Invoke Custom Method Configuration Dialog Box

The Invoke Custom Method action allows users to call a custom DLL. For example, you can use this action to modify your Ajera CRM database if it doesn't suit your company's needs. You can also use this action as a method of interacting with another outside application or system.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > Workflow, then select the type of workflow you want to create.
2. In the Workflows grid, select the workflow row (event) to which you want to add the action.
3. In the Actions grid, click Insert and select Invoke Custom Method.

Contents

Field	Description
Assembly	Select the name of the actual Microsoft.Net assembly or the DLL that contains your custom method. All assemblies located in the Workflow directory under the Ajera CRM install directory are listed here. Assemblies or DLLs that are used for invoking custom methods are required to be placed in the above mentioned directory. Ajera CRM does not provide the option of using an assembly that is located elsewhere.
Class	When a specific assembly is selected from the list, Ajera CRM automatically reads the assembly and loads the drop-down list for this field with a list of classes available in the assembly.
Method	This drop-down field is automatically loaded with a list of methods (functions or subs) available in the selected class. The method that you select is the method that will be invoked when workflow conditions are met.
Arguments	The list of arguments will be automatically populated based on the Method selected. Name — The name of the parameter to the method. Value — The SQL expression, which will be used to determine the value of the argument at run time. Click in this field to display the SQL Expression Builder dialog box to define the values.
Invoke after all changes are saved	If you select this option, the action will run after the entire Info Center record (including all grids) has been saved. Otherwise, the action will run after the main workflow table has been saved, but before any of the grid tables have been processed. (The later is the current and default behavior.) This option is only available when the workflow is on the main workflow table, for example [Employee Record].
Test Method	This button becomes active when the Assembly, Class, and Method fields are populated, and allows developers to test the custom methods they write for the workflow. When a developer clicks this button, Ajera CRM displays a dialog box that contains all the arguments for the method. Only literal values for each of the arguments may be entered and will be converted to the appropriate data type at run time.