Custom Workflow Extensions Jason Lattimer Power Objects What

Custom Workflow Extensions Jason Lattimer Power. Objects

What Are Custom Workflow Extensions • Provide functionality beyond what comes out of the box • . NET code written by a developer • Like a plug-in • Available to anyone creating a workflow • Input & output parameters • Useable in Actions

Inputs & Outputs • Multiple input & output parameters • Inputs can be required or optional & have default values • Data type specific • • • Boolean Date. Time Decimal Double Entity. Reference / Lookup Integer Money Option. Set String

Entity. Reference / Lookup Fields • Lookups must have record type specified • Common place to use the record url string to allow a reference to any record type • Example: Record URL (Dynamic)(Account) • Developers use code to figure out which record

Using Output Parameters • Most don’t update things directly but rather returns values • Use returned value to update record or in other steps

Tips For Developers • Assign friendly and identifiable names • Require important input – reduce chances of errors • Use default values option sets to limit to make creation easier • Document how they work • Add logging for debugging purposes

Free Community Provided Tools! • Open source • Download from Git. Hub or • Xrm. Tool. Box (Solution Installer) • Authors are usually willing to accept feature suggestions *Except for Workflow Elements

Ultimate Workflow Toolkit https: //github. com/a 33 ik/Ultimate. Workflow. Toolkit Andrew Butenko – Business Applications MVP

Dynamics 365 Workflow Tools https: //github. com/demianrasko/Dynamics-365 -Workflow-Tools Demian Rasko – Business Applications MVP

Workflow Elements https: //kaskelasolutions. com Aiden Kaskela – Business Applications MVP

CRM Workflow Utilities https: //github. com/jlattimer/CRM-Date. Time-Workflow-Utilities https: //github. com/jlattimer/CRM-String-Workflow-Utilities https: //github. com/jlattimer/CRM-Numeric-Workflow-Utilities https: //github. com/jlattimer/CRM-Note-Workflow-Utilities https: //github. com/jlattimer/CRM-Email-Workflow-Utilities Jason Lattimer – Business Applications MVP