Exemplo: Criar uma atividade de fluxo de trabalho personalizada

Publicado: novembro de 2016

Aplicável a: Dynamics CRM 2015

Este código de exemplo é para o Atualização do Microsoft Dynamics CRM 2015 e Microsoft Dynamics CRM Online 2015.Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:

SampleCode\CS\Process\CustomWorkflowActivity\TestNet4Activity\SimpleSdkActivity.cs

Requisitos

Para obter mais informações sobre os requisitos necessários à execução do código de exemplo fornecido neste SDK, consulte Usar o código de exemplo e auxiliar.

Demonstra

Este exemplo mostra como gravar uma atividade de fluxo de trabalho personalizada que pode criar uma conta e uma tarefa para a conta. Esse exemplo usa associação precoce.

Exemplo

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; }
    }
}

Confira Também

Atividades personalizadas de fluxo de trabalho (assemblies de fluxo de trabalho)
Exemplo: Atualizar próximo aniversário usando uma atividade de fluxo de trabalho personalizada
Código de exemplo para fluxos de trabalho
Criar uma atividade de fluxo de trabalho personalizado
Adicionar metadados para uma atividade de fluxo de trabalho personalizada
Usar o serviço Web IOrganization em uma atividade de fluxo de trabalho personalizada

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