MSCRM Blogger » sql

CRM 4.0 – Adding the queue name to a saved advanced find for cases (incidents)

Carlton Colter — Thu, 18 Feb 2010 18:56:43 +0000

Unfortunately, CRM 4.0 does not currently support adding the queue to a case advanced find. However, that doesn’t mean it can’t be done.

Please note, that this is not a supported modification or change.

Follow the steps below to modify your fetchXML and your layoutXML to have the queue name show up in the advanced find. You can even update the name in the UserQueryBase to rename your advanced find to something better.

Create your advanced find, setup your filters etc.
Save your advanced find (name it something unique)
Get the guid of your advanced find (using open pop-ups in a new tab or using a select statement to look it up in the db.
```
SELECT UserQueryID FROM UserQueryBase WHERE Name='Cases (w/Queue Name) - IT Example'
```

Then using the id, execute the following code to add the queue name:

UPDATE UserQueryBase SET
FetchXml = REPLACE(FetchXml,'',
'

')
,LayoutXML = REPLACE(LayoutXml,'',
'')
-- Make sure to change the UserQueryID
WHERE UserQueryID='71F94C46-F217-DF11-A241-0050569B4FF3'

If you have your advanced find window open, close and reopen it before trying to run it and see the "Q.name" column.

If you have any problems or questions, let me know. Again this is setup to work on advanced find for cases, I’m sure it could be modified for other queue-able entities.

With CRM 2011, you can include fields from related entities, so you don’t have to use this method, you can just add the column through the user-interface.

QuickFind Active Or Resolved (Inactive) Cases

Carlton Colter — Mon, 15 Jun 2009 11:41:30 +0000

By default, CRM’s quick find, the find you use on any of the standard search pages, does not let you find inactive items. In December on Jim Wang’s blog, he talked about how to change it so that you can find inactive items, but that doesn’t always help. Maybe you want something a little more detailed like not finding any item that has a specific state type or stage specification, etc.

After some further searching I found another blog by Delta-N, a CRM Gold Partner in the Netherlands. Delta-N had two techniques specified on their blog entry.

I was able to use Delta-N’s option 2 to enable editing of the Case Filter and specify the filter to be a status of Active or Resolved instead of just Active. I don’t care about Cancelled cases (because we only cancel them if they were opened in error).

How I modified the Quick Find for Active Cases
Using the method from Delta-N’s blog to edit the Default Filter on a Quick Find…

Use Microsoft SQL Server Management Studio to enable editing the Saved Query

UPDATE [SavedQueryBase]
   SET IsCustomizable = 1
 WHERE Name = 'Quick Find Active Cases'

Open CRM and go to Customization, then the entity (In my case it was Case)
Open the QuickFind view
Click “Edit Filter Criteria,” edit, and save
Save and close the View
Save, then Publish the entity

Increasing Paging Limits

Carlton Colter — Tue, 10 Feb 2009 14:37:17 +0000

Paging Limits control how many items show up on the list pages in crm. Most notably advanced finds. I like to be able to display a lot of information, and I need to be able to run operations on more than 250 items. Using the following SQL query I was able to increase my paging limit to 1000.

UPDATE UserSettings SET PagingLimit=1000 WHERE SystemUserId IN
(Select SystemUserId from SystemUserBase WHERE FullName like 'Carlton%')

CRM 4 UserQuery Privileges for System Administrators

Carlton Colter — Wed, 04 Feb 2009 15:30:27 +0000

One of the problems I noticed in a recent upgrade to CRM 4 was that the System Administrators group did not have access to assign other people’s saved advanced finds (user queries). This is extremely annoying because I have a single aspx page that uses the CRM SDK to allow a system administrator to move any saved view from being owned by one person to another.

Saved views are great for the organization, departments, and teams, but when a team uses them, often times they have someone create and share the views, then they leave the company or move to a different group within the company. They either can’t or no longer wish to be responsible for the advanced finds they have created and shared out with their fellow CRM users.

My custom page allows me to assign those views to someone else, allowing them to move the responisibility to another CRM user.

To update the CRM privileges to allow System Administrators full access (except for read) to all views, you can run the following sql code against the database.

SQL Code:

UPDATE RolePrivileges SET PrivilegeDepthMask=128 WHERE RolePrivilegeId IN
(
  SELECT RolePrivilegeId FROM RolePrivileges r
  INNER JOIN PrivilegeBase pb ON r.privilegeid=pb.privilegeid
  INNER JOIN RoleBase rb ON r.roleid = rb.roleid
  WHERE pb.Name in
    ('prvAssignUserQuery',
     'prvShareUserQuery',
     'prvWriteUserQuery',
     'prvDeleteUserQuery',
     'prvCreateUserQuery'
    )
    AND rb.Name = 'System Administrator'
)

The code for reassigning objects is really straight forward, it uses sql to get the lists, then uses the sdk to assign the items to other users. It doesn’t fail because of the sql modification above.

ASP.Net Code

<%@ Page Language="C#" AutoEventWireup="true" CodeBehind="reassign.aspx.cs" Inherits="mst_Support.userquery.reassign" %>




    Untitled Page
    


    
    
        
        
        

        Source User:
        
        
        

        
            
                

                Saved Advanced Finds:

                
                
            
            
                
            
        
        

        Target User:

C-Sharp code

using System;
using System.Collections;
using System.Configuration;
using System.Data;
using System.Data.SqlClient;
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 mst_Support.crmsdk;
using System.Web.Services.Protocols;
using System.Web.Configuration;

namespace mst_Support.userquery
{
    public partial class reassign : System.Web.UI.Page
    {
        protected void Page_Load(object sender, EventArgs e)
        {

        }

        public void AssignUserQuery(string queryid, string userid)
        {
            try
            {
                    CrmAuthenticationToken token = new CrmAuthenticationToken();
                    token.AuthenticationType = 0; //AD
                    token.OrganizationName = "Your Organization"; //Could retrieve it.

                    CrmService crmService = new CrmService();
                    crmService.CrmAuthenticationTokenValue = token;
                    crmService.Credentials = System.Net.CredentialCache.DefaultCredentials;

                    //crmService.Credentials = System.Net.CredentialCache.DefaultCredentials;

                    SecurityPrincipal newowner = new SecurityPrincipal();
                    newowner.Type = SecurityPrincipalType.User;
                    newowner.PrincipalId = new Guid(userid);

                    TargetOwnedUserQuery query = new TargetOwnedUserQuery();
                    query.EntityId = new Guid(queryid);

                    // Create the request object.
                    AssignRequest assign = new AssignRequest();

                    // Set the properties of the request object.
                    assign.Assignee = newowner;
                    assign.Target = query;

                    AssignResponse assignResponse = (AssignResponse)crmService.Execute(assign);
            }
            catch (SoapException ex)
            {
                lblResponse.Text += "Error: " +ex.ToString() +
                                    "

\r\n";
                lblResponse.Text += "Inner Detail: " + ex.Detail.InnerText +
                                    "

\r\n";
                lblResponse.Text += "InnerException: " + ex.InnerException.ToString() +
                                    "

\r\n";
                lblResponse.Text += "StackTrace: " + ex.StackTrace.ToString() +
                                    "

\r\n";
            }
        }

        protected void User_Src_SelectedIndexChanged(object sender, EventArgs e)
        {
            string query = "SELECT [Name], [UserQueryId] FROM [UserQueryBase] WHERE ([OwningUser] = '"+
                           User_Src.SelectedValue+"') ORDER BY [Name]";

            // Pull the crm_db connection string for the webconfig. (you could just replace this with
            // your connection string.

            SqlDataAdapter da = new SqlDataAdapter(query,
			   WebConfigurationManager.ConnectionStrings["crm_db"].ToString());

            DataSet ds = new DataSet();
            da.Fill(ds);

            QueueList.DataSource = ds.Tables[0].DefaultView;
            QueueList.DataTextField = "Name";
            QueueList.DataValueField = "UserQueryId";
            QueueList.DataBind();
            upnQueries.Update();
        }

        protected void Assign_Click(object sender, EventArgs e)
        {
            try
            {
                foreach (ListItem li in QueueList.Items)
                {
                    if (li.Selected)
                    {
                        lblResponse.Text += "Item: " + li.Value + " to: ";
                        lblResponse.Text += User_Target.SelectedValue + "
";
                        AssignUserQuery(li.Value, User_Target.SelectedValue);
                    }
                }
                lblResponse.Text += "
Moved Successfully";
                User_Src_SelectedIndexChanged(sender, e);
            }
            catch (Exception ex)
            {
                lblResponse.Text += ex.ToString() + "< br/>";
                lblResponse.Text += "Please report this error to internal systems.
";
            }
        }

    }
}