Custom Workflow that re-assigns Owner has suddenly stopped working

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Posted on by Community Member Microsoft Employee

I have a workflow that reassigns the owner based on a field called "QuoteWerks Prepared by". 0535.WF1.PNG

The "KED365" step is a custom workflow activity, and uses the code below:

namespace KED365.Workflows
{
using System;
using System.Activities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;
using Microsoft.Xrm.Sdk.Query;
using System.Linq;

public sealed class GetUserByFullName : WorkFlowActivityBase
{
[Input("User Full Name")]
public InArgument<string> UserFullName { get; set; }

[Output("Prepared By")]
[ReferenceTarget("systemuser")]
public OutArgument<EntityReference> PreparedBy { get; set; }

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

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

protected override void Execute(CodeActivityContext activityContext, IWorkflowContext workflowContext, IOrganizationService CrmService, ITracingService trace)
{
try
{
string userName = UserFullName.Get(activityContext);

if (string.IsNullOrWhiteSpace(userName))
{
IsSuccess.Set(activityContext, false);
Message.Set(activityContext, "User's Full Name is not provided");
return;
}

var QEsystemuser = new QueryExpression("systemuser");
QEsystemuser.ColumnSet.AddColumns("fullname");
QEsystemuser.Criteria.AddCondition("fullname", ConditionOperator.Equal, userName);

var results = CrmService.RetrieveMultiple(QEsystemuser);

if (results == null || !results.Entities.Any())
{
IsSuccess.Set(activityContext, false);
Message.Set(activityContext, "User with " + userName + " not found") ;
return;
}

if (results.Entities.Count > 1)
{
IsSuccess.Set(activityContext, false);
Message.Set(activityContext, "Multiple users found with same name : " + userName);
return;
}

IsSuccess.Set(activityContext, true);
PreparedBy.Set(activityContext, results.Entities.Single().ToEntityReference());
}
catch (Exception ex)
{
IsSuccess.Set(activityContext, false);
Message.Set(activityContext, "An error occurred trying to find user : " + ex.Message);
}
}
}
}

--------------

The "Set properties" portion of this step sets the field to "QuoteWerks Sales Rep".

Next, the record gets assigned to the user that was returned in the previous step.

However, the workflow has suddenly stopped working. I receive the error below:

The Owner was not provided.

Plugin Trace:

[Microsoft.Xrm.Sdk.Workflow: Microsoft.Xrm.Sdk.Workflow.Activities.AssignEntity]

[Microsoft.Xrm.Sdk.Workflow (9.0.0.0): Microsoft.Xrm.Sdk.Workflow.Activities.AssignEntity]

Error Message:

Unhandled exception:
Exception type: System.ArgumentException
Message: The Owner was not provided

-- End stack trace --

Exception type: Microsoft.Crm.CrmArgumentException
Message: The Owner was not provided

at Microsoft.Crm.Workflow.Services.AssignActivityService.Execute(ActivityContext executionContext, AssignEntity assignEntity)

at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)

at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)

-- End stack trace --

The workflow worked fine until about a week ago. Any help fixing this would be greatly appreciated.

Thank you!

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All responses (13)

Answers (1)

Suggested answer

Kokulan 18,050 on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

Hi

Please make sure you follow the steps below to install the developer toolkit

01. Download the SDK and estract to a folder if you do not already have done so

https://www.microsoft.com/en-us/download/details.aspx?id=50032

02. Download and install VS 2015 (Community edition if you do not have license for premium versions)

[View:https://visualstudio.microsoft.com/vs/older-downloads/:750:50]

03. Once VS 2015 is installed, install the developer toolkit

04.Once you installed make sure you set the PluginRegtool and bin folder path as shown below (These are SDK folders)

https://community.dynamics.com/365/b/dynamics365fordevelopers/archive/2017/03/07/install-dynamics-365-developer-toolkit-with-visual-studio-2017

Once you completed all the above steps, if you open the project, it should open fine.
Community Member Microsoft Employee on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

Thank you so much for the reply. When I download the source code and try to open it, I receive the following error:

Is there a certain version of Visual Studio I need to be able to open this project?

Also, when I try to install the CRMtoolkit, I get the following error:

It says "Not installable on any currently installed products", but I have Visual Studio 2019 so I feel it should be able to install. Any idea why this is happening?

Thanks!
Suggested answer

Kokulan 18,050 on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

1. How can I get rid of the error below, which still occurs when I put your code in a Visual Studio file? I'm assuming I'm missing a certain NuGet package. What NuGet package do I need to get rid of it?

Install the developer toolkit from the following link if you do not already have this

marketplace.visualstudio.com/items

And then you can download the full source code from the following link to see the packages referenced

github.com/.../GetUserByName

2. Is it possible to lookup the User based on an email address rather than the user's name? If yes, how would I do that?

You could pass the email address as the input argument to the CWA and change your query as shown below to get it working for email-based search

var QEsystemuser = new QueryExpression("systemuser");

QEsystemuser.ColumnSet.AddColumns("fullname");

QEsystemuser.Criteria.AddCondition("internalemailaddress", ConditionOperator.Equal, emailaddress); //email address passed to the CWA

var results = CrmService.RetrieveMultiple(QEsystemuser);
Community Member Microsoft Employee on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

Thank you so much Kokulan! That solution worked. I do have a couple more quick questions if you don't mind.

1. How can I get rid of the error below, which still occurs when I put your code in a Visual Studio file? I'm assuming I'm missing a certain NuGet package. What NuGet package do I need to get rid of it?

Severity Code Description Project File Line Suppression State

Error CS0103 The name 'CrmService' does not exist in the current context OpportunityWorkflowLib C:\Users\tgiard\Downloads\OpportunityWorkflowLib\OpportunityWorkflowLib\SalesRepActivity.cs 51 Active

2. Is it possible to lookup the User based on an email address rather than the user's name? If yes, how would I do that?
Suggested answer

Kokulan 18,050 on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

Hi

Yes most likely nuget packages, I will push the code when I get time but for now, you could try and download the latest solution file

https://github.com/Kokulan365/GetUserByName/releases
Community Member Microsoft Employee on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

I tried building this in Visual Studio but received the following 5 errors:

Error CS0234 The type or namespace name 'Query' does not exist in the namespace 'Microsoft.Xrm.Sdk' (are you missing an assembly reference?) OpportunityWorkflowLib C:\Users\tgiard\Downloads\OpportunityWorkflowLib\OpportunityWorkflowLib\SalesRepActivity.cs 2 Active

Severity Code Description Project File Line Suppression State

Error CS0246 The type or namespace name 'EntityReference' could not be found (are you missing a using directive or an assembly reference?) OpportunityWorkflowLib C:\Users\tgiard\Downloads\OpportunityWorkflowLib\OpportunityWorkflowLib\SalesRepActivity.cs 20 Active

Severity Code Description Project File Line Suppression State

Error CS0246 The type or namespace name 'QueryExpression' could not be found (are you missing a using directive or an assembly reference?) OpportunityWorkflowLib C:\Users\tgiard\Downloads\OpportunityWorkflowLib\OpportunityWorkflowLib\SalesRepActivity.cs 46 Active

Severity Code Description Project File Line Suppression State

Error CS0103 The name 'ConditionOperator' does not exist in the current context OpportunityWorkflowLib C:\Users\tgiard\Downloads\OpportunityWorkflowLib\OpportunityWorkflowLib\SalesRepActivity.cs 48 Active

Severity Code Description Project File Line Suppression State

Error CS0103 The name 'CrmService' does not exist in the current context OpportunityWorkflowLib C:\Users\tgiard\Downloads\OpportunityWorkflowLib\OpportunityWorkflowLib\SalesRepActivity.cs 51 Active

Am I missing something? I'm wondering if there are more NuGet Packages I need that I do not have.

Or are you able to provide me with a zip file with this code?

Thank you.
Verified answer

Kokulan 18,050 on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

Hi

You could change your Custom Workflow Activity to work with both FirstName LastName and LastName, FirstName. Please see the code example below

namespace KED365.Workflows

{

using System;

using System.Activities;

using System.ServiceModel;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Workflow;

using Microsoft.Xrm.Sdk.Query;

using System.Linq;

public sealed class GetUserByFullName : WorkFlowActivityBase

{

[Input("User Full Name")]

public InArgument<string> UserFullName { get; set; }

[Output("Prepared By")]

[ReferenceTarget("systemuser")]

public OutArgument<EntityReference> PreparedBy { get; set; }

[Output("IsSuccess")]

public OutArgument<bool> IsSuccess { get; set; }

[Output("Message")]

public OutArgument<string> Message { get; set; }

protected override void Execute(CodeActivityContext activityContext, IWorkflowContext workflowContext, IOrganizationService CrmService, ITracingService trace)

{

try

{

string userName = UserFullName.Get(activityContext);

if (string.IsNullOrWhiteSpace(userName))

{

IsSuccess.Set(activityContext, false);

Message.Set(activityContext, "User's Full Name is not provided");

return;

}

var QEsystemuser = new QueryExpression("systemuser");

QEsystemuser.ColumnSet.AddColumns("fullname");

var QEsystemuser_Criteria_0 = new FilterExpression();

QEsystemuser.Criteria.AddFilter(QEsystemuser_Criteria_0);

QEsystemuser_Criteria_0.FilterOperator = LogicalOperator.Or;

QEsystemuser_Criteria_0.AddCondition("fullname", ConditionOperator.Equal, userName);

QEsystemuser_Criteria_0.AddCondition("fullname", ConditionOperator.Equal, ChangeNameOrder(userName));

var results = CrmService.RetrieveMultiple(QEsystemuser);

if (results == null || !results.Entities.Any())

{

IsSuccess.Set(activityContext, false);

Message.Set(activityContext, "User with " + userName + " not found") ;

return;

}

if (results.Entities.Count > 1)

{

IsSuccess.Set(activityContext, false);

Message.Set(activityContext, "Multiple users found with same name : " + userName);

return;

}

IsSuccess.Set(activityContext, true);

PreparedBy.Set(activityContext, results.Entities.Single().ToEntityReference());

}

catch (Exception ex)

{

IsSuccess.Set(activityContext, false);

Message.Set(activityContext, "An error occurred trying to find user : " + ex.Message);

}

}

private string ChangeNameOrder(string name)

{

string[] nameParts = name.Split(' ');

return nameParts[1] + ", " + nameParts[0]; // If you do not need the comma you can remove

}

}

}
Community Member Microsoft Employee on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

Thanks for the suggestion. I created the note and it was returning nothing, as no user was found. I noticed that when I manually change the prepared by field from "FirstName LastName" to "LastName, FirstName" formatting, the message outparameter gets populated as it should and the Owner gets updated as it should, so the formatting of the name seems to be the issue.

The "PreparedBy" field gets autopopulated by a field in QuoteWerks. Any idea how I can change the formatting from "FirstName LastName" to "LastName, FirstName" within CRM? I tried creating a 2nd field that is calculated and based on the PreparedBy field, but I can't seem to parse part of the PraparedBy field to display the name as "LastName, FirstName".
Guido Preite 54,069 Super User 2024 Season 1 on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

you can use a "Create" step, selected Annotation as entity and inside the body (or the title) you put the value of the outparameter Message

do this step before the assign opportunity, otherwise it will not be created (or better remove the assign step for a moment)
Community Member Microsoft Employee on at

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RE: Custom Workflow that re-assigns Owner has suddenly stopped working

Guido,

How would I create a note that puts the note body of the content of the message outparameter?

Thanks!