Exemple : créer un workflow dans le code
Date de publication : novembre 2016
S’applique à : Dynamics CRM 2015
Cet exemple de code est pour Mise à jour de Microsoft Dynamics CRM 2015 et de Microsoft Dynamics CRM Online 2015.Téléchargez le package Kit de développement logiciel (SDK) de Microsoft Dynamics CRM. Il se trouve à l'emplacement suivant dans le package de téléchargement :
SampleCode\\CS\\Process\\Workflows\\CreateAWorkflow.cs
Configuration requise
Vous devez activer la prise en charge des workflows XAML personnalisés sur votre serveur local. Pour plus d'informations, voir Activer ou désactiver les workflows XAML.Pour plus d'informations sur les conditions requises pour l'exécution de l'exemple de code fourni dans ce Kit de développement logiciel (SDK), consultez la rubrique Utiliser l’exemple de code et le code d’assistance.
Démontre
L’exemple suivant explique comment créer par programmation un workflow asynchrone dans le code au lieu d’utiliser un éditeur ou un concepteur de workflow. Cet exemple fonctionne uniquement avec un déploiement local de Microsoft Dynamics CRM 2015, car les workflows XAML personnalisés ne sont pas pris en charge dans Microsoft Dynamics CRM Online.
Exemple
using System;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to use C# code to define a new workflow in Microsoft Dynamics CRM.
/// </summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.</remarks>
public class CreateAWorkflow
{
#region Class Level Members
private Guid _workflowId;
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
/// <summary>
/// This method first creates XAML to define the custom workflow. Afterwards,
/// it creates the workflow record with this XAML and then activates it.
/// </summary>
/// <remarks>
/// Visit https://msdn.microsoft.com/en-us/library/gg309458.aspx
/// for instructions on enabling XAML workflows on the Microsoft Dynamics CRM server.
/// </remarks>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create XAML
// Define the workflow XAML.
string xamlWF;
xamlWF = @"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""SampleWF""
https://schemas.microsoft.com/netfx/2009/xaml/activities""
xmlns:mva=""clr-namespace:Microsoft.VisualBasic.Activities;assembly=System.Activities, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:mxs=""clr-namespace:Microsoft.Xrm.Sdk;assembly=Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:mxswa=""clr-namespace:Microsoft.Xrm.Sdk.Workflow.Activities;assembly=Microsoft.Xrm.Sdk.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:s=""clr-namespace:System;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:scg=""clr-namespace:System.Collections.Generic;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:srs=""clr-namespace:System.Runtime.Serialization;assembly=System.Runtime.Serialization, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:this=""clr-namespace:"" xmlns:x=""https://schemas.microsoft.com/winfx/2006/xaml"">
<x:Members>
<x:Property Name=""InputEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
<x:Property Name=""CreatedEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
</x:Members>
<this:SampleWF.InputEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.InputEntities>
<this:SampleWF.CreatedEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.CreatedEntities>
<mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
<mxswa:Workflow>
<Sequence>
<Sequence.Variables>
<Variable x:TypeArguments=""x:Int32"" Default=""[40]"" Name=""probability_value"" />
<Variable x:TypeArguments=""mxs:Entity"" Default=""[CreatedEntities(&quot;primaryEntity#Temp&quot;)]"" Name=""CreatedEntity"" />
</Sequence.Variables>
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntity]"" Value=""[New Entity(&quot;opportunity&quot;)]"" />
<Assign x:TypeArguments=""s:Guid"" To=""[CreatedEntity.Id]"" Value=""[InputEntities(&quot;primaryEntity&quot;).Id]"" />
<mxswa:SetEntityProperty Attribute=""closeprobability"" Entity=""[CreatedEntity]""
EntityName=""opportunity"" TargetType=""[Type.GetType(&quot;probability_value&quot;)]""
Value=""[probability_value]"">
</mxswa:SetEntityProperty>
<mxswa:UpdateEntity Entity=""[CreatedEntity]"" EntityName=""opportunity"" />
<Assign x:TypeArguments=""mxs:Entity"" To=""[InputEntities(&quot;primaryEntity&quot;)]"" Value=""[CreatedEntity]"" />
<Persist />
</Sequence>
</mxswa:Workflow>
</Activity>";
#endregion Create XAML
#region Create Workflow
// Create an asynchronous workflow.
// The workflow should execute after a new opportunity is created.
Workflow workflow = new Workflow()
{
// These properties map to the New Process form settings in the web application.
Name = "Set closeprobability on opportunity create (async)",
Type = new OptionSetValue((int)WorkflowType.Definition),
Category = new OptionSetValue((int)WorkflowCategory.Workflow),
PrimaryEntity = Opportunity.EntityLogicalName,
Mode = new OptionSetValue((int)WorkflowMode.Background),
// Additional settings from the second New Process form.
Description = @"When an opportunity is created, this workflow" +
" sets the closeprobability field of the opportunity record to 40%.",
OnDemand = false,
Subprocess = false,
Scope = new OptionSetValue((int)WorkflowScope.User),
TriggerOnCreate = true,
AsyncAutoDelete = true,
Xaml = xamlWF,
// Other properties not in the web forms.
LanguageCode = 1033, // U.S. English
};
_workflowId = _serviceProxy.Create(workflow);
Console.WriteLine("Created Workflow: " + workflow.Name);
#endregion Create Workflow
#region Activate Workflow
// Activate the workflow.
var activateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference
(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue((int)workflow_statuscode.Activated)
};
_serviceProxy.Execute(activateRequest);
Console.WriteLine("Activated Workflow: " + workflow.Name);
#endregion Activate Workflow
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
#region Class methods
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Deactivate and delete workflow
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue((int)workflow_statuscode.Draft)
};
_serviceProxy.Execute(deactivateRequest);
_serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
Console.WriteLine("Workflow has been deactivated and deleted.");
}
}
#endregion Class methods
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's Web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
CreateAWorkflow app = new CreateAWorkflow();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
Voir aussi
Exemple de code pour les workflows
Exemple : créer un workflow en temps réel dans le code
Écrire des workflows pour automatiser les processus d’entreprise
Workflows XAML personnalisés
Entités de workflow et de processus
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