How can I check user's role in workflow? I have a workflow it will send a mail to users if owner of created entity does not have sales manager role.
R – How to check security role of a user in crm 4.0
dynamics-crmdynamics-crm-4
Related Solutions
To create a custom entity from code, you need to use the MetadataService web service. The 'CreateEntity' method is used to create custom entities.
The CRM SDK for v4.0 shows you how:
Searching and filtering via the CRM SDK does take some time to get used to. In order to simulate full text search, you need to use nested FilterExpressions as your QueryExpression.Criteria. SDK page for nested filters The hardest part is figuring out how to build the parent child relationships. There's so much boolean logic going on that it's easy to get lost.
I had a requirement to build a "search engine" for one of our custom entities. Using this method for a complex search string ("one AND two OR three") with multiple searchable attributes was ugly. If you're interested though, I can dig it up. While it's not really supported, if you can access the database directly, I would suggest using SQL's full text search capabilities.
-- ok, here you go. I don't think you'll be able to copy paste this and fulfill your needs. my customer was only doing two to three key word searches and they were happy with the results from this. You can see what a pain it is to just do this in a simple search scenario. I basically puked out code until it was 'working'.
private FilterExpression BuildFilterV2(string[] words, string[] seachAttributes)
{
FilterExpression filter = new FilterExpression();
List<FilterExpression> allchildfilters = new List<FilterExpression>();
List<string> andbucket = new List<string>();
List<string> orBucket = new List<string>();
// clean up commas, quotes, etc
words = ScrubWords(words);
int index = 0;
while (index < words.Length)
{
// if current word is 'and' then add the next wrod to the ad bucket
if (words[index].ToLower() == "and")
{
andbucket.Add(words[index + 1]);
index += 2;
}
else
{
if (andbucket.Count > 0)
{
List<FilterExpression> filters = new List<FilterExpression>();
foreach (string s in andbucket)
{
filters.Add(BuildSingleWordFilter(s, seachAttributes));
}
// send existing and bucket to condition builder
FilterExpression childFilter = new FilterExpression();
childFilter.FilterOperator = LogicalOperator.And;
childFilter.Filters = filters.ToArray();
// add to child filter list
allchildfilters.Add(childFilter);
//new 'and' bucket
andbucket = new List<string>();
}
if (index + 1 < words.Length && words[index + 1].ToLower() == "and")
{
andbucket.Add(words[index]);
if (index + 2 <= words.Length)
{
andbucket.Add(words[index + 2]);
}
index += 3;
}
else
{
orBucket.Add(words[index]);
index++;
}
}
}
if (andbucket.Count > 0)
{
List<FilterExpression> filters = new List<FilterExpression>();
foreach (string s in andbucket)
{
filters.Add(BuildSingleWordFilter(s, seachAttributes));
}
// send existing and bucket to condition builder
FilterExpression childFilter = new FilterExpression();
childFilter.FilterOperator = LogicalOperator.And;
childFilter.Filters = filters.ToArray();
// add to child filter list
allchildfilters.Add(childFilter);
//new 'and' bucket
andbucket = new List<string>();
}
if (orBucket.Count > 0)
{
filter.Conditions = BuildConditions(orBucket.ToArray(), seachAttributes);
}
filter.FilterOperator = LogicalOperator.Or;
filter.Filters = allchildfilters.ToArray();
return filter;
}
private FilterExpression BuildSingleWordFilter(string word, string[] seachAttributes)
{
List<ConditionExpression> conditions = new List<ConditionExpression>();
foreach (string attr in seachAttributes)
{
ConditionExpression expr = new ConditionExpression();
expr.AttributeName = attr;
expr.Operator = ConditionOperator.Like;
expr.Values = new string[] { "%" + word + "%" };
conditions.Add(expr);
}
FilterExpression filter = new FilterExpression();
filter.FilterOperator = LogicalOperator.Or;
filter.Conditions = conditions.ToArray();
return filter;
}
private ConditionExpression[] BuildConditions(string[] words, string[] seachAttributes)
{
List<ConditionExpression> conditions = new List<ConditionExpression>();
foreach (string s in words)
{
foreach (string attr in seachAttributes)
{
ConditionExpression expr = new ConditionExpression();
expr.AttributeName = attr;
expr.Operator = ConditionOperator.Like;
expr.Values = new string[] { "%" + s + "%" };
conditions.Add(expr);
}
}
return conditions.ToArray();
}
Best Answer
I assume this is a continuation of:
{Microsoft CRM 4.0} How to send e-mail to some users who has salesperson security role
What trouble are you having? What have you tried? Can you provide what code you've written for your workflow activity so far?