发货通知单导入按钮

导入字段整理

1. 单号 new_name
2. 负责人 ownerid 负责人当前账户
3. 所属组织 new_organisation_id 徐工重型
4. 实际单台金额 new_contractmoney
5. 销售代表处 new_office_id
6. 单据状态 new_documentstatus 已确认
7. 发车类型 new_saletype TS发车
8. 整机编号 new_userprofile_id 整机编号 客户 –取可用
9. 物料编码 new_productcode
10. 客户名称/售达方名称 new_account_id (客户名称/最终客户: 有编码优先编码查然后按名字 有一个必须有值)
11. 最终客户 new_finalaccount_id
12. 客户sap编码/售达方sap编码 new_accountno
13. 最终客户SAP编码 new_finalaccountcode
14. 付款条件 new_ord_payment_id

    导入成功后生成回款计划明细字段整理

15. 发货通知单 new_ord_shipment_id
16. 项次 new_seq
17. 计划回款日期 new_plandate
18. 计划回款金额 new_planmoney
19. 实际已回金额 new_actualmoney

    备忘

    objecttypecode

    StringMap表中objecttypecode字段
    组织服务查询出的objecttypecode实际为entityName
    sql查询出的是数字代码

CreateRequest

创建实体
另一种方法是IOrganizationService.Create(Entity entity)

//
// 摘要:
//     Contains the data that is needed to create a record.
//
// 言论：
//     Message Availability
//     Not all entity types support this message offline. For some supported entities,
//     this message works regardless whether the caller is connected to the server or
//     offline. For other entities, the caller must be connected to the server before
//     the message works. For more information, see Supported Entities later in this
//     topic.
//     Usage
//     Pass an instance of this class to the Microsoft.Xrm.Sdk.IOrganizationService.Execute(Microsoft.Xrm.Sdk.OrganizationRequest)
//     method, which returns an instance of the Microsoft.Xrm.Sdk.Messages.CreateResponse
//     class.
//     This message supports one or more optional parameters. For more information,
//     see Use messages (request and response classes) with the Execute method.
//     Privileges and Access Rights
//     To perform this action, the caller must have privileges on the specified entity
//     in the entity parameter. For a list of the required privileges, see Create message
//     privileges.
//     Notes for Callers
//     This message creates a record with related records in one transaction. For a
//     less complex method that creates a single record, use the Microsoft.Xrm.Sdk.IOrganizationService.Create(Microsoft.Xrm.Sdk.Entity)
//     method.
//     By default, the caller becomes the owner for the new record. For this message
//     to work, the caller must have both Create and Read privileges for the entity.
//     For more information, see Privileges by entity. Or you can set the ownerid attribute
//     for the record to the ID of another user.
//     Supported Entities
//     You can use this method to create any record of an entity (includes custom entities)
//     that supports the Microsoft.Xrm.Sdk.Messages.CreateRequest message.
//     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.
[DataContract(Namespace = "http://schemas.microsoft.com/xrm/2011/Contracts")]
public sealed class CreateRequest : OrganizationRequest
{
    //
    // 摘要:
    //     Initializes a new instance of the Microsoft.Xrm.Sdk.Messages.CreateRequest class.
    public CreateRequest();

    //
    // 摘要:
    //     Gets or sets an instance of an entity that you can use to create a new record.
    //     Required.
    //
    // 返回结果:
    //     Type: Microsoft.Xrm.Sdk.Entity The entity instance.
    //
    // 言论：
    //     The specified target record must contain values for all the attributes where
    //     the Microsoft.Xrm.Sdk.Metadata.AttributeMetadata.RequiredLevel is set to Microsoft.Xrm.Sdk.Metadata.AttributeRequiredLevel.SystemRequired.
    //     You can see the required level value for each entity in the Entity Metadata topic
    //     for the entity. If the entity instance includes properties where Microsoft.Xrm.Sdk.Metadata.AttributeMetadata.IsValidForCreate
    //     is false, the values are ignored. You can find this information in the metadata
    //     for your organization. See the preceding metadata browser information.
    public Entity Target { get; set; }
}

自定义导入

1. RekTec.Crm.Workflow.Import中创建类并继承ImportBase

namespace RekTec.Crm.Workflow.Import
{
    public class ImportNewOrdShipment : ImportBase
    {

2. 生成并上传
3. 创建新流程
   • 添加流程参数
     • 
     • ParentEntityId 字符串 可选 输入
     • ParentEntityName 字符串 可选 输入
     • ImportLogId 字符串 必需 输入
     • Message 字符串 可选 输出
   • 添加步骤
     • 
     • 
   • 分派值
     • 
     • 选择导入类型
4. 在数据导入中新建记录
   • 实体名称填写要导入的实体
   • 导入动作选择刚刚新建的流程
   • 保存后将模板上传至导入模板
5. 使用VisualRibbonEditor在系统中添加按钮
   • Action中选择$webresource:new_/js/rtcrm.min.js文件中的rtcrm.showImportWindow方法

rtcrm.showImportWindow

showImportWindow: function (entityName) {
    ///	<summary>弹出导入数据对话框</summary>
    ///	<param name="entityName" type="String">实体名称</param>
    if (RekTec.common.isNullOrWhiteSpace(entityName)) {
        Xrm.Utility.alertDialog("entityName is not defined");
        return;
    }

    var paramList = "entityName=" + entityName;

    if (Xrm && Xrm.Page && Xrm.Page.data && Xrm.Page.data.entity && Xrm.Page.data.entity.getId) {
        var parentEntityName = Xrm.Page.data.entity.getEntityName();
        var parentEntityId = Xrm.Page.data.entity.getId();

        paramList += "&parentEntityName=" + parentEntityName + "&parentEntityId=" + parentEntityId;
    }

    var url = RekTec.crmData.getClientUrl() + "/WebResources/new_/datamanagement/Import.html?Data=" + encodeURIComponent(paramList);

    RekTec.common.showWindow(url, {
        width: 680,
        height: 620
    });
},

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