private DefaultActivity CreateStartActivity(string status, DataField dfEntityid, DataField dfEntityName, int x, ref int y)
{
DefaultActivity activity = WorkflowFactory.CreateActivity <DefaultActivity>("Set Value", WizardNames.DefaultActivity);
process.Activities.Add(activity);
activity.MetaData = "Generated by K2 for Dynamics CRM 2011 Process Generation Tool";
activity.ExpectedDuration = 5;
activity.Priority = 2;
WorkflowHelpers.PositionActivity(activity, x, y);
y += 100;
return(activity);
}
private DefaultActivity CreateStatusActivity(string status, DataField dfEntityid, DataField dfEntityName, int x, ref int y)
{
DefaultActivity actUpdate = WorkflowFactory.CreateActivity <DefaultActivity>(status + " Update", WizardNames.DefaultActivity);
process.Activities.Add(actUpdate);
actUpdate.MetaData = "Generated by K2 for Dynamics CRM 2011 Process Generation Tool";
actUpdate.ExpectedDuration = 5;
actUpdate.Priority = 2;
WorkflowHelpers.PositionActivity(actUpdate, x, y);
y += 100;
// Create Event
var eventname = "Update Staus - " + status;
var smoUpdateStatus = WorkflowFactory.CreateEvent <SmartObjectEvent>(eventname, WizardNames.SmartObjectEvent);
// Configure Event
var smoInputs = new Dictionary <string, K2Field>();
smoInputs.Add("EntityId", K2FieldFactory.CreateK2Field(dfEntityid));
smoInputs.Add("Entity", K2FieldFactory.CreateK2Field(dfEntityName));
smoInputs.Add("State", K2FieldFactory.CreateK2Field(2));
smoInputs.Add("Status", K2FieldFactory.CreateK2Field(6));
var smoOutputs = new Dictionary <string, K2Field>();
smoUpdateStatus.EventItem.Properties = CreateSmartFormatProperties(
CRMFunctionsSmartObjectGuid,
"SmartObject Server",
"K2_CRM_Functions",
"K2 CRM Functions",
"SetStateStatus",
"Set State Status",
false,
smoInputs,
smoOutputs,
"Integrated=True;IsPrimaryLogin=True;Authenticate=True;EncryptedPassword=False;Host=localhost;Port=5555");
actUpdate.Events.Add(smoUpdateStatus);
return(actUpdate);
}
private DefaultActivity CreateCRMActivity(string ActName, DataField dfEntityid, DataField dfEntityName, int x, ref int y)
{
DefaultActivity actCRMReview = WorkflowFactory.CreateActivity <DefaultActivity>(ActName + " Review", WizardNames.DefaultActivity);
process.Activities.Add(actCRMReview);
actCRMReview.MetaData = "Generated by K2 for Dynamics CRM 2011 Process Generation Tool";
actCRMReview.ExpectedDuration = 1440;
actCRMReview.Priority = 2;
actCRMReview.Slots = 1;
actCRMReview.Type = ActivityTypes.DestinationInstanceParralel;
WorkflowHelpers.PositionActivity(actCRMReview, x, y);
y += 100;
DesignCRMClient.CRMClientEvent crmClientEvent = WorkflowFactory.CreateEvent <DesignCRMClient.CRMClientEvent>(ActName + " Review", WizardNames.CRMClientEvent);
crmClientEvent.EventItem.CRMCustomSNParameter.Parts.Add("k2_sn");
crmClientEvent.EventItem.CRMEntityId.Parts.Add(dfEntityid);
crmClientEvent.EventItem.CRMEntityType.Parts.Add(dfEntityName);
crmClientEvent.EventItem.CRMFunctionsSmartObject.Parts.Add("K2_CRM_Functions");
crmClientEvent.EventItem.CRMOrganisation.Parts.Add("Denallix");
// Add some destination users
SimpleDestinationRule destinationRule = new SimpleDestinationRule();
DestinationSet defaultDestinationSet = new DestinationSet();
Destination destination1 = new Destination();
destination1.Type = DestinationTypes.User;
SourceCode.Workflow.Design.WorkflowContextFieldPart fpProcOrigName = new WorkflowContextFieldPart();
fpProcOrigName.WfProps = "ProcessOriginatorName";
fpProcOrigName.WorkflowContextProperty = WorkflowContextProperty.ProcessOriginatorName;
destination1.Value = new K2Field(fpProcOrigName);
defaultDestinationSet.Destinations.Add(destination1);
destinationRule.DestinationSets.Add(defaultDestinationSet);
actCRMReview.DestinationRule = destinationRule;
destinationRule.ResolveQueuesToUsers = true;
crmClientEvent.EventItem.TaskSubject.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ProcessFolio));
crmClientEvent.EventItem.TaskSubject.Parts.Add(" - ");
crmClientEvent.EventItem.TaskSubject.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ActivityInstanceName));
crmClientEvent.EventItem.TaskDescription.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ProcessFolio));
crmClientEvent.EventItem.TaskDescription.Parts.Add(" - ");
crmClientEvent.EventItem.TaskDescription.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ActivityInstanceName));
crmClientEvent.EventItem.TaskOwnerFQN.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ActivityInstanceDestUserName));
crmClientEvent.EventItem.ProcessName.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ProcessName));
crmClientEvent.EventItem.ActivityName.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ActivityInstanceName));
crmClientEvent.EventItem.TaskCategory.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ProcessName));
crmClientEvent.EventItem.TaskSubcategory.Parts.Add(new WorkflowContextFieldPart(WorkflowContextProperty.ActivityInstanceName));
actCRMReview.SucceedingRule = new DesignCRMClient.CRMClientActivitySucceedingRule();
crmClientEvent.SucceedingRule = new DesignCRMClient.CRMClientEventSucceedingRule();
actCRMReview.Events.Add(crmClientEvent);
// Add two actions for the client event
EventAction approveAction = WorkflowFactory.CreateK2Object <EventAction>("Approve");
approveAction.ActionItem = new DefaultOutcomeAction();
EventAction declineAction = WorkflowFactory.CreateK2Object <EventAction>("Decline");
declineAction.ActionItem = new DefaultOutcomeAction();
crmClientEvent.Actions.Add(approveAction);
crmClientEvent.Actions.Add(declineAction);
// Find the default succeeding rule property wizard definition,
// and replace it with the default outcome succeeding rule
//PropertyWizardDefinition propWizDefSimple = WorkflowHelpers.FindOfType<SimpleSucceedingRulePropertyWizardDefinition>(actCRMReview.WizardDefinition.PropertyWizardDefinitions);
//PropertyWizardDefinition propWizDefOutcome = WorkflowHelpers.FindOfType<OutcomeSucceedingRulePropertyWizardDefinition>(actCRMReview.WizardDefinition.PropertyWizardDefinitions);
//if (propWizDefSimple != null && propWizDefOutcome == null)
//{
// actCRMReview.WizardDefinition.PropertyWizardDefinitions.Remove(propWizDefSimple);
// actCRMReview.WizardDefinition.PropertyWizardDefinitions.Add(
// WorkflowFactory.CreatePropertyWizardDefinition(PropertyWizardNames.OutcomeSucceedingRule));
//}
SourceCode.Workflow.Design.Outcome.Common.GenerateDefaultOutcomesForActions(crmClientEvent);
SourceCode.Workflow.Design.Outcome.Common.GenerateDefaultLinesForOutcomes(actCRMReview.SucceedingRule as DesignCRMClient.CRMClientActivitySucceedingRule);
SourceCode.Workflow.Design.Outcome.Common.SyncActivityAndEventSucceedingRule(crmClientEvent);
return(actCRMReview);
}
private void btnGenerateCRMProcess_Click(object sender, RoutedEventArgs e)
{
SourceCode.SmartObjects.Client.SmartObjectClientServer smoServer = new SmartObjectClientServer();
smoServer.CreateConnection();
smoServer.Connection.Open("Integrated=True;IsPrimaryLogin=True;Authenticate=True;EncryptedPassword=False;Host=localhost;Port=5555");
SmartObject smoCRM = smoServer.GetSmartObject("Demo_K2_CRM_Functions");
smoCRM.MethodToExecute = "GetAllEntities";
SmartObjectList smoEntities = smoServer.ExecuteList(smoCRM);
// get state status details
CRMPicklist pl = new CRMPicklist();
// pl.AttributeLogicalName = att.LogicalName;
pl.EntityLogicalName = "lead";
CRMPicklist cp = functions.CRMGetStateStatus(pl);
int seq = 0;
foreach (CRMPicklistOption plo in cp.Picklist.OrderBy(p => p.PicklistParentValue).OrderBy(p => p.PicklistValue))
{
StateStatus ss = new StateStatus();
ss.State = plo.PicklistParentValue;
ss.StateName = plo.PicklistParentLabel;
ss.Status = plo.PicklistValue;
ss.StatusName = plo.PicklistLabel;
ss.Sequence = seq;
seq++;
CRMSS.Add(ss);
}
bool ActiveOnly = true;
string nowish = DateTime.Now.ToString("yyyyMMddHHmmss");
// Create new process
process = WorkflowFactory.CreateProcess <DefaultProcess>(nowish, WizardNames.DefaultProcess);
DataField dfEntityId = new DataField("Entity Id", "");
DataField dfEntityName = new DataField("Entity Name", "");
process.DataFields.Add(dfEntityId);
process.DataFields.Add(dfEntityName);
var dimensions = WorkflowHelpers.GetActivityDimensions(process.StartActivity);
int x = Convert.ToInt32(Math.Round(dimensions.X + dimensions.Width + 40D));
int y = Convert.ToInt32(dimensions.Y) + 100;
DefaultActivity PrevStatAct = null;
DefaultActivity PrevReviewAct = null;
PrevStatAct = CreateStartActivity("", dfEntityId, dfEntityName, x, ref y);
SourceCode.Workflow.Authoring.Line startLine = WorkflowFactory.CreateLine("StartLine");
startLine.StartActivity = process.StartActivity;
startLine.FinishActivity = PrevStatAct;
process.Lines.Add(startLine);
int c = 0;
foreach (StateStatus ss in CRMSS.OrderBy(p => p.Sequence))
{
DefaultActivity act = CreateStatusActivity(ss.StateName + " - " + ss.StatusName, dfEntityId, dfEntityName, x, ref y);
if (PrevReviewAct != null)
{
PrevReviewAct.FinishLines[0].FinishActivity = act;
}
if (c == 0)
{
SourceCode.Workflow.Authoring.Line firstline = WorkflowFactory.CreateLine("Firstline");
firstline.StartActivity = PrevStatAct;
firstline.FinishActivity = act;
process.Lines.Add(firstline);
}
c++;
DefaultActivity act1 = null;
if (!ActiveOnly || ActiveOnly && ss.State == 0)
{
act1 = CreateCRMActivity(ss.StateName + " - " + ss.StatusName, dfEntityId, dfEntityName, x, ref y);
SourceCode.Workflow.Authoring.Line line = WorkflowFactory.CreateLine("Line " + ss.Sequence);
line.StartActivity = act;
line.FinishActivity = act1;
process.Lines.Add(line);
if (PrevStatAct != null)
{
act1.FinishLines[1].FinishActivity = PrevStatAct;
}
}
if (act1 == null && PrevStatAct.FinishLines.Count == 0)
{
PrevReviewAct = null;
SourceCode.Workflow.Authoring.Line updateLine = WorkflowFactory.CreateLine("Update Line " + ss.Sequence);
updateLine.StartActivity = PrevStatAct;
updateLine.FinishActivity = act;
process.Lines.Add(updateLine);
}
if (act != null)
{
WorkflowHelpers.AutoPositionLines(act.StartLines);
WorkflowHelpers.AutoPositionLines(act.FinishLines);
}
if (act1 != null)
{
WorkflowHelpers.AutoPositionLines(act1.StartLines);
WorkflowHelpers.AutoPositionLines(act1.FinishLines);
}
PrevReviewAct = act1;
PrevStatAct = act;
}
process.FinishRule = new DesignCRMClient.CRMClientProcessFinishRule();
process.SaveAs(txtProcessPath.Text + nowish + ".kprx");
process = null;
}
public static DefaultProcess CreateSampleProcess()
{
// Create new process
DefaultProcess process = WorkflowFactory.CreateProcess <DefaultProcess>("Sample Approval Process", WizardNames.DefaultProcess);
// Add some data fields with default values
DataField fromEmailDataField = new DataField("From Email", "*****@*****.**");
DataField toEmailDataField = new DataField("To Email", "*****@*****.**");
process.DataFields.Add(fromEmailDataField);
process.DataFields.Add(toEmailDataField);
// Create 3 activities and add them to the process
DefaultActivity awaitApprovalActivity = WorkflowFactory.CreateActivity <DefaultActivity>("Await approval", WizardNames.DefaultActivity);
DefaultActivity approvedActivity = WorkflowFactory.CreateActivity <DefaultActivity>("Approved", WizardNames.DefaultActivity);
DefaultActivity declinedActivity = WorkflowFactory.CreateActivity <DefaultActivity>("Declined", WizardNames.DefaultActivity);
process.Activities.Add(awaitApprovalActivity);
process.Activities.Add(approvedActivity);
process.Activities.Add(declinedActivity);
// Create a client event
ClientEvent approvalClientEvent = WorkflowFactory.CreateEvent <ClientEvent>("Get client approval", WizardNames.DefaultClientEvent);
SourceCode.Workflow.Design.DefaultClientWizardDefinition a = new DefaultClientWizardDefinition();
// Configure the client event
approvalClientEvent.EventItem.InternetPlatform = "ASP";
approvalClientEvent.EventItem.SendToInternet = true;
approvalClientEvent.EventItem.InternetUrl = K2FieldFactory.CreateK2Field(
typeof(string),
new ValueTypePart("http://webserver/page.aspx?"),
new SerialNoFieldPart());
// Add event to the activity so that the helper methods for generating
// the default outcomes will work correctly
awaitApprovalActivity.Events.Add(approvalClientEvent);
// Add two actions for the client event
EventAction approveAction = WorkflowFactory.CreateK2Object <EventAction>("Approve");
approveAction.ActionItem = new DefaultOutcomeAction();
EventAction declineAction = WorkflowFactory.CreateK2Object <EventAction>("Decline");
declineAction.ActionItem = new DefaultOutcomeAction();
approvalClientEvent.Actions.Add(approveAction);
approvalClientEvent.Actions.Add(declineAction);
// Set the activity succeeding rule to the outcome succeeding rule
awaitApprovalActivity.SucceedingRule = new DefaultOutcomeSucceedingRule();
// Find the default succeeding rule property wizard definition,
// and replace it with the default outcome succeeding rule
PropertyWizardDefinition propWizDefSimple = WorkflowHelpers.FindOfType <SimpleSucceedingRulePropertyWizardDefinition>(awaitApprovalActivity.WizardDefinition.PropertyWizardDefinitions);
PropertyWizardDefinition propWizDefOutcome = WorkflowHelpers.FindOfType <OutcomeSucceedingRulePropertyWizardDefinition>(awaitApprovalActivity.WizardDefinition.PropertyWizardDefinitions);
if (propWizDefSimple != null && propWizDefOutcome == null)
{
awaitApprovalActivity.WizardDefinition.PropertyWizardDefinitions.Remove(propWizDefSimple);
awaitApprovalActivity.WizardDefinition.PropertyWizardDefinitions.Add(
WorkflowFactory.CreatePropertyWizardDefinition(PropertyWizardNames.OutcomeSucceedingRule));
}
SourceCode.Workflow.Design.Outcome.Common.GenerateDefaultOutcomesForActions(approvalClientEvent);
SourceCode.Workflow.Design.Outcome.Common.GenerateDefaultLinesForOutcomes(awaitApprovalActivity.SucceedingRule as DefaultOutcomeSucceedingRule);
// Add some destination users
SimpleDestinationRule destinationRule = new SimpleDestinationRule();
DestinationSet defaultDestinationSet = new DestinationSet();
Destination destination1 = new Destination();
destination1.Type = DestinationTypes.User;
destination1.Value = K2FieldFactory.CreateK2Field("K2:Domain\\User1");
Destination destination2 = new Destination();
destination2.Type = DestinationTypes.User;
destination2.Value = K2FieldFactory.CreateK2Field("K2:Domain\\User2");
defaultDestinationSet.Destinations.Add(destination1);
defaultDestinationSet.Destinations.Add(destination2);
destinationRule.DestinationSets.Add(defaultDestinationSet);
// Set the destination rule of the activity
awaitApprovalActivity.DestinationRule = destinationRule;
// Create the approved email event
MailEvent approvedMail = WorkflowFactory.CreateEvent <MailEvent>("Send approved email", WizardNames.MailEvent);
// Use string values for the email addresses
approvedMail.EventItem.To = K2FieldFactory.CreateK2Field("*****@*****.**");
approvedMail.EventItem.From = K2FieldFactory.CreateK2Field("*****@*****.**");
approvedMail.EventItem.Subject = K2FieldFactory.CreateK2Field("Leave Approved");
approvedMail.EventItem.Body = K2FieldFactory.CreateK2Field("Your leave has been approved.");
// Create the declined email event
MailEvent declinedMail = WorkflowFactory.CreateEvent <MailEvent>("Send declined email", WizardNames.MailEvent);
// Use process data fields for the email addresses
declinedMail.EventItem.To = K2FieldFactory.CreateK2Field(toEmailDataField);
declinedMail.EventItem.From = K2FieldFactory.CreateK2Field(fromEmailDataField);
declinedMail.EventItem.Subject = K2FieldFactory.CreateK2Field("Leave Declined");
declinedMail.EventItem.Body = K2FieldFactory.CreateK2Field("Your leave has been declined.");
// Add the events to the activities
approvedActivity.Events.Add(approvedMail);
declinedActivity.Events.Add(declinedMail);
// Link the lines created by the "GenerateDefaultLinesForOutcomes" method to the approved and declined activities
process.Lines["Approve"].FinishActivity = approvedActivity;
process.Lines["Decline"].FinishActivity = declinedActivity;
// Link the start activity with the await approval activity
Line startLine = WorkflowFactory.CreateLine("StartLine");
startLine.StartActivity = process.StartActivity;
startLine.FinishActivity = awaitApprovalActivity;
process.Lines.Add(startLine);
// Position the activities and lines
WorkflowHelpers.PositionActivity(process.StartActivity, 208, 16);
WorkflowHelpers.PositionActivity(awaitApprovalActivity, 208, 112);
WorkflowHelpers.PositionActivity(approvedActivity, 32, 224);
WorkflowHelpers.PositionActivity(declinedActivity, 368, 224);
// FinishLines are the lines that flows out from the activity
// when the activity has finished
WorkflowHelpers.AutoPositionLines(awaitApprovalActivity.FinishLines);
return(process);
}
