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CRMActivity.RetrieveByPrincipal Method

The RetrieveByPrincipal method retrieves a set of activities for a specific principal. If the principal is a user, the method returns all activities owned by the user and all activities for which the user is responsible. If the principal is a team, this method returns all activities the team owns.

Syntax

[Visual Basic .NET]
Public Function RetrieveByPrincipal(
  ByVal Caller As CUserAuth,
  ByVal Principal As CSecurityPrincipal,
  ByVal StartDate As String,
  ByVal EndDate As String,
  ByVal ActivityTypeCode As ObjectType(),
  ByVal ActivityStateCode As ACTIVITY_STATE(),
  ByVal ColumnSetXml As String
) As String

[C#]
public string RetrieveByPrincipal(
  CUserAuth  Caller,
  CSecurityPrincipal  Principal,
  string  StartDate,
  string  EndDate,
  ObjectType[]  ActivityTypeCode,
  ACTIVITY_STATE[]  ActivityStateCode,
  string  ColumnSetXml
);

[C++]
public: String* RetrieveByPrincipal(
  CUserAuth*  Caller,
  CSecurityPrincipal*  Principal,
  String*  StartDate,
  String*  EndDate,
  ObjectType  ActivityTypeCode __gc[],
  ACTIVITY_STATE  ActivityStateCode __gc[],
  String*  ColumnSetXml
);

Parameters

Caller

Specifies the identity of the caller. To perform this action, the caller must have the prvReadActivity privilege and access rightson the objects being retrieved. See CUserAuth.

Principal

Specifies the principal whose activities you want to retrieve. See CSecurityPrincipal.

StartDate

Specifies the start date. Use this to retrieve activities that happen after this date. See Remarks.

EndDate

Specifies the end date. Use this to retrieve activities that happen before this date. See Remarks.

ActivityTypeCode

Retrieves the types of activities specified in this array. See ObjectType.

ActivityStateCode

Retrieves activities in the states specified in this array. See ACTIVITY_STATE.

ColumnSetXml

Specifies an XML string describing the set of columns to be retrieved. Passing an empty string or null returns all columns (Nothing or "" in VB .NET). You can find the valid column names in activity.xsd. See also ColumnSetXML Schema.

Return Value

Returns a String type that specifies the XML data containing the requested activities. The fields that are returned depend on what fields are specified in the ColumnSetXml parameter. This XML string is in the format

<activities> + activity1..N + </activities>

where the XML schema for each activity is described by activity.xsd.

Remarks

The date format used by Microsoft CRM is a universal sortable date and time format. For example, one possible date format is "yyyy-MM-dd HH:mm:ss".

Unlike the Retrieve method, the XML string returned from this method may contain multiple objects. If no objects are returned the method simply returns an XML document for the object type with no data.

The XML string returned from this method does not contain elements for fields where the value is null or contains empty strings. This improves performance by not sending more XML data than is necessary from the server to the client.

If there is an error, SOAP throws an exception and the error message is reported in System.Web.Services.Protocols.SoapException.Detail.OuterXml.

All IDs passed to the platform are GUIDs wrapped in braces. For example: {6522D89A-A752-4455-A2B0-51494C6957C3}

Example

[C#]
// strServer should be set with the name of the platform Web server
string strServer = "myservername";

// virtualDirectory should be set with the name of the Microsoft CRM
// virtual directory on the platform Web server
string virtualDirectory = "mscrmservices";
string strDir = "https://" + strServer + "/" + virtualDirectory + "/";

// BizUser proxy object
Microsoft.Crm.Platform.Proxy.BizUser bizUser = new Microsoft.Crm.Platform.Proxy.BizUser ();
bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";

// CRMActivity proxy object
Microsoft.Crm.Platform.Proxy.CRMActivity activity = new Microsoft.Crm.Platform.Proxy.CRMActivity ();
activity.Credentials = System.Net.CredentialCache.DefaultCredentials;
activity.Url = strDir + "CRMActivity.srf";

string strErrorMsg;
try
{
   Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI();

   // Set up the columns that you want to retrieve
   string strColumnSetXml = "<columnset>";
   strColumnSetXml += "<column>objectname</column>";
   strColumnSetXml += "<column>activitytypecode</column>";
   strColumnSetXml += "<column>objectid</column>";
   strColumnSetXml += "<column>objecttypecode</column>";
   strColumnSetXml += "<column>directioncode</column>";
   strColumnSetXml += "<column>subject</column>";
   strColumnSetXml += "<column>subject</column>";
   strColumnSetXml += "</columnset>";

   // Create a new security principal
   Microsoft.Crm.Platform.Proxy.CSecurityPrincipal securityPrincipal = new Microsoft.Crm.Platform.Proxy.CSecurityPrincipal();
   securityPrincipal.Id = userAuth.UserId;
   securityPrincipal.Type = Microsoft.Crm.Platform.Proxy.SecurityPrincipalType.sptUser;

   Microsoft.Crm.Platform.Proxy.ObjectType[] activityTypes = new Microsoft.Crm.Platform.Proxy.ObjectType[2];
   activityTypes[0] = Microsoft.Crm.Platform.Proxy.ObjectType.otLetterActivity;
   activityTypes[1] = Microsoft.Crm.Platform.Proxy.ObjectType.otActivity;

   Microsoft.Crm.Platform.Proxy.ACTIVITY_STATE[] activityStates = new Microsoft.Crm.Platform.Proxy.ACTIVITY_STATE[12];
   activityStates[0] = Microsoft.Crm.Platform.Proxy.ACTIVITY_STATE.ACTS_OPEN;

   // Retrieve all the activities for the specified security principal
   string strActivityXml = activity.RetrieveByPrincipal(userAuth, securityPrincipal, "", "", activityTypes, activityStates, strColumnSetXml);
}
catch (System.Web.Services.Protocols.SoapException err)
{
   // Process the platform error here
   strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source );
}
catch (Exception err)
{
   // Process other errors here
   strErrorMsg = ("ErrorMessage: " + err.Message );
}

Requirements

Namespace: Microsoft.Crm.Platform.Proxy

Assembly: Microsoft.Crm.Platform.Proxy.dll

See Also

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