I needed to use workflow to add a new member to a marketing list, but found I needed to create a custom workflow activity to do this. In fact once you have VS2005 setup with workflow project types it wasn't too hard.
You need to use Dependency Properties to pass parameters in (and out). The worflow activity form assistant will allow you to set some dynamically. You can use the context to get a handle to the crmService. CrmWorkflowActivity defines the menu labelling in the workflow activity.
Use the Developer PluginRegistration tool to register it, or there is sample installer code in the SDK workflow walkthrough.
Hope this helps someone.
using System;
using System.ComponentModel;
using System.ComponentModel.Design;
using System.Collections;
using System.Drawing;
using System.Workflow.ComponentModel.Compiler;
using System.Workflow.ComponentModel.Serialization;
using System.Workflow.ComponentModel;
using System.Workflow.ComponentModel.Design;
using System.Workflow.Runtime;
using System.Workflow.Activities;
using System.Workflow.Activities.Rules;
using Microsoft.Crm.Sdk;
using Microsoft.Crm.SdkTypeProxy;
using Microsoft.Crm.Workflow;
namespace Vizola.VEMWorkflow
{
[CrmWorkflowActivity("Add to Marketing List", "VEM Workflow")]
public partial class Add2ML: SequenceActivity
{
public static DependencyProperty listIdProperty = DependencyProperty.Register("listId", typeof(Lookup), typeof(Add2ML));
[CrmInput("Marketing List")]
[CrmReferenceTarget("list")]
public Lookup listId
{
get
{
return (Lookup)base.GetValue(listIdProperty);
}
set
{
base.SetValue(listIdProperty, value);
}
}
public static DependencyProperty contactIdProperty = DependencyProperty.Register("contactId", typeof(Lookup), typeof(Add2ML));
[CrmInput("Contact")]
[CrmReferenceTarget("contact")]
public Lookup contactId
{
get
{
return (Lookup)base.GetValue(contactIdProperty);
}
set
{
base.SetValue(contactIdProperty, value);
}
}
public Add2ML()
{
InitializeComponent();
}
///
/// The Execute method is called by the workflow runtime to execute an activity.
/// /// The context for the activity
///
protected override ActivityExecutionStatus Execute(ActivityExecutionContext executionContext)
{
// Get the context service.
IContextService contextService = (IContextService)executionContext.GetService(typeof(IContextService));
IWorkflowContext context = contextService.Context;
// Use the context service to create an instance of CrmService.
ICrmService crmService = context.CreateCrmService(true);
AddMemberListRequest amReq = new AddMemberListRequest();
amReq.EntityId = contactId.Value;
amReq.ListId = listId.Value;
AddMemberListResponse amRes = (AddMemberListResponse)crmService.Execute(amReq);
return ActivityExecutionStatus.Closed;
}
}
}