Sample: Reschedule and cancel a recurring appointment
This sample demonstrates how to reschedule and cancel appointment instances in a recurring appointment series using the RescheduleRequest message.
How to run this sample
- Download or clone the Samples repo so that you have a local copy.
- (Optional) Edit the dataverse/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
- Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.
If you do not specify a connection string in dataverse/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 dataverse/App.config file.
What this sample does
The RescheduleRequest
message is intended to be used in a scenario where it contains the data that is needed to reschedule an appointment, recurring appointment, or service appointment (service activity).
How this sample works
In order to simulate the scenario described in What this sample does, the sample will do the following:
Setup
- Checks for the current version of the org.
- Defines an anonymous type to define the possible recurrence pattern values and possible values for days of the week.
- Defines an anonymous type to define tbe possible values for recurrence rule pattern end type.
- The
RecurringAppointmentMaster
creates a new recurring appointment.
Demonstrate
- The
QueryExpression
message queries the individual appointment instance that falls on or after 10 days from today. Basically this will be the second instance in the recurring appointment series. - The
RescheduleRequest
message updates the schedule start and end dates of the appointment. - The
SetStateRequest
message cancels the last instance of the appointment. The status of this appointment instance is set tocanceled
. You can view this appointment instance under theAll Activities
view.
Clean up
Display an option to delete the sample data created 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.
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