GoalRollupQuery entity messages and methods

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Applies To: Dynamics CRM 2013

A goal rollup query represents a query that is used to filter the results of the goal rollup.

The early bound class for this entity is GoalRollupQuery. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download. The following table describes the messages for this entity, which you use with the IOrganizationService.Execute method.

Message

Description

AssignRequest

Assigns a goal rollup query to another user or team.

CreateRequest

Creates a goal rollup query. You can also call the IOrganizationService.Create method.

DeleteRequest

Deletes a goal rollup query. You can also call the IOrganizationService.Delete method.

GrantAccessRequest

Shares a goal rollup query with another security principal (user or team).

ModifyAccessRequest

Changes the access rights for a goal rollup query previously shared with another security principal (user or team).

RetrieveRequest

Retrieves a goal rollup query. You can also call the IOrganizationService.Retrieve method.

RetrieveMultipleRequest

Retrieves a collection of goal rollup queries. You can also call the IOrganizationService.RetrieveMultiple method.

RetrievePrincipalAccessRequest

Retrieves the access the specified security principal (user or team) has to a goal rollup query.

RetrieveSharedPrincipalsAndAccessRequest

Retrieves the security principals (users or teams) that have access to a goal rollup query, and their access rights to the goal rollup query.

RevokeAccessRequest

Removes all access to a goal rollup query for the specified security principal (user or team).

SetStateRequest

Sets the state of a goal rollup query. If you are using early bound types, use the GoalRollupQueryState enumeration. For a list of the state values, refer to the GoalRollupQuery entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

Note

Not available in the offline mode.

UpdateRequest

Updates a goal rollup query. You can also call the IOrganizationService.Update method.

See Also

Goal management entities
GoalRollupQuery (rollup query) entity privileges
Sample: Rollup goal data for a custom period against the target revenue