Assign a chart to another user

This sample shows how to assign a user-owned visualization to another using the AssignRequest message. You can download the sample from here.

Note

Unsure about entity vs. table? See Developers: Understand terminology in Microsoft Dataverse.

This sample requires an additional user that isn't available in your system. Create the required user manually in Microsoft 365 in order to run the sample without any errors. For this sample create a user profile as is shown below.

First Name: Kevin
Last Name: Cook
Security Role: Sales Manager
UserName: kcook@yourorg.onmicrosoft.com

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the cds/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in cds/App.config, any sample you run will use that connection information.

If you do not specify a connection string in cds/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the cds/App.config file.

What this sample does

The AssignRequest message is intended to be used in a scenario where it contains the data that is needed to assign the specified record to a new owner (user or team) by changing the OwnerId column of the record.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The CreateRequiredRecords method creates a sample account and some opportunity records for the visualization.
  3. The newUserOwnedVisualization method creates the visualization table instance.

Demonstrate

The AssignRequest method assigns the visualization or chart to the newly created user.

Clean up

Display an option to delete the sample data in Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.