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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 | SetStateWorkflow.cs | Tue Dec 20 19:51:45 2016 UTC |
| 2 | Wed Feb 1 19:56:54 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 SetStateWo rkflow> | |||||
| 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 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 25 | ||||||
| 26 | // These n amespaces are found in the Mic rosoft.Crm .Sdk.Proxy .dll assem bly | |||||
| 27 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 28 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 29 | ||||||
| 30 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 31 | { | |||||
| 32 | /// <s ummary> | |||||
| 33 | /// Th is sample shows how to change the state of a workf low. | |||||
| 34 | /// </ summary> | |||||
| 35 | /// <r emarks> | |||||
| 36 | /// At run-time, you will be given t he option to delete all the | |||||
| 37 | /// da tabase rec ords creat ed by this program. | |||||
| 38 | /// </ remarks> | |||||
| 39 | public class Set StateWorkf low | |||||
| 40 | { | |||||
| 41 | #r egion Clas s Level Me mbers | |||||
| 42 | ||||||
| 43 | pr ivate Guid _workflow Id; | |||||
| 44 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 45 | ||||||
| 46 | #e ndregion C lass Level Members | |||||
| 47 | ||||||
| 48 | #r egion How To Sample Code | |||||
| 49 | // / <summary > | |||||
| 50 | // / This met hod first creates XA ML to defi ne the cus tom workfl ow. Afterw ards, | |||||
| 51 | // / it creat es the wor kflow reco rd with th is XAML an d then act ivates it. Finally | |||||
| 52 | // / it check s if it is activated and, if s o, deactiv ates it. | |||||
| 53 | // / </summar y> | |||||
| 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 | ||||||
| 58 | pu blic void Run(Server Connection .Configura tion serve rConfig, b ool prompt forDelete) | |||||
| 59 | { | |||||
| 60 | try | |||||
| 61 | { | |||||
| 62 | // C onnect to the Organi zation ser vice. | |||||
| 63 | // T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed. | |||||
| 64 | usin g (_servic eProxy = n ew Organiz ationServi ceProxy(se rverConfig .Organizat ionUri, se rverConfig .HomeRealm Uri,server Config.Cre dentials, serverConf ig.DeviceC redentials )) | |||||
| 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 | // Activat e the work flow. | |||||
| 72 | Console.Wr iteLine("\ nActivatin g the work flow..."); | |||||
| 73 | //<snippet SetStateWo rkflow1> | |||||
| 74 | var activa teRequest = new SetS tateReques t | |||||
| 75 | { | |||||
| 76 | Entity Moniker = new Entity Reference | |||||
| 77 | (W orkflow.En tityLogica lName, _wo rkflowId), | |||||
| 78 | State = new Opti onSetValue ((int)Work flowState. Activated) , | |||||
| 79 | Status = new Opt ionSetValu e((int)wor kflow_stat uscode.Act ivated) | |||||
| 80 | }; | |||||
| 81 | _servicePr oxy.Execut e(activate Request); | |||||
| 82 | //</snippe tSetStateW orkflow1> | |||||
| 83 | ||||||
| 84 | // Verify that the w orkflow is activated . | |||||
| 85 | Workflow r etrievedWo rkflow = | |||||
| 86 | (Workf low)_servi ceProxy.Re trieve("wo rkflow", _ workflowId , new Colu mnSet("sta tecode", " name")); | |||||
| 87 | ||||||
| 88 | Console.Wr iteLine("T he state o f workflow {0} is: { 1}.", retr ievedWorkf low.Name, retrievedW orkflow.St ateCode); | |||||
| 89 | ||||||
| 90 | // Deactiv ate the wo rkflow. | |||||
| 91 | if (retrie vedWorkflo w.StateCod e == Workf lowState.A ctivated) | |||||
| 92 | { | |||||
| 93 | Consol e.WriteLin e("\nDeact ivating th e workflow ..."); | |||||
| 94 | //<sni ppetSetSta teWorkflow 2> | |||||
| 95 | SetSta teRequest deactivate Request = new SetSta teRequest | |||||
| 96 | { | |||||
| 97 | En tityMonike r = | |||||
| 98 | new Enti tyReferenc e(Workflow .EntityLog icalName, _workflowI d), | |||||
| 99 | St ate = new OptionSetV alue((int) WorkflowSt ate.Draft) , | |||||
| 100 | St atus = new OptionSet Value((int )workflow_ statuscode .Draft) | |||||
| 101 | }; | |||||
| 102 | _servi ceProxy.Ex ecute(deac tivateRequ est); | |||||
| 103 | //</sn ippetSetSt ateWorkflo w2> | |||||
| 104 | } | |||||
| 105 | ||||||
| 106 | // Verify that the w orkflow is deactivat ed (in a d raft state ). | |||||
| 107 | retrievedW orkflow = | |||||
| 108 | (Workf low)_servi ceProxy.Re trieve("wo rkflow", _ workflowId , new Colu mnSet("sta tecode", " name")); | |||||
| 109 | ||||||
| 110 | Console.Wr iteLine("T he state o f workflow {0} is: { 1}.", retr ievedWorkf low.Name, retrievedW orkflow.St ateCode); | |||||
| 111 | ||||||
| 112 | DeleteRequ iredRecord s(promptfo rDelete); | |||||
| 113 | } | |||||
| 114 | } | |||||
| 115 | ||||||
| 116 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 117 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 118 | { | |||||
| 119 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 120 | thro w; | |||||
| 121 | } | |||||
| 122 | } | |||||
| 123 | ||||||
| 124 | #r egion Publ ic methods | |||||
| 125 | ||||||
| 126 | // / <summary > | |||||
| 127 | // / Creates any entity records t hat this s ample requ ires. | |||||
| 128 | // / </summar y> | |||||
| 129 | pu blic void CreateRequ iredRecord s() | |||||
| 130 | { | |||||
| 131 | #region Create XAM L | |||||
| 132 | ||||||
| 133 | // Defin e the work flow XAML. | |||||
| 134 | string x amlWF; | |||||
| 135 | ||||||
| 136 | // This xml define s a workfl ow that cr eates a ne w task whe n executed | |||||
| 137 | xamlWF = @"<?xml v ersion=""1 .0"" encod ing=""utf- 16""?> | |||||
| 138 | <Activ ity x:Clas s=""Create Task"" | |||||
| 139 | xmlns= ""http://s chemas.mic rosoft.com /netfx/200 9/xaml/act ivities"" | |||||
| 140 | 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"" | |||||
| 141 | 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"" | |||||
| 142 | 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"" | |||||
| 143 | 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" " | |||||
| 144 | 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"" | |||||
| 145 | 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"" | |||||
| 146 | xmlns: this=""clr -namespace :"" xmlns: x=""http:/ /schemas.m icrosoft.c om/winfx/2 006/xaml"" > | |||||
| 147 | <x :Members> | |||||
| 148 | <x:Prope rty Name=" "InputEnti ties"" Typ e=""InArgu ment(scg:I Dictionary (x:String, mxs:Entit y))"" /> | |||||
| 149 | <x:Prope rty Name=" "CreatedEn tities"" T ype=""InAr gument(scg :IDictiona ry(x:Strin g, mxs:Ent ity))"" /> | |||||
| 150 | </ x:Members> | |||||
| 151 | <t his:Create Task.Input Entities> | |||||
| 152 | <InArgum ent x:Type Arguments= ""scg:IDic tionary(x: String, mx s:Entity)" " /> | |||||
| 153 | </ this:Creat eTask.Inpu tEntities> | |||||
| 154 | <t his:Create Task.Creat edEntities > | |||||
| 155 | <InArgumen t x:TypeAr guments="" scg:IDicti onary(x:St ring, mxs: Entity)"" /> | |||||
| 156 | </t his:Create Task.Creat edEntities > | |||||
| 157 | <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> | |||||
| 158 | <m xswa:Workf low> | |||||
| 159 | <Sequenc e> | |||||
| 160 | <Ass ign x:Type Arguments= ""mxs:Enti ty"" To="" [CreatedEn tities(&qu ot;newTask ")]"" Value=""[ New Entity ("tas k")]" " /> | |||||
| 161 | <mxs wa:SetEnti tyProperty Attribute =""subject "" Entity= ""[Created Entities(& quot;newTa sk")] "" | |||||
| 162 | EntityName =""task"" TargetType =""{x:Null }"" | |||||
| 163 | Value =""[" New Task&q uot;]""> | |||||
| 164 | </mx swa:SetEnt ityPropert y> | |||||
| 165 | <mxs wa:SetEnti tyProperty Attribute =""regardi ngobjectid "" Entity= ""[Created Entities(& quot;newTa sk")] "" | |||||
| 166 | EntityName =""task"" TargetType =""{x:Null }"" | |||||
| 167 | Value =""[New En tityRefere nce(" lead" , New Guid (InputEnti ties(" ;primaryEn tity" ).Id.ToStr ing()))]"" > | |||||
| 168 | </mx swa:SetEnt ityPropert y> | |||||
| 169 | <mxs wa:CreateE ntity Enti tyId=""{x: Null}"" En tity=""[Cr eatedEntit ies(" newTask&qu ot;)]"" | |||||
| 170 | EntityName =""task"" /> | |||||
| 171 | </Sequen ce> | |||||
| 172 | </ mxswa:Work flow> | |||||
| 173 | </Acti vity>"; | |||||
| 174 | ||||||
| 175 | #endregi on Create XAML | |||||
| 176 | ||||||
| 177 | #region Create Wor kflow | |||||
| 178 | ||||||
| 179 | // Creat e the work flow | |||||
| 180 | //<snipp etSetState Workflow3> | |||||
| 181 | Workflow workflow = new Work flow() | |||||
| 182 | { | |||||
| 183 | Name = "Create TaskXAML", | |||||
| 184 | Type = new Opt ionSetValu e((int)Wor kflowType. Definition ), | |||||
| 185 | Cate gory = new OptionSet Value((int )WorkflowC ategory.Wo rkflow), | |||||
| 186 | Scop e = new Op tionSetVal ue((int)Wo rkflowScop e.User), | |||||
| 187 | Lang uageCode = 1033, // U.S. English | |||||
| 188 | Trig gerOnCreat e = true, | |||||
| 189 | OnDe mand = tru e, | |||||
| 190 | Prim aryEntity = Lead.Ent ityLogical Name, | |||||
| 191 | Desc ription = | |||||
| 192 | "Test work flow for t he SetStat eWorkflow SDK sample ", | |||||
| 193 | Xaml = xamlWF | |||||
| 194 | }; | |||||
| 195 | _workflo wId = _ser viceProxy. Create(wor kflow); | |||||
| 196 | //</snip petSetStat eWorkflow3 > | |||||
| 197 | ||||||
| 198 | Console. WriteLine( "Created w orkflow {0 }.", workf low.Name); | |||||
| 199 | ||||||
| 200 | #endregi on Create Workflow | |||||
| 201 | } | |||||
| 202 | ||||||
| 203 | // / <summary > | |||||
| 204 | // / Deletes any entity records t hat were c reated for this samp le. | |||||
| 205 | // / <param n ame="promp t">Indicat es whether to prompt the user | |||||
| 206 | // / to delet e the reco rds create d in this sample.</p aram> | |||||
| 207 | // / </summar y> | |||||
| 208 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 209 | { | |||||
| 210 | bool toB eDeleted = true; | |||||
| 211 | ||||||
| 212 | if (prom pt) | |||||
| 213 | { | |||||
| 214 | // A sk the use r if the c reated ent ities shou ld be dele ted. | |||||
| 215 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 216 | Stri ng answer = Console. ReadLine() ; | |||||
| 217 | if ( answer.Sta rtsWith("y ") || | |||||
| 218 | answer.Sta rtsWith("Y ") || | |||||
| 219 | answer == String.Emp ty) | |||||
| 220 | { | |||||
| 221 | toBeDelete d = true; | |||||
| 222 | } | |||||
| 223 | else | |||||
| 224 | { | |||||
| 225 | toBeDelete d = false; | |||||
| 226 | } | |||||
| 227 | } | |||||
| 228 | ||||||
| 229 | if (toBe Deleted) | |||||
| 230 | { | |||||
| 231 | // D elete the workflow. | |||||
| 232 | _ser viceProxy. Delete(Wor kflow.Enti tyLogicalN ame, _work flowId); | |||||
| 233 | Cons ole.WriteL ine("The w orkflow ha s been del eted."); | |||||
| 234 | } | |||||
| 235 | } | |||||
| 236 | #e ndregion P ublic Meth ods | |||||
| 237 | ||||||
| 238 | #e ndregion H ow To Samp le Code | |||||
| 239 | ||||||
| 240 | #r egion Main method | |||||
| 241 | ||||||
| 242 | // / <summary > | |||||
| 243 | // / Standard Main() me thod used by most SD K samples. | |||||
| 244 | // / </summar y> | |||||
| 245 | // / <param n ame="args" ></param> | |||||
| 246 | st atic publi c void Mai n(string[] args) | |||||
| 247 | { | |||||
| 248 | try | |||||
| 249 | { | |||||
| 250 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 251 | // c redentials from the user. | |||||
| 252 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 253 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 254 | ||||||
| 255 | SetS tateWorkfl ow app = n ew SetStat eWorkflow( ); | |||||
| 256 | app. Run(config , true); | |||||
| 257 | } | |||||
| 258 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 259 | { | |||||
| 260 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 261 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 262 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 263 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 264 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 265 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 266 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 267 | } | |||||
| 268 | catch (S ystem.Time outExcepti on ex) | |||||
| 269 | { | |||||
| 270 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 271 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 272 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 273 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 274 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 275 | } | |||||
| 276 | catch (S ystem.Exce ption ex) | |||||
| 277 | { | |||||
| 278 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 279 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 280 | ||||||
| 281 | // D isplay the details o f the inne r exceptio n. | |||||
| 282 | if ( ex.InnerEx ception != null) | |||||
| 283 | { | |||||
| 284 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 285 | ||||||
| 286 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 287 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 288 | if (fe != null) | |||||
| 289 | { | |||||
| 290 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 291 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 292 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 293 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 294 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 295 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 296 | } | |||||
| 297 | } | |||||
| 298 | } | |||||
| 299 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 300 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 301 | ||||||
| 302 | finally | |||||
| 303 | { | |||||
| 304 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 305 | Cons ole.ReadLi ne(); | |||||
| 306 | } | |||||
| 307 | } | |||||
| 308 | ||||||
| 309 | #e ndregion M ain method | |||||
| 310 | } | |||||
| 311 | } | |||||
| 312 | //</snippe tSetStateW orkflow> |
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