Automatically Creates a Pass:

• Automatically new crm_pass entity is created and populated with data from the crm_worker record.
• Fields like crm_name, crm_passexpiredate, crm_passissuedate, crm_department, and crm_designation are copied over.
• The plugin also sets the crm_worker lookup on the crm_pass entity, linking it to the original worker record.
• OptionSet values like crm_passstatus and crm_passtype are also copied from the worker record.
• If the worker is associated with a company (crm_companyname), the plugin retrieves the company’s name and sets it in the crm_pass record.
• Pass Entity Creation: The newly created crm_pass entity is then saved to the CRM system.

Error Handling: If any exceptions occur during the process, they are caught, traced, and re-thrown to ensure proper logging and notification.

using System;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

public class CreatePassOnWorkerStatusApproved : IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
tracingService.Trace(“CreatePassOnWorkerStatusApproved Plugin: Execution started.”);

try
{
if (context.MessageName != “Update”)
return;

tracingService.Trace(“Message is Update.”);

IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

Entity entity = (Entity)context.InputParameters[“Target”];

if (entity.LogicalName == “crm_worker” && entity.Contains(“crm_workerstatus”))
{
tracingService.Trace(“Entity is crm_worker and contains workstatus.”);

Entity workerEntity = service.Retrieve(“crm_worker”, entity.Id, new ColumnSet(true));
tracingService.Trace(“Worker entity retrieved. Worker Id: {0}”, workerEntity.Id);

if (workerEntity.GetAttributeValue<OptionSetValue>(“crm_workerstatus”).Value == 770060001)
{
tracingService.Trace(“Worker status is Approved.”);

Entity passEntity = new Entity(“crm_pass”);

passEntity[“crm_name”] = workerEntity.GetAttributeValue<string>(“crm_passnumber”);
passEntity[“crm_passexpiredate”] = workerEntity.GetAttributeValue<DateTime>(“crm_passexpiredate”);
passEntity[“crm_passissuedate”] = workerEntity.GetAttributeValue<DateTime>(“crm_passissuedate”);
passEntity[“crm_department”] = workerEntity.GetAttributeValue<string>(“crm_department”);
passEntity[“crm_designation”] = workerEntity.GetAttributeValue<string>(“crm_designation”);

passEntity[“crm_worker”] = new EntityReference(“crm_worker”, workerEntity.Id);
tracingService.Trace(“crm_worker lookup set.”);

passEntity[“crm_passstatus”] = workerEntity.GetAttributeValue<OptionSetValue>(“crm_passstatus”);
tracingService.Trace(“crm_passstatus set.”);

passEntity[“crm_passtype”] = workerEntity.GetAttributeValue<OptionSetValue>(“crm_passtype”);
tracingService.Trace(“crm_passtype set.”);

if (workerEntity.Contains(“crm_companyname”))
{
EntityReference accountRef = workerEntity.GetAttributeValue<EntityReference>(“crm_companyname”);
Entity accountEntity = service.Retrieve(“crm_company”, accountRef.Id, new ColumnSet(“crm_name”));
passEntity[“crm_companyname”] = accountEntity.GetAttributeValue<string>(“crm_name”);
tracingService.Trace(“Account name set in crm_company field.”);
}

service.Create(passEntity);
tracingService.Trace(“Pass record created successfully.”);
}

}

}
catch (Exception ex)
{
tracingService.Trace(“CreatePassOnWorkerStatusApproved Plugin: {0}”, ex.ToString());
throw;
}

}
}