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Workflow and process entities

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

The Microsoft Dynamics CRM workflow object model is a set of classes that uses the Windows Workflow Foundation object model and exposes Microsoft Dynamics CRM workflow activities. These classes are found in the Microsoft.Xrm.Sdk.Workflow assembly. For more information, see Microsoft.Xrm.Sdk.Workflow.

Workflow activities are the elemental units of a workflow (process). They are added to a workflow (process) to form a hierarchical tree structure. When all activities in a given path are finished running, the workflow (process) instance is completed.

The workflow entity stores the definition of a workflow (process). This definition contains the XAML string that describes the workflow activity, and also the rules used in the process.

The validity of a workflow definition may depend on external data. There are several types of dependencies that are supported:

  • SDK operation: If a process is triggered on a specific SDK operation, it cannot be deleted.

  • Input entity: A process depends on a snapshot of a record passed in to the workflow.

  • Local parameter: A formal description of a .NET property to be defined by the process type.

The workflow log entity contains detailed information about logical steps completed during the execution of a workflow. Similarly, the process session entity contains information about the running of a dialog.

If a workflow was created in the web application and the workflow definition has the Workflow.AsyncAutoDelete attribute set to true, and the workflow has a single step in it that is not a Stage/Wait/Condition step, no WorkflowLog records will be created. This is an platform optimization to improve performance and save disk space.

There are two messages you can use to work with processes. SetStateRequest is used to set the state of the process: draft or activated. CreateWorkflowFromTemplateRequest is used to create a process from a process template.

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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