經常有這樣的需求，一個單據上有太多要填寫的內容，有時還關聯多個子單據，客戶不想一個一個地填寫，他們想從已有的單據上復制數據，克隆成一條新的記錄。本文將介紹如何克隆一條記錄，包括它的子單據以生成一條新的記錄。
主要用到Microsoft.Xrm.Client.EntityExtensions.Clone方法來克隆數據，以及用OrganizationServiceContext來動態復制子單據的數據。
首先在界面上新加一個Clone的按鈕，加一個new_clone的字段；點擊按鈕時，把new_clone字段設為clone以觸發插件，插件里完成數據的復制工作，並再次把new_clone字段設成新數據的id，new_clone的onchange事件會調用Xrm.Utility.openEntityForm("new_marketing_plan", cloneValue);來打開新的數據。
下面看下實現方法：
1. 界面上js：
function openNewEntity() {
var clone = Xrm.Page.getAttribute("new_clone");
var cloneValue = clone.getValue();
if (cloneValue != "clone" && cloneValue != "") {
clone.setSubmitMode("always");
clone.setValue("");
Xrm.Page.data.entity.save();
Xrm.Utility.openEntityForm("new_marketing_plan", cloneValue);
}
}
//clone button click event
function clone() {
var clone = Xrm.Page.getAttribute("new_clone");
clone.setSubmitMode("always");
clone.setValue("clone");
Xrm.Page.data.entity.save();
}
2. 主單據復制：
new_marketing_plan newMP = (new_marketing_plan)Microsoft.Xrm.Client.EntityExtensions.Clone(curEnt, true);
new_marketing_plan mp = new new_marketing_plan() { Id = newMP.Id };
Guid newMPid = Guid.NewGuid();
newMP.Attributes.Remove("new_marketing_planid");
newMP.Attributes.Remove("new_name");
newMP.new_approval_status = new OptionSetValue(1);
newMP.new_clone = "";
newMP.EntityState = null;
newMP.Id = newMPid;
adminService.Create(newMP);
3. 子表復制：
我這里有9個子表，所以抽出了一個方法以方便使用， 以后要是子單據有變化，只用改下這里的entNames就行了。
//clone field change event
string entNames = "new_print_plan,new_radio_plan,new_bill_board,new_tv_plan,new_btl_posm,new_btl_poe_fixed,new_promotion_girls,new_promotion_events,new_digital_plan";
foreach (string entName in entNames.Split(','))
{
CloneRelatedEntities(adminService, newMPid, entName, "new_marketing_planid", mp);
}
curEnt["new_clone"] = newMPid.ToString();
adminService.Update(curEnt);
private void CloneRelatedEntities(IOrganizationService adminService, Guid newEntityId, string subEntityName, string filterName, Entity parentEntity)
{
using (OrganizationServiceContext svcContext = new OrganizationServiceContext(adminService))
{
var ents = svcContext.CreateQuery(subEntityName).Where(e => e[filterName] == parentEntity[filterName]).ToList();
foreach (var ent in ents)
{
var newEnt = Microsoft.Xrm.Client.EntityExtensions.Clone(ent);
newEnt.Attributes[filterName] = new EntityReference(subEntityName, newEntityId);
newEnt.Id = Guid.NewGuid();
newEnt.EntityState = null;
adminService.Create(newEnt);
}
}
}
4. 注意事項
- 當我完成Unit Test，注冊完插件后，報了下面的錯：
Could not load file or assembly 'Microsoft.Xrm.Client, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The system cannot find the file specified
原來這個Client dll在服務器上是沒有的，需要我們手動copy上去。從我們本機的“SDK\Bin”里copy到服務器上的“program files\Microsoft Dynamics CRM\CRMWeb\bin”下即可。
- 再點擊Clone按鈕，又報了一個錯：
This workflow job was canceled because the workflow that started it included an infinite loop. Correct the workflow logic and try again. For information about workflow logic, see Help
原來出現死循環了，解決方法很簡單，在插件的開始處加上下面代碼就行了：
if (context.Depth > 1)
{
return;
}