protected override void ExecuteCrmWorkFlowActivity(CodeActivityContext context, LocalWorkflowContext localContext)
{
if (context == null)
{
throw new ArgumentNullException(nameof(context));
}
if (localContext == null)
{
throw new ArgumentNullException(nameof(localContext));
}
EntityReference noteToCopy = NoteToCopy.Get(context);
if (noteToCopy == null)
{
throw new ArgumentNullException("Note cannot be null");
}
string recordUrl = RecordUrl.Get <string>(context);
bool copyAttachment = CopyAttachment.Get(context);
var dup = new DynamicUrlParser(recordUrl);
string newEntityLogical = dup.GetEntityLogicalName(localContext.OrganizationService);
Entity note = GetNote(localContext.OrganizationService, noteToCopy.Id);
if (note.GetAttributeValue <EntityReference>("objectid").Id == dup.Id && note.GetAttributeValue <EntityReference>("objectid").LogicalName == newEntityLogical)
{
WasNoteCopied.Set(context, false);
return;
}
Entity newNote = new Entity("annotation")
{
["objectid"] = new EntityReference(newEntityLogical, dup.Id),
["notetext"] = note.GetAttributeValue <string>("notetext"),
["subject"] = note.GetAttributeValue <string>("subject")
};
if (copyAttachment)
{
newNote["isdocument"] = note.GetAttributeValue <bool>("isdocument");
newNote["filename"] = note.GetAttributeValue <string>("filename");
newNote["filesize"] = note.GetAttributeValue <int>("filesize");
newNote["documentbody"] = note.GetAttributeValue <string>("documentbody");
}
else
{
newNote["isdocument"] = false;
}
localContext.OrganizationService.Create(newNote);
WasNoteCopied.Set(context, true);
}
protected override void Execute(CodeActivityContext executionContext)
{
ITracingService tracer = executionContext.GetExtension <ITracingService>();
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
EntityReference noteToCopy = NoteToCopy.Get(executionContext);
string recordUrl = RecordUrl.Get <string>(executionContext);
bool copyAttachment = CopyAttachment.Get(executionContext);
var dup = new DynamicUrlParser(recordUrl);
string newEntityLogical = dup.GetEntityLogicalName(service);
Entity note = GetNote(service, noteToCopy.Id);
if (note.GetAttributeValue <EntityReference>("objectid").Id == dup.Id && note.GetAttributeValue <EntityReference>("objectid").LogicalName == newEntityLogical)
{
WasNoteCopied.Set(executionContext, false);
return;
}
Entity newNote = new Entity("annotation");
newNote["objectid"] = new EntityReference(newEntityLogical, dup.Id);
newNote["notetext"] = note.GetAttributeValue <string>("notetext");
newNote["subject"] = note.GetAttributeValue <string>("subject");
if (copyAttachment)
{
newNote["isdocument"] = note.GetAttributeValue <bool>("isdocument");
newNote["filename"] = note.GetAttributeValue <string>("filename");
newNote["filesize"] = note.GetAttributeValue <int>("filesize");
newNote["documentbody"] = note.GetAttributeValue <string>("documentbody");
}
else
{
newNote["isdocument"] = false;
}
service.Create(newNote);
WasNoteCopied.Set(executionContext, true);
}
catch (Exception e)
{
throw new InvalidPluginExecutionException(e.Message);
}
}
/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">The execution context.</param>
protected override void Execute(CodeActivityContext executionContext)
{
// Create the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
if (tracingService == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
}
tracingService.Trace("Entered GetRecordGuid.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
executionContext.ActivityInstanceId,
executionContext.WorkflowInstanceId);
// Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
if (context == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
}
tracingService.Trace("GetRecordGuid.Execute(), Correlation Id: {0}, Initiating User: {1}",
context.CorrelationId,
context.InitiatingUserId);
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
var entityReference = new DynamicUrlParser(RecordUrl.Get <string>(executionContext));
RecordGuid.Set(executionContext, entityReference.Id.ToString());
EntityLogicalName.Set(executionContext, entityReference.GetEntityLogicalName(service));
}
catch (FaultException <OrganizationServiceFault> e)
{
tracingService.Trace("Exception: {0}", e.ToString());
// Handle the exception.
throw;
}
tracingService.Trace("Exiting GetRecordGuid.Execute(), Correlation Id: {0}", context.CorrelationId);
}
protected override void Execute(CodeActivityContext codeActivityContext)
{
// Set up ITracingService, IOrganizationService.
ITracingService tracingService = codeActivityContext.GetExtension <ITracingService>();
IWorkflowContext context = codeActivityContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = codeActivityContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
// Read InArguments.
string recordUrl = RecordUrl.Get <string>(codeActivityContext);
string appName = AppName.Get(codeActivityContext);
// Create URL.
string newRecordUrl = GenerateUrlForApp(service, recordUrl, appName);
// Set OutArgument.
NewRecordUrl.Set(codeActivityContext, newRecordUrl);
}
protected override void ExecuteCrmWorkFlowActivity(CodeActivityContext context, LocalWorkflowContext localContext)
{
if (context == null)
{
throw new ArgumentNullException(nameof(context));
}
if (localContext == null)
{
throw new ArgumentNullException(nameof(localContext));
}
EntityReference noteToMove = NoteToMove.Get(context);
if (noteToMove == null)
{
throw new ArgumentNullException("Note cannot be null");
}
string recordUrl = RecordUrl.Get <string>(context);
var dup = new DynamicUrlParser(recordUrl);
string newEntityLogical = dup.GetEntityLogicalName(localContext.OrganizationService);
Entity note = GetNote(localContext.OrganizationService, noteToMove.Id);
if (note.GetAttributeValue <EntityReference>("objectid").Id == dup.Id &&
note.GetAttributeValue <EntityReference>("objectid").LogicalName == newEntityLogical)
{
WasNoteMoved.Set(context, false);
return;
}
Entity updateNote = new Entity("annotation")
{
Id = noteToMove.Id,
["objectid"] = new EntityReference(newEntityLogical, dup.Id)
};
localContext.OrganizationService.Update(updateNote);
WasNoteMoved.Set(context, true);
}
protected override void ExecuteCrmWorkFlowActivity(CodeActivityContext context, LocalWorkflowContext localContext)
{
if (context == null)
{
throw new ArgumentNullException(nameof(context));
}
if (localContext == null)
{
throw new ArgumentNullException(nameof(localContext));
}
var recordUrl = RecordUrl.Get <string>(context);
var dup = new DynamicUrlParser(recordUrl);
var foundNote = GetNote(localContext.OrganizationService, dup.Id);
FoundNote.Set(context, foundNote);
}
protected override void ExecuteCrmWorkFlowActivity(CodeActivityContext context, LocalWorkflowContext localContext)
{
if (context == null)
{
throw new ArgumentNullException(nameof(context));
}
if (localContext == null)
{
throw new ArgumentNullException(nameof(localContext));
}
EntityReference template = Template.Get(context);
string recordUrl = RecordUrl.Get(context);
var dup = new DynamicUrlParser(recordUrl);
string logicalName = dup.GetEntityLogicalName(localContext.OrganizationService);
Entity email = GenerateTemplate(localContext.OrganizationService, template.Id, dup.Id, logicalName);
if (email == null)
{
throw new InvalidPluginExecutionException("Unexpected error creating template");
}
string subject = null;
bool hasSubject = email.Attributes.TryGetValue("subject", out object objSubject);
if (hasSubject)
{
subject = objSubject.ToString();
}
TemplateSubject.Set(context, subject);
string description = null;
bool hasDescription = email.Attributes.TryGetValue("description", out object objDescription);
if (hasDescription)
{
description = objDescription.ToString();
}
TemplateDescription.Set(context, description);
}
protected override void Execute(CodeActivityContext executionContext)
{
#region "Load CRM Service from context"
Common objCommon = new Common(executionContext);
objCommon.tracingService.Trace("Load CRM Service from context --- OK");
IWorkflowContext workflowContext = executionContext.GetExtension <IWorkflowContext>();
#endregion
#region "Read Parameters"
string recordUrl = RecordUrl.Get(executionContext);
string lookupFieldName = LookupFieldName.Get(executionContext);
objCommon.tracingService.Trace("Inputs -- RecordUrl: " + recordUrl + " | LookupFieldName: " + lookupFieldName);
#endregion "Read Parameters"
#region "Set Lookup Value from Record URL"
try
{
// Get the entity reference using the URL Parser
DynamicUrlParser urlParser = new DynamicUrlParser(recordUrl);
EntityReference entityRef = urlParser.ToEntityReference(objCommon.service);
// Get details of the primary entity in the workflow context
string primaryEntityName = workflowContext.PrimaryEntityName;
Guid primaryEntityId = workflowContext.PrimaryEntityId;
// Retrieve the current record with the lookup field
ColumnSet columns = new ColumnSet(new string[] { lookupFieldName });
Entity recordToUpdate = objCommon.service.Retrieve(primaryEntityName, primaryEntityId, columns);
objCommon.tracingService.Trace("PrimaryEntityName: " + primaryEntityName + " | PrimaryEntityId: " + primaryEntityId);
// Set the lookup field to our entity ref
recordToUpdate[lookupFieldName] = entityRef;
// Update the record
objCommon.service.Update(recordToUpdate);
}
catch (Exception e)
{
throw new InvalidPluginExecutionException("Error updating lookup field. " + e.ToString());
}
#endregion "Set Lookup Value from Record URL"
}
protected override void Execute(CodeActivityContext executionContext)
{
ITracingService tracer = executionContext.GetExtension <ITracingService>();
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
EntityReference noteToMove = NoteToMove.Get(executionContext);
string recordUrl = RecordUrl.Get <string>(executionContext);
var dup = new DynamicUrlParser(recordUrl);
string newEntityLogical = dup.GetEntityLogicalName(service);
Entity note = GetNote(service, noteToMove.Id);
if (note.GetAttributeValue <EntityReference>("objectid").Id == dup.Id && note.GetAttributeValue <EntityReference>("objectid").LogicalName == newEntityLogical)
{
WasNoteMoved.Set(executionContext, false);
return;
}
Entity updateNote = new Entity("annotation");
updateNote.Id = noteToMove.Id;
updateNote["objectid"] = new EntityReference(newEntityLogical, dup.Id);
service.Update(updateNote);
WasNoteMoved.Set(executionContext, true);
}
catch (Exception e)
{
throw new InvalidPluginExecutionException(e.Message);
}
}
protected override void Execute(CodeActivityContext executionContext)
{
// Extract the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
try
{
//Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
// Don't Really Care about which entity this is
DynamicUrlParser parser = new DynamicUrlParser();
EntityReference primaryEntity = parser.ConvertToEntityReference(service, RecordUrl.Get <string>(executionContext));
string addressLine1 = Street1.Get <string>(executionContext);
string addressLine2 = Street2.Get <string>(executionContext);
string city = City.Get <string>(executionContext);
string stateOrProvince = StateOrProvince.Get <string>(executionContext);
string zipCode = ZipPostalCode.Get <string>(executionContext);
string countryName = Country.Get <string>(executionContext);
string rc = GenerateAddress(addressLine1, addressLine2, city, stateOrProvince, zipCode, countryName);
FullAddress.Set(executionContext, rc);
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new Exception("SBS.Workflow.SetStateChildRecords: " + ex.Message);
}
}
protected override void Execute(CodeActivityContext executionContext)
{
// Extract the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
try
{
//Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
DynamicUrlParser parser = new DynamicUrlParser();
EntityReference primaryEntity = parser.ConvertToEntityReference(service, RecordUrl.Get <string>(executionContext));
string relationshipName = RelationshipName.Get <string>(executionContext);
Guid ownerId = Guid.Empty;
string ownerType = string.Empty;
EntityReference owner = SystemUser.Get <EntityReference>(executionContext);
if (owner != null)
{
ownerId = owner.Id;
ownerType = owner.LogicalName;
}
else
{
owner = Team.Get <EntityReference>(executionContext);
if (owner != null)
{
ownerId = owner.Id;
ownerType = owner.LogicalName;
}
}
if (ownerId != Guid.Empty)
{
string childEntityName = null, childEntityAttribute = null;
if (relationshipName.Contains(';'))
{
string[] relationshipNames = relationshipName.Split(';');
foreach (string rel in relationshipNames)
{
OneToManyRelationshipMetadata oneToNRelationship = RetrieveRelationshipInfo(service, primaryEntity, relationshipName);
if (oneToNRelationship != null)
{
childEntityName = oneToNRelationship.ReferencingEntity;
childEntityAttribute = oneToNRelationship.ReferencingAttribute;
RetrieveAndUpdateRelatedRecords(service, primaryEntity, childEntityName, childEntityAttribute, ownerId, ownerType);
}
}
}
else
{
OneToManyRelationshipMetadata oneToNRelationship = RetrieveRelationshipInfo(service, primaryEntity, relationshipName);
if (oneToNRelationship != null)
{
childEntityName = oneToNRelationship.ReferencingEntity;
childEntityAttribute = oneToNRelationship.ReferencingAttribute;
RetrieveAndUpdateRelatedRecords(service, primaryEntity, childEntityName, childEntityAttribute, ownerId, ownerType);
}
}
}
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new Exception("XrmWorkflowTools.AssignChildRecords: " + ex.Message);
}
}
/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">The execution context.</param>
protected override void Execute(CodeActivityContext executionContext)
{
// Create the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
if (tracingService == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
}
tracingService.Trace("Entered CreateDocumentLocation.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
executionContext.ActivityInstanceId,
executionContext.WorkflowInstanceId);
// Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
if (context == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
}
tracingService.Trace("CreateDocumentLocation.Execute(), Correlation Id: {0}, Initiating User: {1}",
context.CorrelationId,
context.InitiatingUserId);
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
IOrganizationService privService = serviceFactory.CreateOrganizationService(null);
try
{
var url = RecordUrl.Get <string>(executionContext);
var recordRef = new DynamicUrlParser(url).ToEntityReference(privService);
string config = GetSecureConfigValue(privService, "PrivSharePointUser");;
string[] user = config.Split(';');
// Create a new sharepoint service using the given priv sharepoint user credentials
SPService spService = new SPService(user[0], user[1]);
var docLocation = new DocumentLocationHelper(privService, spService);
// Get the site passed into the workflow activity
var siteId = Site.Get(executionContext);
var site = (SharePointSite)service.Retrieve(SharePointSite.EntityLogicalName, siteId.Id, new ColumnSet("sharepointsiteid", "absoluteurl"));
if (site != null)
{
// Set the name of the folder
recordRef.Name = RecordFolderName.Get <string>(executionContext);
var newLocation = docLocation.CreateDocumentLocation(site, DocumentLibraryName.Get(executionContext), recordRef);
DocumentLocation.Set(executionContext, newLocation.ToEntityReference());
DocumentFolder.Set(executionContext, newLocation.AbsoluteURL);
}
else
{
DocumentLocation.Set(executionContext, null);
}
}
catch (FaultException <OrganizationServiceFault> e)
{
tracingService.Trace("Exception: {0}", e.ToString());
// Handle the exception.
throw;
}
tracingService.Trace("Exiting CreateDocumentLocation.Execute(), Correlation Id: {0}", context.CorrelationId);
}
protected override void Execute(CodeActivityContext executionContext)
{
// Extract the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
try
{
//Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
DynamicUrlParser parser = new DynamicUrlParser();
EntityReference currentRecord = parser.ConvertToEntityReference(service, RecordUrl.Get <string>(executionContext));
Guid processId = RetrieveProcessId(service, Process.Get <string>(executionContext));
if (processId != Guid.Empty)
{
Guid stageId = RetrieveStageId(service, processId, ProcessStage.Get <string>(executionContext));
if (stageId != Guid.Empty)
{
UpdateStage(service, currentRecord, processId, stageId);
}
}
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new Exception("XrmWorkflowTools.ChangeProcessStage.Execute: " + ex.Message);
}
catch (System.Exception ex)
{
throw new Exception("XrmWorkflowTools.ChangeProcessStage.Execute: " + ex.Message);
}
}
protected override void Execute(CodeActivityContext executionContext)
{
// Extract the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
try
{
//Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
DynamicUrlParser parser = new DynamicUrlParser();
EntityReference refEntity = parser.ConvertToEntityReference(service, RecordUrl.Get <string>(executionContext));
EntityReference refTemplate = EmailTemplate.Get <EntityReference>(executionContext);
Guid emailId = CreateTemplatedEmail(service, refEntity, refTemplate.Id);
Entity email = service.Retrieve("email", emailId, new ColumnSet("description"));
string description = email.Contains("description") ? email.GetAttributeValue <string>("description") : string.Empty;
List <Entity> fromList = new List <Entity>();
EntityReference systemUser = Sender.Get <EntityReference>(executionContext);
Entity user = new Entity("activityparty");
user["partyid"] = systemUser;
fromList.Add(user);
UpdateEmailMessage(service, emailId, refEntity, fromList);
EmailMessage.Set(executionContext, new EntityReference("email", emailId));
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new Exception("XrmWorkflowTools.CreateEmailFromTemplate: " + ex.Message);
}
catch (System.Exception ex)
{
throw new Exception("XrmWorkflowTools.CreateEmailFromTemplate: " + ex.Message);
}
}
