InforCRM Quick Search - For InforCRM 8.2

QuickSearch.ascx

<%@ Control Language="C#" AutoEventWireup="true" CodeFile="QuickSearch.ascx.cs" Inherits="SmartParts_Contact_QuickSearch" %>
<%@ Register Assembly="Sage.SalesLogix.Web.Controls" Namespace="Sage.SalesLogix.Web.Controls.PickList" TagPrefix="SalesLogix" %>
<%@ Register Assembly="Sage.SalesLogix.Web.Controls" Namespace="Sage.SalesLogix.Web.Controls" TagPrefix="SalesLogix" %>
<%@ Register Assembly="Sage.SalesLogix.Web.Controls" Namespace="Sage.SalesLogix.Web.Controls.Lookup" TagPrefix="SalesLogix" %>
<%@ Register Assembly="Sage.SalesLogix.HighLevelTypes" Namespace="Sage.SalesLogix.HighLevelTypes" TagPrefix="SalesLogix" %>

<style type="text/css">
    .date input {
        width: 7em;
    }

    span[slxcompositecontrol] select {
        width: 98%;
    }
</style>

<asp:UpdatePanel runat="server" ChildrenAsTriggers="true">
    <ContentTemplate>
        <asp:Label runat="server" ID="lblSearch" Text="Quick Search" Font-Bold="true"></asp:Label><br />
        Phone#<br />
        <asp:TextBox runat="server" ID="txtPhone"></asp:TextBox>
        <br />
        Zip Code<br />
        <asp:TextBox runat="server" ID="txtZip"></asp:TextBox>
        <br />
        Customer Last Name<br />
        <asp:TextBox runat="server" ID="txtLastName"></asp:TextBox>
        <br />
        <asp:CheckBox runat="server" ID="chkWithinGroup" Text="Within Current Group" Checked="true" />
        <br />
        <div style="text-align: left">
            <asp:Button runat="server" ID="btnSearch" Text="Search" CssClass="slxbutton" OnClick="btnSearch_Click" />
        </div>
    </ContentTemplate>
</asp:UpdatePanel>

QuickSearch.ascx.cs

using System;
using System.Web.UI;
using Sage.SalesLogix.Client.GroupBuilder;
using Sage.Platform.Application;
using Sage.Platform.Security;
using System.Linq;
using System.Xml.Linq;
using System.Xml;
using System.Text;

public partial class SmartParts_Contact_QuickSearch : System.Web.UI.UserControl
{
    protected override void OnInit(EventArgs e)
    {
        base.OnInit(e);
        btnSearch.Click += new EventHandler(btnSearch_Click);
    }

    protected override void OnLoad(EventArgs e)
    {
        base.OnLoad(e);
        if (!IsPostBack)
            DataBind();
    }

    protected void btnSearch_Click(object Sender, EventArgs e)
    {
        string quickSearchGid = GroupInfo.GetGroupIdFromNameFamilyAndType("Quick Search", "Contact", 8);
        string currentGroupId = GroupContext.GetGroupContext().CurrentGroupID;
        if (ViewState["OriginalGroupId"] == null || currentGroupId != quickSearchGid)
            ViewState["OriginalGroupId"] = currentGroupId;

        String userid = ApplicationContext.Current.Services.Get<IUserService>().UserId;
        // if they happen to have navigated to the Quick Search group explicitly we don't want to use it as base for the search!
        bool withinCurrentGroup = chkWithinGroup.Checked && (String)ViewState["OriginalGroupId"] != quickSearchGid;
        // parse original group    
        XDocument groupXml = GetBaseGroup(userid, (String)ViewState["OriginalGroupId"], withinCurrentGroup);
        // add quick search conditions
        SaveGroupConditions(groupXml);
        // save as "Quick Search" group
        String gid = SaveGroup(groupXml, "Quick Search", userid, quickSearchGid);

        if (quickSearchGid == currentGroupId)
        {
            // just need to refresh the data since we changed the condition
            ScriptManager.RegisterClientScriptBlock(Page, GetType(), "QuickSearch",
                "dijit.byId('list').refreshList();", 
                true);
        }
        else
        {
            // need to switch to the quick search group
            ScriptManager.RegisterClientScriptBlock(Page, GetType(), "QuickSearch",
                "Sage.Services.getService('ClientGroupContext').setCurrentGroup('" + gid + "');",
                true);
        }
    }

    private void SaveGroupConditions(XDocument groupXml)
    {
        XElement conditionsNode = groupXml.Root.Element("conditions");
        String fromSQL = groupXml.Root.Element("fromsql").Value;
        int conditionNum = 0;
        if (conditionsNode.Elements().Count() > 0)
        {
            conditionsNode.Elements().Last().Element("connector").ReplaceNodes(new XCData("AND"));
        }

        //Phone conditions
        conditionNum += AddCondition(conditionsNode, "A1", "CONTACT", "WORKPHONE", " LIKE ", txtPhone.Text, conditionNum == 0);
        //conditionNum += AddCondition(conditionsNode, "A1", "CONTACT", "MOBILE", "=", txtPhone.Text, conditionNum == 0);
        //conditionNum += AddCondition(conditionsNode, "A1", "CONTACT", "HOMEPHONE", "=", txtPhone.Text, conditionNum == 0);

        //Zip condition
        conditionNum += AddCondition(conditionsNode, "A2", "ADDRESS", "POSTALCODE", "=", txtZip.Text, conditionNum == 0);

        //Last Name condition
        conditionNum += AddCondition(conditionsNode, "A1", "CONTACT", "LASTNAME", " LIKE ", txtLastName.Text, conditionNum == 0);

        if (conditionNum > 0)
            // closing paren
            conditionsNode.Elements().Last().Element("rightparens").ReplaceNodes(new XCData(")"));

        XAttribute cntAtr = conditionsNode.Attribute("count");
        if (cntAtr == null)
            conditionsNode.Add(new XAttribute("count", conditionsNode.Elements().Count().ToString()));
        else
            cntAtr.Value = conditionsNode.Elements().Count().ToString();
    }

    private int AddCondition(XElement conditionsNode, string tblAlias, string path, string field, string op, object value, bool addLeftParen)
    {
        return AddCondition(conditionsNode, tblAlias, path, field, op, value, addLeftParen ? 1 : 0, 0, false, "AND");
    }

    private int AddCondition(XElement conditionsNode, string tblAlias, string path, string field, string op, object value, int addLeftParen, int addRightParen, bool isliteral, String connector)
    {
        if (value == null ||
            (value is String && value.Equals("")))
            return 0;
        if (op == " LIKE ")
            value += "%";
        conditionsNode.Add(new XElement("condition",
            new XElement("datapath", new XCData(path +
                (path.Contains(":") ? "!" : ":") + field)),
            // alias is not really relevant but I think it does need to be unique
            new XElement("alias", new XCData(tblAlias + "." + field)),
            // note that displayname will usually be overwritten by the client
            new XElement("displayname", new XCData(field)),
            new XElement("displaypath", new XCData(field)),
            new XElement("fieldtype", GetFieldType(value).ToString()),
            new XElement("operator", new XCData(op)),
            new XElement("value", new XCData(FormatFieldValue(value))),
            // this gets overwritten to "END" for last condition in group
            new XElement("connector", new XCData(connector)),
            new XElement("leftparens", new XCData(new String('(', addLeftParen))),
            // we'll add a right one at the end for the last condition in the group
            new XElement("rightparens", new XCData(new String(')', addRightParen))),
            new XElement("isliteral", isliteral ? "true" : "false"),
            new XElement("isnegated", "false"),
            new XElement("casesens", "true")));
        return 1;
    }

    private int GetFieldType(object value)
    {
        if (value is DateTime || value is DateTime?)
            return 11;
        else
            return 1;
    }

    private String FormatFieldValue(object value)
    {
        if (value == null)
            return "";
        if (value is DateTime || value is DateTime?)
        {
            return ((DateTime)value).ToShortDateString();
        }
        return value.ToString();
    }

    /// <summary>
    /// Retrieve the XML representation of the original group that was used for the lookup.
    /// </summary>
    /// <param name="userid"></param>
    /// <returns></returns>
    private static XDocument GetBaseGroup(String userid, string originalGroupId, bool withinCurrentGroup)
    {
        String gid = withinCurrentGroup ?
            originalGroupId :
            GroupContext.GetGroupContext().CurrentGroupInfo.DefaultGroupID;
        String xml = null;
        if (gid == GroupContext.LookupResultsGroupID)
        {
            // if they are on "Lookup Results" we may need to revert to the default group
            xml = GroupContext.GetGroupContext().CurrentGroupInfo.LookupTempGroup.GroupXML;
            if (String.IsNullOrEmpty(xml))
                gid = GroupContext.GetGroupContext().CurrentGroupInfo.DefaultGroupID;
        }
        if (String.IsNullOrEmpty(xml))
            xml = GroupInfo.GetGroupInfo(gid).GroupXML;
        XDocument groupDoc = XDocument.Parse(xml);
        if (!withinCurrentGroup)
        {
            var element = groupDoc.Descendants("conditions").FirstOrDefault();
            if (element != null)
                element.RemoveNodes();
        }
        return groupDoc;
    }

    /// <summary>
    /// Save group to db
    /// </summary>
    /// <param name="group"></param>
    /// <param name="groupName"></param>
    /// <param name="userid"></param>
    /// <param name="groupId">Group id - blank to save as new group</param>
    /// <returns></returns>
    private String SaveGroup(XDocument group, String groupName, String userid, String groupId)
    {
        group.Root.Element("groupid").SetValue(groupId);
        group.Root.Element("plugindata").Attribute("id").SetValue(groupId);
        group.Root.Element("plugindata").Attribute("name").SetValue(groupName);
        group.Root.Element("plugindata").Attribute("displayname").SetValue(groupName);
        StringBuilder buf = new StringBuilder();
        using (XmlWriter xmlWriter = XmlWriter.Create(buf))
        {
            group.WriteTo(xmlWriter);
            xmlWriter.Flush();
        }

        GroupInfo ginfo = new GroupInfo();
        ginfo.GroupXML = buf.ToString();
        ginfo.GroupID = groupId;
        ginfo.GroupName = groupName;
        ginfo.Save();

        Application[ginfo.GroupID] = null;
        return ginfo.GroupID;
    }
}