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docs/Add Role To Team.md

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This step allows you to Add security role to a Team.
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For using this activity you mus access here and select Add Role To Team.
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For using this activity you must access here and select Add Role To Team.
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Then in the activity you can fill all the parameters:
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![](Add%20Role%20To%20Team_wf2.gif)

docs/Add Role To User.md

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This step allows you to Add security role to a User.
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For using this activity you mus access here and select Add Role To User.
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For using this activity you must access here and select Add Role To User.
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Then in the activity you can fill all the parameters:
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![](Add%20Role%20To%20User_wf2.gif)

docs/Add To Marketing List.md

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This step is very usefull to add members to a Marketing Lists (accounts, contacts and leads)
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For using this activity you mus access here and select AddToMarketingList:
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For using this activity you must access here and select AddToMarketingList:
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![](Add%20To%20Marketing%20List_w2.gif)
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docs/CalculatePrice.md

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First, you need to disable the OOBPriceCalculationEnabled parameter on System setting (System pricing calculation to No).
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Second, you cand develop your own Plugin to make your pricing calculations, as explained in the SDK: https://msdn.microsoft.com/en-us/library/dn817877.aspx
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For using this activity you mus access here and select Calculate Price action:
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For using this activity you must access here and select Calculate Price action:
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![](calculateprice1.png)
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docs/Check If User is in Role.md

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This step is very usefull to check if the user that initialized the Workflow execution, has one specified security role
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For using this activity you mus access here and select CheckUserInRole:
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For using this activity you must access here and select CheckUserInRole:
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![](Check%20If%20User%20is%20in%20Role_userinrole1.gif)
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docs/Check If User is in Team.md

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This step is very usefull to check if the user that initialized the Workflow execution, is a mamber of a specified Team.
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For using this activity you mus access here and select CheckUserInTeam:
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For using this activity you must access here and select CheckUserInTeam:
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![](Check%20If%20User%20is%20in%20Team_wf2.gif)
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docs/Clone Record.md

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This step is very usefull to Clone some record. You pass the URL of one record, and it will create a new record, with the same values.
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For using this activity you mus access here and select Clone Record:
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For using this activity you must access here and select Clone Record:
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![](Clone%20Record_wfclone.gif)
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docs/CreateTeam.md

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For using this activity you mus access here and select Create Team action:
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For using this activity you must access here and select Create Team action:
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![](CreateTeam1.png)
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docs/DateFunctions.md

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This step allows you to execute operations for DateTime valus.
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For using this activity you mus access here and select Date Function action:
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For using this activity you must access here and select Date Function action:
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![](DateFunctions1.png)
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docs/Email To Team.md

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This step allows you to add all the users from a Team on the "To" field of the email record.
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For using this activity you mus access here and select Email To Team:
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For using this activity you must access here and select Email To Team:
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![](Email%20To%20Team_wf1.gif)
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docs/Entity Attachment To Email.md

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This step allows you to retrieve attachments from one Entity, and attach them to a created Email record.
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You can also filter the attached Files by FileName.
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For using this activity you mus access here and select Entity Attachment To Email:
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For using this activity you must access here and select Entity Attachment To Email:
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![](Entity%20Attachment%20To%20Email_wf1.gif)
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docs/ExecuteWorkflowByID.md

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This step allows you to execute any Workflow, just passing as a parameter the GUID in string of the context record.
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It'srequired to pass a GUID of an Entity Type supported by the Workflow.
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For using this activity you mus access here and select Calculate Price action:
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For using this activity you must access here and select Calculate Price action:
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![](ExecuteWorkflowById1.png)
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docs/GetOptionSetValue.md

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This step allows you to retrieve the int value of the selected value of the optionset in the record.
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For using this activity you mus access here and select Get Option Set Value action:
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For using this activity you must access here and select Get Option Set Value action:
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![](GetOptionSetValue1.png)
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docs/JSONParser.md

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This step allows you to get any string value from a JSON. this method uses JSON.NET library (https://www.newtonsoft.com) and this method:
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https://www.newtonsoft.com/json/help/html/SelectToken.htm
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For using this activity you mus access here and select JSON Parser action:
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For using this activity you must access here and select JSON Parser action:
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![](JSONParser1.png)
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docs/Numeric Functions.md

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This step allows you execute some basic numeric funcions with two decimal numbers.
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For using this activity you mus access here and select Numeric Functions.
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For using this activity you must access here and select Numeric Functions.
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Then in the activity you can fill all the parameters:
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![](Numeric%20Functions_wf1.gif)

docs/Pick From Queue.md

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This step allows you to pick a defined number of items from a Queue, and also to set of you want to remove from the source.
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With this solution you can automate the Queue Picking with workflows just by dates, avoiding the "Cherry Picking" issue.
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For using this activity you mus access here and select Pick From Queue:
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For using this activity you must access here and select Pick From Queue:
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![](Pick%20From%20Queue_wf1.gif)
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docs/Queue Item Count.md

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This step allows you to get the "count" of Items on one Queue, and filter them to retrieve them all, or only the unassigned ones.
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For using this activity you mus access here and select Queue Item Count:
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For using this activity you must access here and select Queue Item Count:
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![](Queue%20Item%20Count_wf1.gif)
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docs/Remove From Marketing List.md

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This step is very usefull to remove members from a Marketing Lists (accounts, contacts and leads)
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For using this activity you mus access here and select RemoveFromMarketingList:
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For using this activity you must access here and select RemoveFromMarketingList:
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![](Remove%20From%20Marketing%20List_wf2.gif)
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docs/Remove Role From Team.md

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This step allows you to Remove Role From a Team.
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For using this activity you mus access here and select Remove Role From Team.
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For using this activity you must access here and select Remove Role From Team.
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Then in the activity you can fill all the parameters:
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![](Remove%20Role%20From%20Team_wf2.gif)

docs/Remove Role From User.md

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This step allows you to Remove Role From a User.
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For using this activity you mus access here and select Remove Role From User.
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For using this activity you must access here and select Remove Role From User.
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Then in the activity you can fill all the parameters:
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![](Remove%20Role%20From%20User_wf3.gif)

docs/Remove Role From a Team.md

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This step allows you to Remove Role From a Team.
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For using this activity you mus access here and select Remove Role From Team.
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For using this activity you must access here and select Remove Role From Team.
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Then in the activity you can fill all the parameters:
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![](Remove Role From a Team_wf2.gif)

docs/Rollup Functions.md

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This step is helps you retrieve Rollups results (Count, Sum, Average, Max and Min) on the fly on output parameters of the Workflow Activity.
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It's based on one input Parameter with a Fetch XML, where you can set a Dynamic Value (for the parent filter), or just create an open FetchXML.
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For using this activity you mus access here and select Rollup Functions:
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For using this activity you must access here and select Rollup Functions:
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![](Rollup%20Functions_wf1.gif)
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docs/Sales Literature To Email.md

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This step allows you to retrieve Documents from Sales Literature, and attach them to a created Email record.
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You can also filter the attached Files by FileName.
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For using this activity you mus access here and select Sales Literature To Email:
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For using this activity you must access here and select Sales Literature To Email:
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![](SalesLiterature_wf1.gif)
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docs/SendEmailFromTemplateToUsersInRole.md

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This step allows you to create and send an email based on template to all users that have assigned a defined security role.
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In this case, it will create one individual email for each users identified.
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For using this activity you mus access here and select Send Email From Template To Users In Role:
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For using this activity you must access here and select Send Email From Template To Users In Role:
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![](SendEmailFromTemplateToUsersInRole1.png)
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docs/SendEmailToUsersInRole.md

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This step allows you to add users that have assigned specied security role as recipients to a previous created email.
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For using this activity you mus access here and select Send Email To Users In Role:
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For using this activity you must access here and select Send Email To Users In Role:
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![](SendEmailToUsersInRole1.png)
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docs/Set Process.md

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This step is very usefull to set the active Business Process Flow on a specified record.
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You can also restart the process (setting the same process), or remove the process execution (blank value).
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For using this activity you mus access here and select Set Process:
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For using this activity you must access here and select Set Process:
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![](Set%20Process_wf1.gif)
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