Filter Document Sample

To enable external filtering with the adapter, the filter document must match the following XML schema:

<?xml version="1.0" encoding="UTF-8"?>
<schema xmlns="http://www.w3.org/2001/XMLSchema" targetNamespace="urn:iwaysoftware:adapter:MSCRM2011:filter" xmlns:f="urn:iwaysoftware:adapter:MSCRM2011:filter">
    <element name="filter">
        <complexType>
            <sequence>
                <element name="entities" minOccurs="1" maxOccurs="1" type="f:EntitiesType" />
                <element name="operations" minOccurs="1" maxOccurs="1" type="f:OperationType" />
            </sequence>
        </complexType>
    </element>
    <complexType name="EntitiesType">
        <sequence>
            <element name="logicalname" minOccurs="0" maxOccurs="unbounded" type="string" />
        </sequence>
    </complexType>
    <complexType name="OperationType">
        <sequence>
            <element name="entity" minOccurs="0" maxOccurs="unbounded">
                <complexType>
                    <sequence>
                        <element name="entityName" minOccurs="1" maxOccurs="1" type="string" />
                        <element name="operations" minOccurs="1" maxOccurs="1">
                            <complexType>
                                <sequence>
                                    <element name="operation" minOccurs="0" maxOccurs="unbounded" type="string" />
                                </sequence>
                            </complexType>
                        </element>
                    </sequence>
                </complexType>
            </element>
        </sequence>
    </complexType>
</schema>

The following document is a sample of a filter file.

<f:filter xmlns:f="urn:iwaysoftware:adapter:MSCRM2011:filter" >
    <entities>
        <logicalname>account</logicalname>
    </entities>
    <operations>
        <entity>
            <entityName>any</entityName>
            <operations>
                <operation>SetStateDynamicEntity</operation>
            </operations>
        </entity>
        <entity>
        <entityName>appointment</entityName>
            <operations>
                <operation>Handle</operation>
                <operation>Route</operation>
            </operations>
        </entity>
    </operations>
</f:filter>

Note: The SetStateDynamicEntity operation is filtered for any entity due to using any as entity name. This makes it easier to prepare filter files.