Dynamic CRM 2013学习笔记（十四）复制/克隆记录

标签：crm 2013   crm   

经常有这样的需求，一个单据上有太多要填写的内容，有时还关联多个子单据，客户不想一个一个地填写，他们想从已有的单据上复制数据，克隆成一条新的记录。本文将介绍如何克隆一条记录，包括它的子单据以生成一条新的记录。

主要用到Microsoft.Xrm.Client.EntityExtensions.Clone方法来克隆数据，以及用OrganizationServiceContext来动态复制子单据的数据。

首先在界面上新加一个Clone的按钮，加一个new_clone的字段；点击按钮时，把new_clone字段设为clone以触发插件，插件里完成数据的复制工作，并再次把new_clone字段设成新数据的id，new_clone的onchange事件会调用Xrm.Utility.openEntityForm("new_marketing_plan", cloneValue);来打开新的数据。

下面看下实现方法：

1. 界面上js：

  1: //clone field change event
  2: function openNewEntity() {
  3:     var clone = Xrm.Page.getAttribute("new_clone");
  4:     var cloneValue = clone.getValue();
  5:     if (cloneValue != "clone" && cloneValue != "") {
  6:         clone.setSubmitMode("always");
  7:         clone.setValue("");
  8:         Xrm.Page.data.entity.save();
  9:         Xrm.Utility.openEntityForm("new_marketing_plan", cloneValue);
 10:     }
 11: }
 12: 
 13: //clone button click event
 14: function clone() {
 15:     var clone = Xrm.Page.getAttribute("new_clone");
 16:     clone.setSubmitMode("always");
 17:     clone.setValue("clone");
 18:     Xrm.Page.data.entity.save();
 19: }

2. 主单据复制：

  1: new_marketing_plan newMP = (new_marketing_plan)Microsoft.Xrm.Client.EntityExtensions.Clone(curEnt, true);
  2: new_marketing_plan mp = new new_marketing_plan() { Id = newMP.Id };
  3: 
  4: Guid newMPid = Guid.NewGuid();
  5: newMP.Attributes.Remove("new_marketing_planid");
  6: newMP.Attributes.Remove("new_name");
  7: newMP.new_approval_status = new OptionSetValue(1);
  8: newMP.new_clone = "";
  9: newMP.EntityState = null;
 10: newMP.Id = newMPid;
 11: adminService.Create(newMP);

3. 子表复制：

我这里有9个子表，所以抽出了一个方法以方便使用， 以后要是子单据有变化，只用改下这里的entNames就行了。

  1: string entNames = "new_print_plan,new_radio_plan,new_bill_board,new_tv_plan,new_btl_posm,new_btl_poe_fixed,new_promotion_girls,new_promotion_events,new_digital_plan";
  2: foreach (string entName in entNames.Split(‘,‘))
  3: {
  4: CloneRelatedEntities(adminService, newMPid, entName, "new_marketing_planid", mp);
  5: }
  6: 
  7: curEnt["new_clone"] = newMPid.ToString();
  8: adminService.Update(curEnt);

  1: private void CloneRelatedEntities(IOrganizationService adminService, Guid newEntityId, string subEntityName, string filterName, Entity parentEntity)
  2: {
  3:     try
  4:     {
  5:         using (OrganizationServiceContext svcContext = new OrganizationServiceContext(adminService))
  6:         {
  7:             var ents = svcContext.CreateQuery(subEntityName).Where(e => e[filterName] == parentEntity[filterName]).ToList();
  8:             foreach (var ent in ents)
  9:             {
 10:                 var newEnt = Microsoft.Xrm.Client.EntityExtensions.Clone(ent);
 11:                 newEnt.Attributes[filterName] = new EntityReference(subEntityName, newEntityId);
 12:                 newEnt.Id = Guid.NewGuid();
 13:                 newEnt.EntityState = null;
 14:                 adminService.Create(newEnt);
 15:             }
 16:         }
 17:     }
 18:     catch (Exception ex)
 19:     {
 20:         throw new InvalidPluginExecutionException(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
 21:     }
 22: }

4. 注意事项

• 当我完成Unit Test，注册完插件后，报了下面的错：

Could not load file or assembly ‘Microsoft.Xrm.Client, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35‘ or one of its dependencies. The system cannot find the file specified

原来这个Client dll在服务器上是没有的，需要我们手动copy上去。从我们本机的“SDK\Bin”里copy到服务器上的“program files\Microsoft Dynamics CRM\CRMWeb\bin”下即可。

• 再点击Clone按钮，又报了一个错：

This workflow job was canceled because the workflow that started it included an infinite loop. Correct the workflow logic and try again. For information about workflow logic, see Help

原来出现死循环了，解决方法很简单，在插件的开始处加上下面代码就行了：

            if (context.Depth > 1)
            {
                return;
            }

Dynamic CRM 2013学习笔记 系列汇总

Dynamic CRM 2013学习笔记（十四）复制/克隆记录

标签：crm 2013   crm   

原文地址：http://blog.csdn.net/hufengwen/article/details/42340099