Tutorial: Create workflow extension

Grein
01/01/2023

This tutorial will show you the process to extend the workflow designer to add custom activities and logic using a workflow assembly, sometimes known as a workflow activity. The extensions you create this way can be used within a workflow, a custom action, or a dialog.

This tutorial uses a very simple example to focus on the requirements and process to:

Create a Visual Studio Class Library project
Add a CodeActivity class
Define input and output parameters
Add your business logic
Sign and build the assembly
Register your assembly
Test your assembly
Add your assembly to a solution

Prerequisites

A Microsoft Dataverse instance and administrator privileges
Understanding of how to configure workflows. More information: Classic Dataverse workflows
A model-driven app that allows you to edit accounts.

Goal

The example below will create a simple custom workflow activity that may be used in a workflow, dialog, or action process. More information: Configure workflow stages and steps

This custom workflow activity will match the following requirements:

Accept an decimal input parameter
Output a value equal to the input parameter plus 10.

In a workflow for the Account entity it may be used in the following manner to increment the Credit limit value using two steps:

The goal for this tutorial.

Step 1 uses the Sample: Increment by 10 custom workflow activity to accept the Account Credit Limit value and increment it by 10. Step 2 uses the Update Record action to update the Account Credit Limit value with the incremented value.

Step 1: Get incremented Account Credit Limit

When the first step is added, the custom workflow activity will be available in a Sample group and have the name Increment by 10.

The increment by 10 step.

When configuring the first step by clicking the Set Properties button, the Decimal input property will be required and accept only a decimal value, such as the Credit Limit attribute of the Account entity.

Setting decimal input.

Step 2: Set new Account Credit Limit

In the second step, an Update Record action will assign the output of the Get incremented Account Credit Limit step to update the Account Credit limit value with the incremented value.

Update the credit limit.

Create a Visual Studio Class Library project

This project will create a simple workflow assembly that will increment an decimal value by 10.

Start Visual Studio.
On the File menu, click New, and then click Project.
Search for Class library and select Class Library (.NET Framework).
Click Next.
Specify a name and location for the solution.

Note

Choose a Project name that makes sense for your project. In this example we will use SampleWorkflowActivity.
Click Create.
In the Solution Explorer, right-click on the project select Properties. On the Application tab, verify that .NET Framework 4.6.2 is set as the target framework.
In the Solution Explorer, right-click the project and select Manage NuGet Packages… .
Browse for the Microsoft.CrmSdk.Workflow NuGet package and install it.

Note

Make sure that the package you are installing is owned by crmsdk. This package will include the Microsoft.Xrm.Workflow.dll include a dependency on the Microsoft.CrmSdk.CoreAssemblies package so that the required Microsoft.Xrm.Sdk.dll assembly is included as well.
You must click I Accept in the License Acceptance dialog.

Rename the class file

In Solution Explorer, right-click the default Class1.cs file and and select Rename.

Note

Choose a class name that makes sense for your activity. In this example, we will name the class IncrementByTen.
Select Yes in the dialog box that asks if you would like to rename the class as well.

Open the IncrementByTen.cs file, and add the following using directives:

using System.Activities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;

Make the class inherit from the CodeActivity class and give it a public access modifier as shown here:
```
public class IncrementByTen: CodeActivity
    {

    }
```
Add the Execute method from the CodeActivity class using Visual Studio Quick actions or manually:

The class now looks like this:

public class IncrementByTen : CodeActivity
{
    protected override void Execute(CodeActivityContext context)
    {
        throw new NotImplementedException();
    }
}

Define input and output parameters

Add a set of input and output parameters where the value of the output parameter will be the value of the input parameter incremented by 10.

public class IncrementByTen : CodeActivity
{
    [RequiredArgument]
    [Input("Decimal input")]
    public InArgument<decimal> DecInput { get; set; }

    [Output("Decimal output")]
    public OutArgument<decimal> DecOutput { get; set; }

    protected override void Execute(CodeActivityContext context)
    {

    }
}

Note

Notice how .NET Attributes are used to provide metadata about the parameters in the assembly. More information: Add parameters

Add your business logic

Add the logic within the Execute method to apply the logic to increment the input value by 10.

    protected override void Execute(CodeActivityContext context)
    {
      decimal input = DecInput.Get(context);
      DecOutput.Set(context, input + 10);
    }

Sign and build the assembly

Custom workflow activity (and plug-in) assemblies must be signed. In the project properties, under the Signing tab, select Sign the assembly. Below Choose a strong name key file, select the <New...> option. You do not need to set a password for the purpose of this tutorial. For this example we created a new strong name key file named SampleWorkflowActivity.snk
Build the solution in Debug mode and verify that the SampleWorkflowActivity.dll assembly is in the /bin/Debug folder.

Note

While developing an assembly it is fine to use the Debug build configuration. When you deploy your assembly to a production server or in a solution, you should use the Release build configuration.

Register your assembly

Custom workflow activity assemblies are registered using the Plug-in Registration tool. The tool provides a graphical user interface and supports registering assemblies that contain plug-ins or custom workflow activities. To get the Plug-in Registration tool see: Dataverse development tools

Connect using the Plug-in Registration tool

After you have downloaded the Plug-in registration tool, click the PluginRegistration.exe to open it.
Click Create new Connection to connect to your instance.
Make sure Office 365 is selected.
If you are connecting using a Microsoft account other than one you are currently using, click Show Advanced and enter your credentials. Otherwise, leave Sign-in as current user selected.
If your Microsoft Account provides access to multiple environments, select Display list of available organizations.
Click Login.
If you selected Display list of available organizations, select the organization you would like to connect to and click Login.
After you are connected, you will see any existing registered plug-ins, custom workflow activities and data providers.

Register your assembly

Select Register > Register New Assembly
In the Register New Assembly dialog, click the ellipses button (…) and navigate to the SampleWorkflowActivity.dll in the /bin/Debug folder.

Note

Note: With Dataverse the only valid options for Steps 3 & 4 are selected and invalid options are disabled.
Click Register Selected Plugins. You should see a confirmation dialog.
Click OK to close the Register New Assembly dialog.

Configure activity names

In the list of Registered Plugins and Custom Workflow Activities locate the (Assembly) SampleWorkflowActivity and expand it to show the (Workflow Activity) SampleWorkflow.Activity.IncrementByTen - Isolatable.

Select the (Workflow Activity) SampleWorkflow.Activity.IncrementByTen - Isolatable and in the Properties area edit the Editable properties using the values in the following table:

Editable Field	Original Value	New Value	Description
Description		Returns the value of the input parameter plus 10.	Not visible in the UI of the process designer, but may be useful when generating documentation from data drawn from the PluginType Entity that stores this information.
FriendlyName	a GUID value	IncrementByTen	User friendly name for the plug-in.
Name	SampleWorkflowActivity.IncrementByTen	Increment By 10	The name of the menu represented
WorkflowActivityGroupName	SampleWorkflowActivity (1.0.0.0)	Sample	The name of the submenu added to the main menu in the Dataverse process designer.

Note

If the Name and WorkflowActivityGroupName are set to null, the custom activity will not be visible in the process designer.

Click the Save (icon) to save the changes.

Test your assembly

You can test your new workflow activity by creating a process that will use it. Use these steps to create the Workflow process described in the Goal section above:

Open Power Apps
Select Solutions.
Open the CDS Default Publisher solution.
In the menu, expand the ... and choose Switch to classic.
Select Processes in the Components list
Select New and in the Create Process dialog enter the following:

Field Value

Process name Test of SampleWorkflowActivity.IncrementByTen

Category Workflow

Entity Account

Run this workflow in the background (recommended) deselected

Note

The option to Run this workflow in the background has been de-selected to make this a real-time (synchronous) workflow. This will make testing simpler.
Click OK
Apply the following changes:

Field Value

Scope Organization

Start when: Record fields change selected, and name field specified in the dialog.

Note

Setting Scope to Organization creates a workflow that can be applied by anyone in the organization.
Add the following Step:
Set the Step Description to Get incremented Account Credit Limit and click Set properties.
Set the value of the Decimal input property to the Credit Limit of the account with a default value of 0.
Click Save and Close.
Add an Update Record step:
Click Set Properties and set the value of the Credit Limit to the value of the Get incremented Account Credit Limit step.

The workflow steps should look like this:
Click Save and Close.
Activate the workflow by clicking Activate in the menu...
And click Activate in the Process Activate Confirmation dialog.
Navigate to a model-driven app and view a list of acccounts.
Select an account.
Edit the Account Name field value.
Save the account record.
Verify that the account you edited has Credit Limit value has increased by 10.