Retrieve a CRM Entity Activity

CRM 4.0

Context

Use the Retrieve a CRM Entity Activity to retrieve a CRM entity as an object that you can use in a dynamic workflow.

Wizard Tips

1. In the left pane of the Request section, click entityName.
2. In the right pane of the Request section, in the Value text box, enter the type of enter you want to retrieve. You can define the entity name manually, select it from a workflow field, or base the value on a workflow expression.
3. In the right pane of the Request section, define the GUID of the entity you want to retrieve. You can define the GUID manually, select it from a workflow field, or base the value on a workflow expression. 
4. In the left pane of the Request section, click columnSet.
5. From the Type drop-down menu in the right pane of the Request section, select either AllColumns to retrieve all of this entity's columns, or ColumnSet to retrieve a specific set of columns. If you select ColumnSet, click string[] and in the Length text box, enter the number of columns you want to retrieve.
6. Expand the ColumnSet node and enter the attribute name of each column you want to retrieve. You can manually enter the value, select it from a workflow field, or base the value on a workflow expression. 

CRM 2011/2013

Context

Use the Retrieve a CRM Entity Activity to retrieve a CRM entity as an object that you can use in a dynamic workflow.

Wizard Tips

1. In the left pane of the Request section, click entityName.
2. In the right pane of the Request section, in the Value text box, enter the type of enter you want to retrieve. You can define the entity name manually, select it from a workflow field, or base the value on a workflow expression.
3. In the right pane of the Request section, define the GUID of the entity you want to retrieve. You can define the GUID manually, select it from a workflow field, or base the value on a workflow expression. 
4. In the left pane of the Request section, from the Type drop-down menu, click ColumnSet.
5. Clear the IsNull check box.
6. Select which columns you want to retrieve. To retrieve all columns, select AllColumns=True. To retrieve specific columns, select AllColumns=False.
   If you select AllColumns=False, select DataCollection and enter the number of columns to retrieve in the Length properties text box.
7. , or ColumnSet to retrieve a specific set of columns. If you select ColumnSet, click string[] and in the Length text box, enter the number of columns you want to retrieve.
8. Expand the DataCollection Columns node and enter the attribute name of each column you want to retrieve. You can manually enter the value, select it from a workflow field, or base the value on a workflow expression.