Create Entity

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In AgilePoint Envision, open a process template.
Navigate to the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil.
On the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil, drag the Create Entity AgileShape, and drop it on the process template.
To view the entire list of properties, in the Design Tasks pane, click Show Properties.

Properties for This AgileShape

Field Name	Definition
EntitySpecification	Opens the Following Window: Set Properties - EntitySpecification Configuration Window Purpose of this Window: This is for updating the values of different attributes in the entity.
EntityType	Definition: Select the entity type. This can only be a static value selected from the drop-down list
MainProcessEntity	Definition: Indicates if the newly created entity becomes the Main Entity or not (i.e. the CrmBeId process variable will hold the ID of the created record, and CrmBeType variable will hold the entity type) Note: This functionality is for a process that does not have a Main Entity since the record is created as part of the process itself, rather than initiated against an existing record. What it is not designed for, is for changing the Main Entity mid-process. The only supported way of acting upon a different Main Entity is to use Sub-processes that have the desired Main Entity.
SaveEntityIdTo	Definition: Set the name of the process variable that will hold the ID of the entity that is going to be created. The process variable can then be used elsewhere in the process

Common AgilePart Properties

This AgilePart inherits the following common properties. For more information, see AgilePart - Common Setup. Note that only the relevant properties are available in AgilePoint Envision. Unneeded properties are hidden.

Name, (UID), Description, Debug, Audit Level, SessionMode, Wait All Incoming, AssemblyName, ClassName, Method, Optimizing, Activity Entry Message (Email), Task Completed Message (Email), ConfigureAttachments, Reference URL, ExceptionHandlerScope, SaveErrorMessageTo, SaveStatusTo, Configure Yammer Credentials, Retries, HandleException

BPMN Properties

Each AgileShape includes a set of BPMN properties. For more information, see Adding or Modifying BPMN Properties for an AgileShape.

Common AgilePart Tasks

Collapse/Expand Shape

Right-clicking the shape brings up the Collapse menu action. Clicking it collapses the shape to a small circle. Right-clicking a collapsed shape shows the Expand menu item, restoring the shape to its original form.

Use Collapse shape to minimize the visual effect of steps in the process which are not of any interest to the Business User.

Add/Remove Timer

Right-clicking the shape brings up the Add Timer menu action. Clicking it adds a timer to the shape, allowing the process modeler to add an alternative route out of the shape when the configured Time Span times out.

Right-clicking a shape with a Timer shows a Remove Timer menu action, which would remove the timer from the shape.