This sample shows how to write a custom workflow activity that can create an account and a task for the account. This sample uses early binding.
using System;
using System.Activities;
using System.Collections.ObjectModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Workflow;
namespace Microsoft.Crm.Sdk.Samples
{
public sealed class SimpleSdkActivity : CodeActivity
{
protected override void Execute(CodeActivityContext executionContext)
{
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
tracingService.Trace("Creating Account");
Account entity = new Account();
entity.Name = AccountName.Get<string>(executionContext);
Guid entityId = service.Create(entity);
tracingService.Trace("Account created with Id {0}", entityId.ToString());
tracingService.Trace("Create a task for the account");
Task newTask = new Task();
newTask.Subject = TaskSubject.Get<string>(executionContext);
newTask.RegardingObjectId = new EntityReference(Account.EntityLogicalName, entityId);
Guid taskId = service.Create(newTask);
tracingService.Trace("Task has been created");
tracingService.Trace("Retrieve the task using QueryByAttribute");
QueryByAttribute query = new QueryByAttribute();
query.Attributes.AddRange(new string[] { "regardingobjectid" });
query.ColumnSet = new ColumnSet(new string[] { "subject" });
query.EntityName = Task.EntityLogicalName;
query.Values.AddRange(new object[] { entityId });
tracingService.Trace("Executing the Query for entity {0}", query.EntityName);
//Execute using a request to test the OOB (XRM) message contracts
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
Collection<Entity> entityList = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection.Entities;
//Execute a request from the CRM message assembly
tracingService.Trace("Executing a WhoAmIRequest");
service.Execute(new WhoAmIRequest());
if (1 != entityList.Count)
{
tracingService.Trace("The entity list was too long");
throw new InvalidPluginExecutionException("Query did not execute correctly");
}
else
{
tracingService.Trace("Casting the Task from RetrieveMultiple to strong type");
Task retrievedTask = (Task)entityList[0];
if (retrievedTask.ActivityId != taskId)
{
throw new InvalidPluginExecutionException("Incorrect task was retrieved");
}
tracingService.Trace("Retrieving the entity from IOrganizationService");
//Retrieve the task using Retrieve
retrievedTask = (Task)service.Retrieve(Task.EntityLogicalName, retrievedTask.Id, new ColumnSet("subject"));
if (!string.Equals(newTask.Subject, retrievedTask.Subject, StringComparison.Ordinal))
{
throw new InvalidPluginExecutionException("Task's subject did not get retrieved correctly");
}
//Update the task
retrievedTask.Subject = UpdatedTaskSubject.Get<string>(executionContext);
service.Update(retrievedTask);
}
}
[Input("Account Name")]
[Default("Test Account: {575A8B41-F8D7-4DCE-B2EA-3FFDE936AB1B}")]
public InArgument<string> AccountName { get; set; }
[Input("Task Subject")]
[Default("Task related to account {575A8B41-F8D7-4DCE-B2EA-3FFDE936AB1B}")]
public InArgument<string> TaskSubject { get; set; }
[Input("Updated Task Subject")]
[Default("UPDATED: Task related to account {575A8B41-F8D7-4DCE-B2EA-3FFDE936AB1B}")]
public InArgument<string> UpdatedTaskSubject { get; set; }
}
public sealed class SdkWithLooselyTypesActivity : CodeActivity
{
protected override void Execute(CodeActivityContext executionContext)
{
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
tracingService.Trace("Creating Account");
tracingService.Trace("Creating Account");
Entity entity = new Entity("account");
entity.Attributes["name"] = AccountName.Get<string>(executionContext);
Guid entityId = service.Create(entity);
tracingService.Trace("Account created with Id {0}", entityId.ToString());
tracingService.Trace("Create a task for the account");
Entity newTask = new Entity("task");
newTask["subject"] = TaskSubject.Get<string>(executionContext);
newTask["regardingobjectid"] = new EntityReference("account", entityId);
Guid taskId = service.Create(newTask);
tracingService.Trace("Task has been created");
Entity updateTask = new Entity("task");
updateTask.Id = taskId;
updateTask["subject"] = UpdatedTaskSubject.Get<string>(executionContext);
service.Update(updateTask);
tracingService.Trace("Task has been updated");
}
[Input("Account Name")]
[Default("Test Account: {575A8B41-F8D7-4DCE-B2EA-3FFDE936AB1B}")]
public InArgument<string> AccountName { get; set; }
[Input("Task Subject")]
[Default("Task related to account {575A8B41-F8D7-4DCE-B2EA-3FFDE936AB1B}")]
public InArgument<string> TaskSubject { get; set; }
[Input("Updated Task Subject")]
[Default("UPDATED: Task related to account {575A8B41-F8D7-4DCE-B2EA-3FFDE936AB1B}")]
public InArgument<string> UpdatedTaskSubject { get; set; }
}
public sealed class SimpleSdkWithRelatedEntitiesActivity : CodeActivity
{
protected override void Execute(CodeActivityContext executionContext)
{
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
Relationship primaryContactRelationship = new Relationship("account_primary_contact");
Guid primaryContactId = service.Create(new Contact() { LastName = RootContactLastName.Get<string>(executionContext) });
//tracingService.Trace("Create an Account with an existing primary contact");
Account rootAccount = new Account() { Name = RelatedAccountName.Get<string>(executionContext) };
Contact primaryContact = new Contact()
{
EntityState = EntityState.Changed,
Id = primaryContactId,
FirstName = RootContactFirstName.Get<string>(executionContext)
};
rootAccount.RelatedEntities[primaryContactRelationship] =
new EntityCollection(new Entity[] { primaryContact }) { EntityName = Contact.EntityLogicalName };
tracingService.Trace("Execute the Create/Update");
rootAccount.Id = service.Create(rootAccount);
//Create the related entities query
RelationshipQueryCollection retrieveRelatedEntities = new RelationshipQueryCollection();
retrieveRelatedEntities[primaryContactRelationship] = new QueryExpression(Account.EntityLogicalName)
{
ColumnSet = new ColumnSet("name"),
Criteria = new FilterExpression()
};
//Create the request
RetrieveResponse response = (RetrieveResponse)service.Execute(new RetrieveRequest()
{
ColumnSet = new ColumnSet("firstname"),
RelatedEntitiesQuery = retrieveRelatedEntities,
Target = new EntityReference(primaryContact.LogicalName, primaryContact.Id)
});
tracingService.Trace("Retrieve the record with its related entities");
Contact retrievedContact = (Contact)response.Entity;
Account retrievedAccount = (Account)retrievedContact.RelatedEntities[primaryContactRelationship][0];
tracingService.Trace("Ensure the first name was updated");
if (retrievedContact.FirstName == primaryContact.FirstName)
{
tracingService.Trace("Primary Contact name is correct");
}
else
{
tracingService.Trace("First Name is \"{0}\", expected \"{1}\".", retrievedContact.FirstName, primaryContact.FirstName);
throw new InvalidPluginExecutionException("The first name was not changed");
}
}
[Input("Related Account Name")]
[Default("Related Account")]
public InArgument<string> RelatedAccountName { get; set; }
[Input("Root Contact First Name")]
[Default("New FirstName")]
public InArgument<string> RootContactFirstName { get; set; }
[Input("Root Contact Last Name")]
[Default("Root LastName")]
public InArgument<string> RootContactLastName { get; set; }
}
}
