Our plugin maintains some instance parameter values across many elements, including those in groups.
Occasionally the end users will introduce data that activates an unused Category,
so we have to update the document parameter bindings, to include those categories. However, when we call
doc.ParameterBindings.ReInsert()
our existing parameter values inside groups are lost, because our VariesAcrossGroups flag is toggled back to false?
How did Revit intend this to work - are we supposed to use this in a different way, to not trigger this problem?
ReInsert() expects a base Definition argument, and would usualy get an ExternalDefinition supplied.
To learn, I instead tried to scan through the definition-keys of existing bindings and match those.
This way, I got the document's InternalDefinition, and tried calling Reinsert with that instead
(my hope was, that since its existing InternalDefinition DID include VariesAcrossGroups=true, this would help). Alas, Reinsert doesn't seem to care.
The problem, as you might guess, is that after VariesAcrossGroups=False, a lot of my instance parameters have collapsed into each other, so they all hold identical values. Given that they are IDs, this is less than ideal.
My current (intended) solution is to instead grab a backup of all existing parameter values BEFORE I update the bindings, then after the binding-update and variesAcrossGroups back to true, then inspect all values and re-assign all parameter-values that have been broken. But as you may surmise, this is less than ideal - it will be horribly slow for the users to use our plugin, and frankly it seems like something the revitAPI should take care of, not the plugin developer.
Are we using this the wrong way?
One approach I have considered, is to bind every possibly category I can think of, up front and once only. But I'm not sure that is possible. Categories in themselves are also difficult to work with, as you can only create them indirectly, by using your Project-Document as a factory (i.e. you cannot create a category yourself, you can only indirectly ask the Document to - maybe! - create a category for you, that you request). Because of this, I don't think you can bind for all categories up front - some categories only become available in the document, AFTER you have included a given family/type in your project.
To sum it up: First, I
doc.ParameterBindings.ReInsert()
my binding, with the updated categories. Then, I call
InternalDefinition.SetAllowVaryBetweenGroups()
(after having determined IDEF.VariesAcrossGroups has reverted back to false.)
I am interested to hear the best way to do this, without destroying the client's existing data.
Thank you very much in advance.
(I'm not sure I will accept my own answer).
My answer is just, that you can survive-circumvent this problem,
by scanning the entire revit database for your existing parmater values, before you update the document bindings.
Afterwards, you reset VariesAcrossGroups back to its lost value.
Then, you iterate through your collected parameters, and verify which ones have lost their original value, and reset them back to their intended value.
One trick that speeds this up a bit, is that you can check Element.GroupId <> -1. That is, those elements that are group members.
You only need to track elements which are group members, as it's precisely those that are affected by this Revit bug.
A further tip is, that you should not only watch out for parameter-values that have lost their original value. You must also watch out for parameter-values that have accidentally GOTTEN a value, but which should be left un-set.
I just use FilteredElementCollector with WhereElementIsNotElementType().
Performance-wise, it is of course horrible to do all this,
but given how Revit behaves, I see no other solution if you have to ship to your clients.
Related
Our evolution of using DevOps is continuing (slowly but surely). One thing we've noticed is that some people are trying to but excessive estimates in for their time, but what we really want to be encouraging is for people to be breaking work down into multiple tasks.
Is there a way that we can set our DevOps work items to only accept a maximum value? I've had a look at the 'rules' and there doesn't seem to be anything there to let us do this, and because it's an out of the box field I don't think we can put a value limit against it.
I suppose what I want to understand is whether it would be possible to do this in some way? Could I do something with the existing 'Original Estimate' field or would I have to create a new custom field to have any chance of preventing people from putting in 100 hours for something that's actually more like 2?
If you are also using Boards, you could highlight work items where the original estimate is higher than a certain value. This would not prevent setting these values, but rather encourage the users to put in lower values.
https://learn.microsoft.com/en-us/azure/devops/boards/boards/customize-cards?view=azure-devops
Beware that this might not really help the underlying issue: People must be convinced of the benefits of splitting up tasks, otherwise they will just work around the tooling. Like always putting in the maximum value or not putting in the actual work hours.
Is there a way that we can set our DevOps work items to only accept a
maximum value?
I am afraid that setting the value limit for the Original Estimates field is currently not supported.
As workaround, you could need to create a custom field of type Picklist, and then specify the available values in the picklist.
You could add your request for this feature on our UserVoice site , which is our main forum for product suggestions.After suggest raised, you can vote and add your comments for this feedback. The product team would provide the updates if they view it.
This is a rather generic question, but I'll try to be as precise as possible:
quite often I'm asked by customers for proper implementations of LotusScript's
continue = false
in Notes' Query* events. One quite common situation is a form's QueryOpen event where we actually can stop the process of opening the document in question based on some condition, e.g based on the response from a user dialog.
For some Xpages events like querySaveDocument there are quite obvious solutions, whereas with others I only can recommend re-thinking the entire logic like preventing code execution at a much earlier stage. But of course most people in question would prefer a generic approach like "re-write those codes using...". And - to be honest - I'd like to know myself ;)
I'm more or less familiar with the Xpages / JSF lifecycle, but have to admit that I don't have a proper idea how I could stop execution at any given phase.
As always, any hint is welcome.
EDIT (to clarify my question, but also in response to Tim's answer below):
It's not just the QuerySave but also the QueryModeChange and QueryRecalc that somehow need to be transformed together ith an existng application's logic but that don't have their equivalent in the Xpages logic. Are both concepts (forms based and xpages based) just too different at this point?
As an example think of a workflow application where we need to check certain conditions before we allow opening an existing doc in edit mode for a potential author. In my Notes client application I add some code to 2 events, i.e. QueryOpen, where I check the "mode" arg, and 2nd QueryModeChange, where I check the current doc mode. In both cases I can prevent the doc from being edited by adding my continue = false, if necessary. Depending on the event the doc will either not change its mode, or not open at all.
With an Xpage I can use buttons for changing a doc's edit mode, and I can "hide" those buttons, or just add some checking code or whatever.
But 17 years of Domino consulting have tought me at least one lesson: there'll always be users that'll find the hidden ways to reach their goals. In our case they might find out that a simple modification of the page's URL will finally allow them to edit the doc. To prevent this I could maybe use the "beforeRenderResponse" event, I assume. But then, beforeRenderResponse is also called in other situations as well, so that we have to investigate the current situation first. Or I could make sure that users don't have author rights unless the situation allows it.
Again, not a huge problem, but when making the transition from a legacy Notes application this means re-thinking its entire logic. Which makes the job more tediuos, and especilly more expensive.
True? Or am I missing some crucial parts of the concept?
Structure your events as action groups and, when applicable, return false. This will cause all remaining actions in the group to be skipped.
For example, you could split a "Save" button into two separate actions:
1.
// by default, execute additional actions:
var result = true;
/* execute some logic here */
if (somethingFailed) {
result = false;
}
return result;
Replace somethingFailed with an evaluation based on whatever logic you have in place of the block comment to determine whether it's appropriate to now save the document.
2.
return currentDocument.save();
Not only does the above pattern cause the call to save() to be skipped if the first action returns false, but because save(), in turn, returns a boolean, you could theoretically also add a third action as a kind of postSave event: if the save is successful, the third action will automatically run; if the save fails, the third action will be automatically skipped.
All queryModeChange logic should be moved to the readonly attribute of a panel (or the view root of an XPage or Custom Control) containing all otherwise editable content... you would basically just be flipping the boolean: traditionally, queryModeChange would treat false (for Continue) as an indication that the document should not be edited (although this also forces you to check whether the user is trying to change from read to edit, because if you forgo this check, you're potentially also preventing a user from changing the mode back to read when it's already in edit), whereas readonly should of course return true if the content should not be editable.
Since the queryModeChange approach was nearly always an additional layer of "fig leaf" security, in XPages it's far better to handle this via actual security mechanisms; the readonly attribute is explicitly intended for enforcing security. Additionally, in lieu of using readonly, you could instead use the acl complex property that is also available for panels, XPages, and Custom Controls to provide different permissions to different subsets of users; anyone with a certain role, for instance, would automatically have edit, whereas the level for the default entry can be computed based on item values indicating the current "status" and/or "assignee". With either (or both) of these mechanisms in place, it doesn't matter what the user does to the URL... the relevant components cannot be editable if the container is read only. They could even try to hack in by running JavaScript in Chrome Developer Tools, attempting to emulate the POST requests that would be sent if they could edit the content... the data they send will still not get pushed back to the model, because the targeted components are read-only by virtue of the attributes of their container.
Attempting to apply all Notes client patterns directly to the XPages context is nearly always an exercise in frustration -- and, ultimately, futility. While I won't divulge specifics here, I (and some of the smartest people I know) learned this lesson at great cost. While users may say (and even believe) that they want exactly what they already have... if they did, they would be keeping what they already have, not paying you to turn it into something else. So any migration from a Notes client app to an XPage "equivalent" is your one opportunity to revisit the reason the code used to do what it did, and determine whether that even makes sense to retain within the XPage, based not only on the differential between Notes client and XPage paradigms, but also on any differential between what the users' business process was when the Notes client app was developed and what their process is now.
Omitting this evaluation guarantees that the resulting app will be running code it doesn't need to and fail to make the most of the target platform.
queryRecalc is a perfect example of this: typically, recalculation was blocked to optimize performance when the user's desktop and network resources were responsible for performing complex and/or network-intensive recalculations. In XPages this all happens on the server, so a network request from the browser that returns a page where everything has changed is typically no more expensive for the end user than a page where nothing has changed (unless there's an extreme differential in the amount of markup that is actually sent). Unless the constituent components are bound to data that is expensive for the server to recalculate, logical blocking of recalculation offers little or no performance benefit for the user. Furthermore, if you're trying to block recalculation in an event, you're too late: XPages uses a "lifecycle" that consists of 6 phases, so by the time your event code runs, any recalculation you're trying to block has already occurred. So, if the reason for blocking recalculation was to optimize performance, implement a scope caching strategy that ensures you're only pulling fresh data when it makes sense to do so, and the end user experience will be sufficiently performant without trying to prevent the entire page from recalculating. If, on the other hand, queryRecalc was being used as another fig leaf (something has changed, but we don't want to show the user the updates yet), that logic should definitely be revisited to determine whether it's still applicable, still (if ever) a good idea, and which portions of the platform are now the best fit for meeting the business process objectives.
In summary, use the security mechanisms unique to XPages for locking down portions or all of a page, and use the memory scopes that we didn't have in the Notes client to ensure the application performs well. Porting an event that used to contain this logic to an XPage event that continues to contain this logic will likely fail to produce the desired result and squander some of the benefits of migrating to XPages.
I have a requirement to add fields onto a form based on data from another set of entities. Is this possible using an event script or does it require a plugin?
Given that I understand your assignment correctly, it can be done using JavaScript as well as a plugin. There is a significant difference that you need to take into consideration.
Is the change to the other entities to be made only when an actual user loads a form? If so, JS is the right way.
Or perhaps you need to ensure that those values are written even if a console client or system process retrieves the value of the primary entity? In that case, C# is your only option.
EDIT:
Simply accessing the values from any entity in the onload event can be done using a call to oData. I believe someone else asked a similar question recently. The basic format will look like this.
http://Server:Port/Organization
/XrmServices/2011/OrganizationData.svc
/TheEntityLogicalNameOfYoursSet()?$filter=FieldName eq 'ValueOfIt'
Some extra remarks.
If you're targeting on-line installation, the syntax will differ, of course, because the Schema-Server-Port-Organization are provided in a different pattern (https, orgName.crm4.something.something.com etc.). You can look it up on Settings.
Perhaps it should go without saying and I'm sure you realize it but for completeness' sake, TheEntityLogicalNameOfYours needs to be substituted for the actual name (unless that is your actual name, in which case I'll be worried, haha).
If you're new to this whole oData thingy, keep asking. I got the impression that the info I'm giving you is appreciated but not really producing "aha!" experience for you. You might want to ask separate questions, though. Some examples right off the top of my head.
a. "How do I perform oData call in JavaScript?"
b. "How do I access the fetched data?"
c. "How do I add/remove/hide a field programmatically on a form?"
d. "How do I combine data from...?"
I have a requirement in which I need to import data from excel (CSV) to Dynamics CRM regularly.
Instead of using some simple Data Duplication Rules, I need to implement a point system to determine whether a data is considered duplicate or not.
Let me give an example. For example these are the particular rules for Import:
First Name, exact match, 10 pts
Last Name, exact match, 15 pts
Email, exact match, 20 pts
Mobile Phone, exact match, 5 pts
And then the Threshold value => 19 pts
Now, if a record have First Name and Last Name matched with an old record in the entity, the points will be 25 pts, which is higher than the threshold (19 pts), therefore the data is considered as Duplicate
If, for example, the particular record only have same First Name and Mobile Phone, the points will be 15 pts, which is lower than the threshold and thus considered as Non-Duplicate
What is the best approach to achieve this requirement? Is it possible to utilize the default functionality of Import Data in the MS CRM? Is there any 3rd party Add-on that answer my requirement above?
Thank you for all the help.
Updated
Hi Konrad, thank you for your suggestions, let me elaborate here:
Excel. You could filter out the data using Excel and then, once you've obtained a unique list, import it.
Nice one but I don't think it is really workable in my case, the data will be coming regularly from client in moderate numbers (hundreds to thousands). Typically client won't check about the duplication on the data.
Workflow. Run a process removing any instance calculated as a duplicate.
Workflow is a good idea, however since it is being processed asynchronously, my concern is the user in some cases may already do some update/changes to the data inserted, before the workflow finish working.. therefore creating some data inconsistency or at the very least confusing user experience
Plugin. On every creation of a new record, you'd check if it's to be regarded as duplicate-ish and cancel it's creation (or mark for removal).
I like this approach. So I just import like usual (for example, to contact entity), but I already have a plugin in place that getting triggered every time a record is created, the plugin will check whether the record is duplicat-ish or not and took necessary action.
I haven't been fiddling a lot with duplicate detection but looking at your criteria you might be able to make rules that match those, pretty much three rules to cover your cases, full name match, last name and mobile phone match and email match.
If you want to do the points system I haven't seen any out of the box components that solve this, however CRM Extensions have a product called Import Manager that might have that kind of duplicate detection. They claim to have customized duplicate checking. Might be worth asking them about this.
Otherwise it's custom coding that will solve this problem.
I can think of the following approaches to the task (depending on the number of records, repetitiveness of the import, automatization requirement etc.) they may be all good somehow. Would you care to elaborate on the current conditions?
Excel. You could filter out the data using Excel and then, once you've obtained a unique list, import it.
Plugin. On every creation of a new record, you'd check if it's to be regarded as duplicate-ish and cancel it's creation (or mark for removal).
Workflow. Run a process removing any instance calculated as a duplicate.
You also need to consider the implication of such elimination of data. There's a mathematical issue. Suppose that the uniqueness' radius (i.e. the threshold in this 1D case) is 3. Consider the following set of numbers (it's listed twice, just in different order).
1 3 5 7 -> 1 _ 5 _
3 1 5 7 -> _ 3 _ 7
Are you sure that's the intended result? Under some circumstances, you can even end up with sets of records of different sizes (only depending on the order). I'm a bit curious on why and how the setup came up.
Personally, I'd go with plugin, if the above is OK by you. If you need to make sure that some of the unique-ish elements never get omitted, you'd probably best of applying a test algorithm to a backup of the data. However, that may defeat it's purpose.
In fact, it sounds so interesting that I might create the solution for you (just to show it can be done) and blog about it. What's the dead-line?
I think my question would be better explained with a couple of examples...
GET http://myservice/myresource/?name=xxx&country=xxxx&_page=3&_page_len=10&_order=name asc
that is, on the one hand I have conditions ( name=xxx&country=xxxx ) and on the other hand I have parameters affecting the query ( _page=3&_page_len=10&_order=name asc )
now, I though about using some special prefix ( "_" in thes case ) to avoid collisions between conditions and parameters ( what if my resourse has an "order" property? )
is there some standard way to handle these situations?
--
I found this example (just to pick one)
http://www.peej.co.uk/articles/restfully-delicious.html
GET http://del.icio.us/api/peej/bookmarks/?tag=mytag&dt=2009-05-30&start=1&end=2
but in this case condition fields are already defined (there is no start nor end property)
I'm looking for some general solution...
--
edit, a more detailed example to clarify
Each item is completely indepent from one another... let's say that my resources are customers, and that (luckily) I have a couple millions of them in my db.
so the url could be something like
http://myservice/customers/?country=argentina,last_operation=2009-01-01..2010-01-01
It should give me all the customers from argentina that bought anything in the last year
Now I'd like to use this service to build a browse page, or to fill a combo with ajax, for example, so the idea was to add some metada to control what info should I get
to build the browse page I would add
http://...,_page=1,_page_len=10,_order=state,name
and to fill an autosuggest combo with ajax
http://...,_page=1,_page_len=100,_order=state,name,name=what_ever_type_the_user*
to fill the combo with the first 100 customers matching what the user typed...
my question was if there was some standard (written or not) way of encoding this kind of stuff in a restfull url manner...
While there is no standard, Web API Design (by Apigee) is a great book of advice when creating Web APIs. I treat it as a sort of standard, and follow its recommendations whenever I can.
Under "Pagination and partial response" they suggest (page 17):
Use limit and offset
We recommend limit and offset. It is more common, well understood in leading databases, and easy for developers.
/dogs?limit=25&offset=50
There's no standard or convention which defines a way to do this, but using underscores (one or two) to denote meta-info isn't a bad idea. This is what's used to specify member variables by convention in some languages.
Note:
I started writing this as a comment to my previous answer. Then I was going to add it as an edit, but I think that it belongs as a separate answer instead. This is a completely different approach and a separate answer in its own right since it is a different approach.
The more that I have been thinking about this, I think that you really have two different resources that you have to deal with:
A page of resources
Each resource that is collected into the page
I may have missed something (could be... I've been guilty of misinterpretation). Since a page is a resource in its own right, the paging meta-information is really an attribute of the resource so placing it in the URL isn't necessarily the wrong approach. If you consider what can be cached downstream for a page and/or referred to as a resource in the future, the resource is defined by the paging attributes and the query parameters so they should both be in the URL. To continue with my entirely too lengthy response, the page resource would be something like:
http://.../myresource/page-10/3?name=xxx&country=yyy&order=name&orderby=asc
I think that this gets to the core of your original question. If the page itself is a resource, then the URI should describe the page so something like page-10 is my way of saying "a page of 10 items" and the next portion of the page is the page number. The query portion contains the filter.
The other resource names each item that the page contains. How the items are identified should be controlled by what the resources are. I think that a key question is whether the result resources stand on their own or not. How you represent the item resources differs based on this concept.
If the item representations are only appropriate when in the context of the page, then it might be appropriate to include the representation inline. If you do this, then identify them individually and make sure that you can retrieve them using either URI fragment syntax or an additional path element. It seems that the following URLs should result in the fifth item on the third page of ten items:
http://.../myresource/page-10/3?...#5
http://.../myresource/page-10/3/5?...
The largest factor in deciding between these two is how strongly coupled the individual item is with the page. The fragment syntax is considerably more binding than the path element IMHO.
Now, if the item resources are free-standing and the page is simply the result of a query (which I think is likely the case here), then the page resource should be an ordered list of URLs for each item resource. The item resource should be independent of the page resource in this case. You might want to use a URI that is based on the identifying attribute of the item itself. So you might end up with something like:
http://.../myresource/item/42
http://.../myresource/item/307E8599-AD9B-4B32-8612-F8EAF754DFDB
The key deciding factor is whether the items are freestanding resources or not. If they are not, then they are derived from the page URI. If they are freestanding, then they should have their are defined by their own resources and should be included in the page resource as links instead.
I know that the RESTful folk tend to dislike the usage of HTTP headers, but has anyone actually looked into using the HTTP ranges to solve pagination. I wrote a ISAPI extension a few years back that included pagination information along with other non-property information in the URI and I never really like the feel of it. I was thinking about doing something like:
GET http://...?name=xxx&country=xxxx&_orderby=name&_order=asc HTTP/1.1
Range: pageditems=20-29
...
This puts the result set parameters (e.g., _orderby and _order) in the URI and the selection as a Range header. I have a feeling that most HTTP implementations would screw this up though especially since support for non-byte ranges is a MAY in RFC2616. I started thinking more seriously about this after doing a bunch of work with RTSP. The Range header in RTSP is a nice example of extending ranges to handle time as well as bytes.
I guess another way of handling this is to make a separate request for each item on the page as an individual resource in its own right. If your representation allows for this, then you might want to consider it. It is more likely that intermediate caching would work very well with this approach. So your resources would be defined as:
myresource/name=xxx;country=xxx/orderby=name;order=asc/20/
myresource/name=xxx;country=xxx/orderby=name;order=asc/21/
myresource/name=xxx;country=xxx/orderby=name;order=asc/22/
myresource/name=xxx;country=xxx/orderby=name;order=asc/23/
myresource/name=xxx;country=xxx/orderby=name;order=asc/24/
I'm not sure if anyone has tried something like this or not. This would make URIs constructible which is always a useful property IMHO. The bonus to this approach is that the individual responses could be cached and the server is free to optimize handling of collecting pages of items and what not in the most efficient way. The basic idea is to have the client specify the query in the URI and the index of them item that it wants to retrieve. No need to push the idea of a "page" into the resource or even to make it visible. The client can iteratively retrieve objects until it's page is full or it receives a 404.
There is a downside of course... the HTTP server and infrastructure has to support pipelining or the cost of creation/destruction of connections might kill the idea outright.