Class WorkflowAgent

Facade for the Workflow Agent Agent lets you configure workflow automation

Inheritance

Object

AgentBase<IWorkflowAgent>

WorkflowAgent

Implements

IDisposable

IWorkflowAgent

IAgent

Inherited Members

AgentBase<IWorkflowAgent>.Dispose()

AgentBase<IWorkflowAgent>.InnerAgent

Namespace: SuperOffice.CRM.Services

Assembly: SuperOffice.Services.dll

Syntax

public class WorkflowAgent : AgentBase<IWorkflowAgent>, IDisposable, IWorkflowAgent, IAgent

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

Constructors

WorkflowAgent()

Facade for the Workflow Agent Agent lets you configure workflow automation

Declaration

public WorkflowAgent()

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

Methods

AddAfterWorkflowStep(Int32, WorkflowStepBase)

Add another step (and any of its substeps) after the given step id (which must exist), and move any following steps in the workflow further down the line.

Declaration

public WorkflowStepBase AddAfterWorkflowStep(int workflowStepId, WorkflowStepBase subStep)

Parameters

Type	Name	Description
Int32	workflowStepId	Primary key of WorkflowStep
WorkflowStepBase	subStep	The step to be inserted after given step id.

Returns

Type	Description
WorkflowStepBase	The added step

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

ConnectEmailFlowContent(Int32, Int32)

Link any SMessage to the email flow. The SMessage (and any related SShipment etc) should probably not be used/visible elsewhere.

Declaration

public void ConnectEmailFlowContent(int emailFlowId, int messageId)

Parameters

Type	Name	Description
Int32	emailFlowId	The EmailFlow to connect the message to.
Int32	messageId	The s_message to connect to the flow. A shipment, form or flow may be connected to that s_message.

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CopyEmailFlow(Int32, String)

Copy an email flow.

Declaration

public int CopyEmailFlow(int emailFlowId, string newName)

Parameters

Type	Name	Description
Int32	emailFlowId	The EmailFlow to copy.
String	newName	The name of the new email flow

Returns

Type	Description
Int32	Newly created email flow id for this content

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CopyEmailFlowContent(Int32, Int32)

Copy smessage and connected shipment to the email flow. The SMessage (and any related SShipment etc) should probably not be used/visible elsewhere.

Declaration

public int CopyEmailFlowContent(int emailFlowId, int shipmentId)

Parameters

Type	Name	Description
Int32	emailFlowId	The EmailFlow to connect the copied content to.
Int32	shipmentId	The id of the shipment to copy to the flow. The message of this shipment will also be connected

Returns

Type	Description
Int32	Newly created shipment id for this content

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultEmailFlow()

Loading default values into a new EmailFlow. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

public EmailFlow CreateDefaultEmailFlow()

Returns

Type	Description
EmailFlow	New EmailFlow with default values

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultWorkflowEvent()

Loading default values into a new WorkflowEvent. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

public WorkflowEvent CreateDefaultWorkflowEvent()

Returns

Type	Description
WorkflowEvent	New WorkflowEvent with default values

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultWorkflowEventResult()

Loading default values into a new WorkflowEventResult. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

public WorkflowEventResult CreateDefaultWorkflowEventResult()

Returns

Type	Description
WorkflowEventResult	New WorkflowEventResult with default values

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultWorkflowFilter()

Loading default values into a new WorkflowFilter. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

public WorkflowFilter CreateDefaultWorkflowFilter()

Returns

Type	Description
WorkflowFilter	New WorkflowFilter with default values

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultWorkflowGoal()

Loading default values into a new WorkflowGoal. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

public WorkflowGoal CreateDefaultWorkflowGoal()

Returns

Type	Description
WorkflowGoal	New WorkflowGoal with default values

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultWorkflowStepFromType(WorkflowStepType)

Creates a new carrier from the step type given, with the right kind of properties, defaults set.

Declaration

public WorkflowStepBase CreateDefaultWorkflowStepFromType(WorkflowStepType stepType)

Parameters

Type	Name	Description
WorkflowStepType	stepType	Step type to create

Returns

Type	Description
WorkflowStepBase

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultWorkflowStepOptionFromType(WorkflowSplitOptionType)

Creates a new carrier from the option type given, with the right kind of properties, defaults set.

Declaration

public WorkflowStepOptionBase CreateDefaultWorkflowStepOptionFromType(WorkflowSplitOptionType optionType)

Parameters

Type	Name	Description
WorkflowSplitOptionType	optionType	Option type to create

Returns

Type	Description
WorkflowStepOptionBase

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultWorkflowTrigger()

Loading default values into a new WorkflowTrigger. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

public WorkflowTrigger CreateDefaultWorkflowTrigger()

Returns

Type	Description
WorkflowTrigger	New WorkflowTrigger with default values

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateDefaultWorkflowWaitForAction()

Loading default values into a new WorkflowWaitForAction. NetServer calculates default values (e.g. Country) on the entity, which is required when creating/storing a new instance

Declaration

public WorkflowWaitForAction CreateDefaultWorkflowWaitForAction()

Returns

Type	Description
WorkflowWaitForAction	New WorkflowWaitForAction with default values

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

CreateEmailFlowContent(Int32, String)

Create content to an email flow

Declaration

public int CreateEmailFlowContent(int emailFlowId, string contentName)

Parameters

Type	Name	Description
Int32	emailFlowId	The EmailFlow to connect the created message to.
String	contentName	The name of the content created

Returns

Type	Description
Int32	Id of shipment created

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

DeleteEmailFlow(Int32)

Deletes the EmailFlow

Declaration

public void DeleteEmailFlow(int emailFlowId)

Parameters

Type	Name	Description
Int32	emailFlowId	The identity of the EmailFlow

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

DeleteWorkflowGoal(Int32)

Deletes the WorkflowGoal

Declaration

public void DeleteWorkflowGoal(int workflowGoalId)

Parameters

Type	Name	Description
Int32	workflowGoalId	The identity of the WorkflowGoal

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

DeleteWorkflowTrigger(Int32)

Deletes the WorkflowTrigger

Declaration

public void DeleteWorkflowTrigger(int workflowTriggerId)

Parameters

Type	Name	Description
Int32	workflowTriggerId	The identity of the WorkflowTrigger

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

DeleteWorkflowWaitForAction(Int32)

Deletes the WorkflowWaitForAction

Declaration

public void DeleteWorkflowWaitForAction(int workflowWaitForActionId)

Parameters

Type	Name	Description
Int32	workflowWaitForActionId	The identity of the WorkflowWaitForAction

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

GetEmailFlow(Int32)

Gets a EmailFlow object.

Declaration

public EmailFlow GetEmailFlow(int emailFlowId)

Parameters

Type	Name	Description
Int32	emailFlowId	The identifier of the EmailFlow object

Returns

Type	Description
EmailFlow	EmailFlow

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

GetWorkflowGoal(Int32)

Gets a WorkflowGoal object.

Declaration

public WorkflowGoal GetWorkflowGoal(int workflowGoalId)

Parameters

Type	Name	Description
Int32	workflowGoalId	The identifier of the WorkflowGoal object

Returns

Type	Description
WorkflowGoal	WorkflowGoal

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

GetWorkflowStep(Int32)

Get Workflowstep by ID

Declaration

public WorkflowStepBase GetWorkflowStep(int workflowStepId)

Parameters

Type	Name	Description
Int32	workflowStepId	Primary key of WorkflowStep

Returns

Type	Description
WorkflowStepBase	The Workflow step

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

GetWorkflowStepOption(Int32)

Get WorkflowStepOption by ID

Declaration

public WorkflowStepOptionBase GetWorkflowStepOption(int workflowStepOptionId)

Parameters

Type	Name	Description
Int32	workflowStepOptionId	Primary key of WorkflowStep option

Returns

Type	Description
WorkflowStepOptionBase	The Workflow step option

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

GetWorkflowTrigger(Int32)

Gets a WorkflowTrigger object.

Declaration

public WorkflowTrigger GetWorkflowTrigger(int workflowTriggerId)

Parameters

Type	Name	Description
Int32	workflowTriggerId	The identifier of the WorkflowTrigger object

Returns

Type	Description
WorkflowTrigger	WorkflowTrigger

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

GetWorkflowWaitForAction(Int32)

Gets a WorkflowWaitForAction object.

Declaration

public WorkflowWaitForAction GetWorkflowWaitForAction(int workflowWaitForActionId)

Parameters

Type	Name	Description
Int32	workflowWaitForActionId	The identifier of the WorkflowWaitForAction object

Returns

Type	Description
WorkflowWaitForAction	WorkflowWaitForAction

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

RemoveParticipantsFromEmailFlow(Int32, Int32[])

Remove participants (actually workflow instances) from the workflow

Declaration

public void RemoveParticipantsFromEmailFlow(int emailFlowId, int[] workflowInstanceIds)

Parameters

Type	Name	Description
Int32	emailFlowId	Primary key of EmailFlow
Int32[]	workflowInstanceIds	Array of Workflow instances (representing participants) to be completely removed from the workflow

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

Run()

Run the workflow engine right now

Declaration

public DateTime Run()

Returns

Type	Description
DateTime	Suggested time for next run

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

SaveEmailFlow(EmailFlow)

Updates the existing EmailFlow or creates a new EmailFlow if the id parameter is empty

Declaration

public EmailFlow SaveEmailFlow(EmailFlow emailFlow)

Parameters

Type	Name	Description
EmailFlow	emailFlow	The EmailFlow that is saved.

Returns

Type	Description
EmailFlow	New or updated EmailFlow

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

SaveWorkflowGoal(WorkflowGoal)

Updates the existing WorkflowGoal or creates a new WorkflowGoal if the id parameter is empty

Declaration

public WorkflowGoal SaveWorkflowGoal(WorkflowGoal workflowGoal)

Parameters

Type	Name	Description
WorkflowGoal	workflowGoal	The WorkflowGoal that is saved.

Returns

Type	Description
WorkflowGoal	New or updated WorkflowGoal

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

SaveWorkflowTrigger(WorkflowTrigger)

Updates the existing WorkflowTrigger or creates a new WorkflowTrigger if the id parameter is empty

Declaration

public WorkflowTrigger SaveWorkflowTrigger(WorkflowTrigger workflowTrigger)

Parameters

Type	Name	Description
WorkflowTrigger	workflowTrigger	The WorkflowTrigger that is saved.

Returns

Type	Description
WorkflowTrigger	New or updated WorkflowTrigger

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

SaveWorkflowWaitForAction(WorkflowWaitForAction)

Updates the existing WorkflowWaitForAction or creates a new WorkflowWaitForAction if the id parameter is empty

Declaration

public WorkflowWaitForAction SaveWorkflowWaitForAction(WorkflowWaitForAction workflowWaitForAction)

Parameters

Type	Name	Description
WorkflowWaitForAction	workflowWaitForAction	The WorkflowWaitForAction that is saved.

Returns

Type	Description
WorkflowWaitForAction	New or updated WorkflowWaitForAction

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

SendEvent(WorkflowEvent)

Send a workflow event. Most event signaling will finish very quickly as they normally just change the state of a workflow instance

Declaration

public WorkflowEventResult SendEvent(WorkflowEvent workflowEvent)

Parameters

Type	Name	Description
WorkflowEvent	workflowEvent	Information about the signaled event

Returns

Type	Description
WorkflowEventResult	Any relevant info about the event

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

SetStatusOnWorkflow(Int32, WorkflowDefinitionStatus)

Set status on workflow, Run or pause flow

Declaration

public WorkflowDefinitionStatus SetStatusOnWorkflow(int emailFlowId, WorkflowDefinitionStatus status)

Parameters

Type	Name	Description
Int32	emailFlowId	The id of the email flow to run or pause
WorkflowDefinitionStatus	status	The new status

Returns

Type	Description
WorkflowDefinitionStatus	The new status

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

TryAddPersonsToEmailFlow(Int32, Int32[])

Try to add a participant to the EmailFlow. Same function available in PersonAgent

Declaration

public bool[] TryAddPersonsToEmailFlow(int emailFlowId, int[] personIds)

Parameters

Type	Name	Description
Int32	emailFlowId	Primary key of EmailFlow
Int32[]	personIds	Array of Person Ids

Returns

Type	Description
Boolean[]	True if the corresponding participant was successfully added, false if it could not be added because of filter criteria or other reason

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

UpdateFormSubmissions(Int32)

Attempt to update stored field values for up to the given number of form submissions

Declaration

public int UpdateFormSubmissions(int maxCount)

Parameters

Type	Name	Description
Int32	maxCount	The maximum number of form submissions to attempt to save as form field values.

Returns

Type	Description
Int32	Number of form submissions converted

Examples

  using SuperOffice;
  using SuperOffice.CRM.Services;

  using (SoSession mySession = SoSession.Authenticate("user", "pass"))
  {
     using (WorkflowAgent agent = new WorkflowAgent())
     {
        // call methods on agent here...
     }
  }

Implements

System.IDisposable

IWorkflowAgent

IAgent