Workflow – Get Metadata

This activity will give you all the information about the workflow that CRM should make available but doesn’t. Things like “Who is running the workflow?” and “What’s the ID of the record?”

Usage Examples:

  • You want to create a task for the workflow user
  • You need the ID of the record the workflow is run on

Input Parameters

There are no input parameters.

Output Parameters

Parameter Name Type Description
Business Unit A Business Unit record The Business Unit that the calling user belongs to.
Organization ID Text The ID of the Organization that the entity belongs to.
Organization Name Text The name of the Organization that the entity belongs to.
Is Executing Offline Boolean Gets whether the plug-in is executing from the Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access client while it is offline.
Isolation Mode as Text Text The text value of the workflows isolation mode (None or Sandboxed).
Isolation Mode as Option Set Option Set An option set value for the isolation mode of the workflow; the easiest way to handle Check conditions.
Synchronous Mode as Text Text The text value of the workflow’s synchronous mode (Synchronous or Asynchronous).
Synchronous Mode as Option Set Option Set An option set value of the workflow’s synchronous mode; the easiest way to handle Check conditions.
Workflow Category as Text Text The text value of the workflow’s category (Workflow or Dialog).
Workflow Category as Option Set Option Set An option set value of the workflow’s category; the easiest way to handle Check conditions.
Workflow User System User record The system user account under which the current pipeline is executing
Workflow Depth Whole Number Gets the current depth of execution in the call stack.
Workflow Record – Entity Schema Name Text The schema name of the entity that the workflow is running on.
Workflow Record – Entity Display Name Text The display name of the entity on which the workflow is running.
Workflow Record – Object Type Code Whole Number The object type code / entity type code of the entity on which the workflow is running.
Workflow Record – Record ID Text The ID of the record which the workflow is running on.