Ejemplo: Ejecutar un flujo de trabajo
Publicado: enero de 2017
Se aplica a: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Este código de muestra es para Microsoft Dynamics 365 (en línea y local).Descargue el paquete de SDK de Microsoft Dynamics CRM. Se puede encontrar en la siguiente ubicación en el paquete de descarga:
SampleCode\CS\Process\Workflows\ExecuteWorkflow.cs
Requisitos
Para obtener más información acerca de los requisitos de ejecución del código de ejemplo proporcionado en este SDK, vea Usar el ejemplo y el código auxiliar.
Muestra
El siguiente ejemplo muestra cómo ejecutar mediante programación un flujo de trabajo mediante ExecuteWorkflowRequest.
Ejemplo
using System;
using System.Linq;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Execute a workflow programmatically.
/// </summary>
public class ExecuteWorkflow
{
#region Class Level Members
private Guid _workflowId;
private Guid _leadId;
private Guid _asyncOperationId;
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
#region How-To Sample Code
/// <summary>
/// Demonstrates how to programmatically execute a workflow.
/// </summary>
/// <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();
OrganizationServiceContext _orgContext = new OrganizationServiceContext(_serviceProxy);
CreateRequiredRecords();
// Create an ExecuteWorkflow request.
ExecuteWorkflowRequest request = new ExecuteWorkflowRequest()
{
WorkflowId = _workflowId,
EntityId = _leadId
};
Console.Write("Created ExecuteWorkflow request, ");
// Execute the workflow.
ExecuteWorkflowResponse response =
(ExecuteWorkflowResponse)_serviceProxy.Execute(request);
Console.WriteLine("and sent request to service.");
#region Check success
ColumnSet cols = new ColumnSet("statecode");
QueryByAttribute retrieveOpQuery = new QueryByAttribute();
retrieveOpQuery.EntityName = AsyncOperation.EntityLogicalName;
retrieveOpQuery.ColumnSet = cols;
retrieveOpQuery.AddAttributeValue("asyncoperationid", response.Id);
// Wait for the asyncoperation to complete.
// (wait no longer than 1 minute)
for (int i = 0; i < 60; i++)
{
System.Threading.Thread.Sleep(1000);
EntityCollection retrieveOpResults =
_serviceProxy.RetrieveMultiple(retrieveOpQuery);
if (retrieveOpResults.Entities.Count() > 0)
{
AsyncOperation op =
(AsyncOperation)retrieveOpResults.Entities[0];
if (op.StateCode == AsyncOperationState.Completed)
{
_asyncOperationId = op.AsyncOperationId.Value;
Console.WriteLine("AsyncOperation completed successfully.");
break;
}
}
if (i == 59)
{
throw new TimeoutException("AsyncOperation failed to complete in under one minute.");
}
}
// Retrieve the task that was created by the workflow.
cols = new ColumnSet("activityid");
QueryByAttribute retrieveActivityQuery = new QueryByAttribute();
retrieveActivityQuery.EntityName = PhoneCall.EntityLogicalName;
retrieveActivityQuery.ColumnSet = cols;
retrieveActivityQuery.AddAttributeValue("subject", "First call to Diogo Andrade");
EntityCollection results =
_serviceProxy.RetrieveMultiple(retrieveActivityQuery);
if (results.Entities.Count() == 0)
{
throw new InvalidOperationException("Phone call activity was not successfully created");
}
else
{
Console.WriteLine("Phone call activity successfully created from workflow.");
}
#endregion Check success
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;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a Lead record on which we will execute the Workflow.
Lead lead = new Lead()
{
FirstName = "Diogo",
LastName = "Andrade"
};
_leadId = _serviceProxy.Create(lead);
Console.WriteLine("Created Lead for workflow request.");
// Define an anonymous type to define the possible values for
// process type
var ProcessType = new
{
Definition = 1,
Activation = 2,
Template = 3
};
// Define an anonymous type to define the possible values for
// process category
var ProcessCategory = new
{
Workflow = 0,
Dialog = 1,
};
// Define an anonymous type to define the possible values for
// process scope
var ProcessScope = new
{
User = 1,
BusinessUnit = 2,
Deep = 3,
Global = 4
};
// Create the Workflow that we will execute.
Workflow workflow = new Workflow()
{
Name = "Sample Workflow", // friendly name of the record
Type = new OptionSetValue(ProcessType.Definition),
Category = new OptionSetValue(ProcessCategory.Workflow),
Scope = new OptionSetValue(ProcessScope.User),
OnDemand = true,
PrimaryEntity = Lead.EntityLogicalName,
Xaml =
@"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""ExecuteWorkflowSample"" 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:ExecuteWorkflowSample.InputEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:ExecuteWorkflowSample.InputEntities>
<this:ExecuteWorkflowSample.CreatedEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:ExecuteWorkflowSample.CreatedEntities>
<mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
<mxswa:Workflow>
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" Value=""[New Entity(&quot;phonecall&quot;)]"" />
<Sequence DisplayName=""CreateStep1: Set first activity for lead."">
<Sequence.Variables>
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_1"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_2"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_3"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_4"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_5"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_6"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_7"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_8"" />
</Sequence.Variables>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.Boolean, ""True"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:Boolean"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_1]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""directioncode"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" Value=""[CreateStep1_1]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:Boolean"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.String, ""First call to "", ""String"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_3]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:GetEntityProperty Attribute=""fullname"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""lead"" Value=""[CreateStep1_5]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_5 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_4]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">Add</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_3, CreateStep1_4 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_2]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""subject"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" Value=""[CreateStep1_2]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:GetEntityProperty Attribute=""leadid"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""lead"" Value=""[CreateStep1_7]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_7 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_6]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""regardingobjectid"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" Value=""[CreateStep1_6]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.OptionSetValue, ""1"", ""Picklist"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:OptionSetValue"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_8]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""prioritycode"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" Value=""[CreateStep1_8]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:OptionSetValue"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:CreateEntity EntityId=""{x:Null}"" DisplayName=""CreateStep1: Set first activity for lead."" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" />
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntities(&quot;CreateStep1_localParameter&quot;)]"" Value=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" />
<Persist />
</Sequence>
</mxswa:Workflow>
</Activity>"
};
_workflowId = _serviceProxy.Create(workflow);
Console.Write("Created workflow to call in Execute Workflow request, ");
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker =
new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(setStateRequest);
Console.WriteLine("and activated.");
}
/// <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 deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker =
new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(setStateRequest);
_serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
_serviceProxy.Delete(Lead.EntityLogicalName, _leadId);
_serviceProxy.Delete(AsyncOperation.EntityLogicalName, _asyncOperationId);
Console.WriteLine("Entity records have been deleted.");
}
}
#endregion How-To Sample Code
#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();
ExecuteWorkflow app = new ExecuteWorkflow();
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
}
}
Ver también
ExecuteWorkflowRequest
IOrganizationService
Código de ejemplo para procesos de Dynamics 365
Ejemplo: crear, recuperar, actualizar y eliminar un diálogo
Automatizar procesos de negocio mediante proceso de Dynamics 365
Microsoft Dynamics 365
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