Sample: Retrieve valid status transitions

 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\Metadata\Attributes\StateModelTransitions.cs

Requirements

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

Demonstrates

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


The sample does the following tasks:

  1. Retrieves status options for the Incident entity

  2. Uses a GetValidStatusOptions method in the sample to get valid status transitions for each status option

  3. Displays the valid transition options in the console

When status reason transitions for the incident entity are configured in the following way:

Example of status reason transitions for case

The valid state transitions are filtered and you will see the following representing all the valid transitions for each status option.

[In Progress] incident records can transition to:
2  Canceled  1    Canceled
2  Canceled  1    Merged
0  Active    1    On Hold

[On Hold] incident records can transition to:
2  Canceled  2    Canceled
2  Canceled  2    Merged
0  Active    2    Waiting for Details

[Waiting for Details] incident records can transition to:
2  Canceled  3    Canceled
2  Canceled  3    Merged
0  Active    3    Researching

[Researching] incident records can transition to:
2  Canceled  4    Canceled
1  Resolved  4    Information Provided
1  Resolved  4    Problem Solved
2  Canceled  4    Merged

[Problem Solved] incident records can transition to:
2  Canceled  5    Merged

[Information Provided] incident records can transition to:
2  Canceled  1000 Merged

[Canceled] incident records can transition to:
2  Canceled  6    Merged

[Merged] incident records can transition to:

When this sample is run without status reason transitions applied on the incident entity you will see the following representing all the possible transitions for each status.

[Problem Solved] incident records can transition to:
1  Resolved  1000 Information Provided
2  Canceled  6    Canceled
2  Canceled  2000 Merged
0  Active    1    In Progress
0  Active    2    On Hold
0  Active    3    Waiting for Details
0  Active    4    Researching

[Information Provided] incident records can transition to:
1  Resolved  5    Problem Solved
2  Canceled  6    Canceled
2  Canceled  2000 Merged
0  Active    1    In Progress
0  Active    2    On Hold
0  Active    3    Waiting for Details
0  Active    4    Researching

[Canceled] incident records can transition to:
1  Resolved  5    Problem Solved
1  Resolved  1000 Information Provided
2  Canceled  2000 Merged
0  Active    1    In Progress
0  Active    2    On Hold
0  Active    3    Waiting for Details
0  Active    4    Researching

[Merged] incident records can transition to:
1  Resolved  5    Problem Solved
1  Resolved  1000 Information Provided
2  Canceled  6    Canceled
0  Active    1    In Progress
0  Active    2    On Hold
0  Active    3    Waiting for Details
0  Active    4    Researching

[In Progress] incident records can transition to:
1  Resolved  5    Problem Solved
1  Resolved  1000 Information Provided
2  Canceled  6    Canceled
2  Canceled  2000 Merged
0  Active    2    On Hold
0  Active    3    Waiting for Details
0  Active    4    Researching

[On Hold] incident records can transition to:
1  Resolved  5    Problem Solved
1  Resolved  1000 Information Provided
2  Canceled  6    Canceled
2  Canceled  2000 Merged
0  Active    1    In Progress
0  Active    3    Waiting for Details
0  Active    4    Researching

[Waiting for Details] incident records can transition to:
1  Resolved  5    Problem Solved
1  Resolved  1000 Information Provided
2  Canceled  6    Canceled
2  Canceled  2000 Merged
0  Active    1    In Progress
0  Active    2    On Hold
0  Active    4    Researching

[Researching] incident records can transition to:
1  Resolved  5    Problem Solved
1  Resolved  1000 Information Provided
2  Canceled  6    Canceled
2  Canceled  2000 Merged
0  Active    1    In Progress
0  Active    2    On Hold
0  Active    3    Waiting for Details

Example

The following is the GetValidStatusOptions method used in the sample:



/// <summary>
/// Returns valid status option transitions regardless of whether state transitions are enabled for the entity
/// </summary>
/// <param name="entityLogicalName">The logical name of the entity</param>
/// <param name="currentStatusValue">The current status of the entity instance</param>
/// <returns>A list of StatusOptions that represent the valid transitions</returns>
public List<StatusOption> GetValidStatusOptions(String entityLogicalName, int currentStatusValue)
{

 List<StatusOption> validStatusOptions = new List<StatusOption>();

 //Check entity Metadata

 //Retrieve just one entity definition
 MetadataFilterExpression entityFilter = new MetadataFilterExpression(LogicalOperator.And);
 entityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityLogicalName));
 //Return the attributes and the EnforceStateTransitions property
 MetadataPropertiesExpression entityProperties = new MetadataPropertiesExpression(new string[] { "Attributes", "EnforceStateTransitions" });

 //Retrieve only State or Status attributes
 MetadataFilterExpression attributeFilter = new MetadataFilterExpression(LogicalOperator.Or);
 attributeFilter.Conditions.Add(new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.Status));
 attributeFilter.Conditions.Add(new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.State));

 //Retrieve only the OptionSet property of the attributes
 MetadataPropertiesExpression attributeProperties = new MetadataPropertiesExpression(new string[] { "OptionSet" });

 //Set the query
 EntityQueryExpression query = new EntityQueryExpression()
 {
  Criteria = entityFilter,
  Properties = entityProperties,
  AttributeQuery = new AttributeQueryExpression() { Criteria = attributeFilter, Properties = attributeProperties }
 };

 //Retrieve the metadata
 RetrieveMetadataChangesRequest request = new RetrieveMetadataChangesRequest() { Query = query };
 RetrieveMetadataChangesResponse response = (RetrieveMetadataChangesResponse)_serviceProxy.Execute(request);

 //Check the value of EnforceStateTransitions
 Boolean? EnforceStateTransitions = response.EntityMetadata[0].EnforceStateTransitions;

 //Capture the state and status attributes
 StatusAttributeMetadata statusAttribute = new StatusAttributeMetadata();
 StateAttributeMetadata stateAttribute = new StateAttributeMetadata();

 foreach (AttributeMetadata attributeMetadata in response.EntityMetadata[0].Attributes)
 {
  switch (attributeMetadata.AttributeType)
  {
   case AttributeTypeCode.Status:
    statusAttribute = (StatusAttributeMetadata)attributeMetadata;
    break;
   case AttributeTypeCode.State:
    stateAttribute = (StateAttributeMetadata)attributeMetadata;
    break;
  }
 }


 if (EnforceStateTransitions.HasValue &amp;&amp; EnforceStateTransitions.Value == true)
 {
  //When EnforceStateTransitions is true use the TransitionData to filter the valid options
  foreach (StatusOptionMetadata option in statusAttribute.OptionSet.Options)
  {
   if (option.Value == currentStatusValue)
   {
    if (option.TransitionData != String.Empty)
    {
     XDocument transitionData = XDocument.Parse(option.TransitionData);

     IEnumerable<XElement> elements = (((XElement)transitionData.FirstNode)).Descendants();

     foreach (XElement e in elements)
     {
      int statusOptionValue = Convert.ToInt32(e.Attribute("tostatusid").Value);
      String statusLabel = GetOptionSetLabel(statusAttribute, statusOptionValue);

      string stateLabel = String.Empty;
      int? stateValue = null;
      foreach (StatusOptionMetadata statusOption in statusAttribute.OptionSet.Options)
      {
       if (statusOption.Value.Value == statusOptionValue)
       {
        stateValue = statusOption.State.Value;
        stateLabel = GetOptionSetLabel(stateAttribute, stateValue.Value);
       }

      }


      validStatusOptions.Add(new StatusOption()
      {
       StateLabel = stateLabel,
       StateValue = stateValue.Value,
       StatusLabel = statusLabel,
       StatusValue = option.Value.Value
      });
     }
    }
   }
  }

 }
 else
 {
  ////When EnforceStateTransitions is false do not filter the available options

  foreach (StatusOptionMetadata option in statusAttribute.OptionSet.Options)
  {
   if (option.Value != currentStatusValue)
   {

    String statusLabel = "";
    try
    {
     statusLabel = option.Label.UserLocalizedLabel.Label;
    }
    catch (Exception)
    {
     statusLabel = option.Label.LocalizedLabels[0].Label;
    };

    String stateLabel = GetOptionSetLabel(stateAttribute, option.State.Value);

    validStatusOptions.Add(new StatusOption()
    {
     StateLabel = stateLabel,
     StateValue = option.State.Value,
     StatusLabel = statusLabel,
     StatusValue = option.Value.Value

    });
   }
  }
 }
 return validStatusOptions;

}

Example

The following is the full code for the sample.




using System;
using System.Linq;
using System.Xml.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Collections.Generic;
using System.Xml.Serialization;
using System.Xml;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Metadata.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
 class StateModelTransitions
 {
  #region Class Level Members
  /// <summary>
  /// Stores the organization service proxy.
  /// </summary>
  OrganizationServiceProxy _serviceProxy;
  #endregion Class Level Members

  #region How To Sample Code
  /// <summary>
  /// Create and configure the organization service proxy.
  /// Retrieve status options for the Incident entity
  /// Use GetValidStatusOptions to get valid status transitions for each status option
  /// </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 void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
  {
   try
   {

    // Connect to the Organization service. 
    // The using statement assures that the service proxy will be properly disposed.
    using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
    {
     // This statement is required to enable early-bound type support.
     _serviceProxy.EnableProxyTypes();
     String entityLogicalName = "incident";
     // Retrieve status options for the Incident entity

     //Retrieve just the incident entity and its attributes
     MetadataFilterExpression entityFilter = new MetadataFilterExpression(LogicalOperator.And);
     entityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityLogicalName));
     MetadataPropertiesExpression entityProperties = new MetadataPropertiesExpression(new string[] { "Attributes" });

     //Retrieve just the status attribute and the OptionSet property
     MetadataFilterExpression attributeFilter = new MetadataFilterExpression(LogicalOperator.And);
     attributeFilter.Conditions.Add(new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.Status));
     MetadataPropertiesExpression attributeProperties = new MetadataPropertiesExpression(new string[] { "OptionSet" });

     //Instantiate the entity query
     EntityQueryExpression query = new EntityQueryExpression()
     {
      Criteria = entityFilter,
      Properties = entityProperties,
      AttributeQuery = new AttributeQueryExpression() { Criteria = attributeFilter, Properties = attributeProperties }
     };

     //Retrieve the metadata
     RetrieveMetadataChangesRequest request = new RetrieveMetadataChangesRequest() { Query = query };
     RetrieveMetadataChangesResponse response = (RetrieveMetadataChangesResponse)_serviceProxy.Execute(request);


     StatusAttributeMetadata statusAttribute = (StatusAttributeMetadata)response.EntityMetadata[0].Attributes[0];
     OptionMetadataCollection statusOptions = statusAttribute.OptionSet.Options;
     //Loop through each of the status options
     foreach (StatusOptionMetadata option in statusOptions)
     {
      String StatusOptionLabel = GetOptionSetLabel(statusAttribute, option.Value.Value);
      Console.WriteLine("[{0}] {1} records can transition to:", StatusOptionLabel, entityLogicalName);
      List<StatusOption> validStatusOptions = GetValidStatusOptions(entityLogicalName, option.Value.Value);
      //Loop through each valid transition for the option
      foreach (StatusOption opt in validStatusOptions)
      {
       Console.WriteLine("{0,-3}{1,-10}{2,-5}{3,-10}", opt.StateValue, opt.StateLabel, opt.StatusValue, opt.StatusLabel);
      }
      Console.WriteLine("");
     }
    }
   }

   // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
   catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
   {
    // You can handle an exception here or pass it back to the calling method.
    throw;
   }
  }


  #endregion How To Sample Code

  #region Main
  /// <summary>
  /// Standard Main() method used by most SDK samples.
  /// </summary>
  /// <param name="args"></param>
  static public void Main(string[] args)
  {
   try
   {
    // Obtain the target organization's Web address and client logon 
    // credentials from the user.
    ServerConnection serverConnect = new ServerConnection();
    ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

    StateModelTransitions app = new StateModelTransitions();
    app.Run(config, true);
   }
   catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
   {
    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}",
        null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
   }
   catch (System.TimeoutException ex)
   {
    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}",
        null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
   }
   catch (System.Exception ex)
   {
    Console.WriteLine("The application terminated with an error.");
    Console.WriteLine(ex.Message);

    // Display the details of the inner exception.
    if (ex.InnerException != null)
    {
     Console.WriteLine(ex.InnerException.Message);

     FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe
         = ex.InnerException
         as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
     if (fe != null)
     {
      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}",
          null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
     }
    }
   }
   // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
   // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

   finally
   {

    Console.WriteLine("Press <Enter> to exit.");
    Console.ReadLine();
   }

  }
  #endregion Main

  #region Methods used in Sample
  /// <summary>
  /// Returns valid status option transitions regardless of whether state transitions are enabled for the entity
  /// </summary>
  /// <param name="entityLogicalName">The logical name of the entity</param>
  /// <param name="currentStatusValue">The current status of the entity instance</param>
  /// <returns>A list of StatusOptions that represent the valid transitions</returns>
  public List<StatusOption> GetValidStatusOptions(String entityLogicalName, int currentStatusValue)
  {

   List<StatusOption> validStatusOptions = new List<StatusOption>();

   //Check entity Metadata

   //Retrieve just one entity definition
   MetadataFilterExpression entityFilter = new MetadataFilterExpression(LogicalOperator.And);
   entityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityLogicalName));
   //Return the attributes and the EnforceStateTransitions property
   MetadataPropertiesExpression entityProperties = new MetadataPropertiesExpression(new string[] { "Attributes", "EnforceStateTransitions" });

   //Retrieve only State or Status attributes
   MetadataFilterExpression attributeFilter = new MetadataFilterExpression(LogicalOperator.Or);
   attributeFilter.Conditions.Add(new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.Status));
   attributeFilter.Conditions.Add(new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.State));

   //Retrieve only the OptionSet property of the attributes
   MetadataPropertiesExpression attributeProperties = new MetadataPropertiesExpression(new string[] { "OptionSet" });

   //Set the query
   EntityQueryExpression query = new EntityQueryExpression()
   {
    Criteria = entityFilter,
    Properties = entityProperties,
    AttributeQuery = new AttributeQueryExpression() { Criteria = attributeFilter, Properties = attributeProperties }
   };

   //Retrieve the metadata
   RetrieveMetadataChangesRequest request = new RetrieveMetadataChangesRequest() { Query = query };
   RetrieveMetadataChangesResponse response = (RetrieveMetadataChangesResponse)_serviceProxy.Execute(request);

   //Check the value of EnforceStateTransitions
   Boolean? EnforceStateTransitions = response.EntityMetadata[0].EnforceStateTransitions;

   //Capture the state and status attributes
   StatusAttributeMetadata statusAttribute = new StatusAttributeMetadata();
   StateAttributeMetadata stateAttribute = new StateAttributeMetadata();

   foreach (AttributeMetadata attributeMetadata in response.EntityMetadata[0].Attributes)
   {
    switch (attributeMetadata.AttributeType)
    {
     case AttributeTypeCode.Status:
      statusAttribute = (StatusAttributeMetadata)attributeMetadata;
      break;
     case AttributeTypeCode.State:
      stateAttribute = (StateAttributeMetadata)attributeMetadata;
      break;
    }
   }


   if (EnforceStateTransitions.HasValue &amp;&amp; EnforceStateTransitions.Value == true)
   {
    //When EnforceStateTransitions is true use the TransitionData to filter the valid options
    foreach (StatusOptionMetadata option in statusAttribute.OptionSet.Options)
    {
     if (option.Value == currentStatusValue)
     {
      if (option.TransitionData != String.Empty)
      {
       XDocument transitionData = XDocument.Parse(option.TransitionData);

       IEnumerable<XElement> elements = (((XElement)transitionData.FirstNode)).Descendants();

       foreach (XElement e in elements)
       {
        int statusOptionValue = Convert.ToInt32(e.Attribute("tostatusid").Value);
        String statusLabel = GetOptionSetLabel(statusAttribute, statusOptionValue);

        string stateLabel = String.Empty;
        int? stateValue = null;
        foreach (StatusOptionMetadata statusOption in statusAttribute.OptionSet.Options)
        {
         if (statusOption.Value.Value == statusOptionValue)
         {
          stateValue = statusOption.State.Value;
          stateLabel = GetOptionSetLabel(stateAttribute, stateValue.Value);
         }

        }


        validStatusOptions.Add(new StatusOption()
        {
         StateLabel = stateLabel,
         StateValue = stateValue.Value,
         StatusLabel = statusLabel,
         StatusValue = option.Value.Value
        });
       }
      }
     }
    }

   }
   else
   {
    ////When EnforceStateTransitions is false do not filter the available options

    foreach (StatusOptionMetadata option in statusAttribute.OptionSet.Options)
    {
     if (option.Value != currentStatusValue)
     {

      String statusLabel = "";
      try
      {
       statusLabel = option.Label.UserLocalizedLabel.Label;
      }
      catch (Exception)
      {
       statusLabel = option.Label.LocalizedLabels[0].Label;
      };

      String stateLabel = GetOptionSetLabel(stateAttribute, option.State.Value);

      validStatusOptions.Add(new StatusOption()
      {
       StateLabel = stateLabel,
       StateValue = option.State.Value,
       StatusLabel = statusLabel,
       StatusValue = option.Value.Value

      });
     }
    }
   }
   return validStatusOptions;

  }

  /// <summary>
  /// Returns a string representing the label of an option in an optionset
  /// </summary>
  /// <param name="attribute">The metadata for an an attribute with options</param>
  /// <param name="value">The value of the option</param>
  /// <returns>The label for the option</returns>
  public String GetOptionSetLabel(EnumAttributeMetadata attribute, int value)
   {
    String label = "";
    foreach (OptionMetadata option in attribute.OptionSet.Options)
    {
     if (option.Value.Value == value)
     {
      try
      {
       label = option.Label.UserLocalizedLabel.Label;
      }
      catch (Exception)
      {
       label = option.Label.LocalizedLabels[0].Label;
      };
     }
    }
    return label;
   }
  #endregion Methods used in Sample
 }
 public class StatusOption
 {
  public int StatusValue { get; set; }
  public String StatusLabel { get; set; }
  public int StateValue { get; set; }
  public String StateLabel { get; set; }
 }
}

Microsoft Dynamics 365

© 2016 Microsoft. All rights reserved. Copyright

Show: