RollupRequest Class

 

Updated: November 29, 2016

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)

System.Object
  Microsoft.Xrm.Sdk.OrganizationRequest
    Microsoft.Crm.Sdk.Messages.RollupRequest

[DataContractAttribute(Namespace = "http://schemas.microsoft.com/crm/2011/Contracts")]
public sealed class RollupRequest : OrganizationRequest

NameDescription
System_CAPS_pubmethodRollupRequest()

Initializes a new instance of the RollupRequest class.

NameDescription
System_CAPS_pubpropertyExtensionData

Gets or sets the structure that contains extra data. Optional.(Inherited from OrganizationRequest.)

System_CAPS_pubpropertyItem[String]

Gets or sets the indexer for the Parameters collection.(Inherited from OrganizationRequest.)

System_CAPS_pubpropertyParameters

Gets or sets the collection of parameters for the request. Required, but is supplied by derived classes.(Inherited from OrganizationRequest.)

System_CAPS_pubpropertyQuery

Gets or sets the query criteria for the rollup operation. Required.

System_CAPS_pubpropertyRequestId

Gets or sets the ID of an asynchronous operation (system job). Optional. (Inherited from OrganizationRequest.)

System_CAPS_pubpropertyRequestName

Gets or sets the name of the request. Required, but is supplied by derived classes.(Inherited from OrganizationRequest.)

System_CAPS_pubpropertyRollupType

Gets or sets the rollup type. Required.

System_CAPS_pubpropertyTarget

Gets or sets the target record for the rollup operation. Required.

NameDescription
System_CAPS_pubmethodEquals(Object)

(Inherited from Object.)

System_CAPS_pubmethodGetHashCode()

(Inherited from Object.)

System_CAPS_pubmethodGetType()

(Inherited from Object.)

System_CAPS_pubmethodToString()

(Inherited from Object.)

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

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.");

Any public static ( Shared in Visual Basic) members of this type are thread safe. Any instance members are not guaranteed to be thread safe.

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