Dynamics Community Forum Thread Details

Lookup contact using email address?

Hi Franco,

You can create a custom workflow activity which takes a FetchXML query as an input and returns a Contact as an EntityReference, which then can be used to associate with your custom entity record. You can pass the email address as an argument to the custom workflow activity.

public class GetContact : CodeActivity
{
    [RequiredArgument]
    [Input("FetchXML Query")]
    public InArgument<string> FetchXmlQuery { get; set; }

    [Input("FetchXML Query Format Argument 1")]
    public InArgument<string> FetchXmlQueryFormatArg1 { get; set; }

    [Input("FetchXML Query Format Argument 2")]
    public InArgument<string> FetchXmlQueryFormatArg2 { get; set; }

    [Input("FetchXML Query Format Argument 3")]
    public InArgument<string> FetchXmlQueryFormatArg3 { get; set; }

    [Input("FetchXML Query Format Argument 4")]
    public InArgument<string> FetchXmlQueryFormatArg4 { get; set; }

    [Input("FetchXML Query Format Argument 5")]
    public InArgument<string> FetchXmlQueryFormatArg5 { get; set; }

    [ReferenceTarget("contact")]
    [Output("Entity Reference")]
    public OutArgument<EntityReference> EntityRef { get; set; }

    [Output("Successful")]
    public OutArgument<bool> Successful { get; set; }

    [Output("Result Count")]
    public OutArgument<int> Count { get; set; }

    [Output("Error")]
    public OutArgument<string> Error { get; set; }

    protected override void Execute(CodeActivityContext context)
    {
        var entityReference = new EntityReference();

        try
        {
            var serviceFactory = context.GetExtension<IOrganizationServiceFactory>();
            var service = serviceFactory.CreateOrganizationService(Guid.Empty); //Use current user's ID

            var collection = service.RetrieveMultiple(new FetchExpression(GetFormattedFetchQuery(context)));

            if (collection != null && collection.Entities != null && collection.Entities.Count() > 0)
            {
                entityReference = collection.Entities.FirstOrDefault().ToEntityReference();
                EntityRef.Set(context, entityReference);
                Successful.Set(context, true);
                Count.Set(context, collection.Entities.Count());
                Error.Set(context, string.Empty);
            }
            else if (collection != null && collection.Entities != null && collection.Entities.Count() == 0)
            {
                EntityRef.Set(context, null);
                Successful.Set(context, false);
                Count.Set(context, 0);
                Error.Set(context, "No records found");
            }
            else
            {
                EntityRef.Set(context, null);
                Successful.Set(context, false);
                Count.Set(context, 0);
                Error.Set(context, "Collection or Collection.Entitites is null");
            }
        }
        catch (Exception ex)
        {
            EntityRef.Set(context, null);
            Successful.Set(context, false);
            Count.Set(context, 0);
            Error.Set(context, ex.Message);
        }
    }

    private string GetFormattedFetchQuery(CodeActivityContext context)
    {
        var query = this.FetchXmlQuery.Get(context);
        return String.Format(query,
            this.FetchXmlQueryFormatArg1.Get(context),
            this.FetchXmlQueryFormatArg2.Get(context),
            this.FetchXmlQueryFormatArg3.Get(context),
            this.FetchXmlQueryFormatArg4.Get(context),
            this.FetchXmlQueryFormatArg5.Get(context));
    }
}

This idea was inspired by below article.

https://bernado-nguyen-hoan.com/2015/05/16/custom-workflow-activity-to-process-multiple-related-records-crm/

You can extend this to include other error criteria such as duplicate record scenarios, which you can handle within the workflow.

Cheers,

Nadeeja

If the answer solves your problem, please mark as Verified. Thanks.

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