@a33ik a33ik released this Mar 19, 2018 · 1 commit to master since this release

Assets 4

On one hand this release contains a lot of new cool features. On the other this release is not directly compatible with earlier versions. I will provide guide that will describe how to install this version if you have earlier versions installed already.

Here is what I've done so far:

  1. "Multiselect Optionset Workflow Tools" is now separated solution with name "UWT - Multiselect Optionset Helper".
  2. I merged relationship-related (N-1 and N-N) operations with View-Oriented operations.
  3. Distribute Action feature was added. Configuration is not that easy though but it works perfectly and does what it should.
  4. Update of child records prepared based on configurable list of other entity/generic list of values.
  5. Geolocation of address using BingMaps services.
  6. Convertion of attachments from one format to another using CloudConvert service (up to 25 free conversions).
  7. Duplicate detection - results can be sent as a list of urls or embedded to an email as a table with results.
  8. Add Business Days to date with possibility to define weekends (for some countries weekends are Thursday-Friday or Friday-Saturday) and even holidays (you can use custom entity for storing of holidays plus FetchXml query to pass it inside Workflow Step).

@a33ik a33ik released this Dec 3, 2017 · 10 commits to master since this release

Assets 3

Version 1.4.0.0 Release Notes:
-Multiselect Optionset Operations:

  • Add Values to Field
  • Remove Values from Field
  • Set Field Value
  • Does Field Contain all Values
  • Does Field Contain any Value
  • Does Field Contain one of Values
  • Field Equal to
  • Get Field Label

@a33ik a33ik released this Sep 22, 2017 · 12 commits to master since this release

Assets 5

Version 1.3.0.0 contains following new steps:

@a33ik a33ik released this Jul 11, 2017 · 20 commits to master since this release

Assets 3

Version 1.2.0.0 contains steps that increase list of operations available for email entity

  • Email:
    • Save Email Attachments to Record's Notes
    • Attache Record's Notes (only documents) to Email and Send it
    • Create Email from Template
    • Send Email to Plain Email Address
    • Send Email to Team's Members
    • Send Email Composed Previously

@a33ik a33ik released this Jun 9, 2017 · 21 commits to master since this release

Assets 3

Version 1.1.0.0 contains following additions to previous versions:

  • Sales Process:
    • Create of Opportunity Product, Quote Detail, Order Detail, Invoice Detail
    • Condition is added to "Get Products From ..." actions - now it's possible to define fetchxml conditions to copy products
    • Condition is added to "Generate Quote/Order/Invoice" actions - now it's possible to define fetchxml conditions to copy products
  • N-N Relationship Operations:
    • Associate/Diassociate Records
    • Check if Relationship Exists between Records
    • Add/Remove Member to/from Marketing List
    • Remove Member from all Marketing Lists
  • Relationship Operations:
    • Cascade Status - conditionally (again based on fetchxml condition) set status for child records in relationship (1-N and N-N are both included)
    • Distribute Workflow - conditionally (again based on fetchxml condition) execute on-demand workflow for child records in relationship (1-N and N-N are both included)
  • Security:
    • Add/Remove User to/from Record Team (Access Teams)
    • Add/Remove User to/from Team (Owner Teams)
    • Check if User is a member of Team
    • Check if User has Security Role
    • Share/Unshare record with User/Team
    • Share/Unshare security fields of Record with User/Team

General change - "polymorphic fields" now can accept not only "Dynamics URLs" but JSon references of {"entityType": "account", "id": "0554079f-8889-4a29-bd8e-ed995cfc5181"} as well so if you need to use some predefined values for references you are free to do that.

@a33ik a33ik released this May 12, 2017 · 27 commits to master since this release

Assets 3

Version 1.0.0.0 contains list of custom workflow activities for standard operations that were not available OOB before Dynamics 365 was released:

  • Qualify Lead;
  • Standard Operations with Opportunity (Close as Lost/Won, Create Quote/Order/Invoice, Get Opportunity Close Record);
  • Standard Operations with Quote (Close as Lost/Won, Revise, Get Products from Opportunity, Get Quote Close Record);
  • Standard Operations with Order (Close, Fulfill, Lock/Unlock Pricing, Get Products from Opportunity, Create Invoice, Get Order Close Record);
  • Standard Operations with Invoice (Lock/Unlock Pricing, Get Products from Opportunity);
  • Standard Operations with Case (Close, Get Case Resolution Record);
  • Delete

Why it's different to OOB Actions and you should use it instead of OOB? Because:

  1. Ultimate Workflow Toolkit Actions contain output parameters for any operations that produce some output data (like Qualify Lead operations can create Opportunity, Account and Contact, Revise of Quote creates Revised Quote e.t.c.).
  2. Any Ultimate Workflow Toolkit Action contains additional boolean "Throw an Exception on Error" input. If during execution of Action exception is thrown and you set "Throw an Exception on Error" to "No" Action will finish execution of step, set additional boolean output "Error Occurred" to "Yes" and string output "Error Message" to message of Exception. In this way execution of your workflow will not be stopped and you can handle this error in any way you want (send email about error to Administrator or so).