This illustration shows how to retrieve all entity instances related to another entity in Microsoft Dynamics CRM 2011 with RollupRequest. This example will be given in Jscript (SOAP) and in C# (.NET).
To understand the types of rollups and the types of entities that are supported by this request, please refer to the following MSDN article:
http://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.rolluprequest.aspx
If you need help instantiating a service object in .NET within a plugin check out this post:
http://mileyja.blogspot.com/2011/04/instantiating-service-object-within.html
To understand the types of rollups and the types of entities that are supported by this request, please refer to the following MSDN article:
http://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.rolluprequest.aspx
Ok, here is what the code looks like!
First in C#:
RollupRequest req = new RollupRequest();
QueryExpression qe = new QueryExpression();
//choose entity type to retrieve
//review article for more info on supported rollups
//http://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.rolluprequest.aspx
qe.EntityName = Quote.EntityLogicalName;
//choose columns to bring back, new columnset(true) just brings back all columns
qe.ColumnSet = new ColumnSet(true);
req.Query = qe;
//choose entity you are getting related entities for
req.Target = new EntityReference("account", new Guid("E0D97648-A5F3-E011-8606-1CC1DEE89AA8"));
//choose rollup type: related, extended, or none
req.RollupType = RollupType.Related;
RollupResponse resp = (RollupResponse)service.Execute(req);
If you need help instantiating a service object in .NET within a plugin check out this post:
http://mileyja.blogspot.com/2011/04/instantiating-service-object-within.html
Now here is the Jscript nicely formatted by the CRM 2011 SOAP formatter. Available at: http://crm2011soap.codeplex.com/
Now in Jscript
This example is asynchronous, if you want to learn how to make JScript SOAP calls synchronously please visit this post: http://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html
Now in Jscript
This example is asynchronous, if you want to learn how to make JScript SOAP calls synchronously please visit this post: http://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html
if (typeof (SDK) == "undefined")
{ SDK = { __namespace: true }; }
//This will establish a more unique namespace for functions in this library. This will reduce the
// potential for functions to be overwritten due to a duplicate name when the library is loaded.
SDK.SAMPLES = {
_getServerUrl: function () {
///<summary>
/// Returns the URL for the SOAP endpoint using the context information available in the form
/// or HTML Web resource.
///</summary>
var OrgServicePath = "/XRMServices/2011/Organization.svc/web";
var serverUrl = "";
if (typeof GetGlobalContext == "function") {
var context = GetGlobalContext();
serverUrl = context.getServerUrl();
}
else {
if (typeof Xrm.Page.context == "object") {
serverUrl = Xrm.Page.context.getServerUrl();
}
else
{ throw new Error("Unable to access the server URL"); }
}
if (serverUrl.match(/\/$/)) {
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
}
return serverUrl + OrgServicePath;
},
RollupRequest: function () {
var requestMain = ""
requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
requestMain += " <s:Body>";
requestMain += " <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
requestMain += " <request i:type=\"b:RollupRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
requestMain += " <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>Target</c:key>";
requestMain += " <c:value i:type=\"a:EntityReference\">";
requestMain += " <a:Id>e0d97648-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
requestMain += " <a:LogicalName>account</a:LogicalName>";
requestMain += " <a:Name i:nil=\"true\" />";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>Query</c:key>";
requestMain += " <c:value i:type=\"a:QueryExpression\">";
requestMain += " <a:ColumnSet>";
requestMain += " <a:AllColumns>true</a:AllColumns>";
requestMain += " <a:Columns xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/Arrays\" />";
requestMain += " </a:ColumnSet>";
requestMain += " <a:Criteria>";
requestMain += " <a:Conditions />";
requestMain += " <a:FilterOperator>And</a:FilterOperator>";
requestMain += " <a:Filters />";
requestMain += " </a:Criteria>";
requestMain += " <a:Distinct>false</a:Distinct>";
requestMain += " <a:EntityName>quote</a:EntityName>";
requestMain += " <a:LinkEntities />";
requestMain += " <a:Orders />";
requestMain += " <a:PageInfo>";
requestMain += " <a:Count>0</a:Count>";
requestMain += " <a:PageNumber>0</a:PageNumber>";
requestMain += " <a:PagingCookie i:nil=\"true\" />";
requestMain += " <a:ReturnTotalRecordCount>false</a:ReturnTotalRecordCount>";
requestMain += " </a:PageInfo>";
requestMain += " <a:NoLock>false</a:NoLock>";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>RollupType</c:key>";
requestMain += " <c:value i:type=\"b:RollupType\">Related</c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " </a:Parameters>";
requestMain += " <a:RequestId i:nil=\"true\" />";
requestMain += " <a:RequestName>Rollup</a:RequestName>";
requestMain += " </request>";
requestMain += " </Execute>";
requestMain += " </s:Body>";
requestMain += "</s:Envelope>";
var req = new XMLHttpRequest();
req.open("POST", SDK.SAMPLES._getServerUrl(), true)
// Responses will return XML. It isn't possible to return JSON.
req.setRequestHeader("Accept", "application/xml, text/xml, */*");
req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
var successCallback = null;
var errorCallback = null;
req.onreadystatechange = function () { SDK.SAMPLES.RollupResponse(req, successCallback, errorCallback); };
req.send(requestMain);
},
RollupResponse: function (req, successCallback, errorCallback) {
///<summary>
/// Recieves the assign response
///</summary>
///<param name="req" Type="XMLHttpRequest">
/// The XMLHttpRequest response
///</param>
///<param name="successCallback" Type="Function">
/// The function to perform when an successfult response is returned.
/// For this message no data is returned so a success callback is not really necessary.
///</param>
///<param name="errorCallback" Type="Function">
/// The function to perform when an error is returned.
/// This function accepts a JScript error returned by the _getError function
///</param>
if (req.readyState == 4) {
if (req.status == 200) {
if (successCallback != null)
{ successCallback(); }
}
else {
errorCallback(SDK.SAMPLES._getError(req.responseXML));
}
}
},
_getError: function (faultXml) {
///<summary>
/// Parses the WCF fault returned in the event of an error.
///</summary>
///<param name="faultXml" Type="XML">
/// The responseXML property of the XMLHttpRequest response.
///</param>
var errorMessage = "Unknown Error (Unable to parse the fault)";
if (typeof faultXml == "object") {
try {
var bodyNode = faultXml.firstChild.firstChild;
//Retrieve the fault node
for (var i = 0; i < bodyNode.childNodes.length; i++) {
var node = bodyNode.childNodes[i];
//NOTE: This comparison does not handle the case where the XML namespace changes
if ("s:Fault" == node.nodeName) {
for (var j = 0; j < node.childNodes.length; j++) {
var faultStringNode = node.childNodes[j];
if ("faultstring" == faultStringNode.nodeName) {
errorMessage = faultStringNode.text;
break;
}
}
break;
}
}
}
catch (e) { };
}
return new Error(errorMessage);
},
__namespace: true
};
To understand how to parse the response please review my post on using the DOM parser.
Now you can call the SDK.SAMPLES.RollupRequest function from your form jscript handler.
Thats all there is to it!
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