CRM Extensions, Tools

Ultimate Workflow Toolkit v1.1.0.0

I released new version of Ultimate Workflow Toolkit. It has couple enhancements to operations that were released as a part of v1.0.0.0, new operations.

Let me start from enhancements:

  1. “Polymorph Entity Reference” input now can accept not only “Dynamics URL” but usual JSon as well with {“entityType”: “account”, “id”: “0554079f-8889-4a29-bd8e-ed995cfc5181”} format.
  2. Operations “Opportunity: Generate Quote”, “Opportunity: Generate Order”, “Opportunity: Generate Invoice”, “Order: Convert to Invoice”, “Quote: Get Products from Opportunity”, “Order: Get Products from Opportunity”, “Invoice: Get Products from Opportunity” got additional string input. If you want to copy products/details based on some condition you can put that condition (or group of filters and conditions) inside of that parameter (for example <condition attribute=”quantity” operator=”ge” value=”5″/> will copy only products whose quantity is greater or equal to 5 items). If you don’t want to apply any filter – just leave that field blank.

All new operations I separated to following categories – Sales, N-N Relationship Operations, Relationship Operations and Security.

Sales – for sales I added operations to create Opportunity Product/Quote Detail/Order Detail/Invoice Detail.

N-N Relationship Operations:

  • Associate/Diassociate Records
  • Check if Relationship Exists between Records
  • Add/Remove Member to/from Marketing List
  • Remove Member from all Marketing Lists

Relationship Operations:

  • Cascade Status – conditionally (based on fetchxml condition) set status for child records in relationship (1-N and N-N are both included)
  • Distribute Workflow – conditionally (again based on fetchxml condition) execute on-demand workflow for child records in relationship (1-N and N-N are both included)

Security:

  • Add/Remove User to/from Record Team (Access Teams)
  • Add/Remove User to/from Team (Owner Teams)
  • Check if User is a member of Team
  • Check if User has Security Role
  • Share/Unshare record with User/Team
  • Share/Unshare security fields of Record with User/Team

 

PS Feel free to download, test it and leave your feedbacks or bugs if you experience it (nobody is perfect 🙂 ). Also if you have ideas about operations that can be helpful – feel free to leave your comment in issues section.

2 Comments

  1. Hello Andrii,
    great work! Really interesting and helpfull!!
    What are the terms of use of the kit? There are some constraints or licenses that must be considered if I want to download and use it in a project?

    1. Hello Massimo,
      You are wery welcome to use my workflow toolkit. No licenses, constraints ot hidden payments. Just download, install and start using.

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