protected override void ExecuteInternal(LocalWorkflowContext context)
{
var stageNameToSet = this.StageNameInArgument.Get(context.CodeActivityContext).ToUpper();
RetrieveProcessInstancesRequest retrieveProcessInstancesRequest = new RetrieveProcessInstancesRequest
{
EntityId = context.WorkflowContext.PrimaryEntityId,
EntityLogicalName = context.WorkflowContext.PrimaryEntityName
};
RetrieveProcessInstancesResponse retrievedProcessInstancesResponse = (RetrieveProcessInstancesResponse)context.OrganizationService.Execute(retrieveProcessInstancesRequest);
var activeProcessInstance = retrievedProcessInstancesResponse.Processes.Entities[0]; // First record is the active process instance
var workflowReference = (EntityReference)activeProcessInstance.Attributes["processid"];
Process workflow = context.OrganizationService.Retrieve(workflowReference.LogicalName, workflowReference.Id, new ColumnSet(true)).ToEntity <Process>();
RetrieveActivePathRequest pathRequest = new RetrieveActivePathRequest
{
ProcessInstanceId = activeProcessInstance.Id
};
RetrieveActivePathResponse pathResponse = (RetrieveActivePathResponse)context.OrganizationService.Execute(pathRequest);
var stageToSetId = (Guid)pathResponse.ProcessStages.Entities.Where(x => x.Attributes["stagename"].ToString().ToUpper() == stageNameToSet).First().Attributes["processstageid"];
ColumnSet columns = new ColumnSet();
columns.AddColumn("activestageid");
Entity retrievedProcessInstance = context.OrganizationService.Retrieve(workflow.UniqueName, activeProcessInstance.Id, columns);
// Set the next stage as the active stage
retrievedProcessInstance["activestageid"] = new EntityReference(ProcessStage.EntityLogicalName, stageToSetId);
context.OrganizationService.Update(retrievedProcessInstance);
}
public static void ChangeStage(IOrganizationService service, Guid op)
{
// Get Process Instances
RetrieveProcessInstancesRequest processInstanceRequest = new RetrieveProcessInstancesRequest
{
EntityId = op,
EntityLogicalName = Opportunity.EntityLogicalName
};
RetrieveProcessInstancesResponse processInstanceResponse = (RetrieveProcessInstancesResponse)service.Execute(processInstanceRequest);
// Declare variables to store values returned in response
int processCount = processInstanceResponse.Processes.Entities.Count;
Entity activeProcessInstance = processInstanceResponse.Processes.Entities[0]; // First record is the active process instance
Guid activeProcessInstanceID = activeProcessInstance.Id; // Id of the active process instance, which will be used later to retrieve the active path of the process instance
// Retrieve the active stage ID of in the active process instance
Guid activeStageID = new Guid(activeProcessInstance.Attributes["processstageid"].ToString());
// Retrieve the process stages in the active path of the current process instance
RetrieveActivePathRequest pathReq = new RetrieveActivePathRequest
{
ProcessInstanceId = activeProcessInstanceID
};
RetrieveActivePathResponse pathResp = (RetrieveActivePathResponse)service.Execute(pathReq);
// Retrieve the stage ID of the next stage that you want to set as active
activeStageID = (Guid)pathResp.ProcessStages.Entities[4].Attributes["processstageid"];
// Retrieve the process instance record to update its active stage
ColumnSet cols1 = new ColumnSet();
cols1.AddColumn("activestageid");
Entity retrievedProcessInstance = service.Retrieve("opportunitysalesprocess", activeProcessInstanceID, cols1);
// Set the next stage as the active stage
retrievedProcessInstance["activestageid"] = new EntityReference(OpportunitySalesProcess.EntityLogicalName, activeStageID);
service.Update(retrievedProcessInstance);
}
public void ChangeStage(IOrganizationService service)
{
// Get Process Instances
var processInstanceRequest = new RetrieveProcessInstancesRequest
{
EntityId = new Guid(IotAlert.Id.ToString()),
EntityLogicalName = IotAlert.LogicalName.ToString()
};
var processInstanceResponse = (RetrieveProcessInstancesResponse)service.Execute(processInstanceRequest);
// Declare variables to store values returned in response
Entity activeProcessInstance = processInstanceResponse.Processes.Entities[0]; // First record is the active process instance
Guid activeProcessInstanceID = activeProcessInstance.Id; // Id of the active process instance, which will be used later to retrieve the active path of the process instance
// Retrieve the active stage ID of in the active process instance
Guid activeStageID = new Guid(activeProcessInstance.Attributes["processstageid"].ToString());
// Retrieve the process stages in the active path of the current process instance
RetrieveActivePathRequest pathReq = new RetrieveActivePathRequest
{
ProcessInstanceId = activeProcessInstanceID
};
RetrieveActivePathResponse pathResp = (RetrieveActivePathResponse)service.Execute(pathReq);
var activeStageName = "";
var activeStagePosition = -1;
Console.WriteLine("\nRetrieved stages in the active path of the process instance:");
for (int i = 0; i < pathResp.ProcessStages.Entities.Count; i++)
{
// Retrieve the active stage name and active stage position based on the activeStageId for the process instance
if (pathResp.ProcessStages.Entities[i].Attributes["processstageid"].ToString() == activeStageID.ToString())
{
activeStageName = pathResp.ProcessStages.Entities[i].Attributes["stagename"].ToString();
activeStagePosition = i;
}
}
// Retrieve the stage ID of the next stage that you want to set as active
if (activeStagePosition < pathResp.ProcessStages.Entities.Count)
{
activeStageID = (Guid)pathResp.ProcessStages.Entities[activeStagePosition + 1].Attributes["processstageid"];
}
else
{
Console.WriteLine("You are at latest stage");
return;
}
// Retrieve IoT alert Id to match the specific bpf
var query = new QueryExpression
{
EntityName = "msdyn_bpf_477c16f59170487b8b4dc895c5dcd09b",
ColumnSet = new ColumnSet("bpf_name", "bpf_msdyn_iotalertid", "activestageid")
};
// query.Criteria.AddCondition("processid", ConditionOperator.Equal, activeProcessInstanceID);
var retrievedProcessInstanceList = service.RetrieveMultiple(query);
foreach (var entity in retrievedProcessInstanceList.Entities)
{
var ioTAlertBpfER = (EntityReference)entity.Attributes["bpf_msdyn_iotalertid"];
if (IotAlert.Id == ioTAlertBpfER.Id)
{
RetrievedProcessInstance = entity;
break;
}
}
//Retrieve Asset's account id
var customerAsset = (EntityReference)IotAlert.Attributes["msdyn_customerasset"];;
var customerAssetIdQuery = new QueryExpression
{
EntityName = "msdyn_customerasset",
ColumnSet = new ColumnSet("msdyn_account", "msdyn_name", "msdyn_customerassetid"),
Criteria = new FilterExpression()
};
customerAssetIdQuery.Criteria.AddCondition("msdyn_customerassetid", ConditionOperator.Equal, customerAsset.Id);
var customerAssetIdCollection = service.RetrieveMultiple(customerAssetIdQuery);
AccountER = new EntityReference();
if (customerAssetIdCollection.Entities.Count <= 1)
{
//TODO: need to confirm it is account or contact
AccountER = (EntityReference)customerAssetIdCollection[0].Attributes["msdyn_account"];
PrimaryAssetER.Id = customerAssetIdCollection[0].Id;
PrimaryAssetER.LogicalName = customerAssetIdCollection[0].LogicalName;
PrimaryAssetER.Name = customerAssetIdCollection[0].Attributes["msdyn_name"].ToString();
}
else
{
//more than one value, need developer to do investigation
return;
}
// Retrieve the process instance record to update its active stage
// activeStagePosition == 0 && activeStageName == "Created"
CreateCase(service);
// activeStagePosition == 1 && activeStageName == "Create Work Order"
CreateWorkOrder(service);
// activeStagePosition == 2 && activeStageName == "Schedule Work Order"
ScheduleWorkOrder(service);
// Set the next stage as the active stage
// service.Update(RetrievedProcessInstance);
}
/// <summary>
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Creates required records for this sample.
CreateRequiredRecords();
// Qualify a lead to create an opportunity
QualifyLeadRequest qualifyRequest = new QualifyLeadRequest
{
LeadId = new EntityReference(Lead.EntityLogicalName, _leadId),
Status = new OptionSetValue((int)lead_statuscode.Qualified),
CreateOpportunity = true
};
QualifyLeadResponse qualifyResponse = (QualifyLeadResponse)_serviceProxy.Execute(qualifyRequest);
_opportunityId = qualifyResponse.CreatedEntities[0].Id;
if (_opportunityId != Guid.Empty)
{
Console.WriteLine("\nQualified Lead to create an Opportunity record.");
}
// Verify the curently active BPF instance for the qualified Opportunity record
RetrieveProcessInstancesRequest procOpp1Req = new RetrieveProcessInstancesRequest
{
EntityId = _opportunityId,
EntityLogicalName = Opportunity.EntityLogicalName
};
RetrieveProcessInstancesResponse procOpp1Resp = (RetrieveProcessInstancesResponse)_serviceProxy.Execute(procOpp1Req);
// Declare variables to store values returned in response
Entity activeProcessInstance = null;
if (procOpp1Resp.Processes.Entities.Count > 0)
{
activeProcessInstance = procOpp1Resp.Processes.Entities[0]; // First record is the active process instance
_processOpp1Id = activeProcessInstance.Id; // Id of the active process instance, which will be used
// later to retrieve the active path of the process instance
Console.WriteLine("Current active process instance for the Opportunity record: '{0}'", activeProcessInstance["name"].ToString());
_procInstanceLogicalName = activeProcessInstance["name"].ToString().Replace(" ", string.Empty).ToLower();
}
else
{
Console.WriteLine("No process instances found for the opportunity record; aborting the sample.");
Environment.Exit(1);
}
// Retrieve the active stage ID of the active process instance
_activeStageId = new Guid(activeProcessInstance.Attributes["processstageid"].ToString());
// Retrieve the process stages in the active path of the current process instance
RetrieveActivePathRequest pathReq = new RetrieveActivePathRequest
{
ProcessInstanceId = _processOpp1Id
};
RetrieveActivePathResponse pathResp = (RetrieveActivePathResponse)_serviceProxy.Execute(pathReq);
Console.WriteLine("\nRetrieved stages in the active path of the process instance:");
for (int i = 0; i < pathResp.ProcessStages.Entities.Count; i++)
{
Console.WriteLine("\tStage {0}: {1} (StageId: {2})", i + 1,
pathResp.ProcessStages.Entities[i].Attributes["stagename"], pathResp.ProcessStages.Entities[i].Attributes["processstageid"]);
// Retrieve the active stage name and active stage position based on the activeStageId for the process instance
if (pathResp.ProcessStages.Entities[i].Attributes["processstageid"].ToString() == _activeStageId.ToString())
{
_activeStageName = pathResp.ProcessStages.Entities[i].Attributes["stagename"].ToString();
_activeStagePosition = i;
}
}
// Display the active stage name and Id
Console.WriteLine("\nActive stage for the process instance: '{0}' (StageID: {1})", _activeStageName, _activeStageId);
// Prompt the user to move to the next stage. If user choses to do so:
// Set the next stage (_activeStagePosition + 1) as the active stage for the process instance
bool moveToNextStage = true;
Console.WriteLine("\nDo you want to move to the next stage (y/n):");
String answer = Console.ReadLine();
moveToNextStage = (answer.StartsWith("y") || answer.StartsWith("Y"));
if (moveToNextStage)
{
// Retrieve the stage ID of the next stage that you want to set as active
_activeStageId = (Guid)pathResp.ProcessStages.Entities[_activeStagePosition + 1].Attributes["processstageid"];
// Retrieve the process instance record to update its active stage
ColumnSet cols1 = new ColumnSet();
cols1.AddColumn("activestageid");
Entity retrievedProcessInstance = _serviceProxy.Retrieve(_procInstanceLogicalName, _processOpp1Id, cols1);
// Update the active stage to the next stage
retrievedProcessInstance["activestageid"] = new EntityReference(ProcessStage.EntityLogicalName, _activeStageId);
_serviceProxy.Update(retrievedProcessInstance);
// Retrieve the process instance record again to verify its active stage information
ColumnSet cols2 = new ColumnSet();
cols2.AddColumn("activestageid");
Entity retrievedProcessInstance1 = _serviceProxy.Retrieve(_procInstanceLogicalName, _processOpp1Id, cols2);
EntityReference activeStageInfo = retrievedProcessInstance1["activestageid"] as EntityReference;
if (activeStageInfo.Id == _activeStageId)
{
Console.WriteLine("\nChanged active stage for the process instance to: '{0}' (StageID: {1})",
activeStageInfo.Name, activeStageInfo.Id);
}
}
// Prompts to delete the required records
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics 365 throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
