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CUSTOM WORKFLOW ACTIVITIES

-Allows building custom steps that are available for use in the web workflow designer.

-Built on Windows Worklfow Foundation V4.

-Work for on-premise and CRM online deployments

– Can be used in workflows or dialogs.

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Overview of CRM Workflows

–– Rule: Define the logic that is executed when a specific triggering event occurs on a record.

— Events: Assign, Attributes Chnage(Update), Change Status, Create, Delete and On Demand

–Conditions: Check values to provide rules for what actions to perform.

–Actions: Create Record, Update Record, Assign Record, Send Email, Start Child Workflow, Change Status, Stop Workflow

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OVERVIEW OF CRM DIALOGS

-Input Arguments: Data that is passed from  a parent dialog.

-Variable: Store intermediate values as users move through the dialog.

-Pages: Provides the body of the dialog by adding prompts and responses

-Prompts & Responses: Poses a question to a user and captures the response.

-Actions & Conditions: Checks values and performs specifics tasks.

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WORKFLOW EXECUTION WITH CUSTOM ACTIVITIES

   Workflow
 step1 -Check Condition
 step2 – Update Record
 step3 -Your Custom Activity

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CUSTOM ACTIVITY SCENARIOS

-Complex calculation

-Performing actions on child records

-Pull a customer’s credit score from a 3rd party to be used for loan approval

-Any Integration with other systems called on demand.

– Any scenario where you want to surface custom code in the CRM workflow editor.

CUSTOM WORKFLOW ACTIVITY CLASS DIAGRAM

Without Developer Toolkit

–CodeActivity Class

–Your Custom Class

–code example:

public sealed partial class CustomActivity : CodeActivity
{
   protected override void Execute(CodeActivityContext executionContext)
{

}
}

With Developer Toolkit

–CodeActivity Class

–WorkflowActivityBase Class

–Your Custom Class

–code example:

public sealed partial class CustomActivity : CodeActivity
{
public override void ExecuteCRMWorkflowActivity(CodeActivityContext executeContext, LocalWorkflowContext crmWorkflowContext)
{

}
}

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WORKING WITH PARAMETERS

-Used to configure a workflow activity
– Exposed via the worklfow editor

–CRM supports two types
   — input and ouput

–Values are populated at time of execution of cutom activity

The DefaultAttribute class allows you to specify a default value for an input parameters

Declaring Parameters

[RequiredArguments]
[Input(“InputEntity”)]                    ————-1
[ReferenceTarget(“account”)]

public InArgument<EntityReference> inputEntity {get; set;}
[Output (“TaskCreated”)]
[ReferenceTarget(“task”)]            —————–2

public OutArgument<EntityReference> taskCreated  {get; set;} —–3

protected override void Execute(CodeActivityContext executeContext )
{

}

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Getting and Setting Parameters Values

Setting and getting values must is done using the Set/Get methods and referencing the execution context

Guid accountId = this.inputEntity.Get(executionContext).Id;

this.taskCreated.Set(executionContext, new EntityReference(“task”, taskId));



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Working with services

The Workflow ExecutionContext.GetExtension method provides access to the CRM services like

–Organization Service

–Tracing Service

IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();

IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service = serviceFactor createOrganizationService(context.UserId);

Working with Services using Developer Toolkit

public class CustomWorkflowActivity : WorkflowActivityBase
{
    public override void ExecuteCRMWorkflowActivity(CodeActivityContect executionContext, LocalWorklfowContext crmWorkflowContext)
{
     crmWorkflowContext.Trace(“Plug-in is Starting”);

var  whoamiResult  = crmWorkflowContext.OrganizationService.Execute(new WhoAmIRequest());
}
}

Tracing  and Debugging plug-ins –On-Premises