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 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();
		}
	}
}
}

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