UpdatePolicy

Description

Updates a policy instance for the specified role. Changes made to the behaviors for the policy instance will be saved.

Parameters

Interfaces

• Dynamics GP
• Common
• Field Service
• Financials
• Human Resources/Payroll
• Inventory
• Manufacturing
• Project Accounting
• Purchasing
• Sales

Examples

The following C# example retrieves the Update Customer policy for the default role. It modifies the selected behavior option for the Create Active behavior, and then updates the default instance of the policy.

** Legacy endpoint**

using System;
using System.Collections.Generic;
using System.Text;
using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            Policy createCustomerPolicy;
            PolicyKey policyKey;
            RoleKey roleKey;
            Behavior createActiveBehavior;
            BehaviorOption setToInactiveBehaviorOption;
            Guid behaviorGUID;
            int behaviorOptionID;

            // Create an instance of the service
            DynamicsGP wsDynamicsGP = new DynamicsGP();

            // Be sure that default credentials are used
            wsDynamicsGP.UseDefaultCredentials = true;

            // Create a context with which to call the service
            context = new Context();

            // Specify which company to use (sample company)
            companyKey = new CompanyKey();
            companyKey.Id = (-1);

            // Set up the context object
            context.OrganizationKey = (OrganizationKey)companyKey;

            // Create the role key for the role (default role)
            roleKey = new RoleKey();
            roleKey.Id = "00000000-0000-0000-0000-000000000000";

            // Get the complete policy for Create Customer
            policyKey = new PolicyKey();
            policyKey.Id = new Guid("94880780-186c-43c8-b484-efcdd03cbdbe");
            createCustomerPolicy = wsDynamicsGP.GetCompletePolicyByKey(policyKey, roleKey, context);

            // Set the behavior for the 'Create Active' behavior
            // Find the behavior in the list (from Web Service Reference)
            behaviorGUID = new Guid("5c098de9-952c-478c-ad4b-cf992b55ea46");
            createActiveBehavior = new Behavior();
            foreach (Behavior b in createCustomerPolicy.Behaviors)
            {
                if (b.Key.Id == behaviorGUID)
                {
                    // Behavior was found
                    createActiveBehavior = b;
                    break;
                }
            }

            // Find the behavior option (from Web Service Reference)
            behaviorOptionID = 2;
            setToInactiveBehaviorOption = new BehaviorOption();
            foreach (BehaviorOption bo in createActiveBehavior.Options)
            {
                if (bo.Key.Id == behaviorOptionID)
                {
                    // Behavior option was found
                    setToInactiveBehaviorOption = bo;
                    break;
                }
            }

            // Set selected behavior option to create inactive customers
            createActiveBehavior.SelectedOption = setToInactiveBehaviorOption;

            // Update the policy instance for the default role
            wsDynamicsGP.UpdatePolicy(createCustomerPolicy, roleKey, context);
        }
    }
}

** Native endpoint **

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.ServiceModel;
using DynamicsGPWebServiceSample.DynamicsGPService;

namespace DynamicsGPWebServiceSample
{
    class Program
    {
        static void Main(string[] args)
        {
            CompanyKey companyKey;
            Context context;
            Policy createCustomerPolicy;
            PolicyKey policyKey;
            RoleKey roleKey;
            Behavior createActiveBehavior;
            BehaviorOption setToInactiveBehaviorOption;
            Guid behaviorGUID;
            int behaviorOptionID;

            // Create an instance of the service
            DynamicsGPClient wsDynamicsGP = new DynamicsGPClient();

            // Create a context with which to call the service
            context = new Context();

            // Specify which company to use (sample company)
            companyKey = new CompanyKey();
            companyKey.Id = (-1);

            // Set up the context object
            context.OrganizationKey = (OrganizationKey)companyKey;

            // Create the role key for the role (default role)
            roleKey = new RoleKey();
            roleKey.Id = "00000000-0000-0000-0000-000000000000";

            // Get the complete policy for Create Customer
            policyKey = new PolicyKey();
            policyKey.Id = new Guid("94880780-186c-43c8-b484-efcdd03cbdbe");
            createCustomerPolicy = wsDynamicsGP.GetCompletePolicyByKey(policyKey, roleKey, context);

            // Set the behavior for the 'Create Active' behavior
            // Find the behavior in the list (from Web Service Reference)
            behaviorGUID = new Guid("5c098de9-952c-478c-ad4b-cf992b55ea46");
            createActiveBehavior = new Behavior();
            foreach (Behavior b in createCustomerPolicy.Behaviors)
            {
                if (b.Key.Id == behaviorGUID)
                {
                    // Behavior was found
                    createActiveBehavior = b;
                    break;
                }
            }

            // Find the behavior option (from Web Service Reference)
            behaviorOptionID = 2;
            setToInactiveBehaviorOption = new BehaviorOption();
            foreach (BehaviorOption bo in createActiveBehavior.Options)
            {
                if (bo.Key.Id == behaviorOptionID)
                {
                    // Behavior option was found
                    setToInactiveBehaviorOption = bo;
                    break;
                }
            }

            // Set selected behavior option to create inactive customers
            createActiveBehavior.SelectedOption = setToInactiveBehaviorOption;

            // Update the policy instance for the default role
            wsDynamicsGP.UpdatePolicy(createCustomerPolicy, roleKey, context);

            // Close the service
            if(wsDynamicsGP.State != CommunicationState.Faulted)
            {
                wsDynamicsGP.Close();
            }
        }
    }
}