private bool SendEmail(IExtendedExecutionContext context, Entity account, Incident caseRecord)
{
context.Trace($"Attempting to retrieve case with title Email Change Request...");
// Get a system user to send the email (From: field)
_userId = context.UserId;
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(PluginXrm.Account.EntityLogicalName, _accountId),
AddressUsed = account.GetAttributeValue <string>(Email)
};
context.Trace("Created To and From activity parties.");
// Create an email message entity
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "Email change request confirmation",
Description = $"Hello, {account.GetAttributeValue<string>(AccountName)}.{Environment.NewLine}" +
$"We received your request to change your primary email address from " +
$"{caseRecord.GetAttributeValue<string>(PreviousEmail)} to " +
$"{caseRecord.GetAttributeValue<string>(NewEmail)}.{Environment.NewLine}" +
@"Please <a href=""https://www.uopeople.edu/"">Click Here</a> to confirm your request",
DirectionCode = true,
RegardingObjectId = new EntityReference(Incident.EntityLogicalName, _caseId)
};
_emailId = context.OrganizationService.Create(email);
context.Trace($"Created {email.Subject} email with description: {email.Description}.");
SendEmailRequest sendEmailRequest = new SendEmailRequest
{
EmailId = _emailId,
TrackingToken = string.Empty,
IssueSend = true
};
SendEmailResponse sendEmailResponse = (SendEmailResponse)context.OrganizationService.Execute(sendEmailRequest);
return(sendEmailResponse != null);
}
public override void ExecuteWorkflowActivity(IExtendedExecutionContext context)
{
// Depth check to prevent infinite loop
if (context.Depth > 1)
{
return;
}
// The InputParameters collection contains all the data passed in the message request
if (context.InputParameters.Contains(Target) &&
context.InputParameters[Target] is Entity)
{
// Obtain the target Case entity from the input parameters
Entity target = (Entity)context.InputParameters[Target];
try
{
if (context.MessageName.Equals("update", StringComparison.InvariantCultureIgnoreCase) &&
target.Attributes.Contains(ChangeEmailStatus) && target.Attributes[ChangeEmailStatus] != null)
{
context.Trace($"Entered {nameof(OnCaseConfirmChangeEmailStatus_ResolveCaseAndSendEmail)}.Execute()");
context.ClearPluginTraceLog(nameof(OnCaseConfirmChangeEmailStatus_ResolveCaseAndSendEmail));
if (context.PreImageEntity == null || context.PostImageEntity == null)
{
throw new ArgumentNullException(context.PreImageEntity == null ?
nameof(context.PreImageEntity) : nameof(context.PostImageEntity));
}
int newEmailStatus = context.PostImageEntity.GetAttributeValue <OptionSetValue>(ChangeEmailStatus).Value;
int confirmedOptionSetValue = new OptionSetValue(100000002).Value; //Confirmed
if (newEmailStatus != confirmedOptionSetValue)
{
return;
}
// Retrieve the account related to the target case
_accountId = context.PostImageEntity.GetAttributeValue <EntityReference>("customerid").Id;
if (_accountId == null)
{
context.Trace($"Unable to retrieve the account. Aborting workflow execution.");
return;
}
// Retrieve all the active cases with title "Email Change Request" for the current account
var allCases = RetrieveAllEmailChangeRequestCases(context);
if (!allCases.Any())
{
context.Trace($"No active Email Change Request cases found for account with id {_accountId}");
return;
}
context.Trace($"Retrieved {allCases.Count} active Email Change Request cases for account id {_accountId}");
// Retrieve the latest active "Email Change Request" case for the current account and resolve it.
Incident latestCase = allCases.First();
ResolveCase(context, latestCase);
Entity account = context.OrganizationService.Retrieve(PluginXrm.Account.EntityLogicalName, _accountId,
new ColumnSet(AccointId, AccountName, Email));
account.Attributes[Email] = latestCase.GetAttributeValue <string>(NewEmail);
context.Trace($"Updated account {account.GetAttributeValue<string>(AccountName)}'s email to " +
$"{latestCase.GetAttributeValue<string>(NewEmail)}");
context.OrganizationService.Update(account);
//Retrieve all other active "Email Change Request" cases (if any) for the current account that need to be closed as duplicate.
var casesToClose = allCases.Skip(1).ToList();
if (!casesToClose.Any())
{
context.Trace($"No other active cases for account with id {_accountId}");
}
else
{
// Close all other cases setting their built-in status and status reason to Cancelled
foreach (var currentCase in casesToClose)
{
CloseCase(context, currentCase);
}
context.Trace($"Closed {casesToClose.Count} cases with status reason Cancelled for account with id {_accountId}");
}
// Send Email to the account
bool mailSent = SendEmail(context, account, latestCase);
context.Trace(mailSent
? $"Sent the email successfully changed message to user {account.GetAttributeValue<string>(AccountName)} with id {_accountId}."
: $"Email was not send successfully to user with id {_accountId}");
}
}
catch (Exception ex)
{
context.Trace($"An error occurred in {nameof(OnCaseConfirmChangeEmailStatus_ResolveCaseAndSendEmail)}. " +
$"Exception details: {ex.Message}");
throw new InvalidPluginExecutionException(ex.Message);
}
finally
{
context.Trace($"Exiting {nameof(OnCaseConfirmChangeEmailStatus_ResolveCaseAndSendEmail)}.Execute()");
}
}
}
public override void Execute(ILocalPluginContext localContext)
{
// Depth check to prevent infinite loop
if (localContext.PluginExecutionContext.Depth > 2)
{
return;
}
// The InputParameters collection contains all the data passed in the message request
if (localContext.PluginExecutionContext.InputParameters.Contains(Target) &&
localContext.PluginExecutionContext.InputParameters[Target] is Entity)
{
// Obtain the target Case entity from the input parameters
Entity target = (Entity)localContext.PluginExecutionContext.InputParameters[Target];
try
{
// Check for update event
if (localContext.PluginExecutionContext.MessageName.Equals("update", StringComparison.InvariantCultureIgnoreCase) &&
target.Attributes.Contains(ChangeEmailStatus) && target.Attributes[ChangeEmailStatus] != null)
{
localContext.Trace("Entered {0}.Execute()", nameof(OnCaseChangeEmailStatusConfirmed_OnPostUpdateEmailAndResolveCase));
localContext.ClearPluginTraceLog(nameof(OnCaseChangeEmailStatusConfirmed_OnPostUpdateEmailAndResolveCase));
Entity postImageEntity = (localContext.PluginExecutionContext.PostEntityImages != null &&
localContext.PluginExecutionContext.PostEntityImages.Contains(PostImageAlias))
? localContext.PluginExecutionContext.PostEntityImages[PostImageAlias]
: null;
int?newEmailStatus = postImageEntity?.GetAttributeValue <OptionSetValue>(ChangeEmailStatus).Value;
int confirmedOptionSetValue = new OptionSetValue(100000002).Value;
if (newEmailStatus != confirmedOptionSetValue)
{
return;
}
_accountId = postImageEntity.GetAttributeValue <EntityReference>("accountid").Id;
localContext.Trace($"Attempting to retrieve all active Email Change Request cases for account with id {_accountId}");
// Get all the active cases with title "Email Change Request" for the current account
using (var crmContext = new ServiceContext(localContext.OrganizationService)
{
MergeOption = MergeOption.NoTracking
})
{
localContext.Trace($"Attempting to retrieve all active Email Change Request cases for account with id {_accountId}");
var allCases = (from incidents in crmContext.IncidentSet
join account in crmContext.AccountSet on incidents.CustomerId.Id equals account.Id
where incidents.CustomerId.Id == _accountId &&
incidents.SubjectId.Id.Equals(Guid.Parse(EmailChangeRequestSubjectId)) &&
incidents.StateCode == IncidentState.Active
orderby incidents.CreatedOn descending
select incidents)
.ToList();
if (!allCases.Any())
{
localContext.Trace($"No active Email Change Request cases found for account with id {_accountId}");
return;
}
localContext.Trace($"Retrieved {allCases.Count} active Email Change Request cases for account id {_accountId}");
// Retrieve the latest active "Email Change Request" case for the current account and resolve it.
Incident latestCase = allCases.First();
ResolveCase(localContext, latestCase);
// Create new instance of account for update
var retrievedAccount = new Entity(Account.EntityLogicalName, _accountId);
var accountInstance = new Entity(Account.EntityLogicalName)
{
Id = retrievedAccount.Id,
Attributes =
{
["emailaddress1"] = latestCase.GetAttributeValue <string>(NewEmail),
["new_emailsetfromcase"] = true
}
};
localContext.Trace($"Updated account {accountInstance.GetAttributeValue<string>("name")}'s email to " +
$"{latestCase.GetAttributeValue<string>(NewEmail)}");
localContext.OrganizationService.Update(accountInstance);
//Retrieve all other active "Email Change Request" cases (if any) for the current account that need to be closed as duplicate.
var casesToClose = allCases.Skip(1).ToList();
if (!casesToClose.Any())
{
localContext.Trace($"No other active cases for account with id {_accountId}");
}
else
{
// Close all other cases setting their built-in status and status reason to Cancelled
foreach (var currentCase in casesToClose)
{
CloseCase(localContext, currentCase);
}
localContext.Trace($"Closed {casesToClose.Count} cases with status reason Cancelled for account with id {_accountId}");
}
}
}
}
catch (Exception ex)
{
localContext.Trace($"An error occurred in {nameof(OnCaseChangeEmailStatusConfirmed_OnPostUpdateEmailAndResolveCase)}. " +
$"Exception details: {ex.Message}");
throw new InvalidPluginExecutionException(ex.Message);
}
}
}
