I'm having more issues that I'd expect trying to add a validation rule to contacts. The issue is that I'm experiencing workflow creep.
I rely on process builder and flows to keep certain objects in sync. Let me give you an example, say I have a contact with two flags: mailing and shipping. Let's also say I have another object called contact role, which also has flags for billing and shipping. I have workflows that keep these flags in sych, so if mailing is checked/unchecked on one record, it will run a flow to update the related record (contact to contact role and vice versa). Now enter the validation role. I've added a validation role that will trigger when the contact status is "inactive" and either one of these checkboxes are checked.
The issue I seem to be having is that if I am to uncheck both of these on a contact and set status to inactive, the validation rule causes a workflow error because the updates to the flags and updating of the related records is not done at once; there are two separate flows. So the first thing to occur is that the mailing checkbox is unchecked, and its related record is unchecked. Then I get the workflow error, due to I'm assuming the record saving with the mailing checkbox still checked on the record.
My assumption would be that the validation rule would not fire until ALL workflows have finished. Is this not the case? I also question whether the recursion setting on the workflows could be the culprit here. Obviously if ALL workflows finish before the validation runs, it should pass as both checkboxes should be unchecked in the final state.
Validation rules are processed well before any workflow rules are processed. The order of processing precedence is documented is this Knowledge Article and the Apex Developer Guide
Related
I am using Dynamics 365 Online Trial. I have a requirement to trigger a plugin when the user is disabled/enabled in CRM. So I have created the plugin and registered the same in User entity SetState and SetStateDynamicEntity messages but the plugin is not triggered.
Plugin Registration Steps:
Message: SetState & SetStateDynamicsEntity
Entity: systemuser
Event: Post-Operation
User records have been Enabled/Disabled in CRM (through O365) but the plugin is not triggered.
Also tried with update message plugin for the same requirement, but that is also not triggering the plugin.
Updated Plugin Registration Steps:
Message: Update
Entity: systemuser
Event: Post-Operation
Filtering Attribute: All Fields
Image: Pre Image
Any help would much be appreciated.
You are on the right track to be using the Update message, as the use of SetState is deprecated (as far as I know).
You might find this article interesting. It states:
When update requests are processed that include both state/status
fields plus other standard fields, workflows registered for the Update
message execute once for all non-state/status fields, and then once
for the state/status fields. Workflows registered for the Change
Status step continue to be triggered by updates to state/status
fields.
However, users may be a little different as they have the isDisabled field. Maybe try filtering the trigger to just that field. And if that doesn't work, try triggering on a "regular" field just to make sure that you plugin can fire on the Update message.
Full disclosure: I have never had to write a plugin that fires on disable of a user.
However, since it does not seem to be firing when filtered down to isDisabled, I checked to see if an OOB workflow could trigger on that field. It is missing from the selection dialog, so apparently not:
You might want to get a Microsoft support ticket going to see what they say, but in the meantime, perhaps register it to trigger on ModifiedOn, with a pre-image and check for yourself whether isDisabled changed.
We also experienced this issue, we were unable to achieve the plugin route.
Then we did a workaround scheduled job (to run every 24 hours) with SSIS + Kingswaysoft package to query the disabled users.
This system user status change is not getting trapped in Dynamics platform as we are not sure how the O365 changes like license removal or AD changes like account removal is getting replicated into Dynamics platform.
You can try registering a plugin on Update of userlicensetype is SystemUser entity
Our company wants to know when the case activity is 75% of the original estimated hours.
However, I think that might be a bit of a tough call.
So, can someone explain how to send an email notification from Microsoft Dynamics CRM when someone logs any kind of "case activity" against a case? I am happy to use .NET code if necessary.
Create a workflow against the 'case activity' entities, add a condition to the workflow to only send an email when the the 'case activity' is related to a case. E.g. regarding case contains data.
I would prefer a Plugin for this kind of thing because you can do a lot more within a Plugin's context.
This is what I would imagine:
Whenever an activity record is created/modified/deleted; if it is regarding a case, the plugin will execute:
Get all regarding activities for the case
Sum up the Duration
If the Duration Total is 75% of the Case Estimate then fire a
workflow
The workflow will then be configured to send an email. By combining the plugin with a workflow, you allow the email to be configurable if the wording/recipients/from needs to change in the future.
I would probably also pass in the 75% as a configuration setting to the plugin so that this is also semi-configurable (doesn't involve code - but you'd need to modify the plugin registration).
The plugin would need to cater for
New Activities being added
Existing Activities being edited (Duration and/or State changes)
At first I thought you would also need to handle Deletes, but that would drop the Duration below the 75% so you wouldn't need to send an email.
I would like to have a field automatically be populated with something I define in a workflow. Currently I have the workflow running upon record creation, however the field is only populated AFTER the user saves the record for the first time.
How can I use a workflow to populate that field before the user saves the form?
You can't. Workflows function on the server-side, but you're asking about populating a client-side field before the server is contacted. Moreover, workflows are triggered asynchronously, which by definition means the record has to be created in advance.
You'll need to either attach a JavaScript function to the OnSave event, or trigger the population of the field in a pre-validation or pre-operation .NET plugin. I suppose you could use a Dialog as well, but that would require user input. See the below links for more detail on the differences between plugins, workflows, and dialogs.
Options: Plugin, Workflow or Dialog
Automate Business Processes in Microsoft Dynamics CRM
Been moving into some task oriented UI as a part of my CQRS implementation.
The problem is I have come across the need to update additional properties in my UI as a result of a change made by an initial command sent from the same UI.
My case is different but here's an example...
eg. CommandA Add item to cart resulted in the following events (which all need to be reflected on the UI)
change to store inventory
add item to shopping cart
change total with sales tax
What's the best way to handle this without baking my business logic into my UI?
return a list of resulting events that were performed as a result to the initial command?
return a DTO that reflects changes
other ideas?
I haven't completed it yet, but my idea is to use a Hub from the SignalR framework and subscribe to events and act on them. As long as you can correlate user guids with the connected user guids in SignalR, you can send updates to the correct client and even detect if they still are there.
SignalR isn't that mature yet but the tests I have done works pretty good.
I use it with Knockoutjs and I just update my view models and call functions.
Do those events really need to be reflected in the UI? Consider Amazon, who display "you just added foo to your cart", but don't show any of those other details. That might save you from the problem by redefining it away.
Otherwise, why are you afraid of business logic in the "UI" - specifically, why not include some components from the service that owns each part of that system in your client, and give them the responsibility of doing whatever local updates are appropriate?
In other words, having part of the logic from your sales tax service running in the UI is fine. You (obviously) don't trust it with the billing calculations for tax, but you can totally trust it to do the right thing for the client.
The other advantage of that model is that you get instant feedback for the user, or at least the option of showing instant feedback, without baking more business process knowledge into the client.
For example, recalculating shipping takes time to do - if your client shows a spinner over that, something needs to know to trigger that showing up, right?
If your UI knows that, it has embedded business process around the process. On the other hand, if you have code that is part of the "shipping" service, you can change what response occurs in the client by changing only the one service...
So, here's my situation. We have a department that needs the ability to use queues in CRM 4. They also need the ability to reply to e-mails that come to that queue from their department e-mail address. (So that any customer responses will go back to the queue to be handled by agents)
I originally was going to build a JavaScript customization that inserted a checkbox that said "Send From Business Unit". Toggling this would look up their department user based on the e-mail address on the Business Unit. I successfully got this working (as a concept), but found that actually sending triggers the dreaded "CrmCheckPrivilege failed."
Which is good, because that means CRM is actually enforcing security.
So my problem? I have no idea how to replicate this functionality and it's a must have for this customer group. Is there anyway to modify the e-mail after it's already gone through security checks via a plugin? Perhaps a pre-stage send plugin?
I want to be reasonably certain of success before I commit a lot of time to this solution. I'm also open to any other ideas too.
Thanks in advance,
Clif
Well, first, a "CrmPrivilegeCheck failed" can always be fixed by adjusting the user's roles and giving him the appropriate privilege (the privilegeId is always returned in the exception but may not be shown in the particular error dialog you are getting) and level, but this may not be wanted by the department.
A solution we have used is just slightly different from yours: Do not send the mails through another user, but through the queue. Queues can also be eMail senders in MSCRM. The queues should already have the correct eMail addresses set in order to work properly with the eMail router. Set up a way to determine the correct queue (like a field on the systemuser entity or a hardcoded queue name in your JavaScript) and set the from lookup accordingly in your JavaScript. That way the eMails will be sent using the name and address of the queue, so any direct replies will always have that queue as the recipient.