How to check follow up record is created or not?

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  Hi,

  Create a workflow on time out of  enquiry creation date + 30 days. 

  create a boolean variable with yes or no. Intially keep it NO.

  On time out update it to YES. Write a plugin to fire on update of of the boolean.

  Check in plugin by passing for enquiry activities. If you find any activity leave it else send an email from plugin.

  Hope this helps. Let me know if you have more questions.

  Thanks

  
  

  ---

  Sreeni Pavalla

  Monday, January 5, 2015 7:49 AM
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  Hi,

  You can also use custom workflow in the solution mentioned by Sreeni. As custom workflow have output parameters and input parameters it will be easy for you decide on next step based on the output parameters.

  Thanks,

  Prasad

  Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

  Monday, January 5, 2015 8:57 AM
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  Thank you for your reply.

  Please provide me some sample code .

  Regards

  Venkatesh k

  Monday, January 5, 2015 10:23 AM
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  Thank you sir,

  i need sample code to check   plugin by passing for enquiry activities. If you find any activity leave it else send an email from plugin.

  Monday, January 5, 2015 10:34 AM
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  Hi,

  you can find many articles on writing a plugin.

    public void Execute(IServiceProvider serviceProvider)
          {
              IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
              IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
              IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
            
  
              try
              {
                  if (context.InputParameters.Contains("Target") &&
                  context.InputParameters["Target"] is Entity)
                  {
                      Entity entity = (Entity)context.InputParameters["Target"];
  
  //Retrieve activities for your entity
                                  string strFetchActivities = @"<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">
  
  
  <entity name="activitypointer">
  
  <attribute name="activitytypecode"/>
  
  <attribute name="subject"/>
  
  <attribute name="statecode"/>
  
  <attribute name="prioritycode"/>
  
  <attribute name="modifiedon"/>
  
  <attribute name="activityid"/>
  
  <attribute name="instancetypecode"/>
  
  <attribute name="community"/>
  
  <order descending="false" attribute="modifiedon"/>
  
  
  <filter type="and">
  
  <condition attribute="regardingobjectid" value="{0}" uitype="new_enquiry" uiname="{1
  }" operator="eq"/>
  
  </filter>
  
  </entity>
  
  </fetch>";
  
                                  strFetchActivities = string.Format(strFetchActivities , opportunityid, name);
                                  EntityCollection entProductTestResults = service.RetrieveMultiple(new FetchExpression(strFetchDocument));
  
  //find the count 
  
  //If count is 0, then create email
  
  }
  }
  }

  This should do the thing for you.
  

  Thanks

  ---

  Sreeni Pavalla

  • Proposed as answer by Sreenivasulu Pavalla CRM Tuesday, January 6, 2015 6:14 AM

  Tuesday, January 6, 2015 6:00 AM