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Sample: Retrieve valid status transitions

This sample shows how to retrieve valid state transitions regardless of whether custom state transitions have been defined for the table.

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you do not specify a connection string in dataverse/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the dataverse/App.config file.

What this sample does

The GetValidStatusOptions method is intended to be used in a scenario where it contains data that returns valid status option transitions regardless of whether state transitions are enabled for the table.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The MetadataFilterExpression method checks for table definitions.

Demonstrate

  1. The MetadataFilterExpression method retrieves the status options for the Incident table.
  2. The RetrieveMetadataChangeRequest method retrieves the metadata.
  3. The GetValidStatusOptions method gets the valid status transitions for each status option.

Clean up

This sample creates no records. No clean up is required.