Problem:
- There is situation when workflow is called on creation and on change event of case initiation date on organisation entity.
- Now the problem is if user update the organisation record before the case initiation date started two workflow will be triggered: one on create which is waiting for Case initiation date to create case, other one update of record.
Solution:
To overcome with such kind of problem create a C# Workflow and add
the workflow .dll to your actual workflow in CRM. C# Workflow will check whether
the case exist or not, if exist it will not create another one.
Step1: Create Workflow
in VS
File -> New -> Project -> Visual C# ->Workflow ->
Activity Library
Select .NET Framework 4.0 -> For Plugin Registration Tool 2011
Select location and Solution of Project
Step2: Check
the Project Settings
Step3: Add Class
File DetectDuplicate.cs and remove the .xaml file and add the references like
below
Step4: Add
the following using statement
using
System;
using
System.Collections.Generic;
using
System.Linq;
using
System.Text;
using
System.Activities;
using
Microsoft.Xrm.Sdk;
using
Microsoft.Xrm.Sdk.Workflow;
using
Microsoft.Xrm.Sdk.Messages;
using
Microsoft.Xrm.Sdk.Query;
using
System.IO;
using
System.Linq.Expressions;
using Microsoft.Xrm.Sdk.Metadata;
Step6: make class Inherit from
Code activity
namespace CWFDuplicateCases
{
public sealed partial class DetectDuplicate : CodeActivity
{
protected override void Execute(CodeActivityContext executionContext)
{
}
}
}
Step7:
Declare the Input Parameter/ Output parameter
[RequiredArgument]
[Input("Organisation")]
[ReferenceTarget("account")]
public InArgument<EntityReference>
case_org { get; set; }
[Output("Case Exists")]
[Default("False")]
public OutArgument<bool> Bool { get; set; }
Step8: Sign
In the assembly
Right Click
Project Properties -> Signing
Step9:
Now Go to
CRM solution and advanced find like below and Download the fetch XML
Step10: Change
the Fetch XML “” to ‘’ customer id value
equals to 0
<fetch version='1.0' output-format='xml-platform'
mapping='logical' distinct='false'>
<entity
name='incident'>
<attribute
name='title' />
<attribute
name='ticketnumber' />
<attribute
name='createdon' />
<attribute
name='incidentid' />
<attribute
name='caseorigincode' />
<order
attribute='title' descending='false' />
<filter
type='and'>
<condition attribute='customerid' operator='eq' uitype='account'
value='{0}' />
<condition attribute='statecode' operator='eq' value='0' />
</filter>
</entity>
</fetch>
Step11:
Write the code
public sealed partial class DetectDuplicate :
CodeActivity
{
protected override void Execute(CodeActivityContext executionContext)
{
//Create the
services
ITracingService tracingService =
executionContext.GetExtension<ITracingService>();
IWorkflowContext context =
executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory =
executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service =
serviceFactory.CreateOrganizationService(context.UserId);
EntityReference Organisation = this.case_org.Get(executionContext);
Guid orgId = Organisation.Id;
try
{
if (orgId != Guid.Empty)
{
//Get all activity metadata
related with the case through email
tracingService.Trace("CALLING; FETCH ACTIVITY
METADATA RELATED WITH CASE");
String fetchXmlCases = string.Format(@"<fetch version='1.0'
output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='incident'>
<attribute
name='title' />
<attribute name='ticketnumber' />
<attribute name='createdon' />
<attribute
name='incidentid' />
<attribute name='caseorigincode' />
<order
attribute='title' descending='false' />
<filter type='and'>
<condition attribute='customerid' operator='eq' uitype='account'
value='{0}' />
<condition attribute='statecode' operator='eq' value='0' />
</filter>
</entity>
</fetch>", orgId);
// Build fetch request and
obtain results.
RetrieveMultipleRequest efrOrg = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXmlCases)
};
tracingService.Trace("AMD RETREIVED");
EntityCollection caseResults = ((RetrieveMultipleResponse)service.Execute(efrOrg)).EntityCollection;
if (caseResults.Entities.Count
> 0)
{
Bool.Set(executionContext,
true);
}
else
{
Bool.Set(executionContext, false);
}
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException("An error occurred in Workflow assembly.", ex);
}
tracingService.Trace("end of wf");
}
[RequiredArgument]
[Input("Organisation")]
[ReferenceTarget("account")]
public InArgument<EntityReference>
case_org { get; set; }
[Output("Case Exists")]
[Default("False")]
public OutArgument<bool> Bool { get; set; }
}
Step12: Compile and deploy the assembly
->Rebuild the Solution and deploy
it to CRM Systems
->Login to Plugin
Registration Tool 2011 -> Bin -> Click on Plugin Registration Tool
->Create a new Connection
or Choose Existing (Add URL, username, password)
->Choose the environment in
which you want to register (Staging or Production)
->Register New Assembly
Step13: Specify the
location where assembly should be stored
Maximize and Register the Selected Plugin
Step14: Create Process workflow add the workflow dll
in CRM
Step15:
Create Logic
Set
Properties:
Create the
logic like below and activate
Testing:
