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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\Workflows | CreateAWorkflow.cs | Tue Dec 20 19:51:45 2016 UTC |
| 2 | Wed Feb 1 19:56:53 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 CreateAWor kflow> | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Service Model; | |||||
| 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.Client ; | |||||
| 24 | ||||||
| 25 | // These n amespaces are found in the Mic rosoft.Crm .Sdk.Proxy .dll assem bly | |||||
| 26 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 27 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 28 | ||||||
| 29 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 30 | { | |||||
| 31 | /// <s ummary> | |||||
| 32 | /// Th is sample shows how to use C# code to de fine a new workflow in Microso ft Dynamic s CRM. | |||||
| 33 | /// </ summary> | |||||
| 34 | /// <r emarks> | |||||
| 35 | /// At run-time, you will be given t he option to delete all the | |||||
| 36 | /// da tabase rec ords creat ed by this program.< /remarks> | |||||
| 37 | public class Cre ateAWorkfl ow | |||||
| 38 | { | |||||
| 39 | #r egion Clas s Level Me mbers | |||||
| 40 | ||||||
| 41 | pr ivate Guid _workflow Id; | |||||
| 42 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 43 | ||||||
| 44 | #e ndregion C lass Level Members | |||||
| 45 | ||||||
| 46 | // / <summary > | |||||
| 47 | // / This met hod first creates XA ML to defi ne the cus tom workfl ow. Afterw ards, | |||||
| 48 | // / it creat es the wor kflow reco rd with th is XAML an d then act ivates it. | |||||
| 49 | // / </summar y> | |||||
| 50 | // / <remarks > | |||||
| 51 | // / Visit ht tp://msdn. microsoft. com/en-us/ library/gg 309458.asp x | |||||
| 52 | // / for inst ructions o n enabling XAML work flows on t he Microso ft Dynamic s CRM serv er. | |||||
| 53 | // / </remark s> | |||||
| 54 | // / <param n ame="serve rConfig">C ontains se rver conne ction info rmation.</ param> | |||||
| 55 | // / <param n ame="promp tforDelete ">When Tru e, the use r will be prompted t o delete a ll | |||||
| 56 | // / created entities.< /param> | |||||
| 57 | pu blic void Run(Server Connection .Configura tion serve rConfig, b ool prompt forDelete) | |||||
| 58 | { | |||||
| 59 | try | |||||
| 60 | { | |||||
| 61 | // C onnect to the Organi zation ser vice. | |||||
| 62 | // T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed. | |||||
| 63 | usin g (_servic eProxy = n ew Organiz ationServi ceProxy(se rverConfig .Organizat ionUri, se rverConfig .HomeRealm Uri, | |||||
| 64 | s erverConfi g.Credenti als, serve rConfig.De viceCreden tials)) | |||||
| 65 | { | |||||
| 66 | // This st atement is required to enable early-boun d type sup port. | |||||
| 67 | _servicePr oxy.Enable ProxyTypes (); | |||||
| 68 | ||||||
| 69 | CreateRequ iredRecord s(); | |||||
| 70 | ||||||
| 71 | #region Cr eate XAML | |||||
| 72 | ||||||
| 73 | // Define the workfl ow XAML. | |||||
| 74 | string xam lWF; | |||||
| 75 | ||||||
| 76 | xamlWF = @ "<?xml ver sion=""1.0 "" encodin g=""utf-16 ""?> | |||||
| 77 | <Activ ity x:Clas s=""Sample WF"" | |||||
| 78 | xmlns= ""http://s chemas.mic rosoft.com /netfx/200 9/xaml/act ivities"" | |||||
| 79 | xmlns: mva=""clr- namespace: Microsoft. VisualBasi c.Activiti es;assembl y=System.A ctivities, Version=4 .0.0.0, Cu lture=neut ral, Publi cKeyToken= 31bf3856ad 364e35"" | |||||
| 80 | xmlns: mxs=""clr- namespace: Microsoft. Xrm.Sdk;as sembly=Mic rosoft.Xrm .Sdk, Vers ion=5.0.0. 0, Culture =neutral, PublicKeyT oken=31bf3 856ad364e3 5"" | |||||
| 81 | xmlns: mxswa=""cl r-namespac e:Microsof t.Xrm.Sdk. Workflow.A ctivities; assembly=M icrosoft.X rm.Sdk.Wor kflow, Ver sion=5.0.0 .0, Cultur e=neutral, PublicKey Token=31bf 3856ad364e 35"" | |||||
| 82 | xmlns: s=""clr-na mespace:Sy stem;assem bly=mscorl ib, Versio n=4.0.0.0, Culture=n eutral, Pu blicKeyTok en=b77a5c5 61934e089" " | |||||
| 83 | xmlns: scg=""clr- namespace: System.Col lections.G eneric;ass embly=msco rlib, Vers ion=4.0.0. 0, Culture =neutral, PublicKeyT oken=b77a5 c561934e08 9"" | |||||
| 84 | xmlns: srs=""clr- namespace: System.Run time.Seria lization;a ssembly=Sy stem.Runti me.Seriali zation, Ve rsion=4.0. 0.0, Cultu re=neutral , PublicKe yToken=b77 a5c561934e 089"" | |||||
| 85 | xmlns: this=""clr -namespace :"" xmlns: x=""http:/ /schemas.m icrosoft.c om/winfx/2 006/xaml"" > | |||||
| 86 | <x :Members> | |||||
| 87 | <x:Prope rty Name=" "InputEnti ties"" Typ e=""InArgu ment(scg:I Dictionary (x:String, mxs:Entit y))"" /> | |||||
| 88 | <x:Prope rty Name=" "CreatedEn tities"" T ype=""InAr gument(scg :IDictiona ry(x:Strin g, mxs:Ent ity))"" /> | |||||
| 89 | </ x:Members> | |||||
| 90 | <t his:Sample WF.InputEn tities> | |||||
| 91 | <InArgum ent x:Type Arguments= ""scg:IDic tionary(x: String, mx s:Entity)" " /> | |||||
| 92 | </ this:Sampl eWF.InputE ntities> | |||||
| 93 | <t his:Sample WF.Created Entities> | |||||
| 94 | <InArgumen t x:TypeAr guments="" scg:IDicti onary(x:St ring, mxs: Entity)"" /> | |||||
| 95 | </t his:Sample WF.Created Entities> | |||||
| 96 | <m va:VisualB asic.Setti ngs>Assemb ly referen ces and im ported nam espaces fo r internal implement ation</mva :VisualBas ic.Setting s> | |||||
| 97 | <m xswa:Workf low> | |||||
| 98 | <Sequenc e> | |||||
| 99 | <Seq uence.Vari ables> | |||||
| 100 | <Variable x:TypeArgu ments=""x: Int32"" De fault=""[4 0]"" Name= ""probabil ity_value" " /> | |||||
| 101 | <Variable x:TypeArgu ments=""mx s:Entity"" Default=" "[CreatedE ntities(&q uot;primar yEntity#Te mp")] "" Name="" CreatedEnt ity"" /> | |||||
| 102 | </Se quence.Var iables> | |||||
| 103 | <Ass ign x:Type Arguments= ""mxs:Enti ty"" To="" [CreatedEn tity]"" Va lue=""[New Entity(&q uot;opport unity" ;)]"" /> | |||||
| 104 | <Ass ign x:Type Arguments= ""s:Guid"" To=""[Cre atedEntity .Id]"" Val ue=""[Inpu tEntities( "prim aryEntity& quot;).Id] "" /> | |||||
| 105 | <mxs wa:SetEnti tyProperty Attribute =""closepr obability" " Entity=" "[CreatedE ntity]"" | |||||
| 106 | EntityName =""opportu nity"" Tar getType="" [Type.GetT ype(" probabilit y_value&qu ot;)]"" | |||||
| 107 | Value =""[probab ility_valu e]""> | |||||
| 108 | </mx swa:SetEnt ityPropert y> | |||||
| 109 | <mxs wa:UpdateE ntity Enti ty=""[Crea tedEntity] "" EntityN ame=""oppo rtunity"" /> | |||||
| 110 | <Ass ign x:Type Arguments= ""mxs:Enti ty"" To="" [InputEnti ties(" ;primaryEn tity" )]"" Value =""[Create dEntity]"" /> | |||||
| 111 | <Per sist /> | |||||
| 112 | </Sequen ce> | |||||
| 113 | </ mxswa:Work flow> | |||||
| 114 | </Acti vity>"; | |||||
| 115 | ||||||
| 116 | #endregion Create XA ML | |||||
| 117 | ||||||
| 118 | #region Cr eate Workf low | |||||
| 119 | ||||||
| 120 | //<snippet CreateAWor kflow1> | |||||
| 121 | // Create an asynchr onous work flow. | |||||
| 122 | // The wor kflow shou ld execute after a n ew opportu nity is cr eated. | |||||
| 123 | Workflow w orkflow = new Workfl ow() | |||||
| 124 | { | |||||
| 125 | // The se propert ies map to the New P rocess for m settings in the we b applicat ion. | |||||
| 126 | Name = "Set clos eprobabili ty on oppo rtunity cr eate (asyn c)", | |||||
| 127 | Type = new Optio nSetValue( (int)Workf lowType.De finition), | |||||
| 128 | Catego ry = new O ptionSetVa lue((int)W orkflowCat egory.Work flow), | |||||
| 129 | Primar yEntity = Opportunit y.EntityLo gicalName, | |||||
| 130 | Mode = new Optio nSetValue( (int)Workf lowMode.Ba ckground), | |||||
| 131 | ||||||
| 132 | // Add itional se ttings fro m the seco nd New Pro cess form. | |||||
| 133 | Descri ption = @" When an op portunity is created , this wor kflow" + | |||||
| 134 | " sets the c loseprobab ility fiel d of the o pportunity record to 40%.", | |||||
| 135 | OnDema nd = false , | |||||
| 136 | Subpro cess = fal se, | |||||
| 137 | Scope = new Opti onSetValue ((int)Work flowScope. User), | |||||
| 138 | Trigge rOnCreate = true, | |||||
| 139 | AsyncA utoDelete = true, | |||||
| 140 | Xaml = xamlWF, | |||||
| 141 | ||||||
| 142 | // Oth er propert ies not in the web f orms. | |||||
| 143 | Langua geCode = 1 033, // U .S. Englis h | |||||
| 144 | }; | |||||
| 145 | _workflowI d = _servi ceProxy.Cr eate(workf low); | |||||
| 146 | //</snippe tCreateAWo rkflow1> | |||||
| 147 | ||||||
| 148 | Console.Wr iteLine("C reated Wor kflow: " + workflow. Name); | |||||
| 149 | ||||||
| 150 | #endregion Create Wo rkflow | |||||
| 151 | ||||||
| 152 | #region Ac tivate Wor kflow | |||||
| 153 | ||||||
| 154 | // Activat e the work flow. | |||||
| 155 | var activa teRequest = new SetS tateReques t | |||||
| 156 | { | |||||
| 157 | Entity Moniker = new Entity Reference | |||||
| 158 | (W orkflow.En tityLogica lName, _wo rkflowId), | |||||
| 159 | State = new Opti onSetValue ((int)Work flowState. Activated) , | |||||
| 160 | Status = new Opt ionSetValu e((int)wor kflow_stat uscode.Act ivated) | |||||
| 161 | }; | |||||
| 162 | _servicePr oxy.Execut e(activate Request); | |||||
| 163 | Console.Wr iteLine("A ctivated W orkflow: " + workflo w.Name); | |||||
| 164 | ||||||
| 165 | #endregion Activate Workflow | |||||
| 166 | ||||||
| 167 | DeleteRequ iredRecord s(promptfo rDelete); | |||||
| 168 | } | |||||
| 169 | } | |||||
| 170 | ||||||
| 171 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 172 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 173 | { | |||||
| 174 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 175 | thro w; | |||||
| 176 | } | |||||
| 177 | } | |||||
| 178 | ||||||
| 179 | #r egion Clas s methods | |||||
| 180 | ||||||
| 181 | // / <summary > | |||||
| 182 | // / Creates any entity records t hat this s ample requ ires. | |||||
| 183 | // / </summar y> | |||||
| 184 | pu blic void CreateRequ iredRecord s() | |||||
| 185 | { | |||||
| 186 | ||||||
| 187 | } | |||||
| 188 | ||||||
| 189 | // / <summary > | |||||
| 190 | // / Deletes any entity records t hat were c reated for this samp le. | |||||
| 191 | // / <param n ame="promp t">Indicat es whether to prompt the user | |||||
| 192 | // / to delet e the reco rds create d in this sample.</p aram> | |||||
| 193 | // / </summar y> | |||||
| 194 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 195 | { | |||||
| 196 | bool toB eDeleted = true; | |||||
| 197 | ||||||
| 198 | if (prom pt) | |||||
| 199 | { | |||||
| 200 | // A sk the use r if the c reated ent ities shou ld be dele ted. | |||||
| 201 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 202 | Stri ng answer = Console. ReadLine() ; | |||||
| 203 | if ( answer.Sta rtsWith("y ") || | |||||
| 204 | answer.Sta rtsWith("Y ") || | |||||
| 205 | answer == String.Emp ty) | |||||
| 206 | { | |||||
| 207 | toBeDelete d = true; | |||||
| 208 | } | |||||
| 209 | else | |||||
| 210 | { | |||||
| 211 | toBeDelete d = false; | |||||
| 212 | } | |||||
| 213 | } | |||||
| 214 | ||||||
| 215 | if (toBe Deleted) | |||||
| 216 | { | |||||
| 217 | ||||||
| 218 | // D eactivate and delete workflow | |||||
| 219 | SetS tateReques t deactiva teRequest = new SetS tateReques t | |||||
| 220 | { | |||||
| 221 | EntityMoni ker = new EntityRefe rence(Work flow.Entit yLogicalNa me, _workf lowId), | |||||
| 222 | State = ne w OptionSe tValue((in t)Workflow State.Draf t), | |||||
| 223 | Status = n ew OptionS etValue((i nt)workflo w_statusco de.Draft) | |||||
| 224 | }; | |||||
| 225 | _ser viceProxy. Execute(de activateRe quest); | |||||
| 226 | _ser viceProxy. Delete(Wor kflow.Enti tyLogicalN ame, _work flowId); | |||||
| 227 | Cons ole.WriteL ine("Workf low has be en deactiv ated and d eleted."); | |||||
| 228 | ||||||
| 229 | } | |||||
| 230 | } | |||||
| 231 | ||||||
| 232 | #e ndregion C lass metho ds | |||||
| 233 | ||||||
| 234 | #r egion Main method | |||||
| 235 | ||||||
| 236 | // / <summary > | |||||
| 237 | // / Standard Main() me thod used by most SD K samples. | |||||
| 238 | // / </summar y> | |||||
| 239 | // / <param n ame="args" ></param> | |||||
| 240 | st atic publi c void Mai n(string[] args) | |||||
| 241 | { | |||||
| 242 | try | |||||
| 243 | { | |||||
| 244 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 245 | // c redentials from the user. | |||||
| 246 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 247 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 248 | ||||||
| 249 | Crea teAWorkflo w app = ne w CreateAW orkflow(); | |||||
| 250 | app. Run(config , true); | |||||
| 251 | } | |||||
| 252 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 253 | { | |||||
| 254 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 255 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 256 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 257 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 258 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 259 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 260 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 261 | } | |||||
| 262 | catch (S ystem.Time outExcepti on ex) | |||||
| 263 | { | |||||
| 264 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 265 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 266 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 267 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 268 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 269 | } | |||||
| 270 | catch (S ystem.Exce ption ex) | |||||
| 271 | { | |||||
| 272 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 273 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 274 | ||||||
| 275 | // D isplay the details o f the inne r exceptio n. | |||||
| 276 | if ( ex.InnerEx ception != null) | |||||
| 277 | { | |||||
| 278 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 279 | ||||||
| 280 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 281 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 282 | if (fe != null) | |||||
| 283 | { | |||||
| 284 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 285 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 286 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 287 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 288 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 289 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 290 | } | |||||
| 291 | } | |||||
| 292 | } | |||||
| 293 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 294 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 295 | ||||||
| 296 | finally | |||||
| 297 | { | |||||
| 298 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 299 | Cons ole.ReadLi ne(); | |||||
| 300 | } | |||||
| 301 | } | |||||
| 302 | #e ndregion M ain method | |||||
| 303 | } | |||||
| 304 | } | |||||
| 305 | //</snippe tCreateAWo rkflow> |
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