Send Email Report Workflow Activity

using System;
using System.Activities;
using System.Text;
using SendEmailPDFReport.ReportService; // Add Reporting Service as Web Reference
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Crm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using System.Collections.Generic;


namespace SendEmailPDFReport
{
    public class SendEmailPDF : CodeActivity
    {
        #region Input Parameters

        [Input("Report ID")]
        [ReferenceTarget("report")]
        public InArgument<EntityReference> ReportID { get; set; }

        [RequiredArgument]
        [Input("From")]
        [ReferenceTarget("queue")]
        public InArgument<EntityReference> From { get; set; }

        [RequiredArgument]
        [Input("To")]
        [ReferenceTarget("contact")]
        public InArgument<EntityReference> Recipient { get; set; }

        [RequiredArgument]
        [Input("Subject")]
        public InArgument<string> Subject { get; set; }

        [RequiredArgument]
        [Input("Report Parameter")]
        public InArgument<string> ReportParameter { get; set; }

        [RequiredArgument]
        [Input("Report URL")]
        public InArgument<string> ReportURL { get; set; }

        [RequiredArgument]
        [Input("E-mail")]
        [ReferenceTarget("email")]
        public InArgument<EntityReference> Email { get; set; }

        [RequiredArgument]
        [Input("Report Name")]
        public InArgument<string> ReportName { get; set; }


        #endregion

        protected override void Execute(CodeActivityContext context)
        {
            StringBuilder sb = new StringBuilder("Starting; ");

            try
            {
                //Create the tracing service
                ITracingService tracingService = context.GetExtension<ITracingService>();

                //-----------------------------------
                // Workflow Context & Service Objects
                //-----------------------------------

                IWorkflowContext workFlowContext = context.GetExtension<IWorkflowContext>();
                IOrganizationServiceFactory serviceFactory = context.GetExtension<IOrganizationServiceFactory>();
                IOrganizationService service = serviceFactory.CreateOrganizationService(workFlowContext.InitiatingUserId);


                OrganizationServiceContext orgContext = new OrganizationServiceContext(service);

                //--------------------------
                // Obtain the Input Argument
                // Report EntityReference
                //--------------------------

                Guid RptID = this.ReportID.Get(context).Id;
                Guid fromUserID = this.From.Get(context).Id;
                Guid sendto = this.Recipient.Get(context).Id;
                string SubjectTitle = this.Subject.Get(context);
                string rptParams = this.ReportParameter.Get(context);
                string rptURL = this.ReportURL.Get(context);
                Guid Emailent = this.Email.Get(context).Id;
                string rptName = this.ReportName.Get(context);

                tracingService.Trace("Retrieving Input Argument" + "ReportID: " + RptID + "fromUserID : " + fromUserID + "sendto: " + sendto + "Emailent " + Emailent);

                sb.AppendFormat("Retrieving Input Argument" + "ReportID: " + RptID + "Queue : " + fromUserID + "contact: " + sendto + "Emailent " + Emailent);

                // Credential to connect with CRM
                ReportExecutionService rs = new ReportExecutionService();
                rs.Credentials = System.Net.CredentialCache.DefaultCredentials;
                rs.Url = this.ReportURL.Get(context);

                byte[] result = null;

                //--------------------------
                // Specify the report path from the reporting server
                // Note: To get the report name, report must be published for the external use.
                // To do this edit the report from CRM and publish it for external use.
                // After publishing it for external use report name will be visible in the reporting server instead of the report id.
                //--------------------------

                string reportPath = string.Format("/{0}_MSCRM/CustomReports/{1}", workFlowContext.OrganizationName, ((EntityReference)context.GetValue(this.ReportID)).Id.ToString("B"));
                sb.AppendFormat("report path: {0}; ", reportPath);
                string format = "PDF";
                string historyID = null;
                string devInfo = @"<DeviceInfo><Toolbar>False</Toolbar></DeviceInfo>";

                ParameterValue[] parameters = new ParameterValue[1];
                parameters[0] = new ParameterValue();
                parameters[0].Name = "ClaimID";
                parameters[0].Value = rptParams.ToString();

                sb.AppendFormat("Parameter length: {0}; ", parameters.Length.ToString());

                //string showHideToggle = null;
                string encoding;
                string mimeType;
                string extension;
                Warning[] warnings = null;
                // ParameterValue[] reportHistoryParameters = null;
                string[] streamIDs = null;

                ExecutionInfo execInfo = new ExecutionInfo();

                ExecutionHeader execHeader = new ExecutionHeader();

                rs.ExecutionHeaderValue = execHeader;
                execInfo = rs.LoadReport(reportPath, historyID);

                if (execInfo.CredentialsRequired)
                {
                    List<DataSourceCredentials> dsCredentials = new List<DataSourceCredentials>();
                    foreach (DataSourcePrompt dsp in execInfo.DataSourcePrompts)
                    {
                        DataSourceCredentials credentials1 = new DataSourceCredentials();
                        credentials1.DataSourceName = dsp.Name;
                        sb.Append("; DataSourceName: " + credentials1.DataSourceName);

                        credentials1.UserName = workFlowContext.InitiatingUserId.ToString();
                        sb.Append("; username: " + workFlowContext.InitiatingUserId.ToString());
                        credentials1.Password = workFlowContext.OrganizationId.ToString();
                        sb.Append("; pword: " + workFlowContext.OrganizationId.ToString());

                        dsCredentials.Add(credentials1);
                    }
                    execInfo = rs.SetExecutionCredentials(dsCredentials.ToArray());
                }

                rs.SetExecutionParameters(parameters, "en-us");
                String SessionId = rs.ExecutionHeaderValue.ExecutionID;
                sb.Append("Attempting the render; ");

                try
                {
                    result = rs.Render(format, devInfo, out extension, out encoding, out mimeType, out warnings, out streamIDs);

                    //Create email activity
                    Entity email = new Entity();
                    email.LogicalName = "email";
                    EntityReference regardingObject = new EntityReference("contact", sendto);
                    email.Attributes.Add("regardingobjectid", regardingObject);

                    //Creating EntityReference for from, to and cc. Need to be changed according to your requirement
                    EntityReference from = new EntityReference("queue", fromUserID);
                    EntityReference to = new EntityReference("contact", sendto);

                    //Creating party list
                    Entity fromParty = new Entity("activityparty");
                    fromParty.Attributes.Add("partyid", from);

                    Entity toParty = new Entity("activityparty");
                    toParty.Attributes.Add("partyid", to);

                    EntityCollection collFromParty = new EntityCollection();
                    collFromParty.EntityName = "queue";
                    collFromParty.Entities.Add(fromParty);

                    EntityCollection collToParty = new EntityCollection();
                    collToParty.EntityName = "contact";
                    collToParty.Entities.Add(toParty);

                    // Adding from & to  to the email
                    email.Attributes.Add("from", collFromParty);
                    email.Attributes.Add("to", collToParty);                    

                    email.Attributes.Add("subject", "Test Report");
                    email.Attributes.Add("description", "Test description text..");
                    // Create the email
                    Guid emailID = service.Create(email);


                    // Attaching Pdf Report
                    //int NextActorID = new int();
                    RetrieveEntityRequest request = new RetrieveEntityRequest();
                    request.LogicalName = "email";
                    RetrieveEntityResponse response = (RetrieveEntityResponse)service.Execute(request);
                    int objecttypecode = response.EntityMetadata.ObjectTypeCode.Value;

                    Entity attachment = new Entity("activitymimeattachment");
                    attachment["subject"] = "Report";
                    attachment["filename"] = "Report.pdf";
                    attachment["body"] = Convert.ToBase64String(result);
                    attachment["filesize"] = result.Length;
                    attachment["mimetype"] = "text/plain";
                    attachment["attachmentnumber"] = 1;
                    attachment["objectid"] = new EntityReference("email", new Guid(email.Id.ToString()));
                    attachment["objecttypecode"] = objecttypecode;

                    service.Create(attachment);

                    // Sending email
                    SendEmailRequest SendEmail = new SendEmailRequest();
                    SendEmail.EmailId = emailID;
                    SendEmail.IssueSend = true;
                    SendEmail.TrackingToken = "";
                    SendEmailResponse res = (SendEmailResponse)service.Execute(SendEmail);
                }

                catch (Exception err)
                {
                    throw new Exception(err.Message.ToString());
                }

            }
            catch (Exception ex)
            {
                throw new InvalidPluginExecutionException("An error occurred attaching the pdf: " + ex.Message + ": " + sb.ToString());
            }




        }
    }
}

Comments

  1. Hello..

    Could you help me on this setp-How to Add Reporting Service as Web Reference..Actually i dont know what url to use for this..

    ReplyDelete

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