For custom workflow activities, is it possible to retrieve a user based on a value from a lookup field?

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Posted on by Community Member

Hello,

Im looking for suggestions or documentation that will lead me in the right direction. The scenario is we have a lead and based on the lookup field (a geography-region zone etc...) it will retrieve a user. I will then call this workflow activity in a workflow in CRM and assign that user to the lead.

thanks,

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MihirShah 4,036 on at

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RE: For workflow activities, is it possible to assign a user a lead based on a value from a lookup field?

Hi CRMMax,

This should be simple to do using a workflow on create of the Lead.

Use the assign function referred in the link below.

https://technet.microsoft.com/en-us/library/dn531057.aspx

regards,

Mihir

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Nadeeja Bomiriya 6,804 on at

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RE: For custom workflow activities, is it possible to assign a user a lead based on a value from a lookup field?

Hi CRMMax,

Here's a sample code and documentation as requested.

// Create the Request Object and Set the Request Object's Properties AssignRequest assign = new AssignRequest { Assignee = new EntityReference(SystemUser.EntityLogicalName, _otherUserId), Target = new EntityReference(Account.EntityLogicalName, _accountId) }; // Execute the Request _service.Execute(assign);

https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.assignrequest.aspx

You could use OOTB workflow step to Assign a user to a record as well, if the number of different conditions you have to check are not too high.

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Community Member on at

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RE: For custom workflow activities, is it possible to retrieve a user based on a value from a lookup field?

Hi have updated my question to be more specific. I am having trouble with the activity that will be called in the workflow as a step, I want to retrieve a user based on a zone like a zip code.

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Nadeeja Bomiriya 6,804 on at

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RE: For custom workflow activities, is it possible to retrieve a user based on a value from a lookup field?

Hi CRMMax,

There's a more generic technique I use for this kind of scenarios. You can configure a custom workflow activity to receive a FetchXML query and additional parameters as inputs. Then you can call the query and return the record as an EntityReference, where you can use in other steps.

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; } 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); } } catch (Exception ex) { } } 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 example returns a Contact record, based on the FetchXML query. You can do similar thing to get the User. You can pass the zone in FetchXmlQueryFormatArg1 argument. Inside the FetchXML query you can type {0} where you want to insert the first argument.

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RE: For custom workflow activities, is it possible to retrieve a user based on a value from a lookup field?

Hello

I would like to recommend Tenfold for this integration.

Our company Tenfold supports integration for MS Dynamics. Our CTI solution offers various functions to help you automate your sales call workflow like click to dial, call logging, easy task creation, among others. You can read more about the benefits of a Tenfold integration here: www.tenfold.com/.../dynamics

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