Tag Archives: Custom workflow in MS CRM 2011

Step By Step Creating Custom Workflow in Microsoft CRM 2011- Part2

In previous post we started creating custom workflow to get lead created day and assign all lead created on Sunday to Alan, we have completed code to get lead created day, so let’s now write function to get user id for Alan and assign all lead to Alan if lead created day is Sunday.

13. Create function to get userid like below

private Guid GetUserID(IOrganizationService service) //function to get userid

{  Guid _UserID = Guid.Empty;

ConditionExpression condition1 = new ConditionExpression();

condition1.AttributeName = “firstname”;

condition1.Operator = ConditionOperator.Equal;

condition1.Values.Add(“Alan”);

ConditionExpression condition2 = new ConditionExpression();

condition2.AttributeName = “lastname”;

condition2.Operator = ConditionOperator.Equal;

condition2.Values.Add(“Smith”);

FilterExpression filter1 = new FilterExpression();

filter1.Conditions.AddRange(condition1,condition2);

QueryExpression query = new QueryExpression(“systemuser”);

query.Criteria.AddFilter(filter1);

EntityCollection EntityCol = service.RetrieveMultiple(query);

if (EntityCol.Entities.Count > 0)

{    Entity _User = (Entity)EntityCol.Entities.FirstOrDefault();

_UserID = _User.Id;

}

return _UserID;

}

14. Write a function to assign passed lead to Alan, like below

private void Assignlead(IOrganizationService service,Guid LeadID,Guid UserID)

{

AssignRequest _Assign = new AssignRequest() {

Assignee=new EntityReference(“systemuser”,UserID),

Target =new EntityReference(“lead”, LeadID)

};

service.Execute(_Assign);

}

finally we need to modify our Execute method and add below lines

if(Day==”Sunday”)

{           Guid _UserID= GetUserID(service);

Assignlead(service,context.PrimaryEntityId,_UserID);

}

Our code is complete now, build your assembly and register it using plugin registration tool. While registering we can configure our step and workflow group name like below screen. Save your changes after providing these details.

providedetails

15. Now create a workflow on lead and set it to run when “Record is created”.

16. Click on Add Step and you should be able to see your custom workflow there.

Groupname

17. Select your assembly step to initialize your variables.

firststep

18. Add an update step to update lead record and click on set properties.

19. Selected your custom field (“Created Day”) and select your assembly name from Look For drop down under form assistance.

SaveArgument

20. Assign your output variable to your custom field by clicking on Add and Ok.

Save and Activity your process, now test your workflow.

Enjoy !!!

Note: if you are copying record please make sure to change Quotes marks.

11 Comments

Filed under MS CRM 2011, Step By Step MS CRM 2011

Step By Step Creating Custom Workflow in Microsoft CRM 2011

If you are a fresher in Microsoft CRM 2011 development and want to learn how to write custom workflow for Microsoft CRM 2011, then this post is for you. Let’s consider one scenario Company Xrm used to get many leads on weekend, but none of their existing sales executive wants to work on weekend, so they have recently recruited one part time sales person Alan who will be working on weekends. So we have a requirement to assign all the leads created during weekends to Alan and we also need to display Created Day in lead records. So keeping this scenario in mind, we have to requirement.

  1. Find out name of the day when lead is created and set it for Created Day.
  2. Assign all the leads created during weekend to Alan.

So let’s follow step by step to implement our requirement.

  1. Modify lead entity and add a new field let’s say “Created Day” of type Text and publish your changes.
  2. Once we have customized lead entity let’s create custom workflow assembly to find name of the day when lead is created.
  3. Start Visual Studio and select New Project->Workflow->Activity Library
  4. Delete “Activity1.xaml” file.
  5. Right Click on project and select Add New->add a class and name it “LeadAssignment.cs”
  6. Right Click on project -> select properties and make sure Target Framework is “.Net Framework 4” under Application tab.
  7. Sign your assembly.
  8. Right Click on project and select Add Reference to add required assemblies to our project.

We need to add below Microsoft CRM 2011 SDK assemblies and .net assemblies

Microsoft.xrm.sdk

Microsoft.xrm.sdk.workflow

Microsoft.crm.sdk.proxy

System.Runtime.Serialization

9. Double click on “LeadAssignment.cs” and add below using directive to your class.

using Microsoft.Xrm.Sdk.Query;

using System.Activities;

using Microsoft.Xrm.Sdk.Workflow;

using Microsoft.Xrm.Sdk;

using Microsoft.Crm.Sdk.Messages;

10. Modify your class definition like below to inherit

class LeadAssignment:CodeActivity

11. Declare output variable of string type and declare it’s property like below

[Output(“DayofWeek”)]

public OutArgument<String> DayofWeek { get; set; }

//output variables are used to provide response to user when user will select this attribute from form assistant

12. Now add below execute method to our class

protected override void Execute(CodeActivityContext Execution)

{

string Day = string.Empty;

DateTime _Date = DateTime.MinValue;

//get context

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

//create iorganization service object

IOrganizationServiceFactory serviceFactory =

Execution.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service =

serviceFactory.CreateOrganizationService(context.InitiatingUserId);

//get created date of the lead

Entity _lead = (Entity)service.

Retrieve(“lead”, context.PrimaryEntityId, new ColumnSet(

new string[] { “createdon” }));

if (_lead.Contains(“createdon”))

{

//get day of the week based on created on date

Day = ((DateTime)_lead.Attributes[“createdon”]).DayOfWeek.ToString();

}

//set value to output variable

DayofWeek.Set(Execution, Day);

}

In next post I will show how we can assign lead to Alan.

Enjoy !!!

Note: if you are going to copy above code, please make sure to change quotes.

Step By Step Creating Custom Workflow in Microsoft CRM 2011- Part2

3 Comments

Filed under MS CRM 2011, Step By Step MS CRM 2011