An approval can be performed
by a C# activity to allow for a more complex calculation.
The name is optional, but it
is useful to specify the module. In this
case, the Accounts module has been selected and both new and existing records
will be processed.
For the module filter, the
Account Type is equal to Partner and the Account Type changed filter has been
The SQL filter is displayed
for informational purposes. Changes in
this window will be ignored.
The operation is set to Call
C# Activity and the name of the activity is set to WF4CustomActivity. You can use this class as a template for your
own custom activity.
In this example, the input is
the ID of the record that started the process and the CUSTOM_VALUE output is
saved to APPROVAL_RESPONSE.
variable is automatically created as a global for the process so that the value
can be used later.
There are no settings on the
gateway. Instead, the settings are on
the paths out. With an Exclusive
Gateway, you can have many outputs, with one being the default. The default path out has no filter expression.
The message type has been set
to Notification as we do not need to save this email in the CRM.
The source type is Normal
message so that we can specify the subject and message template here, instead
of having to create a message template.
In the Recipients list,
Managers were added so that all managers will get the notice.
The filter that we will
specify will be the variable name we created above and the value
“Approve”. There are only two possible
values, Approve and Reject and in this case we want to send an email for the
We use the double equal ==
here because this is C# syntax.
The end event has no settings.
Copyright (c) 2006-2016 SplendidCRM Software, Inc. All Rights Reserved.