I am creating a workflow where I need to check condition where the person is associated with the company based on email id & Company's url.
Eg:
Xyz Employee --> xyz@dynamics.com
Company url --> http://www.dynamics.com
So I need to check xyz employee's email id "dynamics.com" matches company url id "dynamics.com"
Please help with the workflow or code.
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You can also create a JavaScript function to get the domain out of the email address, and then pass that to an action instead of workflow. You can use regular expressions to get the domain out of the email.
You can call your action by using process.js, and have your action do the processing in the process window (not necessarily calling a .net plugin. This is in case you do not want to use plugin/.net code.
You can also use webapi if you need to validate the domain information against a different entity, so I am not sure if you require the use of processes at all.
Regardless which option you use: custom workflow, plugin or action, you will be required to do some coding.
Hope this helps.
Well I 'm new to custom workflow however will try doing thay and I didnt get about what I need to import any links for better information on this.
Yes, it can be done via .NET code. You can make it via CRM plugin or custom workflow activity it's your choice or maybe you can try to import solution to your CRM instance:
github.com/.../CRM-String-Workflow-Utilities
and then use steps that are implemented there to compare values (email and company URL) by executing Regex Extract step for each field you need.
You mean in .net code.?..if I m not wrong you mean plugin how to do that ..?
If there is better workaround please let me know or if you have some handy code please let me jnow
You can make a custom workflow step that will be triggered before the change of parent account field on customer entity that will throw InvalidPluginException if the condition is not met.
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