Microsoft Dynamics CRM: Attach and Retrieve files and notes/annotations

---------------------------------ASPX------------------------------------

<%@ Page Language="C#" AutoEventWireup="true" CodeFile="CaseNotes.aspx.cs" Inherits="_Default" %>

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">

<html xmlns="http://www.w3.org/1999/xhtml">
<head runat="server">
   <title>Case History</title>

</head>
<body>
   <form id="form1" runat="server">
   <div>

   <table width="100%">
   <tr style="width:100%">
   <td style="width:90%">
   <asp:Label Text="Title" ID="lblTitle" Width="10%" runat="server" Font-Bold="true" Font-Names="Tahoma" Font-Size="Small"></asp:Label>
   </td>
   </tr>
   <tr style="width:100%">
   <td style="width:100%">
   <asp:TextBox ID="txtTitle" runat="server" TextMode="SingleLine"
   Width="90%" Font-Names="Tahoma" Font-Size="Small"></asp:TextBox>
   </td>
   </tr>
   <tr style="width:100%"><td >
   <asp:Label ID="Message" runat="server" Text="Comments" Font-Bold="true" Font-Names="Tahoma" Font-Size="Small" ></asp:Label>
   </td>
   </tr>
   <tr style="width:100%">
   <td style="width:100%">
   <asp:TextBox ID="txtNotes" runat="server" TextMode="MultiLine"
   Height="91px" Width="90%" Font-Names="Tahoma" Font-Size="Small"></asp:TextBox>
   </td>
   </tr>
   </table>
   <table width="90%">
   <tr style="width:100%">
   <td style="width:50%">
   <asp:Label ID="lblAttach" runat="server" Text="Attach a File " Font-Bold="true" Font-Names="Tahoma" Font-Size="Small"
   ></asp:Label>
   <asp:FileUpload ID="FileUpload1" runat="server" Font-Names="Tahoma" Font-Size="Small"/>
</td><td style="width:50%" align="right">
   <asp:Button ID="btnAddNotes" runat="server" Text="Add Case Notes"
   onclick="btnAddNotes_Click" Font-Bold="true" Font-Names="Tahoma" Font-Size="Small"/>
   </td>
   </tr>
   </table>

   <%-- <asp:TextBox ID="txtHistory" runat="server" Height="299px" Width="777px" TextMode="MultiLine" Visible="false"></asp:TextBox>
   <asp:Panel ID="pnlHistory" runat="server" Height="299px" Width="777px" Direction="LeftToRight" HorizontalAlign="Justify" Visible="false">
   <asp:Table ID="tblhistory" runat="server" Width="100%" HorizontalAlign="Left">
   </asp:Table>
   </asp:Panel>--%>
   <asp:GridView ID="gvNotes" runat="server" onrowdatabound="gvNotes_RowDataBound"
   CellPadding="4" ForeColor="#333333"
   GridLines="None" AutoGenerateColumns="False" Width="100%"
   ShowHeader="False" Font-Names="Tahoma" Font-Size="Small" EnableViewState="true">
   <RowStyle BorderColor="White" BorderWidth="0px" BackColor="#F7F6F3"
   ForeColor="#333333" />
   <Columns>
   <asp:BoundField DataField="User" HeaderText="User" />
   <asp:BoundField HeaderText="Comments" DataField="Comments" ItemStyle-VerticalAlign="Bottom" HeaderStyle-Width="90%"/>
   <asp:BoundField HeaderText="AnnotationId" DataField="AnnotationId" />
   <asp:TemplateField ItemStyle-VerticalAlign="Bottom" HeaderStyle-Width="10%">
   <ItemTemplate>
   <asp:LinkButton ID="downloadBtn" runat="server" onclick="downloadBtn_Click" Text="Download" Font-Bold="true"></asp:LinkButton>
   </ItemTemplate>
   <HeaderStyle BackColor="White" />
   <ItemStyle BackColor="White" />
   </asp:TemplateField>
   </Columns>
   <FooterStyle BackColor="#5D7B9D" Font-Bold="True" ForeColor="White" />
   <PagerStyle BackColor="#284775" ForeColor="White" HorizontalAlign="Center" />
   <SelectedRowStyle BackColor="#E2DED6" Font-Bold="True" ForeColor="#333333" />
   <HeaderStyle BackColor="#5D7B9D" Font-Bold="True" ForeColor="White" />
   <EditRowStyle BackColor="#999999" />
   <AlternatingRowStyle BackColor="White" ForeColor="#284775" />
   </asp:GridView>
   </div>
   </form>
</body>
</html>

------------------------------------------CODE BEHIND------------------------------------------------

using System;
using System.Configuration;
using System.Data;
using System.Linq;
using System.Web;
using System.Web.Security;
using System.Web.UI;
using System.Web.UI.HtmlControls;
using System.Web.UI.WebControls;
using System.Web.UI.WebControls.WebParts;
using System.Xml.Linq;
using Microsoft.Crm.Sdk;
using Microsoft.Crm.SdkTypeProxy;
using Microsoft.Crm.Sdk.Query;
using System.IO;
using System.Text;

public partial class _Default : System.Web.UI.Page
{
   //string caseId = string.Empty;
   string caseId = "74F4528F-FD61-E011-A0F7-001CC4A7FE9A";
   CrmService crmservice = GetCrmService(ConfigurationManager.AppSettings["CrmServerURL"].ToString(), ConfigurationManager.AppSettings["orgName"].ToString());
   DataTable notestable = new DataTable();

   protected void Page_Load(object sender, EventArgs e)
   {
   if (Request.QueryString["caseId"] != null)
   {
   caseId = Request.QueryString["caseId"].ToString();
   }

   //notestable = new DataTable();

   notestable.Columns.Add("User");
   notestable.Columns.Add("Comments");
   notestable.Columns.Add("AnnotationId");

   if (!IsPostBack)
   {
   setNotes(caseId);
   BindData();
   }
   //if (!IsPostBack)
   //{
   // BindData();
   //}

   }

   private void BindData()
   {
   gvNotes.DataSource = notestable;
   gvNotes.DataBind();
   }

   private void setNotes(string caseId)
   {

   RetrieveMultipleRequest retrieve = new RetrieveMultipleRequest();
   retrieve.ReturnDynamicEntities = true;

   QueryExpression query = new QueryExpression();
   query.ColumnSet = new AllColumns();
   query.EntityName = EntityName.annotation.ToString();

   FilterExpression filter = new FilterExpression();
   ConditionExpression ce = new ConditionExpression();
   ce.AttributeName = "objectid";
   ce.Operator = ConditionOperator.Equal;
   ce.Values = new object[] { caseId };
   filter.Conditions.Add(ce);

   OrderExpression order = new OrderExpression();
   order.AttributeName = "createdon";
   order.OrderType = OrderType.Descending;

   query.Orders.Add(order);
   query.Criteria = filter;

   retrieve.Query = query;

   try
   {
   RetrieveMultipleResponse response = (RetrieveMultipleResponse)crmservice.Execute(retrieve);
   if (response.BusinessEntityCollection != null && response.BusinessEntityCollection.BusinessEntities.Count > 0)
   {
   //txtHistory.Text = "";

   foreach (BusinessEntity be in response.BusinessEntityCollection.BusinessEntities)
   {
   DataRow newRow = notestable.NewRow();
   string strStatus = string.Empty;
   string strUser = string.Empty;
   DynamicEntity de = (DynamicEntity)be;
   Lookup lkpUser = ((Lookup)(de.Properties["createdby"]));
   if (lkpUser.name.ToString().ToLower().Equals("crmadmin prd"))
   {
   incident newincident = getCaseDetails(caseId);
   Customer customer = new Customer();
   customer = newincident.customerid;
   CrmDateTime created = (CrmDateTime)(de.Properties["createdon"]);

   strUser = strUser + customer.name + " on " + created.date + " " + created.time + ": ";
   }
   else
   {
   CrmDateTime created = (CrmDateTime)(de.Properties["createdon"]);
   strUser = strUser + lkpUser.name + " on " + created.date + " " + created.time + ": ";
   }
   if (de.Properties.Contains("subject"))
   {
   strUser = strUser + de.Properties["subject"];
   }
   newRow["User"] = strUser;
   newRow["Comments"] = strUser;
   notestable.Rows.Add(newRow);
   DataRow newsubrow = notestable.NewRow();

   if (de.Properties.Contains("notetext"))
   {
   strStatus = strStatus + de.Properties["notetext"].ToString() + " \n";
   newsubrow["AnnotationId"] = string.Empty;
   }

   if (de.Properties.Contains("filename"))
   {
   strStatus = strStatus + " Uploaded Document " + de.Properties["filename"] + " \n";
   Key annotationid = (Key)(de.Properties["annotationid"]);
   newsubrow["AnnotationId"] = annotationid.Value.ToString();
   }

   // txtHistory.Text += strStatus;
   newsubrow["Comments"] = strStatus;
   notestable.Rows.Add(newsubrow);
   }
   //gvNotes.Visible = true;

   }
   //else
   //{
   // gvNotes.Visible = false;
   //}


   }
   catch (System.Web.Services.Protocols.SoapException ex)
   {
   }
   catch (Exception ex)
   {
   }

   }

   private incident getCaseDetails(string caseId)
   {
   incident newincident = new incident();

   try
   {
   newincident = (incident) crmservice.Retrieve(EntityName.incident.ToString(), new Guid(caseId), new AllColumns());
   }
   catch (System.Web.Services.Protocols.SoapException ex)
   {
   }
   catch (Exception ex)
   {
   }
   return newincident;
   }
   private annotation getAnnotationDetails(string annotationId)
   {
   annotation newannotation = new annotation();
   try
   {
   newannotation = (annotation)crmservice.Retrieve(EntityName.annotation.ToString(), new Guid(annotationId), new AllColumns());
   }
   catch (System.Web.Services.Protocols.SoapException ex)
   {
   }
   catch (Exception ex)
   {
   }
   return newannotation;
   }
   protected void btnAddNotes_Click(object sender, EventArgs e)
   {
   annotation newannotation = new annotation();
   if (!FileUpload1.HasFile)
   {
   if (txtNotes.Text == "" || txtNotes.Text == string.Empty)
   {
   ClientScript.RegisterStartupScript(typeof(Page), "NoDocAlert", "<script>alert('There are no user comments or document selected. Please enter comments or select a document for adding');</script>");
   return;
   }
   newannotation.isdocument = new CrmBoolean(false);
   }
   else
   {
   newannotation.isdocument = new CrmBoolean(true);
   }
   newannotation.notetext = txtNotes.Text;
   newannotation.subject = txtTitle.Text;
   //newannotation.subject = txtSubject.Text;
   Lookup lkpCase = new Lookup();
   lkpCase.type = EntityName.incident.ToString();
   lkpCase.Value = new Guid(caseId);
   newannotation.objectid = lkpCase;

   EntityNameReference reference = new EntityNameReference("incident");
   newannotation.objecttypecode = reference;

   CrmService crmservice = GetCrmService(ConfigurationManager.AppSettings["CrmServerURL"].ToString(), ConfigurationManager.AppSettings["orgName"].ToString());
   CreateRequest create = new CreateRequest();
   TargetCreateAnnotation target = new TargetCreateAnnotation();
   target.Annotation = newannotation;
   create.Target = target;
   try
   {
   CreateResponse created = (CreateResponse)crmservice.Execute(create);
   Guid createdNoteId = created.id;
   if (FileUpload1.HasFile)
   {
   byte[] byteData = new byte[FileUpload1.FileBytes.Length];
   byteData = FileUpload1.FileBytes;

   // Encode the data using base64.
   string encodedData = System.Convert.ToBase64String(byteData);

   annotation updateNote = new annotation();
   updateNote.annotationid = new Key();
   updateNote.annotationid.Value = createdNoteId;
   updateNote.documentbody = encodedData;
   updateNote.filename = FileUpload1.FileName;
   crmservice.Update(updateNote);
   }

   }
   catch (System.Web.Services.Protocols.SoapException ex)
   {
   }
   catch (Exception ex)
   {
   }
   clearControls();

   }

   private void clearControls()
   {
   txtTitle.Text = "";
   txtNotes.Text = "";
   // txtSubject.Text = "";
   notestable.Clear();
   setNotes(caseId);
   BindData();
   }

   /// <summary>
   /// Set up the CRM Service.
   /// </summary>
   /// <param name="organizationName">My Organization</param>
   /// <returns>CrmService configured with AD Authentication</returns>
   private static CrmService GetCrmService(string crmServerUrl, string organizationName)
   {
   // Get the CRM Users appointments
   // Setup the Authentication Token
   if (crmServerUrl == null || crmServerUrl == string.Empty)
   {
   crmServerUrl = ConfigurationManager.AppSettings["CrmServerURL"].ToString();
   }
   CrmService crmService = new CrmService();
   CrmAuthenticationToken token = new CrmAuthenticationToken();
   token.OrganizationName = organizationName;
   token.AuthenticationType = 0;
   if (crmServerUrl != null &&
   crmServerUrl.Length > 0)
   {
   UriBuilder builder = new UriBuilder(crmServerUrl);
   builder.Path = "//MSCRMServices//2007//CrmService.asmx";
   crmService.Url = builder.Uri.ToString();
   }

   crmService.Credentials = System.Net.CredentialCache.DefaultCredentials;
   crmService.CrmAuthenticationTokenValue = token;
   return crmService;
   }

   protected void downloadBtn_Click(object sender, EventArgs e)
   {
   //BindData();
   LinkButton _lnkButton = (LinkButton)sender;
   GridViewRow gvRow = (GridViewRow)((_lnkButton).Parent.Parent);
   string annotationId = gvRow.Cells[2].Text;
   annotation newannotation = getAnnotationDetails(annotationId);

   string[] extensions = newannotation.filename.Split('.');
   string ext = extensions[extensions.Length - 1];
   // byte[] fileContent = new UTF8Encoding(true).GetBytes(newannotation.documentbody);
   byte[] fileContent = Convert.FromBase64String(newannotation.documentbody);
   Response.ClearContent();
   Response.AddHeader("Content-Disposition", "attachment; filename=" + newannotation.filename);
   Response.AddHeader("Content-Length", newannotation.filesize.Value.ToString());
   Response.ContentType = ReturnExtension("."+ext);
   Response.BinaryWrite(fileContent);
   Response.End();

   }
   protected void gvNotes_RowDataBound(object sender, GridViewRowEventArgs e)
   {

   GridViewRow gvRow = (GridViewRow)e.Row;
   if (gvRow.Cells[0].Text != " ")
   {
   gvRow.Cells[1].Style.Add(HtmlTextWriterStyle.FontWeight, "Bold");
   }
   //else
   //{
   // gvRow.Cells[1].Text = "<p>" + gvRow.Cells[1].Text + "</p>";
   //}
   if (gvRow.Cells[2].Text == string.Empty || gvRow.Cells[2].Text == " ")
   {
   gvRow.Cells[3].Style.Add("display", "none");
   }
   else
   {
   }
   gvRow.Cells[2].Style.Add("display", "none");
   gvRow.Cells[0].Style.Add("display", "none");

   }
   private string ReturnExtension(string fileExtension)
   {
   switch (fileExtension)
   {
   case ".htm":
   case ".html":
   case ".log":
   return "text/HTML";
   case ".txt":
   return "text/plain";
   case ".doc":
   return "application/ms-word";
   case ".tiff":
   case ".tif":
   return "image/tiff";
   case ".asf":
   return "video/x-ms-asf";
   case ".avi":
   return "video/avi";
   case ".zip":
   return "application/zip";
   case ".xls":
   case ".csv":
   return "application/vnd.ms-excel";
   case ".gif":
   return "image/gif";
   case ".jpg":
   case "jpeg":
   return "image/jpeg";
   case ".bmp":
   return "image/bmp";
   case ".wav":
   return "audio/wav";
   case ".mp3":
   return "audio/mpeg3";
   case ".mpg":
   case "mpeg":
   return "video/mpeg";
   case ".rtf":
   return "application/rtf";
   case ".asp":
   return "text/asp";
   case ".pdf":
   return "application/pdf";
   case ".fdf":
   return "application/vnd.fdf";
   case ".ppt":
   return "application/mspowerpoint";
   case ".dwg":
   return "image/vnd.dwg";
   case ".msg":
   return "application/msoutlook";
   case ".xml":
   case ".sdxl":
   return "application/xml";
   case ".xdp":
   return "application/vnd.adobe.xdp+xml";
   default:
   return "application/octet-stream";
   }
   }
}

Microsoft Dynamics CRM

Monday, April 11, 2011

Attach and Retrieve files and notes/annotations

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