Advanced Find - combine related entitie with OR

dynamics-crm, dynamics-crm-2011

Solution

I solved the problem.

- Create Plugin for pre-validation with `Execute()` method and some method for data parsing.

- In entity view add some field with `GUID`.

- If plugin found guid in your view, it 'll get fetchxml query for your entity and second query entity else 'll show default view.

- Parse data for what you want show for user.

- Register your plugin.

- Profit.

PS I'll add sources in day or two after refactoring and approval from customer.

Edit:

First of all - y need create new `GUID` and add string field to view with that guid to view(It is better to hide it from the user). Create plugin with `RetrieveMultiple` action and `Post` validation(in `Pre` action you may lose your changes)

In plugin: main method `RetrieveMultiple` which will get context and service from wich you will take query, then you need get fetchXml and check if there are your `GUID`.

            string fetchXml = string.Empty;
            var query = context.InputParameters["Query"] as QueryExpression;
            var fetchQuery = context.InputParameters["Query"] as FetchExpression;

                if (query == null)
                {
                    if (fetchQuery == null)
                    {
                    return;
                    }
               fetchXml = fetchQuery.Query;
                }

                // Convert query to a fetch expression for processing and apply filter
                else
                {
                    fetchXml =
                        ((QueryExpressionToFetchXmlResponse)
                            service.Execute(new QueryExpressionToFetchXmlRequest {Query = query})).FetchXml;
                }

                if (fetchXml.Contains(OpportunityFilterGuid))
            {
                    ApplyFilter(context, service, query);
                }
            }

In your `ApllyFilter` method you need:

Get query from user(he can add some new fileds).

Delete your field with `GUID`.

Execute query.

Delete fileds, that can conflict with your `OR` statement.

Add `link-entity` to query.

Execute query.

Add received entities from second query to first.

Using LINQ select entities wich are not repeated.

 collectionOne.Entities.GroupBy(oppId => oppId.Id).Select(opp => opp.First())

Send that data to client.

Problem

Original source