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I have a requirement like when there is no attachment for a case within 2 days from created date the case should be closed and SMS should be sent to the customer that case is closed.
Already i have custom workflow that sends SMS on case closure.So kindly let me know how to check if attachment is added within 2 days? if this could be achieved with OOB?
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Hi
Yes you will have to create the CWA using the code snippet.
I have uploaded sample code to the following github reppo if you wanna have a look
https://github.com/Kokulan365/WorkflowEssentials/blob/master/Workflows/RecordHasNoteAttachment.cs
| using System; | |
| using System.Linq; | |
| using System.Activities; | |
| using Microsoft.Xrm.Sdk; | |
| using Microsoft.Xrm.Sdk.Workflow; | |
| using KED365.Workflows.Helpers; | |
| using Microsoft.Xrm.Sdk.Query; | |
| namespace KED365.Workflows | |
| { | |
| public class RecordHasNoteAttachment: WorkFlowActivityBase | |
| { | |
| [Input("Note Source Record")] | |
| public InArgument<string> SourceRecord { get; set; } | |
| [Output("HasAttachment")] | |
| public OutArgument<bool> HasAttachment { 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 tracingService) | |
| { | |
| try | |
| { | |
| // Get the Source Record URL | |
| string sourceRecordUrl = SourceRecord.Get(activityContext); | |
| if (string.IsNullOrEmpty(sourceRecordUrl) ) | |
| { | |
| Message.Set(activityContext, "Source Record URL cannot be empty or null"); | |
| return; | |
| } | |
| // Convert Record URL to ER | |
| EntityReference sourceRecordEr = EntityRecordUrlHelpers.ConvertRecordUrLtoEntityReference(sourceRecordUrl, crmService); | |
| if (sourceRecordEr == null) | |
| { | |
| Message.Set(activityContext, "Failed to convert record URL into Entity Reference. Please make sure you provide valid record URL"); | |
| return; | |
| } | |
| var recordId = sourceRecordEr.Id; | |
| var annotation_isdocument = true; | |
| var query = new QueryExpression(sourceRecordEr.LogicalName); | |
| query.Distinct = true; | |
| query.ColumnSet.AddColumns("createdon"); | |
| query.Criteria.AddCondition($"{sourceRecordEr.LogicalName}id", ConditionOperator.Equal, recordId); | |
| var queryAnnotation = query.AddLink("annotation", $"{sourceRecordEr.LogicalName}id", "objectid"); | |
| queryAnnotation.EntityAlias = "aa"; | |
| queryAnnotation.LinkCriteria.AddCondition("isdocument", ConditionOperator.Equal, annotation_isdocument); | |
| queryAnnotation.LinkCriteria.AddCondition("filename", ConditionOperator.NotNull); | |
| var results = crmService.RetrieveMultiple(query); | |
| if (!results.Entities.Any()) | |
| { | |
| // No attachments found | |
| HasAttachment.Set(activityContext, false); | |
| return; | |
| } | |
| // Attachments found | |
| HasAttachment.Set(activityContext, true); | |
| IsSuccess.Set(activityContext, true); | |
| } | |
| catch (Exception ex) | |
| { | |
| IsSuccess.Set(activityContext, false); | |
| Message.Set(activityContext, "An error occurred while check for attachments -" + ex.Message); | |
| } | |
| } | |
| } | |
| } |
This solution will work for not just case any entity, you will have to pass Record URL as shown below
Hope this helps
Thanks for the response Kokulan,
I have followed the same which you suggested but instead of creating Action i did custom workflow and registered it and used its output parameter and achieved the same.
If you can share me how to add action with custom code .And which is preferred Action or custom workflow
Hi
You will have to create a Custom Workflow Activity (CWA) that takes case as Input parameter and checks if there are any attachments to the case and returns a boolean (HasDocument/HasAttachment) as output. You can then use this custom workflow activity as shown below in your workflow
Your workflow should have a parallel wait condition on case status so that if the case resolved before 2 days, there is no point in waiting so the workflow can end.
The second wait is based on time, 2 days from created on and when it times out, your CWA will be called to check if the Case has any attachments.
If the case does not have any, you can resolve the case as shown in the screenshot.
To check if a case has any attachment, the query could be defined as shown below
Since we cant execute this query in Workflow step, we need the CWA to execute this and please see the section below for c# version of the above advance find query.
Your custom workflow activity could execute the following code to check if the case has any attachment
// Define Condition Values
var QEincident_incidentid = "b69e62a8-90df-e311-9565-a45d36fc5fe8"; - Case ID Goes here
var QEincident_annotation_isdocument = true;
var QEincident = new QueryExpression("incident");
QEincident.Distinct = true;
QEincident.ColumnSet.AddColumns("title");
QEincident.Criteria.AddCondition("incidentid", ConditionOperator.Equal, QEincident_incidentid);
var QEincident_annotation = QEincident.AddLink("annotation", "incidentid", "objectid");
QEincident_annotation.EntityAlias = "aa";
QEincident_annotation.LinkCriteria.AddCondition("isdocument", ConditionOperator.Equal, QEincident_annotation_isdocument);
QEincident_annotation.LinkCriteria.AddCondition("filename", ConditionOperator.NotNull);
var results = crmService.RetrieveMultiple(QEincident);
if (results.Entities.Any())
{
// Case has attachments - return true
}
else
{
//Case has no attachment - return false
}
Hope this helps
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