Esempio: calcolare un punteggio di credito con un'attività di flusso di lavoro personalizzata

 

Data di pubblicazione: gennaio 2017

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

Questo codice di esempio è per Microsoft Dynamics 365 (online e locale).Scarica il pacchetto SDK di Microsoft Dynamics CRM. È disponibile nel percorso seguente nel pacchetto di download:

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

Requisiti

Per il funzionamento di questa attività di flusso di lavoro personalizzata sono necessarie le seguenti personalizzazioni:

• Nome schema entità:new_loanapplication

• Attributo: new_loanapplicationid come chiave primaria

• Attributo: new_creditscore di tipo int con un minimo di 0 e un massimo di 1000 (se deve essere aggiornata)

• Attributo: new_loanamount di tipo money con un minimo/massimo predefinito

• Personalizzare il modulo per includere l'attributo new_loanapplicantid

L'entità contatto deve avere le seguenti personalizzazioni:

• Attributo: new_ssn come Riga di testo singola con una lunghezza massima di 15

• Relazione uno-a-molti con le seguenti proprietà:

  • Nome schema di definizione della relazione: new_loanapplicant

  • Nome visualizzato dell'entità correlata di definizione della relazione: applicazione di prestito

  • Nome schema attributo della relazione: new_loanapplicantid

  • Tipo di comportamento della relazione: referenziale

Dimostra

Nella seguente attività flusso di lavoro di esempio viene calcolato il punteggio di credito in base al numero di previdenza sociale (SSN) e al nome.

Esempio

/// <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; }
}

Vedere anche

Attività personalizzate del flusso di lavoro (assembly del flusso di lavoro)
Aggiungere i metadati a un'attività del flusso di lavoro personalizzata

Microsoft Dynamics 365

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