Retrieve Multiple CRM Entities Activity

CRM 4.0

Context

Use the Retrieve a CRM Entity Activity to retrieve a CRM entity as an object that you can use in a dynamic workflow.

Use Cases

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Wizard Tips

  1. In the left pane of the Request section, expand the QueryBase node. 
  2. Configure the activity parameters.
    Parameter
    Action
    Retrieve Multiple CRM Entities Activity Parameters
    entityName
    1. From the QueryBase tree, click entityName.
    2. In the right pane of the Request section, in the Value text box, enter the type of enter you want to retrieve. You can define the entity name manually, select it from a workflow field, or base the value on a workflow expression.
    ColumnSetBase
    1. From the QueryBase tree, click ColumnSetBase.
    2. From the Type drop-down menu in the right pane of the Request section, select either AllColumns to retrieve all of this entity's columns, or ColumnSet to retrieve a specific set of columns. If you select ColumnSet, click string[] and in the Length text box, enter the number of columns you want to retrieve.
    3. Expand the ColumnSet node and enter the attribute name of each column you want to retrieve. You can manually enter the value, select it from a workflow field, or base the value on a workflow expression.

    FilterExpressionCriteria
    1. From the QueryBase tree, click FilterExpressionCriteria.
    2. Define that only records that satisfy specific conditions are retrieved.

  3. (Optional) Define parameters to receive additional information about the retrieved objects.
    Parameter
    Description
    Additional Parameters
    Distinct
    Retrieves a value that indicates whether the query results contain duplicate entity instances.
    LinkEntity
    Retrieves the links between multiple entity types.
    PagingInfo
    Retrieves the number of pages and the number of entity instances for each page returned in the query.
    Orders
    Retrieves the order in which the entity instances are returned from the query.

CRM 2011/2013

Context

Use the Retrieve a CRM Entity Activity to retrieve a CRM entity as an object that you can use in a dynamic workflow.

Use Cases

  • ??

Wizard Tips

  1. In the left pane of the Request section, expand the QueryBase node.
  2. In the right pane of the Request section, from the Type drop-down menu, click entityName.
  3. In the right pane of the Request section, in the Value text box, enter the type of enter you want to retrieve. You can define the entity name manually, select it from a workflow field, or base the value on a workflow expression.
  4. In the right pane of the Request section, define the GUID of the entity you want to retrieve. You can define the GUID manually, select it from a workflow field, or base the value on a workflow expression. 
  5. In the left pane of the Request section, click columnSet.
  6. From the Type drop-down menu in the right pane of the Request section, select either AllColumns to retrieve all of this entity's columns, or ColumnSet to retrieve a specific set of columns. If you select ColumnSet, click string[] and in the Length text box, enter the number of columns you want to retrieve.
  7. Expand the ColumnSet node and enter the attribute name of each column you want to retrieve. You can manually enter the value, select it from a workflow field, or base the value on a workflow expression. 
  8. Configure the activity parameters.
    Parameter
    Action
    Retrieve Multiple CRM Entities Activity Parameters
    entityName
    1. From the QueryBase tree, click entityName.
    2. In the right pane of the Request section, in the Value text box, enter the type of enter you want to retrieve. You can define the entity name manually, select it from a workflow field, or base the value on a workflow expression.
    3. In the right pane of the Request section, select a type from the Type drop-down menu.
      • QueryExpression: create the query based on a complex expression.
      • FetchExpression: create the query using FetchXML.
      • QueryByAttribute: create query that is comprised of a set of attributes and value pairs.
    (Optional) You can define the query based on a DataSource or Value from the workflow.
    ColumnSetBase
    1. From the QueryBase tree, click ColumnSetBase.
    2. Clear the isNull check box.
    3. From the Type drop-down menu in the right pane of the Request section, select either AllColumns to retrieve all of this entity's columns, or ColumnSet to retrieve a specific set of columns. If you select ColumnSet, click string[] and in the Length text box, enter the number of columns you want to retrieve.
    4. Expand the ColumnSet node and enter the attribute name of each column you want to retrieve. You can manually enter the value, select it from a workflow field, or base the value on a workflow expression.

    FilterExpressionCriteria
    1. From the QueryBase tree, click FilterExpressionCriteria.
    2. Define that only records that satisfy specific conditions are retrieved.

  9. (Optional) Define parameters to receive additional information about the retrieved objects.
    Parameter
    Description
    Additional Parameters
    Distinct
    Retrieves a value that indicates whether the query results contain duplicate entity instances.
    LinkEntity
    Retrieves the links between multiple entity types.
    PagingInfo
    Retrieves the number of pages and the number of entity instances for each page returned in the query.
    Orders
    Retrieves the order in which the entity instances are returned from the query.