Monday, March 26, 2018

Updated CRM Workflow Utilities

I’ve just made a round up updates to my workflow utilities. I’ve added new functionality to most of them and did some refactoring on the backend. I’m also dropping support for the 2011/2013 version of the solutions I’d been keeping up mostly because they weren’t being downloaded very much and it frees up time for other endeavors. The current solution will work for anything 2015 and later (v7.0+).
If you’ve got suggestions for new functionality, make them on the corresponding GitHub issues page.


CRM Email Workflow Utilities

GitHub    Latest Release
  • Email Business Unit
  • CC Business Unit
  • Email Security Role
  • CC Security Role
  • Email Team
  • CC Team
  • Email Queue Members
  • CC Queue Members
  • Email Connection - NEW
  • CC Connection - NEW
  • Delete Email Attachments
  • Delete Email Attachments By Name
  • Send Draft Email
  • Check Email Attachments Present & Count
  • Create Template – NEW

CRM DateTime Workflow Utilities

GitHub    Latest Release
  • Add Business Days
  • Add Days
  • Add Hours
  • Add Minutes
  • Add Months
  • Add Years
  • DateDiff - NEW
  • Date Difference Seconds - NEW
  • Date Difference Hours
  • Date Difference Minutes
  • Date Difference Days
  • Date Difference Months
  • Date Difference Years
  • Get Second Number - NEW
  • Get Minute Number - NEW
  • Get Hour Number - NEW
  • Get Day Number
  • Get Month Number
  • Get Year Number
  • Get Month Name
  • Get Day Number Of Week
  • Get Day Number Of Year
  • Get Day Of Week
  • Get Quarter Number Of Year
  • Get Week Number Of Year
  • Get Month Start/End Dates
  • Get Quarter Start/End Dates
  • Get Week Start/End Dates
  • Get Year Start/End Dates
  • Is Between
  • Is Business Day
  • Is Same Day
  • Relative Time String
  • ToDateTime
  • To UTC String
  • Set Time - NEW
  • Get Formatted Date String - NEW
  • Set DatePart – NEW

CRM String Workflow Utilities

GitHub    Latest Release
  • B64 Decode - NEW
  • B64 Encode - NEW
  • Contains
  • Create Empty Spaces
  • Decode Html - NEW
  • Encode Html - NEW
  • EndsWith
  • Join
  • Length
  • PadLeft
  • PadLeft Dynamic
  • PadRight
  • PadRight Dynamic
  • Random String - NEW
  • Regex Extract
  • Regex Match
  • Regex Replace
  • Regex Replace With Space
  • Replace
  • Replace With Space
  • Reverse
  • StartsWith
  • Substring
  • ToLower
  • ToTitleCase
  • ToUpper
  • Trim
  • Word Count
  • Remove HTML - NEW
  • Url Encode - NEW
  • Url Decode- NEW

CRM Numeric Workflow Utilities

GitHub    Latest Release
  • Add
  • Average
  • Divide
  • Max
  • Min
  • Multiply
  • Random Number
  • Random Number Between
  • Round
  • Subtract
  • ToDecimal
  • ToInteger
  • Truncate
  • Absolute Value - NEW
  • IsStringNumeric – NEW

CRM Note Workflow Utilities

GitHub    Latest Release
  • Check Attachment
  • Copy Note
  • Move Note
  • Delete Attachment
  • Delete Attachment By Name
  • Delete Note
  • Update Note Text
  • Update Note Title