CRM Organization Request - SetWordTemplate












0














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);
}









share|improve this question



























    0














    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);
    }









    share|improve this question

























      0












      0








      0







      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);
      }









      share|improve this question













      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);
      }






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      asked Nov 19 at 21:33









      LINQtothepast

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