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CRM 2011 Plugin 知识点小总结 plugin初学者必备知识

1.??的使用,就是判断值是否为null,为null的话,给赋初值,否则就直接取值。

decimal new_amount = 0;
if (targetEntity.Contains("字段1")) {   //?? 判断(targetEntity["字段1"] as Money为null的话,赋值为0   new_amount = (targetEntity["字段1"] as Money ?? new Money(0M)).Value;}
注:字段1为货币(Money)类型。

2. 一般从Targt 中取值,必须先判断是否存在,然后在判断不为null.不然会报错,因为字段1有可能不在Target里面,意思

targetEntity.Contains("字段1")为False,那么直接写targetEntity["字段1"] != null,就会报错。不信,大家可以试试。
decimal new_amount = 0;
if (targetEntity.Contains("字段1") && targetEntity["字段1"] != null){    new_amount = (targetEntity["字段1"] as Money).Value;}而不能if (targetEntity["字段1"] != null && targetEntity.Contains("字段1")){    new_amount = (targetEntity["字段1"] as Money).Value;}
注:字段1为货币(Money)类型。

3.可以将Entity取出的字段放在AttributeCollection 属性集合中去,然后可以直接从这个属性集合中取值。

/// <summary>/// 获取属性集合/// </summary>/// <param name="dataEntity">Entity</param>/// <returns>返回属性集合</returns>public AttributeCollection GetTriggerData(Entity dataEntity){    AttributeCollection parames = new AttributeCollection();        if (dataEntity != null)    {        //先将字段放在一个字符串数组中        string[] arrayStr = { "new_actiontype",            "new_po_status", "new_sort",             "new_detailitem","new_costfrom","new_bgcontrolperiod" };        //foreache 循环判断,把dataEntity的索引赋给parames中去。        foreach (var item in arrayStr)        {            if (dataEntity.Contains(item) && dataEntity[item] != null)            {                parames[item] = dataEntity[item];            }        }    }    return parames;}调用:AttributeCollection parmes = GetTriggerData(dataEntity);

 4.根据很多条件,查询一个实体的实体集合,除了fetchxml,也可以用QueryByAttribute。

/// <summary>/// 根据所属预算品类、费用项目、费用归属和预算控制期间获取预算费用项实体/// </summary>/// <param name="service">crm组织服务</param>/// <param name="parmes">属性集合</param>/// <returns>返回Entity</returns>public Entity GetBugetByParmes(IOrganizationService service, AttributeCollection parmes){    QueryByAttribute query = new QueryByAttribute("new_buget");查询的实体    query.ColumnSet = new ColumnSet("new_bugetid");//查询的列    query.AddAttributeValue("statecode", 0);//查询的条件    query.AddAttributeValue("new_sort", (parmes["new_sort"] as EntityReference).Id);    query.AddAttributeValue("new_expenseitem", (parmes["new_detailitem"] as EntityReference).Id);    query.AddAttributeValue("new_bugetunit", (parmes["new_costfrom"] as EntityReference).Id);    query.AddAttributeValue("new_bedgetsheet", (parmes["new_bgcontrolperiod"] as EntityReference).Id);    EntityCollection acc_new_buget = service.RetrieveMultiple(query);    Entity new_bugetEntity = null;    if (acc_new_buget.Entities.Count > 0)    {        new_bugetEntity = acc_new_buget.Entities[0] as Entity;    }    return new_bugetEntity;}

5.Double? 类型+? 这个暂时不说明

//查询QueryByAttribute query = new QueryByAttribute("new_exp_undertaker");query.ColumnSet = new ColumnSet("new_ratio_undertaker");query.AddAttributeValue("new_pe_undertaker", new_promotion_peid);EntityCollection accEntityColls = service.RetrieveMultiple(query);if (accEntityColls.Entities.Count == 0) return;foreach (Entity accEntity in accEntityColls.Entities){    Double? new_ratio_undertaker = accEntity.Contains("new_ratio_undertaker")    ? accEntity["new_ratio_undertaker"] as Double? : new Double?(0);    //更新    UpdateNew_deficit(service, new_ratio_undertaker, new_writeoff, accEntity.Id);}取值:(decimal)((new_ratio_undertaker.Value)

6. 如果一个实体上其他字段汇总到另外字段上,比如字段a,b,c,d 需要d = a+b*c,当进行这样子操作的时候,只有Create和Update,而且都为Pre_validation操作,能放到

Pre_validation(10)处理,尽量放到Pre_validation处理,因为这样子性能比较好,至于具体原因可以看SDK。

还有一般做check,或者导入数据根据一个lookup字段的带出值,赋给另外一个字段,也可以放在这里处理。CRM4的话是context.Stage == 10,Pre前期处理。这里暂不说明。

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Entity targetEntity = context.InputParameters["Target"] as Entity;//消息名称string messageName = context.MessageName;decimal sumNew_budgetbalance = 0;switch (messageName){    case "Create":            sumNew_budgetbalance = DoCreateSumNew_budgetbalance(targetEntity);            break;    case "Update":            sumNew_budgetbalance = DoUpdateSumNew_budgetbalance(targetEntity, preImageEntity);            break;}targetEntity["new_budgetbalance"] = new Money(sumNew_budgetbalance);context.InputParameters["Target"] = targetEntity;//把提交的值放到Target中,当保存之后,就会把这些值保存到数据库中。}2.RegisterFile.crmregister: <Plugin Description="Plug-in to New_bugetUpdatenew_CalcuBudgetbalance" FriendlyName="New_bugetUpdatenew_CalcuBudgetbalance" Name="Frensworkz.LibyCrm.Plugins.New_bugetUpdatenew_CalcuBudgetbalance" Id="b5985a39-e284-e311-ad3b-00155d386b48" TypeName="Frensworkz.LibyCrm.Plugins.New_bugetUpdatenew_CalcuBudgetbalance">          <Steps>            <clear />            <Step CustomConfiguration="" Name="New_bugetUpdatenew_CalcuBudgetbalance" Description="New_bugetUpdatenew_CalcuBudgetbalance Create" Id="b6985a39-e284-e311-ad3b-00155d386b48" MessageName="Create" Mode="Synchronous" PrimaryEntityName="new_buget" Rank="1" SecureConfiguration="" Stage="PreOutsideTransaction" SupportedDeployment="ServerOnly">              <Images />            </Step>            <Step CustomConfiguration="" Name="New_bugetUpdatenew_CalcuBudgetbalance" Description="New_bugetUpdatenew_CalcuBudgetbalance Update" Id="b9985a39-e284-e311-ad3b-00155d386b48" MessageName="Update" Mode="Synchronous" PrimaryEntityName="new_buget" Rank="1" SecureConfiguration="" Stage="PreOutsideTransaction" SupportedDeployment="ServerOnly">              <Images>                <Image Attributes="new_quotabudget,new_ratio,new_saletarget,new_standardbuget,new_programholdbudget,new_noprogramhold,new_sales_app,new_pe_ch_money,new_po_ch_money,new_sales_release,new_adjust_fee,new_send_in,new_adjust_reduce" EntityAlias="PreImage" Id="bc985a39-e284-e311-ad3b-00155d386b48" MessagePropertyName="Target" ImageType="PreImage" />              </Images>            </Step>          </Steps>        </Plugin>
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大家肯定会问,为什么会这样子写Plugin,这里暂不说明。

7.将明细中的金额汇总到主表上的一个字段时,很多人都没有考虑到SetStateDynamicEntity这个步骤。  

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base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(40, "Create", "new_po", new Action<LocalPluginContext>(ExecuteNew_po_New_po_status_SumNew_tt_budget)));            base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(40, "Update", "new_po", new Action<LocalPluginContext>(ExecuteNew_po_New_po_status_SumNew_tt_budget)));            base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(40, "Delete", "new_po", new Action<LocalPluginContext>(ExecuteNew_po_New_po_status_SumNew_tt_budget)));            base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(40, "SetStateDynamicEntity", "new_po", new Action<LocalPluginContext>(ExecuteNew_po_New_po_status_SumNew_tt_budget)));protected void ExecuteNew_po_New_po_status_SumNew_tt_budget(LocalPluginContext localContext){if (localContext == null){    throw new ArgumentNullException("localContext");}IPluginExecutionContext context = localContext.PluginExecutionContext;IOrganizationService service = localContext.OrganizationServiceAll;Entity dataEntity = null;switch (context.MessageName){    case "Create":        dataEntity = context.InputParameters["Target"] as Entity;        break;    case "Update":    case "SetStateDynamicEntity":        dataEntity = context.PostEntityImages[this.postImageAlias] as Entity;        break;    case "Delete":        dataEntity = context.PreEntityImages[this.preImageAlias] as Entity;        break;} New_po_New_po_status_SumNew_tt_budgetAction(service, dataEntity);}
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8.从DataRow中取值的时候,需要判断row["new_sort"].ToString()不能为空。

foreach (DataRow row in ds.Tables[0].Rows){  if (!string.IsNullOrEmpty(row["new_sort"].ToString()))  {     new_sort = new Guid(row["new_sort"].ToString());  }}

9.新建(Create)的时候,需要判断preImageEntity != null。

private readonly string preImageAlias = "image";Entity preImageEntity = (context.PreEntityImages != null && context.PreEntityImages.Contains(this.preImageAlias)) ? context.PreEntityImages[this.preImageAlias] : null;if(messageName =="Create"){ if(preImageEntity != null) {   if(preImageEntity.Contains("new_promotion_pe"))   {     new_promotion_peId = (preImageEntity["new_promotion_pe"] as EntityReference).Id;   } }}

CRM 2011 Plugin 知识点小总结 plugin初学者必备知识