CRM Architecture: January 2014

Strip HTML

Use this helper class for stirpping HTML. I am not the owner of this code. Got it from the web. But posting it here as it might be useful to many.

Code:

public static string StripHTML(string source)
        {
            try
            {
                string result;

                // Remove HTML Development formatting
                // Replace line breaks with space
                // because browsers inserts space
                result = source.Replace("\r", " ");
                // Replace line breaks with space
                // because browsers inserts space
                result = result.Replace("\n", " ");
                // Remove step-formatting
                result = result.Replace("\t", string.Empty);
                // Remove repeating spaces because browsers ignore them
                result = System.Text.RegularExpressions.Regex.Replace(result,
                                                                      @"( )+", " ");

                // Remove the header (prepare first by clearing attributes)
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*head([^>])*>", "<head>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"(<( )*(/)( )*head( )*>)", "</head>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(<head>).*(</head>)", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // remove all scripts (prepare first by clearing attributes)
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*script([^>])*>", "<script>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"(<( )*(/)( )*script( )*>)", "</script>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                //result = System.Text.RegularExpressions.Regex.Replace(result,
                //         @"(<script>)([^(<script>\.</script>)])*(</script>)",
                //         string.Empty,
                //         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"(<script>).*(</script>)", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // remove all styles (prepare first by clearing attributes)
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*style([^>])*>", "<style>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"(<( )*(/)( )*style( )*>)", "</style>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(<style>).*(</style>)", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // insert tabs in spaces of <td> tags
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*td([^>])*>", "\t",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // insert line breaks in places of <BR> and <LI> tags
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*br( )*>", "\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*li( )*>", "\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // insert line paragraphs (double line breaks) in place
                // if <P>, <DIV> and <TR> tags
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*div([^>])*>", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*tr([^>])*>", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*p([^>])*>", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // Remove remaining tags like <a>, links, images,
                // comments etc - anything that's enclosed inside < >
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<[^>]*>", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // replace special characters:
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @" ", " ",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&bull;", " * ",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&lsaquo;", "<",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&rsaquo;", ">",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&trade;", "(tm)",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&frasl;", "/",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&lt;", "<",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&gt;", ">",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&copy;", "(c)",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&reg;", "(r)",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                // Remove all others. More can be added, see
                // http://hotwired.lycos.com/webmonkey/reference/special_characters/
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&(.{2,6});", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // for testing
                //System.Text.RegularExpressions.Regex.Replace(result,
                //       this.txtRegex.Text,string.Empty,
                //       System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // make line breaking consistent
                result = result.Replace("\n", "\r");

                // Remove extra line breaks and tabs:
                // replace over 2 breaks with 2 and over 4 tabs with 4.
                // Prepare first to remove any whitespaces in between
                // the escaped characters and remove redundant tabs in between line breaks
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\r)( )+(\r)", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\t)( )+(\t)", "\t\t",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\t)( )+(\r)", "\t\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\r)( )+(\t)", "\r\t",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                // Remove redundant tabs
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\r)(\t)+(\r)", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                // Remove multiple tabs following a line break with just one tab
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\r)(\t)+", "\r\t",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                // Initial replacement target string for line breaks
                string breaks = "\r\r\r";
                // Initial replacement target string for tabs
                string tabs = "\t\t\t\t\t";
                for (int index = 0; index < result.Length; index++)
                {
                    result = result.Replace(breaks, "\r\r");
                    result = result.Replace(tabs, "\t\t\t\t");
                    breaks = breaks + "\r";
                    tabs = tabs + "\t";
                }

                // That's it.
                return result.Trim();
            }
            catch (Exception e)
            {
                //MessageBox.Show("Error");
                throw e;
            }
        }

I had a client requirement to update few of the attributes of incoming email.

The incoming email was tracked on customers based on the from email address. Customer did not want the auto-resolution of emails to customers as many of the customers had the same email ( family members tend to have the same email for all of them). So they want to remove the customer name from the auto resolution.

The response from me was @£$€£€@$€{]}[$£

yeah it's possible. but HOW? We remove the activity party from the sender list... sounds simple :)

Go through the code to find yourself

For example they wanted to have a list view of email with the body of the email (a quick preview of the email).

This was not possible using the standard description field of the email as it contained HTML codes. The alternative is to create a new column to hold the plain text email. So I went ahead and created a new multiline text field with 2000 char limit.

I added a plugin on post activity create to update the description of the email. optionally the same plugin is to be added on email update for the description field.

Here you go with the code. target is the email entity

Entity target = context.InputParameters["Target"] as Entity;

Code:

Entity _email = service.Retrieve("email", target.Id, new ColumnSet("from","to", "description", "directioncode"));

                    if (!((bool)_email["directioncode"])) //Incoming
                    {
                        EntityCollection from = (EntityCollection)_email["from"];

                        if (from.Entities.Count > 0)
                        {
                            foreach (Entity actParty in from.Entities)
                            {
                                if (actParty.Contains("partyid"))
                                {
                                    actParty["partyid"] = null;
                                }
                                else
                                {
                                    actParty.Attributes.Add("partyid", null);
                                }
                            }
                        }
                        _email["from"] = from;
                    }
                    else //outgoing
                    {
                        EntityCollection to = (EntityCollection)_email["to"];

                        if (to.Entities.Count > 0)
                        {
                            foreach (Entity actParty in to.Entities)
                            {
                                if (actParty.Contains("partyid"))
                                {
                                    actParty["partyid"] = null;
                                }
                                else
                                {
                                    actParty.Attributes.Add("partyid", null);
                                }
                            }
                        }
                        _email["to"] = to;
                    }
                    if (_email.Contains("description"))
                    {
                        string desc = _email["description"].ToString();
                        string descStrip = PluginHelper.StripHTML(desc);
                        descStrip = descStrip.Trim();
                        string desc4 = "";
                        string prevLine = "";
                        foreach (string currLine in descStrip.Split('\r'))
                        {
                            if (currLine != prevLine)
                            {
                                prevLine = currLine.Trim();
                                desc4 += currLine.Trim();
                                if (currLine != "")
                                {
                                    desc4 += "\n";
                                }
                            }
                        }

                        if (desc4.Length > 2000)
                            desc4 = desc4.Substring(1, 2000);

                        if (_email.Contains("ssb_mail_text"))
                        {
                            _email["ssb_mail_text"] = desc4;
                        }
                        else
                        {
                            _email.Attributes.Add("ssb_mail_text", desc4);
                        }
                        _email.Attributes.Remove("description");
                    }
                    service.Update(_email);

Close queueitem

Use the code template from here

If you need to close the queueitem after creating a case from an email, here you go with the code

target is of type entity "email"

Code:

        if (target.Contains("regardingobjectid"))
        {
            EntityReference _object = (EntityReference)target["regardingobjectid"];

            if (_object.LogicalName == "incident")
            {
                CloseQueueItem(_object.Id, service);
            }
        }

Code:

public static bool CloseQueueItem(Guid _sourceId, IOrganizationService service)
    {

        Guid _queueItemId = Guid.Empty;
        bool _queueItemClosed = false;

        ConditionExpression ent_ce1 = new ConditionExpression("objectid", ConditionOperator.Equal, _sourceId);
        ConditionExpression ent_ce2 = new ConditionExpression("statecode", ConditionOperator.Equal, 0);
        FilterExpression ent_fe = new FilterExpression(LogicalOperator.And);
        ent_fe.AddCondition(ent_ce1);
        ent_fe.AddCondition(ent_ce2);

        QueryExpression ent_qe = new QueryExpression();
        ent_qe.EntityName = "queueitem";
        ent_qe.Criteria = ent_fe;
        ent_qe.ColumnSet = new ColumnSet("queueitemid", "queueid", "objectid");
        ent_qe.PageInfo.ReturnTotalRecordCount = true;
        EntityCollection ent_coll = service.RetrieveMultiple(ent_qe);

        if (ent_coll.Entities.Count > 0)
        {
            foreach (Entity _queueItem in ent_coll.Entities)
            {
                EntityReference enRef = (EntityReference)_queueItem["objectid"];
                PluginHelper.SetState(_queueItem.LogicalName, _queueItem.Id, 1, 2, service);
            }
            _queueItemClosed = true;
        }

        return _queueItemClosed;
    }

CRM Architecture

Thursday, January 02, 2014

Strip HTML

Update email properties

Close queueitem