Microsoft Dynamics CRM (Archived)

Business Process missing Document Templates on solution import

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Posted on by tayapr

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Hey All,

I am running into this issue while trying to export a solution from our DEV environment to our PPE environment.

I have a business processes linked to the case entity called "Case - Set Template". This process selects from multiple Document Templates and appends them to the notes section of a case. The document templates exist in each environment already with the same name. This process works correctly in DEV.

When I import this into my PPE environment, all of my rules are there but I have to update the document template references in the process manually despite the fact these documents already exist in both environments.

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When I look at the XML for the solution customization (snippet), it appears that the reference are exported.

<mxswa:ActivityReference AssemblyQualifiedName="Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35" DisplayName="EvaluateExpression">

<mxswa:ActivityReference.Arguments>

<InArgument x:TypeArguments="x:String" x:Key="ExpressionOperator">CreateCrmType</InArgument>

<InArgument x:TypeArguments="s:Object[]" x:Key="Parameters">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.EntityReference, "documenttemplate", "***-***-Pick-Up", InvokeSdkMessageStep16_2, "Lookup" }]</InArgument>

<mxswa:ReferenceLiteral x:TypeArguments="s:Type" Value="mxs:EntityReference" />

</InArgument>

<OutArgument x:TypeArguments="x:Object" x:Key="Result">[InvokeSdkMessageStep16_1]</OutArgument>

</mxswa:ActivityReference.Arguments>

</mxswa:ActivityReference>

I would appreciate any help/feedback on this.

Thank you,

Taylor

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a33ik 84,331 Most Valuable Professional on at

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Taylor,

I believe that names doesn't matter. What matter is ids of templates. Try to move templates using following plugin of XrmToolbox - www.xrmtoolbox.com/.../MsCrmTools.DocumentTemplatesMover

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H tayapr ,

you get this error because lookup refers to entity id, not to entity primary attribute!

The solution to your problem is the following:

1) Identify the entity id in your dev environment (by open new window or sending link by ribbon button)

2) Identify the entity id in your prod environment (by open new window or sending link by ribbon button)

3) Run this code by console application (this example is for account, adapt it to your entity):

Guid sourceguid_FROMPROD = new Guid("6DDD0D8A-87DE-E711-8139-E0071B66C0A1"); Guid targetguid_FROMDEV = new Guid("2916926f-3468-488f-8f66-93100b4dabcf"); Entity sourceentity = crmService.Retrieve("account", sourceguid_FROMPROD, new ColumnSet(true)); Entity targetentity = new Entity("account"); targetentity["accountid"] = targetguid_FROMDEV; targetentity["name"] = "ACCOUNT TEST 1 - CLONED"; crmService.Create(targetentity); Entity targetentity_upd = new Entity("account"); targetentity_upd.Id = targetguid_FROMDEV; foreach (KeyValuePair<string, object> attr in sourceentity.Attributes) { if (attr.Key == "statecode" || attr.Key == "statuscode" || attr.Key == "accountid" || attr.Key == "accountnumber" || attr.Key.Contains("address")) // eg. templateid continue; targetentity_upd[attr.Key] = attr.Value; } crmService.Update(targetentity_upd);

Please let me know if you solve.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

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tayapr 167 on at

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Hey Andrew,

Thanks for this- am going to check it out soon. However I did have a question.

I did some digging into my document template ID's and what they were mapped to between different environments. I discovered that between DEV and PPE the ID's were in fact different.... however between PROD and PPE they were the identical. So, I attempted to export the process from PROD to PPE to see if the document template references would be caught- however they still weren't. I am wondering if there is a larger issue or not- I am still new to dynamics crm and figuring things out. But in theory, if the ID's were the same between prod and ppe then exporting the process from prod to ppe should work, no?

Thanks again,

Taylor

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a33ik 84,331 Most Valuable Professional on at

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Taylor,

Theoretically it should work but I would suggest to doublecheck that. I'm too old to believe in miracles there is always an explanation why something doesn't work like it should.

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tayapr 167 on at

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I agree completely, there always has to be a path to the root cause. I'll keep investigating, thank you.

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Syed Ibrahim 6,257 on at

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word templates cant be added to solutions for import and export to other organisation or instance. You need to recreate the template in new instance after u deployed your solution. This is know issue. Rather use doc mover tool XrmToolBox which transfers all the doc to new instance without manually recreating.

Hope this helps

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