RollupRequest Class
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Contains the data that is needed to retrieve all the entity records that are related to the specified record.
For the Web API use the Rollup Function.
Web API support for this message was added with December 2016 update for Microsoft Dynamics 365 (online) and December 2016 Service Pack for Microsoft Dynamics 365 (on-premises) .
Namespace: Microsoft.Crm.Sdk.Messages
Assembly: Microsoft.Crm.Sdk.Proxy (in Microsoft.Crm.Sdk.Proxy.dll)
Inheritance Hierarchy
System.Object
Microsoft.Xrm.Sdk.OrganizationRequest
Microsoft.Crm.Sdk.Messages.RollupRequest
Syntax
[DataContractAttribute(Namespace = "https://schemas.microsoft.com/crm/2011/Contracts")]
public sealed class RollupRequest : OrganizationRequest
<DataContractAttribute(Namespace := "https://schemas.microsoft.com/crm/2011/Contracts")>
Public NotInheritable Class RollupRequest
Inherits OrganizationRequest
Constructors
Name | Description | |
---|---|---|
RollupRequest() | Initializes a new instance of the RollupRequest class. |
Properties
Name | Description | |
---|---|---|
ExtensionData | Gets or sets the structure that contains extra data. Optional.(Inherited from OrganizationRequest.) |
|
Item[String] | Gets or sets the indexer for the Parameters collection.(Inherited from OrganizationRequest.) |
|
Parameters | Gets or sets the collection of parameters for the request. Required, but is supplied by derived classes.(Inherited from OrganizationRequest.) |
|
Query | Gets or sets the query criteria for the rollup operation. Required. |
|
RequestId | Gets or sets the ID of an asynchronous operation (system job). Optional. (Inherited from OrganizationRequest.) |
|
RequestName | Gets or sets the name of the request. Required, but is supplied by derived classes.(Inherited from OrganizationRequest.) |
|
RollupType | Gets or sets the rollup type. Required. |
|
Target | Gets or sets the target record for the rollup operation. Required. |
Methods
Name | Description | |
---|---|---|
Equals(Object) | (Inherited from Object.) |
|
GetHashCode() | (Inherited from Object.) |
|
GetType() | (Inherited from Object.) |
|
ToString() | (Inherited from Object.) |
Remarks
A rollup operation retrieves all annotations that are related to a specified account. An annotation is a note that is attached to one or more objects, including other notes.
Message Availability
This message works regardless whether the caller is connected to the server or offline.
Usage
Pass an instance of this class to the Execute method, which returns an instance of the RollupResponse class.
Privileges and Access Rights
To perform this action, the caller must have privileges on the specified entities in the TargetQuery properties. The caller must also have access rights on the specified record in the Target property and read access rights on the records that are returned from the query. For a complete list of the required privileges, see Rollup message privileges.
Notes for Callers
The target entities include: account, contact, and opportunity. The rollup type (RollupType) for the supported entities depends on the target entity type.
Supported Entities
The following table shows the default entities that support this message. For the listed entities of this message, the Availability column shows Server if the caller must be connected to the server and shows Both if the caller can be either connected to, or disconnected from, the server.
Entity |
Availability |
---|---|
activitypointer |
Both |
annotation |
Both |
contract |
Both |
incident |
Both |
invoice |
Both |
opportunity |
Both |
quote |
Both |
salesorder |
Both |
Rollup Types
The following table lists the available rollup types for each supported entity depending on the target of the rollup operation.
Supported entity |
Target entity |
Rollup type |
---|---|---|
activitypointer |
account or contact |
Related, Extended |
activitypointer |
opportunity |
None |
annotation |
account or contact |
Related, Extended, None |
annotation |
opportunity |
Related, Extended, None |
contract |
account or contact |
Related, Extended |
incident |
account or contact |
Related |
invoice |
account or contact |
Related, Extended |
opportunity |
account or contact |
Related, Extended |
quote |
account or contact |
Related, Extended |
salesorder |
account or contact |
Related, Extended |
Examples
The following example shows how to use this message. For this sample to work correctly, you must be connected to the server to get an IOrganizationService interface. For the complete sample, see the link later in this topic.
// Create RollupRequest
RollupRequest rollupRequest = new RollupRequest();
rollupRequest.Query = query;
rollupRequest.Target = new EntityReference("account", _accountId);
rollupRequest.RollupType = RollupType.Extended;
Console.WriteLine("Created RollupRequest.");
#endregion Create RollupRequest
#region Execute RollupRequest
// Execute RollupRequest
RollupResponse rollupResponse = (RollupResponse)_serviceProxy.Execute(rollupRequest);
Console.WriteLine("Executed RollupRequest.");
Thread Safety
Any public static ( Shared in Visual Basic) members of this type are thread safe. Any instance members are not guaranteed to be thread safe.
See Also
RollupResponse
Microsoft.Crm.Sdk.Messages Namespace
Rollup message privileges
Sample: Rollup records related to a specific record
How role-based security can be used to control access to entities in Microsoft Dynamics 365
How record-based security can be used to control access to records in Microsoft Dynamics 365
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