Exemplo: Calcular uma pontuação de crédito com uma atividade de fluxo de trabalho personalizada

 

Publicado: janeiro de 2017

Aplicável a: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Este código de exemplo é para o Microsoft Dynamics 365 (online e local).Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:

SampleCode\CS\Process\CustomWorkflowActivities\TestNet4Activity\ReleaseISVActivities.cs

Requisitos

As seguintes personalizações devem existir para que esta atividade de fluxo de trabalho personalizada funcione:

• Nome do esquema da entidade: new_loanapplication

• Atributo: new_loanapplicationid como a chave primária

• Atributo: new_creditscore do tipo int com mínimo de 0 e máximo de 1.000 (se precisar ser atualizado)

• Atributo: new_loanamount do tipo monetário com mínimo/máximo padrão

• Personalize o formulário para que ele inclua o atributo new_loanapplicantid

A entidade de contato deve ter as seguintes personalizações:

• Atributo: new_ssn como Linha única de texto com tamanho máximo de 15

• Relacionamento um para muitos com estas propriedades:

  • Nome do esquema da definição de relacionamento: new_loanapplicant

  • Nome de exibição da entidade relacionada à definição de relacionamento: Aplicativo de financiamento

  • Nome do esquema do atributo de relacionamento: new_loanapplicantid

  • Tipo de comportamento do relacionamento: referencial.

Demonstra

A seguinte atividade de fluxo de trabalho de exemplo calcula a pontuação de crédito com base no Cadastro de Pessoas Físicas (CIC) e no nome.

Exemplo

/// <summary>
/// Calculates the credit score based on the SSN and name. 
/// </summary>
/// <remarks>
/// This depends on a custom entity called Loan Application and customizations to Contact.
/// 
/// Loan Application requires the following properties:
/// <list>
///     <item>Schema Name: new_loanapplication</item>
///     <item>Attribute: new_loanapplicationid as the primary key</item>
///     <item>Attribute: new_creditscore of type int with min of 0 and max of 1000 (if it is to be updated)</item>
///     <item>Attribute: new_loanamount of type money with default min/max</item>
///     <item>Customize the form to include the attribute new_loanapplicantid</item>
/// </list>
/// 
/// Contact Requires the following customizations
/// <list>
///     <item>Attribute: new_ssn as nvarchar with max length of 15</item>
///     <item>One-To-Many Relationship with these properties:
///         <list>
///             <item>Relationship Definition Schema Name: new_loanapplicant</item>
///             <item>Relationship Definition Related Entity Name: Loan Application</item>
///             <item>Relationship Atttribute Schema Name: new_loanapplicantid</item>
///             <item>Relationship Behavior Type: Referential</item>
///         </list>
///     </item>
/// </list>
/// 
/// The activity takes, as input, a EntityReference to the Loan Application and a boolean indicating whether new_creditscore should be updated to the credit score.
/// </remarks>
/// <exception cref=">ArgumentNullException">Thrown when LoanApplication is null</exception>
/// <exception cref=">ArgumentException">Thrown when LoanApplication is not a EntityReference to a LoanApplication entity</exception>
public sealed partial class RetrieveCreditScore : CodeActivity
{
    private const string CustomEntity = "new_loanapplication";

    protected override void Execute(CodeActivityContext executionContext)
    {
        //Check to see if the EntityReference has been set
        EntityReference loanApplication = this.LoanApplication.Get(executionContext);
        if (loanApplication == null)
        {
            throw new InvalidOperationException("Loan Application has not been specified", new ArgumentNullException("Loan Application"));
        }
        else if (loanApplication.LogicalName != CustomEntity)
        {
            throw new InvalidOperationException("Loan Application must reference a Loan Application entity",
                new ArgumentException("Loan Application must be of type Loan Application", "Loan Application"));
        }

        //Retrieve the CrmService so that we can retrieve the loan application
        IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
        IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
        IOrganizationService service = serviceFactory.CreateOrganizationService(context.InitiatingUserId);

        //Retrieve the Loan Application Entity
        Entity loanEntity;
        {
            //Create a request
            RetrieveRequest retrieveRequest = new RetrieveRequest();
            retrieveRequest.ColumnSet = new ColumnSet(new string[] { "new_loanapplicationid", "new_loanapplicantid" });
            retrieveRequest.Target = loanApplication;

            //Execute the request
            RetrieveResponse retrieveResponse = (RetrieveResponse)service.Execute(retrieveRequest);

            //Retrieve the Loan Application Entity
            loanEntity = retrieveResponse.Entity as Entity;
        }

        //Retrieve the Contact Entity
        Entity contactEntity;
        {
            //Create a request
            EntityReference loanApplicantId = (EntityReference)loanEntity["new_loanapplicantid"];

            RetrieveRequest retrieveRequest = new RetrieveRequest();
            retrieveRequest.ColumnSet = new ColumnSet(new string[] { "fullname", "new_ssn", "birthdate" });
            retrieveRequest.Target = loanApplicantId;

            //Execute the request
            RetrieveResponse retrieveResponse = (RetrieveResponse)service.Execute(retrieveRequest);

            //Retrieve the Loan Application Entity
            contactEntity = retrieveResponse.Entity as Entity;
        }

        //Retrieve the needed properties
        string ssn = (string)contactEntity["new_ssn"];
        string name = (string)contactEntity[ContactAttributes.FullName];
        DateTime? birthdate = (DateTime?)contactEntity[ContactAttributes.Birthdate];
        int creditScore;

        //This is where the logic for retrieving the credit score would be inserted
        //We are simply going to return a random number
        creditScore = (new Random()).Next(0, 1000);

        //Set the credit score property
        this.CreditScore.Set(executionContext, creditScore);

        //Check to see if the credit score should be saved to the entity
        //If the value of the property has not been set or it is set to true
        if (null != this.UpdateEntity &amp;&amp; this.UpdateEntity.Get(executionContext))
        {
            //Create the entity
            Entity updateEntity = new Entity(loanApplication.LogicalName);
            updateEntity["new_loanapplicationid"] = loanEntity["new_loanapplicationid"];
            updateEntity["new_creditscore"] = this.CreditScore.Get(executionContext);

            //Update the entity
            service.Update(updateEntity);
        }
    }

    //Define the properties
    [Input("Loan Application")]
    [ReferenceTarget(CustomEntity)]
    public InArgument<EntityReference> LoanApplication { get; set; }

    [Input("Update Entity's Credit Score")]
    [Default("true")]
    public InArgument<bool> UpdateEntity { get; set; }

    [Output("Credit Score")]
    [AttributeTarget(CustomEntity, "new_creditscore")]
    public OutArgument<int> CreditScore { get; set; }
}

Confira Também

Atividades personalizadas de fluxo de trabalho (assemblies de fluxo de trabalho)
Adicionar metadados para uma atividade de fluxo de trabalho personalizada

Microsoft Dynamics 365

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