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 namestring 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