Dynamic CRM 2013学习笔记（三十四）自定义审批流5 - 自动邮件通知

审批过程中，经常要求自动发邮件：审批中要通知下一个审批人进行审批；审批完通知申请人已审批完；被拒绝后，要通知已批准的人和申请人。下面详细介绍如何实现一个自动发邮件的插件：

 

1. 根据审批状态来确定要通知哪个人或哪个角色

• 状态为2 - 审批中时，查找下一个审批人

/// <summary>
/// 下一个审批人
/// </summary>
/// <returns></returns>
private List<Guid> GetNextStepPerson()
{
    //收件人
    List<Guid> mailToList = new List<Guid>();
    string fetchQuery = @"
        <fetch mapping='logical' distinct='false'>
            <entity name='crm_approve_activity'>
                <attribute name='ownerid' />
                <order attribute='createdon' descending='true' />
                <filter type='and'>
                    <condition attribute='regardingobjectid' operator='eq'  uitype='' value='{0}' />
                    <condition attribute='crm_approve_state' operator='eq' value='2' />
                </filter>
            </entity>
        </fetch>";

    FetchExpression fetchExp = new FetchExpression(string.Format(fetchQuery, entity.Id));
    EntityCollection result = service.RetrieveMultiple(fetchExp);
    if (result.Entities.Count == 0) return null;
    foreach (Entity activity in result.Entities)
    {
        Guid ownerid = activity.GetAttributeValue<EntityReference>("ownerid").Id;
        if (!mailToList.Contains(ownerid)) mailToList.Add(ownerid);
    }
    return mailToList;
}

 

• 状态为3 - 审批通过时，查找申请人

/// <summary>
/// 获得提交人
/// </summary>
/// <returns></returns>
private List<Guid> GetSubmitPerson()
{
    //收件人
    List<Guid> mailToList = new List<Guid>();
    string fetchQuery = @"
        <fetch count='1' mapping='logical'>
            <entity name='crm_approve_activity'>
                <attribute name='ownerid' />
                <order attribute='createdon' />
                <filter type='and'>
                    <condition attribute='regardingobjectid' operator='eq'  uitype='' value='{0}' />
                    <condition attribute='crm_approve_state' operator='eq' value='1' />
                </filter>
            </entity>
        </fetch>";

    FetchExpression fetchExp = new FetchExpression(string.Format(fetchQuery, entity.Id));
    EntityCollection result = service.RetrieveMultiple(fetchExp);
    if (result.Entities.Count == 0) return null;
    foreach (Entity activity in result.Entities)
    {
        Guid ownerid = activity.GetAttributeValue<EntityReference>("ownerid").Id;
        if (!mailToList.Contains(ownerid)) mailToList.Add(ownerid);
    }
    return mailToList;
}

 

 

• 状态为4 - 审批拒绝时，查找审批过的人，以及申请人

/// <summary>
/// reject 后获得审批过的和单据创始人
/// </summary>
/// <returns></returns>
private List<Guid> GetApprovedPerson()
{
    //收件人
    List<Guid> mailToList = new List<Guid>();
    string fetchQuery = @"
        <fetch mapping='logical' distinct='false'>
            <entity name='crm_approve_activity'>
                <attribute name='ownerid' />
                <order attribute='createdon' descending='true' />
                <filter type='and'>
                    <condition attribute='regardingobjectid' operator='eq'  uitype='' value='{0}' />
                    <condition attribute='crm_approve_state' operator='eq' value='1' />
                </filter>
            </entity>
        </fetch>";

    FetchExpression fetchExp = new FetchExpression(string.Format(fetchQuery, entity.Id));
    EntityCollection result = service.RetrieveMultiple(fetchExp);
    if (result.Entities.Count == 0) return null;
    foreach (Entity activity in result.Entities)
    {
        Guid ownerid = activity.GetAttributeValue<EntityReference>("ownerid").Id;
        if (!mailToList.Contains(ownerid)) mailToList.Add(ownerid);
    }
    return mailToList;
}

 

2. 定义邮件模板

Entity curEntity = service.Retrieve(entity.LogicalName, entity.Id,
 new ColumnSet(m_Parameter, "ownerid"));

string subjectTxt = string.Empty;
string formNumber = curEntity.GetAttributeValue<string>(m_Parameter);
if (formNumber == null) formNumber = "";
string fName = entityDisplayName + "(" + formNumber + ")";

StringBuilder body = new StringBuilder();
body.AppendLine("<p>Dear {0},</p>");//收件人的 first name
string url = GetCRMServiceUrl() + "main.aspx?etn=" + entity.LogicalName
    + "&pagetype=entityrecord&id=%7B" + entity.Id + "%7D";
if (approvalStatus == 4)
{
    subjectTxt = fName + " was rejected";
    body.AppendLine(string.Format("For more information, please click on <a href='{0}' target='_blank'>{1}</a></p>", url, fName));
    body.AppendLine("<p>Best Regards</p>");
    body.AppendLine("<p>CRM</p>");
    // txt = "Reject";
}
else if (approvalStatus == 3)
{
    subjectTxt = fName + " has been completed";
    body.AppendLine(string.Format("<p>{0} has been completed. For more information, please click on <a href='{1}' target='_blank'>{2}</a></p>", fName, url, fName));
    body.AppendLine("<p>Best Regards</p>");
    body.AppendLine("<p>CRM</p>");
    //  txt = "Completed";
}
else if (approvalStatus == 2)
{
    subjectTxt = "Please review and approve " + fName;
    body.AppendLine(string.Format("<p> Please review and approve the {0} on <a href='{1}' target='_blank'>{2}</a></p>", fName, url, fName));
    body.AppendLine("<p>Thank you very much!</p>");
    body.AppendLine("<p>Best Regards</p>");
    body.AppendLine("<p>CRM</p>");
}

 

3. 创建邮件实体

List<ActivityParty> fromList = new List<ActivityParty>();
fromList.Add(new ActivityParty()
{
    PartyId = new EntityReference(SystemUser.EntityLogicalName, context.UserId),
    ParticipationTypeMask = new OptionSetValue(8)
});

foreach (Guid to in mailToList)
{
    // to
    List<ActivityParty> toList = new List<ActivityParty>();
    toList.Add(new ActivityParty()
    {
        PartyId = new EntityReference(SystemUser.EntityLogicalName, to),
        ParticipationTypeMask = new OptionSetValue(8)
    });

    Email email = new Email();
    email.From = fromList;
    email.To = toList;
    //email.Cc = cclist;
    email.RegardingObjectId = new EntityReference(curEntity.LogicalName, curEntity.Id);
    email.ActualDurationMinutes = 30;
    email.IsWorkflowCreated = false;
    email.Subject = subjectTxt;
    SystemUser user = new SystemUser();
    user.Attributes = service.Retrieve(SystemUser.EntityLogicalName, to,
      new ColumnSet("firstname")).Attributes;
    email.Description = string.Format(body.ToString(), user.FirstName);
    email.Id = service.Create(email);
    SendMail(service, email.Id);
}

 

4. 发送邮件

SendEmailRequest sendEmailreq = new SendEmailRequest();
sendEmailreq.EmailId = mailId;
sendEmailreq.TrackingToken = "";
sendEmailreq.IssueSend = true;
SendEmailResponse sendEmailresp = (SendEmailResponse)service.Execute(sendEmailreq);

 

 

5. 注册插件

 

6. 错误处理

有一次系统重置后，发邮件的插件报了一个错：Cannot open Sql Encryption Symmetric Key because Symmetric Key password does not exist in Config DB

解决方法：

依次打开Settings->Data management –> Data Encryption

然后在上面红框里填上任意一个key即可

 

大功告成！

 

Dynamic CRM 2013学习笔记 系列汇总 -- 持续更新中