XRM Workflow

This automatic activity kicks off a CRM Workflow. This permits reutilizing any existing CRM Workflows. Please note that by definition, CRM Workflows are asynchronous, so this shape will not wait for the execution of the Workflow to complete before becoming completed itself.

Navigation

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 Run XRM Workflow 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
EntityId	Definition: This should be the ID of the desired entity record. This value is usually a dynamic value.
EntityName	Definition: Select the entity type. This can be a static or dynamic value
Workflow	Definition: This is the name of the CRM Workflow for the selected EntityName property. This can be a dynamic value using ${

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.