샘플: 코드에 실시간 워크플로 만들기
게시 날짜: 2016년 11월
적용 대상: Dynamics CRM 2015
이 샘플 코드는 온-프레미스Microsoft Dynamics CRM 2015에 적용됩니다. 샘플의 전체 원본 코드는 SDK Microsoft Dynamics CRM SDK 패키지를 다운로드합니다. 패키지의 다음 위치에서 확인할 수 있습니다.
SampleCode\CS\Process\Workflows\CreateRealtimeWorkflow.cs
Microsoft Dynamics CRM SDK 패키지를 다운로드합니다.
요구 사항
온-프레미스 서버에서 사용자 지정 XAML 워크플로에 대한 지원을 활성화해야 합니다. 자세한 내용은 XAML 워크플로 활성화 또는 비활성화을 참조하십시오.이 SDK에서 제공된 샘플 코드를 실행하기 위한 요구 사항에 대한 자세한 내용은 샘플 및 도우미 코드 사용을 참조하십시오.
보여 주기
다음 샘플에서는 웹 응용 프로그램의 대화형 워크플로 디자이너를 사용하는 대신 코드에 실시간 워크플로를 만드는 방법을 보여 줍니다. 사용자 지정 XAML 워크플로는 Microsoft Dynamics CRM Online에서 지원되지 않으므로 이 샘플은 Microsoft Dynamics 365의 온-프레미스 또는 IFD(인터넷 연결 배포) 배포에만 작동합니다.
예제
using System;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to use C# code to create a real-time workflow in Microsoft Dynamics CRM.
/// </summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.</remarks>
public class CreateRealTimeWorkflow
{
#region Class Level Members
private Guid _workflowId;
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
/// <summary>
/// This method first creates XAML to define the custom workflow. Afterwards,
/// it creates the workflow record with this XAML and then activates it.
/// </summary>
/// <remarks>
/// Visit https://msdn.microsoft.com/en-us/library/gg309458.aspx
/// for instructions on enabling XAML workflows on the Microsoft Dynamics CRM server.
/// </remarks>
/// <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();
CreateRequiredRecords();
#region Define the workflow in XAML
// Define the workflow using XAML. This is typically done in the Visual Studio
// workflow designer.
string xamlWF = @"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""SampleWF""
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:SampleWF.InputEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.InputEntities>
<this:SampleWF.CreatedEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.CreatedEntities>
<mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
<mxswa:Workflow>
<Sequence>
<Sequence.Variables>
<Variable x:TypeArguments=""x:Int32"" Default=""[40]"" Name=""probability_value"" />
<Variable x:TypeArguments=""mxs:Entity"" Default=""[CreatedEntities(&quot;primaryEntity#Temp&quot;)]"" Name=""CreatedEntity"" />
</Sequence.Variables>
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntity]"" Value=""[New Entity(&quot;opportunity&quot;)]"" />
<Assign x:TypeArguments=""s:Guid"" To=""[CreatedEntity.Id]"" Value=""[InputEntities(&quot;primaryEntity&quot;).Id]"" />
<mxswa:SetEntityProperty Attribute=""closeprobability"" Entity=""[CreatedEntity]""
EntityName=""opportunity"" TargetType=""[Type.GetType(&quot;probability_value&quot;)]""
Value=""[probability_value]"">
</mxswa:SetEntityProperty>
<mxswa:UpdateEntity Entity=""[CreatedEntity]"" EntityName=""opportunity"" />
<Assign x:TypeArguments=""mxs:Entity"" To=""[InputEntities(&quot;primaryEntity&quot;)]"" Value=""[CreatedEntity]"" />
<Persist />
</Sequence>
</mxswa:Workflow>
</Activity>";
#endregion Define the workflow in XAML
#region Create the workflow
// Create a real-time workflow.
// The workflow should execute after a new opportunity is created
// and run in the context of the logged on user.
Workflow workflow = new Workflow()
{
// These properties map to the New Process form settings in the web application.
Name = "Set closeprobability on opportunity create (real-time)",
Type = new OptionSetValue((int)WorkflowType.Definition),
Category = new OptionSetValue((int)WorkflowCategory.Workflow),
PrimaryEntity = Opportunity.EntityLogicalName,
Mode = new OptionSetValue((int)WorkflowMode.Realtime),
// Additional settings from the second New Process form.
Description = @"When an opportunity is created, this workflow" +
" sets the closeprobability field of the opportunity record to 40%.",
OnDemand = false,
Subprocess = false,
Scope = new OptionSetValue((int)WorkflowScope.User),
RunAs = new OptionSetValue((int)workflow_runas.CallingUser),
SyncWorkflowLogOnFailure = true,
TriggerOnCreate = true,
CreateStage = new OptionSetValue((int)workflow_stage.Postoperation),
Xaml = xamlWF,
// Other properties not in the web forms.
LanguageCode = 1033, // U.S. English
};
_workflowId = _serviceProxy.Create(workflow);
Console.WriteLine("Created Workflow: " + workflow.Name);
#endregion Create the workflow
#region Activate the workflow
// Activate the workflow. Initially, the workflow is created in
// a Draft state and must be activated before it can run.
var activateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference
(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue((int)workflow_statuscode.Activated)
};
_serviceProxy.Execute(activateRequest);
Console.WriteLine("Activated Workflow: " + workflow.Name);
#endregion Activate the workflow
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;
}
}
#region Class methods
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// No new entity records needed for this sample.
}
/// <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 toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Deactivate then delete the workflow.
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue((int)workflow_statuscode.Draft)
};
_serviceProxy.Execute(deactivateRequest);
_serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
Console.WriteLine("Workflow has been deactivated and deleted.");
}
}
#endregion Class methods
#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();
CreateRealTimeWorkflow app = new CreateRealTimeWorkflow();
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
}
}
참고 항목
실시간 워크플로 만들기
샘플: 워크플로의 상태 설정
사용자 지정 XAML 워크플로
워크플로 및 프로세스 엔터티
비즈니스 프로세스 자동화를 위한 워크플로 작성
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