In order to do this through a plugin you may need to use RetrieveMultiple request for the roles that the user could have and then loop thru the results to assign the customer field value based on the role...
For example if you have your a fetchxml to get the roles you could use it in your plugin (you could use a QueryExpression as well instead of the fetchxml)...
string FetchXML =
@"<fetch mapping='logical' count='50' version='1.0'>
<entity name='systemuser'>
<attribute name='fullname' />
<link-entity name='systemuserroles' from='systemuserid' to='systemuserid'>
<link-entity name='role' from='roleid' to='roleid'>
<attribute name='name' />
</link-entity>
</link-entity>
</entity>
</fetch>";
EntityCollection result = svcClient.OrganizationServiceProxy.RetrieveMultiple(new Microsoft.Xrm.Sdk.Query.FetchExpression(FetchXML));
// and then loop thru result
if (result != null)
{
foreach (var item in result.Entities) {
// ... do your stuff here
// item.roleName is just an idea.. I haven't tested the code yet..
Entity case = new Entity("case");
if (item.roleName == "role 01")
contact.Attributes["customer_field"] = "hard-code value 01";
if (item.roleName == "role 02")
contact.Attributes["customer_field"] = "hard-code value 02";
...
...
}
}
For that particular scenario I think you can achieve it by using just javascript. If you decide to go that way here's an idea...
Attach a javascript function ( Ex. autoFillCustomer() ) to the onload event of the form that will validate the role name and based on the result it will set the hard-coded desired value.
function autoFillCustomer(){
var roles = getAllUserRolesNames();
var customerField = Xrm.Page.getAttribute("customer_field");
for (var i = 0; i < roles.length; i++) {
var roleName = roles[i];
switch (roleName) {
case "Role Name 01":
if ( customerField!= null )
customerFieldsetValue("hard-coded avlue 01");
break;
case "Role Name 021":
if ( customerField!= null )
customerFieldsetValue("hard-coded avlue 02");
break;
default;
if ( customerField!= null )
customerFieldsetValue("default value if needed");
}
}
}
And then.. on the other hand you may have another js webresource with the implementation of getAllUserRolesName() and add it to your form as well.
(this is because you can use it on new future scenarios)
// Display Name: Get All User Roles Names
// Description: Returns an array containing all the roles and teams currently assigned to a user
// This will contain the name and not the guid which is what the standard getUserRoles() function does.
function getAllUserRolesNames() {
var guid = "[A-z0-9]{8}-[A-z0-9]{4}-[A-z0-9]{4}-[A-z0-9]{4}-[A-z0-9]{12}";
var serverUrl = Xrm.Page.context.getClientUrl();
var userId = Xrm.Page.context.getUserId();
userId = userId.match(guid);
var teamQuery = "TeamMembershipSet?$select=TeamId&$filter=SystemUserId eq guid'" + userId + "'";
var teamRoleQuery = "TeamRolesSet?$select=RoleId&$filter=";
var roleQuery = "RoleSet?$select=Name&$filter=";
var teams = makeRequest(serverUrl, teamQuery, 0);
teamRoleQuery = composeQuery(teamRoleQuery, "TeamId", teams);
var teamRoles = makeRequest(serverUrl, teamRoleQuery, 1);
userRoles = Xrm.Page.context.getUserRoles();
if (userRoles != null) {
for (var i = 0; i < userRoles.length; i++) {
teamRoles.push(userRoles[i].match(guid));
}
}
roleQuery = composeQuery(roleQuery, "RoleId", teamRoles);
var roles = makeRequest(serverUrl, roleQuery, 2);
return roles;
}
function makeRequest(serverUrl, query, type) {
var oDataEndpointUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/";
oDataEndpointUrl += query;
var service = GetRequestObject();
if (service != null) {
service.open("GET", oDataEndpointUrl, false);
service.setRequestHeader("X-Requested-With", "XMLHttpRequest");
service.setRequestHeader("Accept", "application/json, text/javascript, */*");
service.send(null);
var retrieved = $.parseJSON(service.responseText).d;
var results = new Array();
switch (type) {
case 0:
for (var i = 0; i < retrieved.results.length; i++) {
results.push(retrieved.results[i].TeamId);
}
break;
case 1:
for (var i = 0; i < retrieved.results.length; i++) {
results.push(retrieved.results[i].RoleId);
}
break;
case 2:
for (var i = 0; i < retrieved.results.length; i++) {
if (results.indexOf(retrieved.results[i].Name) == -1) {
results.push(retrieved.results[i].Name);
}
}
break;
}
return results;
}
return null;
}
function GetRequestObject() {
if (window.XMLHttpRequest) {
return new window.XMLHttpRequest;
} else {
try {
return new ActiveXObject("MSXML2.XMLHTTP.3.0");
} catch (ex) {
return null;
}
}
}
function composeQuery(queryBase, attribute, items) {
if (items != null) {
for (var i = 0; i < items.length; i++) {
if (i == 0) {
queryBase += attribute + " eq (guid'" + items[i] + "')";
} else {
queryBase += " or " + attribute + " eq (guid'" + items[i] + "')";
}
}
}
return queryBase;
}
