != null && list.Value == ???)
                          {
                              service = context.CreateCrmService(true);
                              SetStateAccountRequest req = new SetStateAccountRequest();
                              // way to pull guid for update
                              req.EntityId = ((Key)((DynamicEntity)context.InputParameters[ParameterName.Target]).Properties["accountid"]).Value;
                              // Set to inactive
                              req.AccountState = AccountState.Inactive;
                              req.AccountStatus = 2;
                              SetStateAccountResponse response = service.Execute(req) as SetStateAccountResponse;
                          }
                      }

      }

  • Proposed as answer by Jens Egil Evensen [CGI] Monday, March 2, 2009 9:43 PM
  • Marked as answer by Grzegorz Zych Tuesday, March 3, 2009 9:21 AM

  Monday, March 2, 2009 6:54 PM
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  1. You could also do the same thing with a Work Flow, checking on your attribute.
  2. Or ... You could use this function on form save; checking on your attribute.
   
  function deactivateaccount()
  {
     var sId = crmForm.ObjectId; sId = sId.replace("{",""); sId = sId.replace("}","");
     var sEntityName = "account"; var sState = "inactive"; var iStatus = "-1"
   
     if (sId == null) return false;
   
     var authenticationHeader = GenerateAuthenticationHeader();
     var xml = "<?xml version='1.0' encoding='utf-8'?>" +
     "<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'"+
     " xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+
     " xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+ authenticationHeader;
     xml += "<soap:Body><Execute xmlns='http://schemas.microsoft.com/crm/2007/WebServices'><Request xsi:type='SetStateDynamicEntityRequest'>";
     xml += "<Entity><Id xmlns='http://schemas.microsoft.com/crm/2006/CoreTypes'>" + sId + "</Id>";
     xml += "<Name xmlns='http://schemas.microsoft.com/crm/2006/CoreTypes'>" + sEntityName + "</Name></Entity>";
     xml += "<State>" + sState + "</State>";
     xml += "<Status>" + iStatus + "</Status>";
     xml += "</Request></Execute></soap:Body></soap:Envelope>";
     var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
     xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
     xHReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Execute");
     xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
     xHReq.setRequestHeader("Content-Length", xml.length);
     xHReq.send(xml);
     var resultXml = xHReq.responseXML;
     var errorCount = resultXml.selectNodes('//error').length;
     if (errorCount != 0)
     { var msg = resultXml.selectSingleNode('//description').nodeTypedValue; alert(msg); return false;}
     else{return true; }
  }

  • Marked as answer by Grzegorz Zych Tuesday, March 3, 2009 9:21 AM

  Monday, March 2, 2009 8:52 PM
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  Thanks for all the awsome answers.
  
  I decided to go for a workflow, since it's the easiest to create.
  
  I have one question though: when I open a disabled account some picklists are still active - I can click them and select a value. Since a disabled account doesn't have a save button it's not really a big problem, but it looks weird and I'm afraid it'll confuse the users.
  Is this a bug in CRM, or simply a rendering problem (I'm using Virtual Desktop to connect to the CRM machine and I noticed similar problems when I hide sections in Javascript)?
  
  Also sometimes the workflow doesn't seem to catch the change - I select 'Inactive', save, but there is no reaction.

  Tuesday, March 3, 2009 9:20 AM
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  Hey Andrew,

  I liked your approach for changing states of the record.

  But It is giving me error on the last line

  " SetStateAccountResponse response = service.Execute(req) as SetStateAccountResponse; "

   

  Error Trace:

   

  Error: Server was unable to process request.

  Error Number: 0x80040216

  Error Message: An unexpected error occurred.

  Source File: Not available

  Line Number: Not available

   

  SoapException: Server was unable to process request.]

     at StateChange.StateChange.Execute(IPluginExecutionContext context) in C:\Documents and Settings\raksheet.koradia\My Documents\Visual Studio 2008\Projects\StateChange\StateChange\StateChange.cs:line 49

   

   

   

  Tuesday, November 30, 2010 9:25 AM