The Execute Batch Operations REST activity is used to add, update, and delete entity records in the Microsoft Dynamics CRM server.
This activity supports adding, updating and deleting multiple entity records at a time through using a REST batch API call.
Note: The Execute Batch Operations REST activity is treated as a single operation. If any of the operations within the Execute Batch Operations REST activity fails, the remaining operations are rolled back and the activity faults.
General
In the
General tab, you can establish a connection to the Microsoft Dynamics CRM server, and specify the type of entity records or specific attributes of an entity for which you want to execute a batch request.
The following table lists the configurations in the
General tab of the Execute Batch Operations REST activity:
| Field
|
Module Property?
|
Description
|
| Name
|
No
|
Specify the name of the activity in the process definition.
|
| Dynamics CRM REST Connection
|
Yes
|
Specify a shared connection resource.
Click the
icon to select a Dynamics CRM REST connection. If no matching Dynamics CRM REST connections are found, click
Create Shared Resource in the
Select DynamicscrmRestResource Resource Template dialog to create one. See
Creating a Dynamics CRM REST Connection for more details.
|
| Build Batch Request
|
No
|
Build a batch request.
To build a batch request:
-
Click the
Build Batch Request button.
- In the
Batch Request Builder
dialog box that opens, from the
Select Operation
drop-down list, select the operation you want to perform, such as create, update, or delete operation.
Note: If you select update operation,
Upsert Restriction is displayed and you can select
None,
Prevent Create, or
Prevent Update. By default,
None is selected.
Note: For delete operation, in
Optional Input Attributes, you can select and delete only one attribute of any entity.
- In the
Select Entity list, select the entity on which you want to perform the operation. If required, select input attributes in the
Optional Input Attributes list.
- Click
Add.
The operation is added as an entry (batch item) in the
List of Operations for Batch table.
Note: If you want to edit or delete an entry (batch item) in the
List of Operations for Batch table, select the entry and click the
Edit
or
Delete button and make the required change. You can select only one entry and edit at a time. You can however select multiple entries and delete at a time. Click
Edit to make the changes in the input/output parameters, click
Save Edit to save the changes or click
Cancel Edit to discard the changes.
- After adding all the operations you want to perform in the batch, click
Confirm Batch to generate the input and output schema for the batch items.
- Click
Save.
|
Description
In the
Description tab, you can enter a short description for the Execute Batch Operations REST activity.
Input
In the
Input
tab, the input of this activity is displayed. The input varies depending on the type of operation, entity, and attributes selected in the
Batch Request Builder dialog box in the
General tab.
The input schema has as many number of operations as were configured using the
Batch Request Builder dialog box and the order of the operations is maintained as seen in the dialog box.
Output
In the
Output
tab, the corresponding entity IDs for the operations in the batch are returned. The output varies depending on the type of operations and entities.
The output schema has as many number of operations as were configured using the
Batch Request Builder dialog box and the order of the operations is maintained as seen in the dialog box.
Fault
The error code and error message of the Execute Batch Operations REST activity are displayed in the
Fault tab. See
Error Codes for a more detailed explanation of errors.
The following table lists error schema elements in the
Fault tab of the Execute Batch Operation REST activity:
| Error Schema Element
|
Data Type
|
Description
|
| message
|
String
|
The error message returned by the plug-in.
|
| messageCode
|
String
|
The error code returned by the plug-in.
|
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