Sample: Calculate a credit score with a custom workflow activity

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

This sample code is for Microsoft Dataverse. Download the complete sample here: WorkflowActivities.

Prerequisites

Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.

Requirements

The following customizations must exist for this custom workflow activity to work:

  • Entity Schema Name: new_loanapplication
  • Attribute: new_loanapplicationid as the primary key
  • Attribute: new_creditscore of type int with min of 0 and max of 1000 (if it is to be updated)
  • Attribute: new_loanamount of type money with default min/max
  • Customize the form to include the attribute new_loanapplicantid

The contact entity must have the following customizations:

  • Attribute: new_ssn as Single Line of Text with max length of 15
  • One-To-Many Relationship with these properties:
    • Relationship Definition Schema Name: new_loanapplicant
    • Relationship Definition Related Entity Display Name: Loan Application
    • Relationship Attribute Schema Name: new_loanapplicantid
    • Relationship Behavior Type: Referential

Demonstrates

The following sample workflow activity calculates the credit score based on the Social Security Number (SSN) and name.

Example

RetrieveCreditScore.cs

See also

Workflow extensions
Tutorial: Create workflow extension
Sample: Create a custom workflow activity
Sample: Update next birthday using a custom workflow activity