- Plugins are the most popular choice for C# developers who are familiar with Visual Studio and the CRM Sdk.
- Workflows are another useful feature for creating asynchronous processes, which give none-programmers the ability to create simple but powerful components that do not require a software developer.
Custom Workflow Activities
They do however require programming knowledge such as C# .NET.
How to create a Custom Workflow Activity
2. Create a new Project using the Workflow > Activity Library template
- Workflow Activity Class will inherit CodeActivity
- InArguments - define the input parameters that are passed in
- OutArguments - define output parameters, these are passed back to the calling process
- Both In and Out Arguments can have default values, a good way to ensure that parameters are not left empty
6. Right click on the Project, select Properties and create a strong name key file. Similar to plugins, custom workflow activities need to be signed.
7. We need to register the assembly, this will be done using the plugin registration tool as follows:
8. Now that we have the assembly registered, we can create a Workflow to consume the functionality we have defined in our custom activity.
9. To create a workflow, follow these steps:
10. We want this workflow to execute on create for the Contact entity, select Contact from the entity drop-down and enter in a process name.
11. First thing we want this workflow to do, is execute our Custom Activity. We have registered the assembly earlier using the Plugin Registration Tool, it should automatically appear in the Add Step drop-down.
12. Click on the Set Properties button
13. Here we need to provide an input value for the InArgument we defined in our Custom Activity. This value needs to be dynamically set at run-time, so we select the Parent Customer field from the Form Assistant.
14. Next we want to add an Update Record step, to update the Contact record
15. Scroll down to the Preferences section and select each of the marketing fields and using the Form Assistant, select the corresponding value for each field.
16. Add a Stop Workflow step, set it to Succeeded.
17. Make sure you have selected the "Record is created" checkbox, this will ensure that the workflow will only execute when a new Contact is created. Then Save and Close.
18. The workflows needs to be activated, select the newly created workflow and click on the Activate button. On the popup window, click on the OK button.
19. Open a Account record, change some of the marketing fields and save the record.
20. Create a new Contact record, and select the previously edited Account record. Now Save and Close.
21. Re-open the newly created Contact and you will notice that the marketing fields on the Contact record now match those from the Parent Account.