Plugin Development: Create follow up task on create of Contact.

Create a follow up Task on create of Contact. The task should be completed in 2 days from the contact created on date.

Register the Plugin on:

  • Message = Create
  • Primary Entity = contact
  • Pipeline Event = PostOperation
using System;
using Microsoft.Xrm.Sdk;

namespace HelloPlugin
{ 
public class CreateTask: IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

// Get a reference to the Organization service.
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);

if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
//Obtain the target entity from the input parameter
Entity contact = (Entity)context.InputParameters["Target"];
try{
//Implement Plugin Business Logic inside try block
Entity taskRecord = new Entity("task");   //Creating object taskRecord of task entity.

//Single line of text(String fields)Append Follow Up on Task entity Subject field 
taskRecord.Attributes.Add("subject", "Follow Up"); 
//Append Need to follow up with contact statement on Task entity description field 
taskRecord.Attributes.Add("description", "Need to follow up with contact");   

//Set value in Date field
taskRecord.Attributes.Add("scheduledend", DateTime.Now.AddDays(2));  //Added 2 days from the Contact creation date.

//Set value in Optionset field (use Optionset value not lable) 
taskRecord.Attributes.Add("prioritycode", new OptionSetValue(2));  

//Set Parent Record to Task record.
//taskRecord.Attributes.Add("regardingobjectid", new EntityReference("contact", contact.Id)); //Old Methodology

taskRecord.Attributes.Add("regardingobjectid", contact.ToEntityReference());//New Methodology -- Link to Contact Record.

//Create a task record
Guid taskGuid = service.Create(taskRecord);
}

catch (Exception ex)
{
   throw new InvalidPluginExecutionException(ex.Message);
}
}
}
}
}
Figure 1: On create of Contact, follow up task got automatically created.

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