What's the message fired when we apply routing rules on a case record? I need to add plugin that create a task automatically for the new owner.
There is a global action - ApplyRoutingRule introduced in 2016 version.
For 2015, you can listen to QueueItem create message or Assign message (user/team) based on your implementation.
Related
I am getting started with OPCUA and eclipse milo and I am trying to understand how to best inform the client that a value or node has changed in the server.
So far my guess is that I need to trigger an event in the node that has changed, and then the client should monitor/subscribe to events in such node. Am I right on this?
If my understanding is correct, which event is most appropriated to trigger for this purpose?
I am using a free UI OPCUA client to test my server changes, and I need to refresh manually to observe my changes. I was expecting that by triggering the correct (OPCUA standard) event I would indicate the client to refresh automatically, is this possible?
Thanks!
You don't need Events to notify a client of an attribute change - that's the entire point of Subscriptions and MonitoredItems.
The client creates a MonitoredItem for the Value attribute (or any other attribute) and the server will report changes when that attribute changes.
As far as what you need to do as a user of the Milo Server SDK - see the ExampleNamespace. Your namespace implements the onDataItemCreated and other related methods to be notified that a client has created a MonitoredItem and you should start sampling values for it.
In a CRM 2016 online real-time workflow, is it possible to avoid a record to be updated? In particular i created a real-time workflow of the type "before record status updated", and my objective is that I don't want an opportunity to be activated, if the value of a field of the opportunity is "yes".
Is this behaviour achievable with a workflow, or I need a plugin?
Just for chucks and giggles: As you said it is a real time workflow, you could use a custom workflow activity to throw an error, that would prevent record creation or update as real time workflows are transactional with the create/update operation.
Recommended: Synchronous plugins were put in place exactly for this very reason, to perform business validations and complex business operations.
To use the system as intended, use a plugin.
In Microsoft Dynamics CRM Plug-in why at Event Pipeline stage of execution is used Pre-Operation for "Update" message while adding a step in a plug-In. could anyone elaborate this?
The plugin pipeline includes the following stages; pre-validation, pre-operation, and post-operation.
Apart from a couple of exceptions these stages are always available. So for the update message the pre-operation is there because that is how the product is designed to work.
In an update message the pre-operation stage could be used for example to:
Stop plugin execution by throwing an exception.
Inspect values of the record before they are changed.
Alter the plugin Target object to change the update applied to the record.
MSDN elaborates quite a bit about it: see Event Execution Pipeline.
Abstract (copy-pasted from the linked page):
The Microsoft Dynamics CRM event processing subsystem executes
plug-ins based on a message pipeline execution model. A user action in
the Microsoft Dynamics CRM Web application or an SDK method call by a
plug-in or other application results in a message being sent to the
organization Web service. The message contains business entity
information and core operation information. The message is passed
through the event execution pipeline where it can be read or modified
by the platform core operation and any registered plug-ins.
In sharepoint 2010 I need to be able to set a review date on a document and be emailed when this review date is reached. Is this possible?
Thanks for any pointers
I would create a very simple Workflow for this. You could just fire up Sharepoint Designer, create a small Workflow which checks whether the document in question has been reviewed and otherwise send an e-mail or a task to some person.
Try out Sharepoint Designer & Workflows if you haven't done so. Reminders are a very easy thing to do.
This answer details a few different ways to do this - workflow, scheduled jobs, open source and commercial add-ons.
Dated reminders in sharepoint calendars
To make it the most robust solution, I would suggest to customize the Alerts framework of SharePoint. SharePoint allows following customizations (as documented here http://msdn.microsoft.com/en-us/library/bb802949.aspx)
Adding or removing buttons from the
alert e-mails.
Changing the cascading style sheet
used to format e-mail alerts. This is
particularly useful for sites that
want to create a consistent
appearance.
Changing the latency of "immediate"
alerts by adjusting the default timer
interval.
Override the templates used to create
e-mail or SMS alerts, either by
creating a new template or by setting
the SPList.AlertTemplate property.
Creating custom filters by using Collaborative Application Markup
Language (CAML) queries in the
element in the alert
templates.
Programmatically setting or changing
the mobile messaging service provider
(MSP) that forwards SMS alerts to
mobile telephones.
Adding custom event handlers that
respond when a user creates or
modifies an alert. Also, custom
handlers that respond to the alert
sending event can be created.
Programming the alerts framework by
using the SharePoint Foundation
object model. For more information
about how to customize alerts
programmatically, see SPAlert.
If your list supports sending alerts based on a View, you are lucky, A NO CODE SOLUTION is already there for you. You can create a View with filter condition like "DueDate is equal to [Today]" (and possibly "AssignedTo is equal to [Me]) and then subscribe to any changes to that view.
If you end up with custom alert filter, following links may get you started:
http://egrimmett.wordpress.com/2008/01/17/custom-alerts-part-2-filters/
Link
I'm building a workflow in Microsoft CRM 4.0 for an Entity E1. In this wf, I have to send an email. In the email, I have to print all entities of E1 that match certain conditions.
For example, it would be great the following mail:
Hi Carl, this is your list of account created until yesterday:
account1, info
account2, info
account3, info
Ho can I do it? It seems I can't!
You will have to code a custom workflow assembly to create this type of email.
Depending on when you need this kicked off there is actually a convoluted way to handle using native workflows. If it will be kicked off when a field on the parent entity changes to a certain value then do this.
On the child entity create a workflow that runs on create and is a child workflow. The first step should be to wait until the relevant field on the parent entity has the correct value.
Then under the wait condition, send your email
Finally start the workflow again as a child workflow
Then end the current workflow.
You can do also sorts of neat hacks if you aren't afraid of waiting workflows