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Dynamic CRM 2013学习笔记(三十五)自定义审批流六

热度:308   发布时间:2016-04-24 02:55:57.0
Dynamic CRM 2013学习笔记(三十五)自定义审批流6

最近有个特殊的需求,客户想做二次审批,就是审批通过后,再走一次审批流程。最开始一想,这还不简单,审批通过后,直接把状态改成draft就完了,后来一试,发现一堆问题,比如第一次审批完后,界面是不允许修改的,直接改成draft就又可以修改了;再比如审批活动记录的查找以及死循环的问题等等。于是自己动手单独写了一个公用的再审批插件,下面介绍详细的实现步骤:

 

一、添加字段以控制再审批的次数

添加一个字段 new_approval_count, 再审批一次就把它加1。如果只要再审批一次,那么大于1就退出。

 

二、获取模板
                    ApproveTempleteHelper templetehelper = new ApproveTempleteHelper();
                    Entity approveTempleteEntity = templetehelper.GetApproveTemplete(service, importCurrentEntity.LogicalName);

/// <summary>
/// 获取审批模板
/// </summary>
/// <param name="service"></param>
/// <param name="entityName"></param>
/// <returns></returns>
public Entity GetApproveTemplete(IOrganizationService service, string entityName)
{
try
{
QueryExpression query = new QueryExpression();

query.EntityName = ApproveTempleteSchemaName;
query.ColumnSet.AllColumns = true;

query.Criteria = new FilterExpression();
query.Criteria.FilterOperator = LogicalOperator.And;

ConditionExpression condition1 = new ConditionExpression();
condition1.AttributeName = ApproveTempleteEntityNameSchemaName;
condition1.Operator = ConditionOperator.Equal;
condition1.Values.Add(entityName);
query.Criteria.AddCondition(condition1);

ConditionExpression condition2 = new ConditionExpression();
condition2.AttributeName = StateCodeSchemaName;
condition2.Operator = ConditionOperator.Equal;
condition2.Values.Add(0);
query.Criteria.AddCondition(condition2);

ConditionExpression condition3 = new ConditionExpression();
condition3.AttributeName = ApproveTempleteDefaultFlagSchemaName;
condition3.Operator = ConditionOperator.Equal;
condition3.Values.Add(true);
query.Criteria.AddCondition(condition3);

EntityCollection results = service.RetrieveMultiple(query);
if (results.Entities.Count > 0)
{
return results.Entities[0];
}
else
{
//throw new Exception("没有为该实体定义默认的审批工作流。");
throw new Exception("No custom default approval workflow for current entity");
}
}
catch (Exception ex)
{
throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
}
}

 

三、获取节点
                   ApproveTempleteNodeHelper nodehelper = new ApproveTempleteNodeHelper();
                    Entity approveNode = nodehelper.GetBeginNodeEntity(service, (Guid)approveTempleteEntity["crm_approve_templeteid"]);

/// <summary>
/// 获取开始节点
/// </summary>
/// <param name="service"></param>
/// <returns></returns>
public Entity GetBeginNodeEntity(IOrganizationService service, Guid templeteId)
{
try
{
QueryExpression query = new QueryExpression();

query.EntityName = TempleteNodeSchemaName;
query.ColumnSet.AllColumns = true;

query.Criteria = new FilterExpression();
query.Criteria.FilterOperator = LogicalOperator.And;

ConditionExpression condition1 = new ConditionExpression();
condition1.AttributeName = TempleteNodeClassSchemaName;
condition1.Operator = ConditionOperator.Equal;
condition1.Values.Add(0);
query.Criteria.AddCondition(condition1);

ConditionExpression condition2 = new ConditionExpression();
condition2.AttributeName = StateCodeSchemaName;
condition2.Operator = ConditionOperator.Equal;
condition2.Values.Add(0);
query.Criteria.AddCondition(condition2);

ConditionExpression condition3 = new ConditionExpression();
condition3.AttributeName = TempleteIDSchemaName;
condition3.Operator = ConditionOperator.Equal;
condition3.Values.Add(templeteId);
query.Criteria.AddCondition(condition3);

EntityCollection results = service.RetrieveMultiple(query);

if (results.Entities.Count > 0)
{
return results.Entities[0];
}
else
{
//throw new Exception("没有未改实体定义开始节点。");
throw new Exception("No begin activity");
}
}
catch (Exception ex)
{
throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
}
}

 

四、创建Instance
                    ApproveInstanceHelper instanceHelper = new ApproveInstanceHelper();
                    Guid instanceId = instanceHelper.CreateApproveInstance(service, approveTempleteEntity, billEntityReference);
                    EntityReference instanceReference = new EntityReference(ApproveInstanceSchemaName, instanceId);

/// <summary>
/// 创建流程实例
/// </summary>
/// <param name="service"></param>
/// <param name="templeteEntity"></param>
/// <param name="subject"></param>
/// <param name="billEntity"></param>
/// <returns></returns>
public Guid CreateApproveInstance(IOrganizationService service, Entity templeteEntity, EntityReference billEntityReference)
{
try
{
Entity instance = new Entity(ApproveInstanceSchemaName);

instance[ApproveInstanceTempleteIdSchemaName] = new EntityReference(templeteEntity.LogicalName, (Guid)templeteEntity[templeteEntity.LogicalName + "id"]);
instance[ApproveInstanceEntityNameSchemaName] = billEntityReference.LogicalName;
//EntityReference ef = new EntityReference(billEntity.LogicalName, (Guid)templeteEntity[billEntity.LogicalName + "id"]);
instance[ApproveInstanceBillObjectSchemaName] = billEntityReference;
instance[ApproveInstancecrmSubjectSchemaName] = DateTime.Now.ToString() + "流程实例";
instance[ApproveInstanceSubjectSchemaName] = DateTime.Now.ToString() + "流程实例";
return service.Create(instance);
}
catch (Exception ex)
{
throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
}
}

 

五、更新业务表Instance
                    BillHelper billHelper = new BillHelper();
                    billHelper.SetBillWFInstance(service, importCurrentEntity, instanceReference, (string)approveTempleteEntity["crm_wf_instanceid_field"], "new_approval_count", iCount);

/// <summary>
/// 修改业务单据状态
/// </summary>
/// <param name="service"></param>
/// <param name="billEntity"></param>
/// <param name="instanceRefence"></param>
/// <param name="instanceField"></param>
public void SetBillWFInstance(IOrganizationService service, Entity billEntity, EntityReference instanceRefence, string instanceField, string sField, int sValue)
{
try
{
billEntity[sField] = Convert.ToDecimal(sValue); //审批计数
billEntity[instanceField] = instanceRefence;
service.Update(billEntity);
}
catch (Exception ex)
{
throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
}
}

 

六、创建审批活动
                    CreateApproveActivityHelper helper = new CreateApproveActivityHelper();
                    helper.CreateBeginApproveActivity(service, approveTempleteEntity, approveNode, currentEntity, instanceReference, context.UserId, owner);

/// <summary>
/// 创建第一个审批活动
/// </summary>
/// <param name="service"></param>
/// <param name="approveTemplete"></param>
/// <param name="approveNode"></param>
/// <param name="billEntity"></param>
public void CreateBeginApproveActivity(IOrganizationService service, Entity approveTemplete, Entity approveNode, Entity billEntity, EntityReference instanceReference, Guid userid, EntityReference owner)
{
try
{
//获取下一个审批节点
ApproveTempleteNodeHelper nodeHelper = new ApproveTempleteNodeHelper();
ApproveNode BeginApproveNode = nodeHelper.GetApproveNode(approveNode);
BeginApproveNode.CallBackValue = 3; //change to draft awen
EntityReference billEntityReference = new EntityReference(billEntity.LogicalName, (Guid)billEntity[billEntity.LogicalName + "id"]);
BeginApproveNode.BillEntityReference = billEntityReference;
EntityReference approveNodeReference = new EntityReference(approveNode.LogicalName, (Guid)approveNode[approveNode.LogicalName + "id"]);
EntityReference approveTempleteReference = new EntityReference(approveTemplete.LogicalName, (Guid)approveTemplete[approveTemplete.LogicalName + "id"]);

//更改业务单据中的状态
nodeHelper.ChangeBillStatus(service, BeginApproveNode, billEntity);

string subjectField = "";
if (approveTemplete.Attributes.Keys.Contains(ApproveTempleteSubjectFieldSchemaName))
{
subjectField = (string)approveTemplete[ApproveTempleteSubjectFieldSchemaName];
}

//主题
string subject = GetApproveActivitySuject(service, billEntityReference.LogicalName, subjectField, billEntityReference.Id);

EntityReference userReference = new EntityReference("systemuser", userid);

CreateApproveActivity(service, subject, billEntityReference, userReference, approveNodeReference, approveTempleteReference, instanceReference, 3, true, owner);

}
catch (Exception ex)
{
throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
}
}

 

最后记得注册这个插件时,要在step里加上一个image:image

 

 

[置顶]Dynamic CRM 2013学习笔记 系列汇总 -- 持续更新中

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