CRM Organization Request - SetWordTemplate
I am having the problem where if I run similar code to what is below in a C# console application, I have no problems. The document gets saved as a note to Notes inside the quote as desired.
The problem comes when I try to run the code (below) in a plug-in. When ran I get the following error. "The request SetWordTemplate cannot be invoked from the Sandbox".
I am placing the file as an attachment into an email so ideally this would be all inside a plug-in without calling out and running a workflow separately.
My question would be do I need to convert the entire process to a workflow step or is this possible from inside a plug-in? For context I altered the code at one point and threw an error with the Guids of both the target Quote entity and the documenttemplate entity.
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity quoteEntity = (Entity)context.InputParameters["Target"];
if (quoteEntity.LogicalName == "quote" &&
quoteEntity.GetAttributeValue<Boolean>("pinnacle_emailquote") == true)
{
/***********************************************Template Run Attach to Quote Note Section***********************************************/
var templateEntity = new Entity();
var templateQuery = new QueryExpression
{
EntityName = "documenttemplate",
ColumnSet = new ColumnSet(true)
};
templateQuery.Criteria.AddCondition("name", ConditionOperator.Equal, "New POP Quote Template");
DataCollection<Entity> templateResponse =
localContext.OrganizationService.RetrieveMultiple(templateQuery).Entities;
//go through each quote entity (should only be one) and pick out pricelevelid to get its name in string form
foreach (var entity in templateResponse)
{
templateEntity = entity;
}
OrganizationRequest req = new OrganizationRequest("SetWordTemplate");
req["Target"] = new EntityReference("email", quoteEntity.Id);
req["SelectedTemplate"] = new EntityReference("documenttemplate", templateEntity.Id);
try
{
localContext.OrganizationService.Execute(req);
}
catch (FaultException<OrganizationServiceFault> ex)
{
string message = "An error occurred while creating template document";
throw new InvalidPluginExecutionException(
message + " .... " + ex.Message + "..." + ex.InnerException);
}
dynamics-crm crm dynamics-crm-online
add a comment |
I am having the problem where if I run similar code to what is below in a C# console application, I have no problems. The document gets saved as a note to Notes inside the quote as desired.
The problem comes when I try to run the code (below) in a plug-in. When ran I get the following error. "The request SetWordTemplate cannot be invoked from the Sandbox".
I am placing the file as an attachment into an email so ideally this would be all inside a plug-in without calling out and running a workflow separately.
My question would be do I need to convert the entire process to a workflow step or is this possible from inside a plug-in? For context I altered the code at one point and threw an error with the Guids of both the target Quote entity and the documenttemplate entity.
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity quoteEntity = (Entity)context.InputParameters["Target"];
if (quoteEntity.LogicalName == "quote" &&
quoteEntity.GetAttributeValue<Boolean>("pinnacle_emailquote") == true)
{
/***********************************************Template Run Attach to Quote Note Section***********************************************/
var templateEntity = new Entity();
var templateQuery = new QueryExpression
{
EntityName = "documenttemplate",
ColumnSet = new ColumnSet(true)
};
templateQuery.Criteria.AddCondition("name", ConditionOperator.Equal, "New POP Quote Template");
DataCollection<Entity> templateResponse =
localContext.OrganizationService.RetrieveMultiple(templateQuery).Entities;
//go through each quote entity (should only be one) and pick out pricelevelid to get its name in string form
foreach (var entity in templateResponse)
{
templateEntity = entity;
}
OrganizationRequest req = new OrganizationRequest("SetWordTemplate");
req["Target"] = new EntityReference("email", quoteEntity.Id);
req["SelectedTemplate"] = new EntityReference("documenttemplate", templateEntity.Id);
try
{
localContext.OrganizationService.Execute(req);
}
catch (FaultException<OrganizationServiceFault> ex)
{
string message = "An error occurred while creating template document";
throw new InvalidPluginExecutionException(
message + " .... " + ex.Message + "..." + ex.InnerException);
}
dynamics-crm crm dynamics-crm-online
add a comment |
I am having the problem where if I run similar code to what is below in a C# console application, I have no problems. The document gets saved as a note to Notes inside the quote as desired.
The problem comes when I try to run the code (below) in a plug-in. When ran I get the following error. "The request SetWordTemplate cannot be invoked from the Sandbox".
I am placing the file as an attachment into an email so ideally this would be all inside a plug-in without calling out and running a workflow separately.
My question would be do I need to convert the entire process to a workflow step or is this possible from inside a plug-in? For context I altered the code at one point and threw an error with the Guids of both the target Quote entity and the documenttemplate entity.
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity quoteEntity = (Entity)context.InputParameters["Target"];
if (quoteEntity.LogicalName == "quote" &&
quoteEntity.GetAttributeValue<Boolean>("pinnacle_emailquote") == true)
{
/***********************************************Template Run Attach to Quote Note Section***********************************************/
var templateEntity = new Entity();
var templateQuery = new QueryExpression
{
EntityName = "documenttemplate",
ColumnSet = new ColumnSet(true)
};
templateQuery.Criteria.AddCondition("name", ConditionOperator.Equal, "New POP Quote Template");
DataCollection<Entity> templateResponse =
localContext.OrganizationService.RetrieveMultiple(templateQuery).Entities;
//go through each quote entity (should only be one) and pick out pricelevelid to get its name in string form
foreach (var entity in templateResponse)
{
templateEntity = entity;
}
OrganizationRequest req = new OrganizationRequest("SetWordTemplate");
req["Target"] = new EntityReference("email", quoteEntity.Id);
req["SelectedTemplate"] = new EntityReference("documenttemplate", templateEntity.Id);
try
{
localContext.OrganizationService.Execute(req);
}
catch (FaultException<OrganizationServiceFault> ex)
{
string message = "An error occurred while creating template document";
throw new InvalidPluginExecutionException(
message + " .... " + ex.Message + "..." + ex.InnerException);
}
dynamics-crm crm dynamics-crm-online
I am having the problem where if I run similar code to what is below in a C# console application, I have no problems. The document gets saved as a note to Notes inside the quote as desired.
The problem comes when I try to run the code (below) in a plug-in. When ran I get the following error. "The request SetWordTemplate cannot be invoked from the Sandbox".
I am placing the file as an attachment into an email so ideally this would be all inside a plug-in without calling out and running a workflow separately.
My question would be do I need to convert the entire process to a workflow step or is this possible from inside a plug-in? For context I altered the code at one point and threw an error with the Guids of both the target Quote entity and the documenttemplate entity.
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity quoteEntity = (Entity)context.InputParameters["Target"];
if (quoteEntity.LogicalName == "quote" &&
quoteEntity.GetAttributeValue<Boolean>("pinnacle_emailquote") == true)
{
/***********************************************Template Run Attach to Quote Note Section***********************************************/
var templateEntity = new Entity();
var templateQuery = new QueryExpression
{
EntityName = "documenttemplate",
ColumnSet = new ColumnSet(true)
};
templateQuery.Criteria.AddCondition("name", ConditionOperator.Equal, "New POP Quote Template");
DataCollection<Entity> templateResponse =
localContext.OrganizationService.RetrieveMultiple(templateQuery).Entities;
//go through each quote entity (should only be one) and pick out pricelevelid to get its name in string form
foreach (var entity in templateResponse)
{
templateEntity = entity;
}
OrganizationRequest req = new OrganizationRequest("SetWordTemplate");
req["Target"] = new EntityReference("email", quoteEntity.Id);
req["SelectedTemplate"] = new EntityReference("documenttemplate", templateEntity.Id);
try
{
localContext.OrganizationService.Execute(req);
}
catch (FaultException<OrganizationServiceFault> ex)
{
string message = "An error occurred while creating template document";
throw new InvalidPluginExecutionException(
message + " .... " + ex.Message + "..." + ex.InnerException);
}
dynamics-crm crm dynamics-crm-online
dynamics-crm crm dynamics-crm-online
asked Nov 19 at 21:33
LINQtothepast
157
157
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