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Tilpas globale grupperede indstillinger

 

Udgivet: januar 2017

Gælder for: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Du bruger typisk globale grupperede indstillinger til at angive felter, så forskellige felter kan dele det samme sæt indstillinger, som vedligeholdes på ét sted. Du kan genbruge globale grupperede indstillinger. De bruges også i anmodningsparametre på en måde, der ligner en optælling.

Når du definerer en værdi vha. OptionMetadata, anbefales det, at du lader systemet tildele en værdi. Det gør du ved at overføre en null-værdi, når du opretter den nye OptionMetadata-forekomst. Når du definerer en indstilling, indeholder den et præfiks for indstillingsværdien, der er specifik for indholdet i den udgiver, der er angivet for den løsning, som den grupperede indstilling er oprettet i. Dette præfiks hjælper med at reducere risikoen for oprettelse af duplikerede grupperede indstillinger for en administreret løsning, og i de grupperede indstillinger, der er defineret i organisationer, hvor den administrerede løsning er installeret. Du kan finde flere oplysninger under Flet indstillinger i grupperede indstillinger.

Dette emne indeholder

Hent en global grupperet indstilling

Oprettelse af en global grupperet indstilling

Opret en valgliste, der bruger en global grupperet indstilling

Opdater af en global grupperet indstilling

Hent alle globale grupperede indstillinger

Slet en global grupperet indstilling

Hent en global grupperet indstilling

Følgende eksempel viser, hvordan du henter en global grupperet indstilling vha. meddelelsen RetrieveOptionSetRequest:


// Use the RetrieveOptionSetRequest message to retrieve  
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
    new RetrieveOptionSetRequest
    {
        Name = _globalOptionSetName
    };

// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
    (RetrieveOptionSetResponse)_serviceProxy.Execute(
    retrieveOptionSetRequest);

Console.WriteLine("Retrieved {0}.",
    retrieveOptionSetRequest.Name);

// Access the retrieved OptionSetMetadata.
OptionSetMetadata retrievedOptionSetMetadata =
    (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;

// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
    retrievedOptionSetMetadata.Options.ToArray();

' Use the RetrieveOptionSetRequest message to retrieve  
' a global option set by it's name.
Dim retrieveOptionSetRequest As RetrieveOptionSetRequest = New RetrieveOptionSetRequest With {
 .Name = _globalOptionSetName
}

' Execute the request.
Dim retrieveOptionSetResponse As RetrieveOptionSetResponse =
 CType(_serviceProxy.Execute(retrieveOptionSetRequest), RetrieveOptionSetResponse)

Console.WriteLine("Retrieved {0}.", retrieveOptionSetRequest.Name)

' Access the retrieved OptionSetMetadata.
Dim retrievedOptionSetMetadata As OptionSetMetadata =
 CType(retrieveOptionSetResponse.OptionSetMetadata, OptionSetMetadata)

' Get the current options list for the retrieved attribute.
Dim optionList() As OptionMetadata = retrievedOptionSetMetadata.Options.ToArray()

Oprettelse af en global grupperet indstilling

Brug meddelelsen CreateOptionSetRequest for at oprette en ny global grupperet indstilling. Angiv egenskaben IsGlobal til true for at angive, at den grupperede indstilling er global. Følgende kodeeksempel opretter en global grupperet indstilling, der hedder "Eksempel på grupperet indstilling":


#region How to create global option set
// Define the request object and pass to the service.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
    // Create a global option set (OptionSetMetadata).
    OptionSet = new OptionSetMetadata
    {
        Name = _globalOptionSetName,
        DisplayName = new Label("Example Option Set", _languageCode),
        IsGlobal = true,
        OptionSetType = OptionSetType.Picklist,
        Options = 
    {
        new OptionMetadata(new Label("Open", _languageCode), null),
        new OptionMetadata(new Label("Suspended", _languageCode), null),
        new OptionMetadata(new Label("Cancelled", _languageCode), null),
        new OptionMetadata(new Label("Closed", _languageCode), null)
    }
    }
};

// Execute the request.
CreateOptionSetResponse optionsResp =
    (CreateOptionSetResponse)_serviceProxy.Execute(createOptionSetRequest);

'                    #Region "How to create global option set"
' Define the request object and pass to the service.
Dim createOptionSetRequest As CreateOptionSetRequest = New CreateOptionSetRequest()
Dim createOptionSetOptionSet As OptionSetMetadata = New OptionSetMetadata() With {
 .Name = _globalOptionSetName,
 .DisplayName = New Label("Example Option Set", _languageCode),
 .IsGlobal = True,
 .OptionSetType = OptionSetType.Picklist
}
createOptionSetOptionSet.Options.AddRange(
 {
  New OptionMetadata(New Label("Open", _languageCode), Nothing),
  New OptionMetadata(New Label("Suspended", _languageCode), Nothing),
  New OptionMetadata(New Label("Cancelled", _languageCode), Nothing),
  New OptionMetadata(New Label("Closed", _languageCode), Nothing)
 }
)

createOptionSetRequest.OptionSet = createOptionSetOptionSet
' Create a global option set (OptionSetMetadata).

' Execute the request.
Dim optionsResp As CreateOptionSetResponse =
 CType(_serviceProxy.Execute(createOptionSetRequest), CreateOptionSetResponse)

Opret en valgliste, der bruger en global grupperet indstilling

Følgende eksempel viser, hvordan du opretter en valglisteattribut, der bruger en global grupperet indstilling vha. CreateAttributeRequest:


// Create a Picklist linked to the option set.
// Specify which entity will own the picklist, and create it.
CreateAttributeRequest createRequest = new CreateAttributeRequest
{
    EntityName = Contact.EntityLogicalName,
    Attribute = new PicklistAttributeMetadata
    {
        SchemaName = "sample_examplepicklist",
        LogicalName = "sample_examplepicklist",
        DisplayName = new Label("Example Picklist", _languageCode),
        RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),

        // In order to relate the picklist to the global option set, be sure
        // to specify the two attributes below appropriately.
        // Failing to do so will lead to errors.
        OptionSet = new OptionSetMetadata
        {
            IsGlobal = true,
            Name = _globalOptionSetName
        }
    }
};

_serviceProxy.Execute(createRequest);

' Create a Picklist linked to the option set.
' Specify which entity will own the picklist, and create it.
Dim createRequest As CreateAttributeRequest = New CreateAttributeRequest With {
 .EntityName = Contact.EntityLogicalName,
 .Attribute = New PicklistAttributeMetadata With {
  .SchemaName = "sample_examplepicklist", .LogicalName = "sample_examplepicklist",
  .DisplayName = New Label("Example Picklist", _languageCode),
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .OptionSet = New OptionSetMetadata With {
   .IsGlobal = True,
   .Name = _globalOptionSetName
  }
 }
}
' In order to relate the picklist to the global option set, be sure
' to specify the two attributes below appropriately.
' Failing to do so will lead to errors.

_serviceProxy.Execute(createRequest)

Opdater af en global grupperet indstilling

Følgende eksempel viser, hvordan du opdaterer etiketten for en global grupperet indstilling vha. meddelelsen UpdateOptionSetRequest:


// Use UpdateOptionSetRequest to update the basic information of an option
// set. Updating option set values requires different messages (see below).
UpdateOptionSetRequest updateOptionSetRequest = new UpdateOptionSetRequest
{
    OptionSet = new OptionSetMetadata
    {
        DisplayName = new Label("Updated Option Set", _languageCode),
        Name = _globalOptionSetName,
        IsGlobal = true
    }
};

_serviceProxy.Execute(updateOptionSetRequest);

//Publish the OptionSet
PublishXmlRequest pxReq1 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq1);

' Use UpdateOptionSetRequest to update the basic information of an option
' set. Updating option set values requires different messages (see below).
Dim updateOptionSetRequest As UpdateOptionSetRequest = New UpdateOptionSetRequest With {
 .OptionSet = New OptionSetMetadata With {
  .DisplayName = New Label("Updated Option Set", _languageCode),
  .Name = _globalOptionSetName,
  .IsGlobal = True
 }
}

_serviceProxy.Execute(updateOptionSetRequest)

'Publish the OptionSet
Dim pxReq1 As PublishXmlRequest = New PublishXmlRequest With {
 .ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
}
_serviceProxy.Execute(pxReq1)

Sorteringsindstillinger

Følgende eksempel viser, hvordan du kan sortere indstillingerne i en global grupperet indstilling vha. meddelelsen OrderOptionRequest:


// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in  
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
    optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();

// For descending order use this:
// var updateOptionList =
//      optionList.OrderByDescending(
//      x => x.Label.LocalizedLabels[0].Label).ToList();

// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
    // Set the properties for the request.
    OptionSetName = _globalOptionSetName,
    // Set the changed order using Select linq function 
    // to get only values in an array from the changed option list.
    Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};

// Execute the request
_serviceProxy.Execute(orderOptionRequest);

//Publish the OptionSet
PublishXmlRequest pxReq4 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq4);

' Change the order of the original option's list.
' Use the OrderBy (OrderByDescending) linq function to sort options in  
' ascending (descending) order according to label text.
' For ascending order use this:
Dim updateOptionList = optionList.OrderBy(Function(x) x.Label.LocalizedLabels(0).Label).ToList()

' For descending order use this:
' var updateOptionList =
'      optionList.OrderByDescending(
'      x => x.Label.LocalizedLabels[0].Label).ToList();

' Create the request.
Dim orderOptionRequest As OrderOptionRequest =
 New OrderOptionRequest With {
  .OptionSetName = _globalOptionSetName,
  .Values = updateOptionList.Select(Function(x) x.Value.Value).ToArray()
 }
' Set the properties for the request.
' Set the changed order using Select linq function 
' to get only values in an array from the changed option list.

' Execute the request
_serviceProxy.Execute(orderOptionRequest)

'Publish the OptionSet
Dim pxReq4 As PublishXmlRequest =
 New PublishXmlRequest With {
  .ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>",
                                _globalOptionSetName)
 }
_serviceProxy.Execute(pxReq4)

Hent alle globale grupperede indstillinger

Følgende eksempel viser, hvordan du henter alle globale grupperede indstillinger vha. meddelelsen RetrieveAllOptionSetsRequest:


// Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
// Create the request.
RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
    new RetrieveAllOptionSetsRequest();

// Execute the request
RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
    (RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
    retrieveAllOptionSetsRequest);

// Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to 
// work with all retrieved option sets.
if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
{
    Console.WriteLine("All the global option sets retrieved as below:");
    int count = 1;
    foreach (OptionSetMetadataBase optionSetMetadata in
        retrieveAllOptionSetsResponse.OptionSetMetadata)
    {
        Console.WriteLine("{0} {1}", count++,
            (optionSetMetadata.DisplayName.LocalizedLabels.Count >0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
    }
}

' Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
' Create the request.
Dim retrieveAllOptionSetsRequest As New RetrieveAllOptionSetsRequest()

' Execute the request
Dim retrieveAllOptionSetsResponse As RetrieveAllOptionSetsResponse =
 CType(_serviceProxy.Execute(retrieveAllOptionSetsRequest), RetrieveAllOptionSetsResponse)

' Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to 
' work with all retrieved option sets.
If retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0 Then
 Console.WriteLine("All the global option sets retrieved as below:")
 Dim count As Integer = 1
 For Each optionSetMetadata As OptionSetMetadataBase In retrieveAllOptionSetsResponse.OptionSetMetadata
                       Console.WriteLine("{0} {1}",
                                         count,
                                         If(optionSetMetadata.DisplayName.LocalizedLabels.Count > 0,
                                            optionSetMetadata.DisplayName.LocalizedLabels(0).Label,
                                            String.Empty))
  count += 1
 Next optionSetMetadata
End If

Slet en global grupperet indstilling

Følgende eksempel viser, hvordan du kontrollerer, om en global grupperet indstilling, der bruges af en anden løsningskomponent vha. RetrieveDependentComponentsRequest, og derefter hvordan du kan slette den vha. DeleteOptionSetRequest:


// Create the request to see which components have a dependency on the
// global option set.
RetrieveDependentComponentsRequest dependencyRequest =
    new RetrieveDependentComponentsRequest
    {
        ObjectId = _optionSetId,
        ComponentType = (int)componenttype.OptionSet
    };

RetrieveDependentComponentsResponse dependencyResponse =
    (RetrieveDependentComponentsResponse)_serviceProxy.Execute(
    dependencyRequest);

// Here you would check the dependencyResponse.EntityCollection property
// and act as appropriate. However, we know there is exactly one 
// dependency so this example deals with it directly and deletes 
// the previously created attribute.
DeleteAttributeRequest deleteAttributeRequest =
    new DeleteAttributeRequest
{
    EntityLogicalName = Contact.EntityLogicalName,
    LogicalName = "sample_examplepicklist"
};

_serviceProxy.Execute(deleteAttributeRequest);

Console.WriteLine("Referring attribute deleted.");
#endregion How to delete attribute

#region How to delete global option set

// Finally, delete the global option set. Attempting this before deleting
// the picklist above will result in an exception being thrown.
DeleteOptionSetRequest deleteRequest = new DeleteOptionSetRequest
{
    Name = _globalOptionSetName
};

_serviceProxy.Execute(deleteRequest);

' Create the request to see which components have a dependency on the
' global option set.
Dim dependencyRequest As RetrieveDependentComponentsRequest =
 New RetrieveDependentComponentsRequest With {
  .ObjectId = _optionSetId,
  .ComponentType = componenttype.OptionSet
 }

Dim dependencyResponse As RetrieveDependentComponentsResponse =
 CType(_serviceProxy.Execute(dependencyRequest), RetrieveDependentComponentsResponse)

' Here you would check the dependencyResponse.EntityCollection property
' and act as appropriate. However, we know there is exactly one 
' dependency so this example deals with it directly and deletes 
' the previously created attribute.
Dim deleteAttributeRequest As DeleteAttributeRequest =
 New DeleteAttributeRequest With {
  .EntityLogicalName = Contact.EntityLogicalName,
  .LogicalName = "sample_examplepicklist"
 }

_serviceProxy.Execute(deleteAttributeRequest)

Console.WriteLine("Referring attribute deleted.")
'#End Region ' How to delete attribute

'#Region "How to delete global option set"

' Finally, delete the global option set. Attempting this before deleting
' the picklist above will result in an exception being thrown.
Dim deleteRequest As DeleteOptionSetRequest =
 New DeleteOptionSetRequest With {
  .Name = _globalOptionSetName
 }

_serviceProxy.Execute(deleteRequest)

Se også

Tilpasse Microsoft Dynamics 365-programmer
Bruge organisationstjenesten med Dynamics 365-metadata
Indsætte, opdatere, slette og ændre rækkefølgen af indstillinger i en global grupperet indstilling
Meddelelser for globale grupperede indstillinger
Grupperet indstilling for globale metadataværdier
Eksempel: Oprette en global grupperet indstilling
Eksempel: Arbejd med globale grupperede indstillinger
Eksempel: Lagre oplysninger om globale grupperede indstillinger i en fil

Microsoft Dynamics 365

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