Dynamic CRM 2013学习笔记（三十五）自定义审批流6 - 审批通过后，再审批 - 二次审批

最近有个特殊的需求，客户想做二次审批，就是审批通过后，再走一次审批流程。最开始一想，这还不简单，审批通过后，直接把状态改成draft就完了，后来一试，发现一堆问题，比如第一次审批完后，界面是不允许修改的，直接改成draft就又可以修改了；再比如审批活动记录的查找以及死循环的问题等等。于是自己动手单独写了一个公用的再审批插件，下面介绍详细的实现步骤：

 

一、添加字段以控制再审批的次数

添加一个字段 new_approval_count， 再审批一次就把它加1。如果只要再审批一次，那么大于1就退出。

 

二、获取模板
                    ApproveTempleteHelper templetehelper = new ApproveTempleteHelper();
                    Entity approveTempleteEntity = templetehelper.GetApproveTemplete(service, importCurrentEntity.LogicalName);

/// <summary>
/// 获取审批模板
/// </summary>
/// <param name="service"></param>
/// <param name="entityName"></param>
/// <returns></returns>
public Entity GetApproveTemplete(IOrganizationService service, string entityName)
{
    try
    {
        QueryExpression query = new QueryExpression();

        query.EntityName = ApproveTempleteSchemaName;
        query.ColumnSet.AllColumns = true;

        query.Criteria = new FilterExpression();
        query.Criteria.FilterOperator = LogicalOperator.And;

        ConditionExpression condition1 = new ConditionExpression();
        condition1.AttributeName = ApproveTempleteEntityNameSchemaName;
        condition1.Operator = ConditionOperator.Equal;
        condition1.Values.Add(entityName);
        query.Criteria.AddCondition(condition1);

        ConditionExpression condition2 = new ConditionExpression();
        condition2.AttributeName = StateCodeSchemaName;
        condition2.Operator = ConditionOperator.Equal;
        condition2.Values.Add(0);
        query.Criteria.AddCondition(condition2);

        ConditionExpression condition3 = new ConditionExpression();
        condition3.AttributeName = ApproveTempleteDefaultFlagSchemaName;
        condition3.Operator = ConditionOperator.Equal;
        condition3.Values.Add(true);
        query.Criteria.AddCondition(condition3);

        EntityCollection results = service.RetrieveMultiple(query);
        if (results.Entities.Count > 0)
        {
            return results.Entities[0];
        }
        else
        {
            //throw new Exception("没有为该实体定义默认的审批工作流。");
            throw new Exception("No custom default approval workflow for current entity");
        }
    }
    catch (Exception ex)
    {
        throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
    }
}

 

三、获取节点

                   ApproveTempleteNodeHelper nodehelper = new ApproveTempleteNodeHelper();

                    Entity approveNode = nodehelper.GetBeginNodeEntity(service, (Guid)approveTempleteEntity["crm_approve_templeteid"]);

/// <summary>
/// 获取开始节点
/// </summary>
/// <param name="service"></param>
/// <returns></returns>
public Entity GetBeginNodeEntity(IOrganizationService service, Guid templeteId)
{
    try
    {
        QueryExpression query = new QueryExpression();

        query.EntityName = TempleteNodeSchemaName;
        query.ColumnSet.AllColumns = true;

        query.Criteria = new FilterExpression();
        query.Criteria.FilterOperator = LogicalOperator.And;

        ConditionExpression condition1 = new ConditionExpression();
        condition1.AttributeName = TempleteNodeClassSchemaName;
        condition1.Operator = ConditionOperator.Equal;
        condition1.Values.Add(0);
        query.Criteria.AddCondition(condition1);

        ConditionExpression condition2 = new ConditionExpression();
        condition2.AttributeName = StateCodeSchemaName;
        condition2.Operator = ConditionOperator.Equal;
        condition2.Values.Add(0);
        query.Criteria.AddCondition(condition2);

        ConditionExpression condition3 = new ConditionExpression();
        condition3.AttributeName = TempleteIDSchemaName;
        condition3.Operator = ConditionOperator.Equal;
        condition3.Values.Add(templeteId);
        query.Criteria.AddCondition(condition3);

        EntityCollection results = service.RetrieveMultiple(query);

        if (results.Entities.Count > 0)
        {
            return results.Entities[0];
        }
        else
        {
            //throw new Exception("没有未改实体定义开始节点。");
            throw new Exception("No begin activity");
        }
    }
    catch (Exception ex)
    {
        throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
    }
}

 

四、创建Instance

                    ApproveInstanceHelper instanceHelper = new ApproveInstanceHelper();

                    Guid instanceId = instanceHelper.CreateApproveInstance(service, approveTempleteEntity, billEntityReference);

                    EntityReference instanceReference = new EntityReference(ApproveInstanceSchemaName, instanceId);

/// <summary>
/// 创建流程实例
/// </summary>
/// <param name="service"></param>
/// <param name="templeteEntity"></param>
/// <param name="subject"></param>
/// <param name="billEntity"></param>
/// <returns></returns>
public Guid CreateApproveInstance(IOrganizationService service, Entity templeteEntity, EntityReference billEntityReference)
{
    try
    {
        Entity instance = new Entity(ApproveInstanceSchemaName);

        instance[ApproveInstanceTempleteIdSchemaName] = new EntityReference(templeteEntity.LogicalName, (Guid)templeteEntity[templeteEntity.LogicalName + "id"]);
        instance[ApproveInstanceEntityNameSchemaName] = billEntityReference.LogicalName;
        //EntityReference ef = new EntityReference(billEntity.LogicalName, (Guid)templeteEntity[billEntity.LogicalName + "id"]);
        instance[ApproveInstanceBillObjectSchemaName] = billEntityReference;
        instance[ApproveInstancecrmSubjectSchemaName] = DateTime.Now.ToString() + "流程实例";
        instance[ApproveInstanceSubjectSchemaName] = DateTime.Now.ToString() + "流程实例";
        return service.Create(instance);
    }
    catch (Exception ex)
    {
        throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
    }
}

 

五、更新业务表Instance

                    BillHelper billHelper = new BillHelper();

                    billHelper.SetBillWFInstance(service, importCurrentEntity, instanceReference, (string)approveTempleteEntity["crm_wf_instanceid_field"], "new_approval_count", iCount);

/// <summary>
/// 修改业务单据状态
/// </summary>
/// <param name="service"></param>
/// <param name="billEntity"></param>
/// <param name="instanceRefence"></param>
/// <param name="instanceField"></param>
public void SetBillWFInstance(IOrganizationService service, Entity billEntity, EntityReference instanceRefence, string instanceField, string sField, int sValue)
{
   try
   {
       billEntity[sField] = Convert.ToDecimal(sValue); //审批计数
       billEntity[instanceField] = instanceRefence;
       service.Update(billEntity);
   }
   catch (Exception ex)
   {
       throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
   }
}

 

六、创建审批活动

                    CreateApproveActivityHelper helper = new CreateApproveActivityHelper();

                    helper.CreateBeginApproveActivity(service, approveTempleteEntity, approveNode, currentEntity, instanceReference, context.UserId, owner);

/// <summary>
/// 创建第一个审批活动
/// </summary>
/// <param name="service"></param>
/// <param name="approveTemplete"></param>
/// <param name="approveNode"></param>
/// <param name="billEntity"></param>
public void CreateBeginApproveActivity(IOrganizationService service, Entity approveTemplete, Entity approveNode, Entity billEntity, EntityReference instanceReference, Guid userid, EntityReference owner)
{
    try
    {
        //获取下一个审批节点
        ApproveTempleteNodeHelper nodeHelper = new ApproveTempleteNodeHelper();
        ApproveNode BeginApproveNode = nodeHelper.GetApproveNode(approveNode);
        BeginApproveNode.CallBackValue = 3; //change to draft awen
        EntityReference billEntityReference = new EntityReference(billEntity.LogicalName, (Guid)billEntity[billEntity.LogicalName + "id"]);
        BeginApproveNode.BillEntityReference = billEntityReference;
        EntityReference approveNodeReference = new EntityReference(approveNode.LogicalName, (Guid)approveNode[approveNode.LogicalName + "id"]);
        EntityReference approveTempleteReference = new EntityReference(approveTemplete.LogicalName, (Guid)approveTemplete[approveTemplete.LogicalName + "id"]);

        //更改业务单据中的状态
        nodeHelper.ChangeBillStatus(service, BeginApproveNode, billEntity);

        string subjectField = "";
        if (approveTemplete.Attributes.Keys.Contains(ApproveTempleteSubjectFieldSchemaName))
        {
            subjectField = (string)approveTemplete[ApproveTempleteSubjectFieldSchemaName];
        }

        //主题
        string subject = GetApproveActivitySuject(service, billEntityReference.LogicalName, subjectField, billEntityReference.Id);

        EntityReference userReference = new EntityReference("systemuser", userid);

        CreateApproveActivity(service, subject, billEntityReference, userReference, approveNodeReference, approveTempleteReference, instanceReference, 3, true, owner);

    }
    catch (Exception ex)
    {
        throw new Exception(MethodBase.GetCurrentMethod().Name + " " + ex.Message);
    }
}

 

最后记得注册这个插件时，要在step里加上一个image：

 

 

[置顶]Dynamic CRM 2013学习笔记 系列汇总 -- 持续更新中