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Sample: Validate record state and set the state of the record

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:




For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.


This sample shows how to validate a change of state of an entity and set a state of an entity.


Imports System
Imports System.ServiceModel
Imports Microsoft.Crm.Sdk.Messages
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Query

Namespace Microsoft.Crm.Sdk.Samples
	''' <summary>
    '''  This sample shows how to validate an intended state change on an entity record.
    '''  This sample will also show how to set the state on the entity record. 
	''' </summary>
	''' <remarks>
	''' At run-time, you will be given the option to delete all the
	''' database records created by this program.
	''' </remarks>
	Public Class ValidateAndSetState
		#Region "Class Level Members"
		Private _serviceProxy As OrganizationServiceProxy
		Private _caseCustomerId As Guid
		Private _caseIncidentId As Guid
		#End Region

		#Region "How To Sample Code"
		''' <summary>
		''' This method first connects to the Organization service. Afterwards, a 
		''' case is created. The IsValidStateTransition is used to test if a state change
		''' is valid. The case is closed, re-opened and then closed with SetState.
		''' </summary>
		''' <param name="serverConfig">Contains server connection information.</param>
		''' <param name="promptforDelete">When True, the user will be prompted to delete all
		''' created entities.</param>
        Public Sub Run(ByVal serverConfig As ServerConnection.Configuration,
                       ByVal promptForDelete As Boolean)
            _serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
            Using _serviceProxy
                ' This statement is required to enable early-bound type support.

                'Create the Contact and Incident required for this sample.

                ' Create an EntityReference to represent an open case
                Dim caseReference As New EntityReference() With
                        .LogicalName = Incident.EntityLogicalName,
                        .Id = _caseIncidentId

                Dim checkState As New IsValidStateTransitionRequest()

                ' Set the transition request to an open case
                checkState.Entity = caseReference

                ' Check to see if a new state of "resolved" and 
                ' a new status of "problem solved" are valid
                checkState.NewState = IncidentState.Resolved.ToString()
                checkState.NewStatus = CInt(Fix(incident_statuscode.ProblemSolved))

                ' Execute the request
                Dim checkStateResponse As IsValidStateTransitionResponse =

                ' Handle the response
                If checkStateResponse.IsValid Then
                    Dim changeAnswer As String = "y" ' default to "y" unless prompting for delete
                    If promptForDelete Then
                        ' The case can be closed
                        Console.WriteLine("Validate State Request returned that the case " & "can be closed.")
                        Console.Write(vbLf & "Do you want to change the record state? " & "(y/n) [y]: ")
                        changeAnswer = Console.ReadLine()
                    End If

                    If changeAnswer.StartsWith("y") OrElse
                        changeAnswer.StartsWith("Y") OrElse
                        changeAnswer = String.Empty Then
                        ' Call function to change the incident to the closed state
                        ' Re-open the incident and change its state
                    End If
                    ' The case cannot be closed
                    Console.WriteLine("Validate State Request returned that the " _
                                      & "change is not valid.")
                End If

            End Using
        End Sub

		Private Sub CloseIncident(ByVal caseReference As EntityReference)
			' First close the Incident

			' Create resolution for the closing incident
            Dim resolution As IncidentResolution = New IncidentResolution With
                                                       .Subject = "Case Closed"

			resolution.IncidentId = caseReference

			' Create the request to close the incident, and set its resolution to the 
			' resolution created above
			Dim closeRequest As New CloseIncidentRequest()
			closeRequest.IncidentResolution = resolution

			' Set the requested new status for the closed Incident
            closeRequest.Status =
                New OptionSetValue(CInt(Fix(incident_statuscode.ProblemSolved)))

			' Execute the close request
            Dim closeResponse As CloseIncidentResponse =
                CType(_serviceProxy.Execute(closeRequest), CloseIncidentResponse)

			'Check if the incident was successfully closed
            Dim incident As Incident =
                                       New ColumnSet(allColumns:=True)).ToEntity(Of Incident)()

            If incident.StateCode.HasValue AndAlso incident.StateCode =
                IncidentState.Resolved Then
                Console.WriteLine("The incident was closed out as Resolved.")
                Console.WriteLine("The incident's state was not changed.")
            End If
		End Sub

		Private Sub SetState(ByVal caseReference As EntityReference)
			' Create the Request Object
			Dim state As New SetStateRequest()

			' Set the Request Object's Properties
			state.State = New OptionSetValue(CInt(Fix(IncidentState.Active)))
			state.Status = New OptionSetValue(CInt(Fix(incident_statuscode.WaitingforDetails)))

			' Point the Request to the case whose state is being changed
			state.EntityMoniker = caseReference

			' Execute the Request
            Dim stateSet As SetStateResponse = CType(_serviceProxy.Execute(state), 

			' Check if the state was successfully set
            Dim incident As Incident =
                                       New ColumnSet(allColumns:=True)).ToEntity(Of Incident)()

			If incident.StatusCode.Value = CInt(Fix(incident_statuscode.WaitingforDetails)) Then
				Console.WriteLine("Record state set successfully.")
				Console.WriteLine("The request to set the record state failed.")
			End If
		End Sub

		''' <summary>
		''' Creates any entity records that this sample requires.
		''' </summary>
		Public Sub CreateRequiredRecords()
			' Create a customer for a new incident
			Dim caseCustomer As New Contact()

			' Set the contact properties
			caseCustomer.FirstName = "Christen"
			caseCustomer.LastName = "Anderson"

			' Create the contact in CRM
			_caseCustomerId = _serviceProxy.Create(caseCustomer)
			NotifyEntityCreated(Contact.EntityLogicalName, _caseCustomerId)

			' Retrieve the default subject for a new incident\case
            Dim query = New QueryExpression() With
                            .EntityName = Subject.EntityLogicalName,
                            .ColumnSet = New ColumnSet(allColumns:=True),
                            .Criteria = New FilterExpression()}
            query.Criteria.AddCondition("title", ConditionOperator.Equal,
                                        "Default Subject")

			Dim subjectRecords = _serviceProxy.RetrieveMultiple(query)
			Dim defaultSubject As Entity = subjectRecords(0)
			NotifyEntityRetrieved(Subject.EntityLogicalName, defaultSubject.Id)

			' Create a new incident
			Dim newCase As New Incident()

			' Set the incident properties
			newCase.SubjectId = New EntityReference()
			newCase.SubjectId.LogicalName = Subject.EntityLogicalName
			newCase.SubjectId.Id = defaultSubject.Id
			newCase.CustomerId = New EntityReference()
			newCase.CustomerId.LogicalName = Contact.EntityLogicalName
			newCase.CustomerId.Id = _caseCustomerId
			newCase.Title = "New Case from SDK"

			_caseIncidentId = _serviceProxy.Create(newCase)
			NotifyEntityCreated(Incident.EntityLogicalName, _caseIncidentId)

		End Sub

		''' <summary>
		''' Deletes any entity records that were created for this sample.
		''' <param name="prompt">Indicates whether to prompt the user 
		''' to delete the records created in this sample.</param>
		''' </summary>
		Public Sub DeleteRequiredRecords(ByVal prompt As Boolean)
			Dim deleteRecords As Boolean = True

			If prompt Then
				Console.Write(vbLf & "Do you want these entity records deleted? (y/n) [y]: ")
				Dim answer As String = Console.ReadLine()

                deleteRecords = (answer.StartsWith("y") OrElse
                                 answer.StartsWith("Y") OrElse
                                 answer = String.Empty)
			End If

			If deleteRecords Then
				_serviceProxy.Delete(Incident.EntityLogicalName, _caseIncidentId)
				_serviceProxy.Delete(Contact.EntityLogicalName, _caseCustomerId)
				Console.WriteLine("Entity records have been deleted.")
			End If
		End Sub

		Private Sub NotifyEntityCreated(ByVal entityName As String, ByVal entityId As Guid)
			Console.WriteLine("  {0} created with GUID {{{1}}}", entityName, entityId)
		End Sub

		Private Sub NotifyEntityRetrieved(ByVal entityName As String, ByVal entityId As Guid)
			Console.WriteLine("  Retrieved {0} with GUID {{{1}}}", entityName, entityId)
		End Sub
		#End Region

		#Region "Main method"

		''' <summary>
		''' Standard Main() method used by most SDK samples.
		''' </summary>
		''' <param name="args"></param>
		Public Shared Sub Main(ByVal args() As String)
				' Obtain the target organization's Web address and client logon 
				' credentials from the user.
				Dim serverConnect As New ServerConnection()
                Dim config As ServerConnection.Configuration =

				Dim app = New ValidateAndSetState()
				app.Run(config, True)
			Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
				Console.WriteLine("The application terminated with an error.")
				Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp)
				Console.WriteLine("Code: {0}", ex.Detail.ErrorCode)
				Console.WriteLine("Message: {0}", ex.Detail.Message)
				Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText)
                Console.WriteLine("Inner Fault: {0}",
                                  If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
			Catch ex As System.TimeoutException
				Console.WriteLine("The application terminated with an error.")
				Console.WriteLine("Message: {0}", ex.Message)
				Console.WriteLine("Stack Trace: {0}", ex.StackTrace)
                Console.WriteLine("Inner Fault: {0}",
                                  If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
			Catch ex As System.Exception
				Console.WriteLine("The application terminated with an error.")

				' Display the details of the inner exception.
				If ex.InnerException IsNot Nothing Then

                    Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) =
                            FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
					If fe IsNot Nothing Then
						Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp)
						Console.WriteLine("Code: {0}", fe.Detail.ErrorCode)
						Console.WriteLine("Message: {0}", fe.Detail.Message)
						Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText)
                        Console.WriteLine("Inner Fault: {0}",
                                          If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
					End If
				End If
			' Additional exceptions to catch: SecurityTokenValidationException, 
			' ExpiredSecurityTokenException, SecurityAccessDeniedException, 
			' MessageSecurityException, and SecurityNegotiationException.

				Console.WriteLine("Press <Enter> to exit.")
			End Try
		End Sub
		#End Region ' Main method
	End Class
End Namespace

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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