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Sample: Create a process using a template

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

Download the sample: Workflow.

Prerequisites

Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.

Requirements

To obtain a local copy of all samples and build them, follow these steps:

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

Consult the sample's README for additional information about the sample.

Demonstrates

The following code example demonstrates how to create a workflow process from a template using CreateWorkflowFromTemplateRequest.

Example

CreateProcessFromTemplate.cs

See also

Sample Code for Processes
Sample: Execute a Workflow
Processes in Dynamics 365 Customer Engagement (on-premises)(formerly Workflows)
CreateWorkflowFromTemplateRequest