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CRMProcess.CreateAction Method

  • Article

The CreateAction method creates an action for a process step.

Syntax

[Visual Basic .NET]
Public Function CreateAction(
  ByVal Caller As CUserAuth,
  ByVal Action As String
) As String
[C#]
public string CreateAction(
  CUserAuth  Caller,
  string  Action
);
[C++]
public: String* CreateAction(
  CUserAuth*  Caller,
  String*  Action
);

Parameters

Caller

Specifies the identity of the caller. The caller must have the prvCreateWorkflowProcess privilege to perform this action. See CUserAuth.

Action

Specifies an XML string describing the action. The XML schema is described by wfaction.xsd.

Return Value

Returns a String type that specifies the ID of the new action.

Remarks

If there is an error, SOAP throws an exception and the error message is reported in System.Web.Services.Protocols.SoapException.Detail.OuterXml.

All IDs passed to the platform are GUIDs wrapped in braces. For example: {6522D89A-A752-4455-A2B0-51494C6957C3}

Example

[C#]
// strServer should be set with the name of the platform Web server
string strServer = "myservername";

// virtualDirectory should be set with the name of the Microsoft CRM
// virtual directory on the platform Web server
string virtualDirectory = "mscrmservices";
string strDir = "https://" + strServer + "/" + virtualDirectory + "/";

// BizUser proxy object
Microsoft.CRM.Proxy.BizUser bizUser = new Microsoft.CRM.Proxy.BizUser ();
bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";

// CRMProcess proxy object
Microsoft.CRM.Proxy.CRMProcess  process = new Microsoft.CRM.Proxy.CRMProcess();
process.Credentials = System.Net.CredentialCache.DefaultCredentials;
process.Url = strDir + "CRMProcess.srf";

string strErrorMsg;
try
{
   Microsoft.CRM.Proxy.CUserAuth userAuth = bizUser.WhoAmI();

string strStepId = "{72798DBF-7A8F-413B-AFEA-B85EF5363609}";

   string strActionXml = " <wfaction>";
   strActionXml += "<name>My Action Name</name>";
   strActionXml += "<stepid>" + strStepId + "</stepid>";
   strActionXml += "<actiontypecode>" + Microsoft.CRM.Flags.WORKFLOW_ACTION_TYPE.WFAT_CREATE_NOTE.ToString() + "</actiontypecode>";
   strActionXml += "</wfaction>";

   // Create an action for the process step
   string strActionId = process.CreateAction(userAuth, strActionXml);
}
catch (System.Web.Services.Protocols.SoapException err)
{
   // Process the platform error here
   strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source );
}
catch (Exception err)
{
   // Process other errors here
   strErrorMsg = ("ErrorMessage: " + err.Message );
}

Requirements

Namespace: Microsoft.CRM.Proxy

Assembly: microsoft.crm.proxy.dll

See Also

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