andrewbutenko / ultimateworkflowtoolkit Goto Github PK

This workflow step has always worked for me but now with an existing workflow step it is throwing the following error: The remote server returned an error: (400) Bad Request. I'm curious if the service you are calling to perform this conversion has expired/deprecated.

Plugin Trace:

[UltimateWorkflowToolkit.CoreOperations: UltimateWorkflowToolkit.CoreOperations.Annotation.ConvertFile]
[UWT: Annotation: Convert File]

Value of 'Resulting File Name' attribute equals to UCO Collection Manifest.pdf
Value of 'Replace Original File' attribute equals to False
Value of 'Record Reference' attribute equals to https://thirdcoastcommodities.crm.dynamics.com:443/main.aspx?etc=10235&id=048d0cc1-d0ab-4d7f-8424-524cd809863c&histKey=536792463&newWindow=true&pagetype=entityrecord
Value of 'Current File Name' attribute equals to UCO Collection Manifest.docx
Value of 'Throw an Exception on Error' attribute equals to True

Error Message:

Exception type: Microsoft.Crm.CrmException
Message: The remote server returned an error: (400) Bad Request.
at Microsoft.Xrm.RemotePlugin.Client.Interceptors.SandboxFabricClientTelemetryInterceptor.<>c__DisplayClass3_0.b__0()
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action, IEnumerable1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action) at Microsoft.Xrm.RemotePlugin.Client.Interceptors.SandboxFabricClientTelemetryInterceptor.Intercept(IInvocation invocation, IExecutionContext context, SandboxFabricCallTracker sandboxFabricCallTracker) at Microsoft.Xrm.RemotePlugin.Client.Interceptors.SandboxFabricCodeUnitExecuteBaseInterceptor.Intercept(IInvocation invocation) at Castle.DynamicProxy.AbstractInvocation.Proceed() at Castle.Proxies.ISandboxFabricCodeUnitProxy.Execute(ILifetimeScope scope, IExecutionContext context, SandboxFabricCallTracker& sandboxFabricCallTracker) at Microsoft.Xrm.RemotePlugin.Client.SandboxFabricPlugin.<>c__DisplayClass5_1.<Execute>b__3() at Polly.Policy.<>c__DisplayClass150_01.b__0(Context ctx, CancellationToken ct)
at Polly.Policy.<>c__DisplayClass143_01.<ExecuteInternal>b__0(Context ctx, CancellationToken ct) at Polly.RetrySyntax.<>c__DisplayClass12_1.<WaitAndRetry>b__1(Context ctx, CancellationToken ct) at Polly.Retry.RetryEngine.Implementation[TResult](Func3 action, Context context, CancellationToken cancellationToken, IEnumerable1 shouldRetryExceptionPredicates, IEnumerable1 shouldRetryResultPredicates, Func1 policyStateFactory) at Polly.RetrySyntax.<>c__DisplayClass12_0.<WaitAndRetry>b__0(Action2 action, Context context, CancellationToken cancellationToken)
at Polly.Policy.ExecuteInternal[TResult](Func3 action, Context context, CancellationToken cancellationToken) at Polly.Policy.Execute[TResult](Func3 action, Context context, CancellationToken cancellationToken)
at Polly.Policy.Execute[TResult](Func1 action) at Microsoft.Xrm.RemotePlugin.Client.SandboxFabricPlugin.Execute(IServiceProvider serviceProvider) at Microsoft.Xrm.RemotePlugin.Client.ResilientSandboxPlugin.<>c__DisplayClass13_1.<Execute>b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action, IEnumerable1 additionalCustomProperties)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
at Microsoft.Xrm.RemotePlugin.Client.ResilientSandboxPlugin.Execute(IServiceProvider serviceProvider)
at Microsoft.Xrm.RemotePlugin.CrmProvider.RemotePlugin.RemotePluginExecute(IServiceProvider serviceProvider, ILifetimeScope lifetimeScope, IExecutionContext executionContext, ILogger logger)
at Microsoft.Xrm.RemotePlugin.CrmProvider.RemotePlugin.Execute(IServiceProvider serviceProvider)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)
-- End stack trace --

Hi, I tried Duplicate Detection Check Action on Account record and got following message:

An unexpected error occurred from ISV code. (ErrorType = ClientError) Unexpected exception from plug-in (Execute): UltimateWorkflowToolkit.CoreOperations.Common.CheckForDuplicates: System.NullReferenceException: Object reference not set to an instance of an object._

What to do next?
Thanks!

Zvjezdana

The action process allow you to specify input and output parameters. However when you call the action process inside the UTW Distribute Action tool, the subsequent step in the workflow does not reveal the output parameters

Image 1: Process Argument

Image 2: regular subsequent step shows output parameters (if placed beyond normal "Perform Action" step)

Image 3: no output parameters when using the Distribute Action from the UWT

Would be great if you can fix this in a future release of the UWT.

Best regards, Geron

Attempting N-N Disassociate for Contact and Custom Entity (Portal Security Role). Workflow is throwing error below, looks like the Custom Entity is not part of workflowtoolkit solution but not sure, any assistance would be great

System.Runtime.Serialization.SerializationException: Type is not resolved for member 'Newtonsoft.Json.JsonSerializationException,UltimateWorkflowToolkit.CoreOperations, Version=1.0.0.0, Culture=neutral, PublicKeyToken=47b099d1948ebf4d'.
at Microsoft.Crm.Sandbox.SandboxAppDomainHelper.Execute(IOrganizationServiceFactory organizationServiceFactory, String customActivityTypeName, IExecutionContext requestContext, Dictionary`2 sandboxServices, Boolean useDrawbridgeEnabled, Boolean chaosFailAppDomain)
at Microsoft.Crm.Sandbox.SandboxWorker.ExecuteCustomWorkflowActivity(SandboxCallInfo callInfo, SandboxCustomActivityExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, Guid pluginTypeId, String pluginTypeName, SandboxRequestCounter& workerCounter, Boolean returnTraceInfo): Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #A080AE02

Possibility to Copy Notes (including attachments) between entities.

I guess the best way would be copy notes using relationships.

Simple example: When creating a contact, notes from the account would get copied over to the newly created contact (using contact_customer_accounts relationship)

If an opportuntity is closed, reopened and closed again there are 2 opportunity close activities. The "Get Opportunity Close" doesn't necessarily always get the last activity record.

It will be very convenient to inherit WF helper classes when developing custom WF Activities.

Hi,

I’m trying to use UWT to update all cp_incidentproduct related to an incident (Anfrage). Somehow I can’t figure out, how this is meant to be used. Can you please tell me?
My intention is to update cp_releaseforshipment on all related entities, that have cp_shipmentrequired set to true (FetchXML Filter).
Currently I’m using the following steps in my action:

On the 3rd step I get the following error:
System.Runtime.Serialization.SerializationException: Type is not resolved for member 'Newtonsoft.Json.JsonReaderException,UltimateWorkflowToolkit.CoreOperations, Version=1.0.0.0, Culture=neutral, PublicKeyToken=47b099d1948ebf4d'. at Microsoft.Crm.Sandbox.SandboxAppDomainHelper.Execute(IOrganizationServiceFactory organizationServiceFactory, String customActivityTypeName, IExecutionContext requestContext, Dictionary`2 sandboxServices, Boolean useDrawbridgeEnabled, Boolean chaosFailAppDomain) at Microsoft.Crm.Sandbox.SandboxWorker.ExecuteCustomWorkflowActivity(SandboxCallInfo callInfo, SandboxCustomActivityExecutionContext requestContext, Guid pluginAssemblyId, Int32 sourceHash, String assemblyName, Guid pluginTypeId, String pluginTypeName, SandboxRequestCounter& workerCounter, Boolean returnTraceInfo): Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #BAA05F2C

Thanks you!

Regards

Sven

Hi When I try to add to the Team Template in the Add User to Record Team I get the following error
Microsoft Dynamics 365
To use this saved view, you must remove criteria and columns that refer to deleted or non-searchable items. If you contact support, please provide the technical details.

here is the log file error Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Server was unable to process request.Detail:

eac77754-1c8b-4331-89d3-8498424cd35c
-2140991216

Server was unable to process request.
2018-07-13T15:16:41.5594803Z
false

Thanks

Lee

Hi.
We use UWT 1.4.0.0.
Is it possible - to add 'producttypecode' field to parameters list? We are going to use Order Line creation for PSA module, where producttypecode = 'Project Based Service', and now we cannot change its value from 'Product'.
Thank you.

Hello dear Andrew
Hope you are well.

First of all I have to thank you for the solution you wrote. (UWT)

I have a problem and I wanted to fix this with UWT.

I want to fill in a lookup field based on the record fields WITH workflow.

But you have published little manual for this purpose. Can you help me out in a friendly way?

Hi Andrew!

What is the UWT Settigs entity? For the normal operation of the UltimateWorkflowToolkit steps has to give privileges to this entity! Tell me about this in more detail, please.

For example: if I use UWT: Request Builder:Set Lookup Field step, and current user have't readAccess to UWT Settings - I'll get error:

Principal user (Id=XXXXXXXX-4151-e111-a222-005056b30006, type=8) is missing prvReaduwt_settings privilege (Id=45156824-f79a-4a21-ba62-d349bbcbb999).

Regards,
OldCat

Case #1: Pound Sign in the Address
Ex. 1000 Mineral Point Ave. #105B, Janesville, WI 53548
System Throws: UltimateWorkflowToolkit.CoreOperations.System.GeoCodeAddress: System.Net.WebException: The remote server returned an error: (401) Unauthorized.

Case #2: Ampersand sign in the Address
Ex. 4th & Walnut Streets, Lebanon, PA 17042
System Throws: UltimateWorkflowToolkit.CoreOperations.System.GeoCodeAddress: System.IndexOutOfRangeException: Index was outside the bounds of the array.

Slightly cryptic title but I was expecting the DateAdd function to subtract if a negative is passed in but due to the looping use the number of days to add it bails out straight away.

I wrote plugin that update specified field in 1000 records of entity with BulkUpdate.
Business process fires when specified field changes value. That business process is background and calls Bulk Operations:Distribute Workflow with Input properties Distributed Workflow, Record, Relationship Name.
The Distributed Workflow that must be called is background and on-demand process.

For the first record of BulkUpdate it works perfect. But started from second record Distributed Workflow fails
In details there is error
"An ActivityContext can only be accessed within the scope of the function it was passed into.
Object name: 'System.Activities.CodeActivityContext'."
or
ValidateOpen - Encountered disposed CrmDbConnection when it should not be disposed

When running the bulk operations to run a workflow on a view, the process fails after a couple minutes without intervention. The intervention is that I must monitor the process, and when it changes to "Waiting", I must manually check it and resume it.

Even then, it will eventually fail. Here is the error message:
`

Unexpected exception from plug-in (Execute): UltimateWorkflowToolkit.CoreOperations.Views.ViewDistributeWorkflow: System.TimeoutException: Couldn’t complete execution of the custom activity UltimateWorkflowToolkit.CoreOperations.Views.ViewDistributeWorkflow plug-in within the 2-minute time limit.

`
Is there a way to avoid this?

When using "distribute workflow" activity on self-referenced entities (i.e. parent > child account) I received the following error:

Entity role must be specified for reflexive relationship 'account_parent_account.'

Will it be possible to release CDS version separately in next release without entity specific functions?
Currently, the solution cannot be imported into CDS due to the lack of typical D365 module entities.

An error occurred while importing a Solution. : Microsoft.Crm.Tools.ImportExportPublish.ImportPluginTypesException: Plugin Types import: FAILURE. Error: Plugin: UltimateWorkflowToolkit.CoreOperations, Version=1.0.0.0, Culture=neutral, PublicKeyToken=47b099d1948ebf4d of PluginTypeName: Microsoft.Crm.Entities.PluginType caused an exception.: Invalid CrmReferenceTarget: The entity incident doesn't exist. Property: Case ---> Microsoft.Crm.CrmException: Invalid CrmReferenceTarget: The entity incident doesn't exist. Property: Case

Usage of ActivityId instead of {LogicalName}Id.

How do you actually specify which fields to update and with what value? Maybe I'm being thick but there's no documentation as far as I can tell..

I've tried adding an n:n for access teams. Put the owner and the entity record in teh references and no luck. Error is not helpful either. Any way to get a screen shot of this utility being used in a WF?

Microsoft Dynamics 365
Version 2104 (9.1.3.11) (DB 9.1.3.11) on-premises

Sync workflow failed with error message - Unhandled exception:
Exception type: Microsoft.Crm.CrmException
Message: The plug-in execution failed because the Sandbox Client encountered an error during initialization.
at Microsoft.Crm.Sandbox.SandboxCodeUnit.EnsureListenerStarted()
at Microsoft.Crm.Sandbox.SandboxCodeUnit.<>c__DisplayClass26_0.b__0()
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute(ILogger logger, EventId eventId, ActivityType activityType, Action action, IEnumerable`1 additionalCustomProperties)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute(ILogger logger, XrmTelemetryActivityType activityType, Action action)
at Microsoft.Xrm.RemotePlugin.CrmProvider.RemotePlugin.CDSExecute(IServiceProvider serviceProvider)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)
-- End stack trace --

Exception type: Microsoft.Crm.Workflow.Services.InvalidCustomActivityExecutionException
Message: The plug-in execution failed because the Sandbox Client encountered an error during initialization.
at System.Activities.WorkflowApplication.Invoke(Activity activity, IDictionary2 inputs, WorkflowInstanceExtensionManager extensions, TimeSpan timeout) at System.Activities.WorkflowInvoker.Invoke(Activity workflow, IDictionary2 inputs, TimeSpan timeout, WorkflowInstanceExtensionManager extensions)
at Microsoft.Crm.Workflow.SynchronousRuntime.SynchronousWorkflowActivityHost.ExecuteWorkflowUsingInvoker(Activity workflow, ICommonWorkflowContext context)
at Microsoft.Crm.Workflow.SynchronousRuntime.SynchronousWorkflowActivityHost.StartWorkflow(WorkflowActivationData activationData, ICommonWorkflowContext context)
-- End stack trace --

, error code - -2147220891

Currently, it's not possible to run workflows on Opportunity Products (or Quote Products or Order Products) records.

Same goes for Contract Lines. That would be a great feature.

Could you add a license to this repository/code base?

Thanks!

There is no way to test dates against current fiscal year, so with a workflow that can get the current fiscal year it would allow comparisons against date attributes in the record.

Hey Andrew,
first of all (I know, not the place, but hey) thanks for all the hard work so far. I'm enjoying your UWT every day!

In your releasenotes of 1.5.0.0 your first bullet was "I merged relationship-related (N-1 and N-N) operations with View-Oriented operations." which I interpreted as me being able to associate N:N by a view or fetchxml. Unfortunately that's not what it's doing/enabling me to.
Was I too ambitious/unlogical or am I just doing something wrong if I suspect that I can relate specific records to another but not arrays from a view or fetch?

Thanks a million and best regards!
Jeroen

Hi Andrew,

How would you recommend we upgrade your tool from 1.3.0.0 to 1.5.1.1?

I get this error when trying to update: Plug-in assembly does not contain the required types or assembly content cannot be updated.

I suspect this is due to some plugins that were renamed or moved or merged.

Right now, my only idea is to disable all workflows using UWT (and remove any dependencies to 1.3). Then delete 1.3 solution. Then import 1.5. Then update and reactivate workflows.

Is there a better way?

Hope anyone can help me out; I want to find a specific 1:N related record so I can use it in a Bulk operation-Distributed action. Therefore I tried to use "Request Builder Set Lookup from FetchXML" with the following FetchXML:

The error is that {EntityCurrent(EntityCurrent)} is not a valid GUID.
Is it possible to use a field value in the FetchXML query? Or should I try to do this another way?

Thanks!
Elowy.

When a new record is created, run the duplicate check rule(s) for that entity and if there is a match, add a note to the new record that this could be a possible duplicate, with a link to the other duplicate(s) records.

Hi Andrew!

You have a wonderful workflow step - Bulk Operations: Distribute Workflow, but...
It would be very cool to do more - Bulk Operations: Distribute Action !
Very necessary!

Regards,
OldCat

PS: What about the support for D365 v9.0?

It would be better. If you add your blog in details with screenshot. Bullet only feature is good.
But uploading video screenshot to show working steps will be great.

Hi,

I want to use the UWT: DateTime Operations:Format DateTime workflow. When you open properties of this Workflow, you get this view:

Currently, I do not know what to insert into format. I want the date (which is a dynamic field variable) to be changed into "31-12-YYYY", which means, that only the year of the dynamic field variable (which is a date field) has to be used, and month and day should always be "31-12".

I tried a view variants in "format", like

• "31.12.yyyy"
• 31-12-yyyy
• 'yyyy/12/31
• etc

but the result was always incorrect.

Can you tell me what is the correct value to be inserted into "format"?

BR

Flo

Is it only compatible wirh CRM 8.2 and more?

We use version 8.1 and I can't import the solution.

Thanks!

Hi Andrew

Following Issue 37, Microsoft have confirmed that changing the status of an opportunity to an open status in a OOTB workflow does not cancel the previous opportunity close activity.

It would be great to have a new operation in UWT to Reopen Opportunity, which takes care of setting the status reason to one chosen in the workflow definition, and cancelling the previous opportunity close activity record.

Thanks
Steven

Annotation:Rename File

Is there anything particular about this workflow? I am trying to rename a file named "test.txt" in a note.

In the configuration, I typed Current File Name = test.txt

When I run the WF against the Note, I get this error:
"File test.txt is not available for current record"

Full log:
Plugin Trace:

[UltimateWorkflowToolkit.CoreOperations: UltimateWorkflowToolkit.CoreOperations.Annotation.RenameFile]
[UWT: Annotation: Rename File]

Value of 'Resulting File Name' attribute equals to test3
Value of 'Record Reference' attribute equals to etc=5&id=bdc407a4-5e46-e911-8125-005056b929fd&histKey=539893382&newWindow=true&pagetype=entityrecord
Value of 'Current File Name' attribute equals to test.txt
Value of 'Throw an Exception on Error' attribute equals to True

Error Message:

Unhandled Exception: Microsoft.Xrm.Sdk.InvalidPluginExecutionException: File test.txt is not available for current record

Am I missing something?

I can't quite put my finger on the issue, but applying a "set lookup" to bulk operations doesn't seem to do anything since 2020 wave 2 was released.

Hi Andrii,

Is there a reason you did not implement the "Lock/Unlock Pricing" on Opportunities and Quotes?

Thinking out loud, if you have a product (price list item) for which the price changes often, and you want to lock the prices for opportunities/quotes that already have been sent out to the customer, you need to manually override the price for that product.

Trying to be as clear as possible here...

I add Product A to an opportunity/quote. Price is $100. I submit that price to that customer.

The next day, Price goes up to $150.

If I update the price in CRM, the Opportunity now shows $150. But I submitted $100 to the customer, and I have to stand by that price because it was submitted before the price increase.

I know we can override the price in the Opportunity Product, but this have to be done manually. So if I create 20 quotes a day, which all have 10 products in them, I have to update 200 opportunity products BEFORE the price changes...

Does my explanation make any sense?

Hi Andrew!

I can't import managed solution v1.4.0.0 to on-premises CRM Org. with API v8.2. I think that this version only for 9.X. Right?

OldCat