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| # | Location | File | Last Modified |
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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\Process\CustomWorkflowActivities\AutoRouteLead | AutoRouteLead.cs | Tue Dec 20 19:51:45 2016 UTC |
| 2 | Wed Feb 1 19:56:51 2017 UTC |
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| 1 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 2 | // This f ile is par t of the M icrosoft D ynamics CR M SDK code samples. | |||||
| 3 | // | |||||
| 4 | // Copyri ght (C) Mi crosoft Co rporation. All righ ts reserve d. | |||||
| 5 | // | |||||
| 6 | // This s ource code is intend ed only as a supplem ent to Mic rosoft | |||||
| 7 | // Develo pment Tool s and/or o n-line doc umentation . See the se other | |||||
| 8 | // materi als for de tailed inf ormation r egarding M icrosoft c ode sample s. | |||||
| 9 | // | |||||
| 10 | // THIS C ODE AND IN FORMATION ARE PROVID ED "AS IS" WITHOUT W ARRANTY OF ANY | |||||
| 11 | // KIND, EITHER EXP RESSED OR IMPLIED, I NCLUDING B UT NOT LIM ITED TO TH E | |||||
| 12 | // IMPLIE D WARRANTI ES OF MERC HANTABILIT Y AND/OR F ITNESS FOR A | |||||
| 13 | // PARTIC ULAR PURPO SE. | |||||
| 14 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 15 | ||||||
| 16 | //<snippet AutoRouteL ead> | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Activit ies; | |||||
| 19 | ||||||
| 20 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly | |||||
| 21 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 22 | using Micr osoft.Xrm. Sdk; | |||||
| 23 | using Micr osoft.Xrm. Sdk.Messag es; | |||||
| 24 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 25 | ||||||
| 26 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.Workf low.dll as sembly | |||||
| 27 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 28 | using Micr osoft.Xrm. Sdk.Workfl ow; | |||||
| 29 | ||||||
| 30 | // These n amespaces are found in the Mic rosoft.Crm .Sdk.Proxy .dll assem bly | |||||
| 31 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 32 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 33 | ||||||
| 34 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 35 | { | |||||
| 36 | /// <s ummary> | |||||
| 37 | /// As signs the lead to th e user wit h the fewe st lead re cords assi gned. | |||||
| 38 | /// In put argume nts: | |||||
| 39 | /// "Lead". Ty pe: Entity Reference. Is the le ad entity. | |||||
| 40 | /// Ou tput argum ent: | |||||
| 41 | /// None. | |||||
| 42 | /// </ summary> | |||||
| 43 | public sealed pa rtial clas s AutoRout eLead : Co deActivity | |||||
| 44 | { | |||||
| 45 | // / <summary > | |||||
| 46 | // / This met hod first retrieves the lead. Afterwards , it check s the valu e of | |||||
| 47 | // / the new_ autoroute field, and if it is True, it r etrieves a ll the use rs | |||||
| 48 | // / with 'Cu stomer Ser vice Repre sentative' role, and assigns t his lead t o | |||||
| 49 | // / the user with the fewest lea d records assigned. | |||||
| 50 | // / </summar y> | |||||
| 51 | pr otected ov erride voi d Execute( CodeActivi tyContext executionC ontext) | |||||
| 52 | { | |||||
| 53 | IWorkflo wContext c ontext = e xecutionCo ntext.GetE xtension<I WorkflowCo ntext>(); | |||||
| 54 | IOrganiz ationServi ceFactory serviceFac tory = | |||||
| 55 | exec utionConte xt.GetExte nsion<IOrg anizationS erviceFact ory>(); | |||||
| 56 | IOrganiz ationServi ce service = | |||||
| 57 | serv iceFactory .CreateOrg anizationS ervice(con text.UserI d); | |||||
| 58 | ||||||
| 59 | #region Retrieve t he lead | |||||
| 60 | ||||||
| 61 | // Get t he lead ID | |||||
| 62 | Guid lea dId = this .lead_inpu t.Get(exec utionConte xt).Id; | |||||
| 63 | ||||||
| 64 | //Reques t for Enti ty | |||||
| 65 | Retrieve Request re quest = ne w Retrieve Request(); | |||||
| 66 | request. ColumnSet = new Colu mnSet(true ); | |||||
| 67 | request. Target = n ew EntityR eference(" lead", lea dId); | |||||
| 68 | ||||||
| 69 | //Execut e request | |||||
| 70 | Entity t argetReque st = | |||||
| 71 | (Ent ity)((Retr ieveRespon se)service .Execute(r equest)).E ntity; | |||||
| 72 | ||||||
| 73 | #endregi on Retriev e the lead | |||||
| 74 | ||||||
| 75 | bool aut oroute = f alse; | |||||
| 76 | autorout e = (bool) targetRequ est.Attrib utes["new_ autoroute" ]; | |||||
| 77 | ||||||
| 78 | if (auto route) | |||||
| 79 | { | |||||
| 80 | // G et user's BusinessUn it | |||||
| 81 | Retr ieveReques t userrequ est = new RetrieveRe quest(); | |||||
| 82 | user request.Co lumnSet = new Column Set("busin essunitid" ); | |||||
| 83 | user request.Ta rget = new EntityRef erence("sy stemuser", context.U serId); | |||||
| 84 | ||||||
| 85 | Enti ty userEnt ity = | |||||
| 86 | (Entity)(( RetrieveRe sponse)ser vice.Execu te(userreq uest)).Ent ity; | |||||
| 87 | Enti tyReferenc e bu = (En tityRefere nce)userEn tity["busi nessunitid "]; | |||||
| 88 | ||||||
| 89 | // G et roleid for 'Custo mer Servic e Represen tative' wi th that BU | |||||
| 90 | Quer yExpressio n queryRol e = new Qu eryExpress ion(); | |||||
| 91 | quer yRole.Colu mnSet = ne w ColumnSe t("roleid" ); | |||||
| 92 | quer yRole.Enti tyName = " role"; | |||||
| 93 | quer yRole.Crit eria.AddCo ndition(ne w Conditio nExpressio n | |||||
| 94 | { | |||||
| 95 | AttributeN ame = "nam e", | |||||
| 96 | Operator = Condition Operator.E qual, | |||||
| 97 | Values = { "Customer Service R epresentat ive" } | |||||
| 98 | }); | |||||
| 99 | quer yRole.Crit eria.AddCo ndition(ne w Conditio nExpressio n | |||||
| 100 | { | |||||
| 101 | AttributeN ame = "bus inessuniti d", | |||||
| 102 | Operator = Condition Operator.E qual, | |||||
| 103 | Values = { bu.Id } | |||||
| 104 | }); | |||||
| 105 | ||||||
| 106 | var roles = se rvice.Retr ieveMultip le(queryRo le); | |||||
| 107 | ||||||
| 108 | if ( roles.Enti ties.Count > 0) | |||||
| 109 | { | |||||
| 110 | Guid roleI d = (Guid) roles.Enti ties[0]["r oleid"]; | |||||
| 111 | ||||||
| 112 | // Create the query to get all the users with that role | |||||
| 113 | QueryExpre ssion quer yUsers = n ew QueryEx pression() ; | |||||
| 114 | ||||||
| 115 | // Set the propertie s of the q uery. | |||||
| 116 | queryUsers .EntityNam e = "syste muserroles "; | |||||
| 117 | queryUsers .ColumnSet = new Col umnSet("sy stemuserid "); | |||||
| 118 | queryUsers .Criteria. AddConditi on | |||||
| 119 | ("role id", Condi tionOperat or.Equal, roleId); | |||||
| 120 | ||||||
| 121 | // Get the list of u sers. | |||||
| 122 | var users = service. RetrieveMu ltiple(que ryUsers); | |||||
| 123 | ||||||
| 124 | if (users. Entities.C ount > 0) | |||||
| 125 | { | |||||
| 126 | #regio n Get User with lowe st number of leads a ssigned | |||||
| 127 | ||||||
| 128 | // Ini tialize va riables | |||||
| 129 | int lo wLeadCount = -1; | |||||
| 130 | int cu rrentLeadC ount = 0; | |||||
| 131 | Guid l owUserId = new Guid( ); | |||||
| 132 | ||||||
| 133 | // Cre ate the qu ery to fin d out how many leads | |||||
| 134 | // eac h retrieve d user has | |||||
| 135 | QueryE xpression queryUsers Leads = ne w QueryExp ression(); | |||||
| 136 | ||||||
| 137 | // Set the prope rties of t he query. | |||||
| 138 | queryU sersLeads. EntityName = "lead"; | |||||
| 139 | queryU sersLeads. ColumnSet = new Colu mnSet("lea did", "own erid"); | |||||
| 140 | ||||||
| 141 | foreac h (var use r in users .Entities) | |||||
| 142 | { | |||||
| 143 | qu eryUsersLe ads.Criter ia.AddCond ition | |||||
| 144 | ("owneri d", Condit ionOperato r.Equal, u ser["syste muserid"]) ; | |||||
| 145 | En tityCollec tion curre ntUserLead s = | |||||
| 146 | service. RetrieveMu ltiple(que ryUsersLea ds); | |||||
| 147 | cu rrentLeadC ount = cur rentUserLe ads.Entiti es.Count; | |||||
| 148 | ||||||
| 149 | // If is the first tim e or the n umber of l eads is lo west, | |||||
| 150 | // the curre nt User is marked lo west. | |||||
| 151 | if ((lowLead Count == - 1) || (cur rentLeadCo unt < lowL eadCount)) | |||||
| 152 | { | |||||
| 153 | lowLeadC ount = cur rentLeadCo unt; | |||||
| 154 | lowUserI d = (Guid) user["syst emuserid"] ; | |||||
| 155 | } | |||||
| 156 | ||||||
| 157 | } | |||||
| 158 | #endre gion Get U ser with L owest Numb er of lead s assigned | |||||
| 159 | ||||||
| 160 | #regio n Assign n ew lead to identifie d user | |||||
| 161 | ||||||
| 162 | // Ass ign the le ad to the user | |||||
| 163 | // wit h the fewe st lead re cords assi gned | |||||
| 164 | Assign Request as signReques t = new As signReques t() | |||||
| 165 | { | |||||
| 166 | Ta rget = new EntityRef erence("le ad", leadI d), | |||||
| 167 | As signee = n ew EntityR eference(" systemuser ", lowUser Id) | |||||
| 168 | }; | |||||
| 169 | servic e.Execute( assignRequ est); | |||||
| 170 | ||||||
| 171 | #endre gion Assig n new lead to identi fied user | |||||
| 172 | } | |||||
| 173 | } | |||||
| 174 | } | |||||
| 175 | } | |||||
| 176 | ||||||
| 177 | [R equiredArg ument] | |||||
| 178 | [I nput("Lead ")] | |||||
| 179 | [R eferenceTa rget("lead ")] | |||||
| 180 | pu blic InArg ument<Enti tyReferenc e> lead_in put { get; set; } | |||||
| 181 | } | |||||
| 182 | } | |||||
| 183 | //</snippe tAutoRoute Lead> |
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