Workflows for CampusNexus CRM

Forms Builder can be set up to use the Anthology Student database, the CampusNexus CRM database, or both. When both databases are used, Form Designer displays the Service Provider option to enable you to select a database and the associated entities. When only one of the two databases is used, the entities available for the selection of form fields will correspond to the database, and the Service Provider option is not displayed.

When CampusNexus CRM is the Service Provider, you can build forms that use CampusNexus CRM entities and design workflows for the associated form sequences. These workflows rely on specific events and objects that are generated in CampusNexus CRM.

CampusNexus CRM Events and Objects

All operational and reference objects in CampusNexus CRM are wrapped in the assembly file Cmc.NexusCrm.Contracts.dll. Whenever new properties are created in CampusNexus CRM or an existing property definition (metadata) is changed, this assembly is regenerated. Workflows for CampusNexus CRM require the events and objects contained in the Cmc.NexusCrm.Contracts.dll to be available in Workflow Composer and Forms Renderer.

To regenerate the assembly after any metadata changes, perform the following steps:

1. On the IIS Server of the Web Client for CampusNexus CRM, restart the Cmc.Crm.Workspaces application.

2. Navigate to the URL of the Web Client for CampusNexus CRM.

3. Copy the regenerated Cmc.NexusCrm.Contracts.dll from the \bin folder of the Web Client to the installation path of Workflow Composer and to the \bin folder of Forms Renderer.

As a best practice, when CampusNexus CRM metadata is changed, the generated contracts assembly file (Cmc.NexusCrm.Contracts.dll) must be copied from the bin folder of Web Client to the installation path of Workflow Composer and to the \bin folder of Forms Renderer.

If an existing workflow includes a property that is not available in the current generated contracts, the administrator needs to manually edit the workflow and remove the property.

The .dll file can be copied while you remain logged on to Workflow Composer. Any updates will be reflected in Workflow Composer after you log off and on again.

Workflow Activities for CampusNexus CRM

The Cmc.NexusCrm.Common.Workflow namespace provides activities designed specifically for CampusNexus CRM, e.g., GetAttachment, GetRelatedEntity, and LookupContact. These activities become available when the Activities and Contracts (CRM) package is installed using the Package Manager within Workflow Composer.

In addition to the workflow activities from the Cmc.NexusCrm.Common.Workflow namespace, workflows for form sequences can use other activities, such as generic activities (Assign, If, StateMachine, etc.) and workflow activities designed for CampusNexus packages.

For detailed information about these activities, please refer to Workflow Help.