Invoke custom actions from a workflow or dialog

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

In Microsoft Dynamics 365, workflows and dialogs have numerous capabilities supporting business scenarios. Calling basic SDK actions for a record, such as create, update, and delete, from within a workflow or a dialog solves quite a few business scenarios. However, if you couple the capabilities of the workflows and dialogs with the power of the custom actions invoked directly from within a workflow or a dialog, you add a whole new range of business scenarios to your application without needing to write code.

Let’s look at the scenario in which a custom action is invoked from a workflow and a dialog. We’ll invoke a custom action to request the manager’s approval when a discount for a particular opportunity exceeds 20%.

  1. Go to Settings > Processes.

  2. On the Nav bar, choose New. Give the process a name and choose the Action category.

To request an approval for the discount, we’re using a custom action called Approval Process. We added an input parameter, SpecialNotes, and a Send email step to create a new message and send a request for the manager’s approval, as shown here.

Add a step - send email

To configure the email message, choose Set Properties. When the form opens, use the Form Assistant to add special notes and other information to the email, as highlighted on the screenshot. To add the special notes, place the cursor where you want them to appear in the message, and then, in the Form Assistant, under Look for, choose Arguments in the first drop-down list and choose SpecialNotes in the second drop-down list, and then choose OK.

Set up email

Before you can invoke the action from a workflow or dialog, you have to activate it. After you have activated the action, you can view its properties by choosing View properties.

Activate custom action - approval process

  1. Go to Settings > Processes.

  2. On the Nav bar, choose New. Give the process a name and choose the Workflow category.

We created a workflow that invokes the Approval Process custom action whenever the manager’s approval for a discount over 20% for an opportunity is required.

Set action properties from workflow

You can set the action’s input properties by choosing Set Properties. We added a name of the account related to the opportunity in the special notes. In the Form Assistant, under Look for, choose Account in the first drop-down list, choose Account Name in the second drop-down list, and then choose OK. The Target property is required and it is populated by the system. The {Opportunity(Opportunity)} in the Target property is the same opportunity that the calling workflow is running on. Alternatively, you can choose a specific opportunity for the target property by using lookup.

Set input parameters for ApprovalProcess action

  1. Go to Settings > Processes.

  2. On the Nav bar, choose New. Give the process a name and choose the Dialog category.

You can implement a scenario that’s similar to calling the Approval Process from a dialog as shown in the following illustration.

Enable custom action from dialog

Set up input parameters, as shown here.

Set properties for ApprovalProcess action

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