Existen varias formas de avanzar tus Business Process Flows (BPF) de forma automatizada: del lado del servidor o del lado del cliente. En la primera parte de post pudimos ver como avanzarlo del lado del cliente con JavaScript, en la segunda parte del post vimos como avanzarlo con Power Automate y ahora veremos como hacerlo a través de un plugin.
Avanzar el BPF a través de un plugin.
Siguiendo con el ejemplo de la primera parte del blog, avanzaremos el BPF cuando se cree el registro y cuando se cambie el campo mar_stage. Luego simplemente incorporaremos los GUIDs de los stage del BPF.
La primera parte de nuestro plugin será de la siguiente forma:
public enum stageOption
{
Stage1 = 809620000,
Stage2 = 809620001,
Stage3 = 809620002,
Stage4 = 809620003
}
public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracing = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(null);
var remote = context.ToRemoteExecutionContext();
tracing.Trace(remote.ToJson());
Entity target = null;
Entity bpfInstance = null;
string bpfId = "9b3b766a-e1a5-eb11-b1ac-000d3a21cdd8";
Dictionary<string,string> bpfStages= null;
if (context.InputParameters.Contains("Target"))
{
target = (Entity)context.InputParameters["Target"];
bpfStages = getBPFstages(service, tracing, bpfId);
if (bpfStages.Count != 0)
{
bpfInstance = getBPF(service, tracing, target);
if (bpfInstance != null)
{
advanceBPF(service, tracing, bpfInstance, target, bpfStages);
}else
{
string message = $"There are not bpf instance for the entity {target.LogicalName}, {target.Id}";
tracing.Trace(message);
}
}
else
{
string message = $"There are not stages for the BPF {bpfId}";
tracing.Trace(message);
}
}
else
{
string errorMessage = $"There was an error because there is not target";
tracing.Trace(errorMessage);
throw new InvalidPluginExecutionException(errorMessage);
}
}En este caso, para obtener los GUIDs hemos creado un diccionario llamado bpfStages que se ejecuta con la siguiente definición.
private Dictionary<string,string> getBPFstages(IOrganizationService service, ITracingService tracing, string bpfId)
{
var stageDictionary = new Dictionary<string,string>();
EntityCollection stageRecords = new EntityCollection();
var query_processid = bpfId;
var query = new QueryExpression("processstage");
query.ColumnSet.AddColumns("stagename", "processstageid");
query.Criteria.AddCondition("processid", ConditionOperator.Equal, query_processid);
try
{
stageRecords = service.RetrieveMultiple(query);
}
catch (Exception ex)
{
string message = $"There was an error retrieving the BPF stages because {ex.Message}";
tracing.Trace(message);
throw new InvalidPluginExecutionException(message);
}
if (stageRecords.Entities.Count != 0)
{
foreach (Entity stageRecord in stageRecords.Entities)
{
string stageGuid = stageRecord.Attributes["processstageid"].ToString().Replace("{", "").Replace("}", "");
string stageName = (string)stageRecord.Attributes["stagename"];
stageDictionary.Add(stageName, stageGuid);
}
}
return stageDictionary;
}Con los plugins podemos utilizar mensajes de la SDK que nos permiten recuperar la instancia del BPF activa en el registro por lo que no es necesario buscarla a través de un List Rows o un RetrieveMultiple como hacemos en Power Automate.
Código completo:
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System;
using System.Collections.Generic;
namespace DeveloperPlugins
{
public class AdvanceBPFv2 : IPlugin
{
public enum stageOption
{
Stage1 = 809620000,
Stage2 = 809620001,
Stage3 = 809620002,
Stage4 = 809620003
}
public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracing = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(null);
var remote = context.ToRemoteExecutionContext();
tracing.Trace(remote.ToJson());
Entity target = null;
Entity bpfInstance = null;
string bpfId = "9b3b766a-e1a5-eb11-b1ac-000d3a21cdd8";
Dictionary<string,string> bpfStages= null;
if (context.InputParameters.Contains("Target"))
{
target = (Entity)context.InputParameters["Target"];
bpfStages = getBPFstages(service, tracing, bpfId);
if (bpfStages.Count != 0)
{
bpfInstance = getBPF(service, tracing, target);
if (bpfInstance != null)
{
advanceBPF(service, tracing, bpfInstance, target, bpfStages);
}else
{
string message = $"There are not bpf instance for the entity {target.LogicalName}, {target.Id}";
tracing.Trace(message);
}
}
else
{
string message = $"There are not stages for the BPF {bpfId}";
tracing.Trace(message);
}
}
else
{
string errorMessage = $"There was an error because there is not target";
tracing.Trace(errorMessage);
throw new InvalidPluginExecutionException(errorMessage);
}
}
private Dictionary<string,string> getBPFstages(IOrganizationService service, ITracingService tracing, string bpfId)
{
var stageDictionary = new Dictionary<string,string>();
EntityCollection stageRecords = new EntityCollection();
var query_processid = bpfId;
var query = new QueryExpression("processstage");
query.ColumnSet.AddColumns("stagename", "processstageid");
query.Criteria.AddCondition("processid", ConditionOperator.Equal, query_processid);
try
{
stageRecords = service.RetrieveMultiple(query);
}
catch (Exception ex)
{
string message = $"There was an error retrieving the BPF stages because {ex.Message}";
tracing.Trace(message);
throw new InvalidPluginExecutionException(message);
}
if (stageRecords.Entities.Count != 0)
{
foreach (Entity stageRecord in stageRecords.Entities)
{
string stageGuid = stageRecord.Attributes["processstageid"].ToString().Replace("{", "").Replace("}", "");
string stageName = (string)stageRecord.Attributes["stagename"];
stageDictionary.Add(stageName, stageGuid);
}
}
return stageDictionary;
}
private Entity getBPF(IOrganizationService service, ITracingService tracing, Entity target)
{
Entity activeBPFiInstance = new Entity();
RetrieveProcessInstancesResponse targetBPFsResponse = new RetrieveProcessInstancesResponse();
RetrieveProcessInstancesRequest entityBPFsRequest = new RetrieveProcessInstancesRequest
{
EntityId = target.Id,
EntityLogicalName = target.LogicalName
};
try
{
targetBPFsResponse = (RetrieveProcessInstancesResponse)service.Execute(entityBPFsRequest);
}
catch (Exception ex)
{
string message = $"There was an error retrieving the BPF for the id {target.Id} because {ex.Message}";
tracing.Trace(message);
throw new InvalidPluginExecutionException(message);
}
if (targetBPFsResponse.Processes != null && targetBPFsResponse.Processes.Entities != null)
{
activeBPFiInstance = targetBPFsResponse.Processes.Entities[0];
}
return activeBPFiInstance;
}
private void advanceBPF(IOrganizationService service, ITracingService tracing, Entity bpfInstance, Entity target, Dictionary<string, string> bpfStages)
{
string stageFin = bpfStages["Stage 1"];
string StageInicio = bpfStages["Stage 1"];
if (target.Attributes.Contains("mar_stage"))
{
int activeStage = ((OptionSetValue)target["mar_stage"]).Value;
switch (activeStage)
{
case (int)stageOption.Stage1:
stageFin = bpfStages["Stage 1"];
break;
case (int)stageOption.Stage2:
stageFin = bpfStages["Stage 2"];
break;
case (int)stageOption.Stage3:
stageFin = bpfStages["Stage 3"];
break;
case (int)stageOption.Stage4:
stageFin = bpfStages["Stage 4"];
break;
default:
break;
}
tracing.Trace(stageFin);
string newTraversedpath = StageInicio + "," + stageFin;
tracing.Trace(newTraversedpath);
Entity bpf = new Entity("new_fasesdemo")
{
Id = bpfInstance.Id
};
bpf.Attributes["traversedpath"] = newTraversedpath;
bpf.Attributes["activestageid"] = new EntityReference("processstage", new Guid(stageFin));
try
{
service.Update(bpf);
}
catch (Exception ex)
{
string message = $"There was an error updating the BPF because {ex.Message}";
tracing.Trace(message);
throw new InvalidPluginExecutionException(message);
}
}
else
{
string message = $"There is not mar_stage attribute in target {target.Id}";
tracing.Trace(message);
}
}
}
}Por último, registraremos nuestro plugin para cuando se haga un update del campo mar_stage. Recordar que en el update el traget nos trae los campos actualizaados y el GUID del registro que para nuestro caso es suficiente, pero si no lo fuera deberiamos trabajar con imágenes.
