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Customer experience | Sales, Customer Insights,...
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Custom workflow update record and create PDF returns blank report

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Posted on by 1,695
Looking for some assistance on how to track down this problem.
CRM 8.2x
I have a custom button on a ribbon workbench that fires an action. The action invokes my plugin. Part of that plugin updates x number of records
For Each returnedRecord In Returned_transactionsets.Entities    Try        If returnedRecord.Attributes.Contains(/new_apacs18file/) Then            WritetoBACSFile(Replace(Replace(returnedRecord.Attributes(/new_apacs18file/).ToString, vbCrLf & vbCrLf, vbCrLf), vbCrLf & vbCrLf, vbCrLf))            ' Update record to Processing            Dim recordId As New Guid(LineArray(i).ToString)            Dim UpdTranset As New Entity(/new_transactionsets/) With {                .Id = recordId            }            ' update file status to Processing  Option set value 3            UpdTranset.Attributes.Add(/new_submissionstatus/, New OptionSetValue(3))            UpdTranset.Attributes.Add(/new_bureauvolumenumber/, volumenumber)            service.Update(UpdTranset)        End If    Catch ex As Exception        Writetolog(ex.Message.ToString)        Throw New InvalidPluginExecutionException(/Error looking up new_apacs18file  - / & ex.Message.ToString)    End TryNext
 
The 'WriteToBACSFile' function is completed as expected.
 
The plugin then creates a PDF report containing those records that have been updated.  The PDF is created but no records are displayed. The parameter passed through to the report is correct as it is displayed in the PDF. If I go into reporting services and manually call that report, passing in the same parameter value the report renders correctly.  I have looked in the Reporting services logs and cannot see any errors
 
I'm wondering if the records aren't updated until the action is completed ?  Can anyone suggest where I need to look to try and resolve this.

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