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I have a custom form within CRM 4.0 for guarentees, one of the fields being 'Guarentee No' (int).
How do i get it to auto increment everytime a new guarentee is created?
There are a number of ways that you can get CRM to auto increment an int attribte , the one that I like to use is a CRM 4 plugin that allows you to incrementally number any entity in CRM. You can access the code from http://crmnumbering.codeplex.com/ . I have used this plug in with many projects and never had a problem. Good luck.
I haven't ever installed a plug-in, do you have any instructions how i install it? or possibly an alternative method for auto incrementing an attribute.
To my knowledge there is no other way to get the auto number increment working except through coding. However, this is not as difficult as you may think.
You can increment through workflow, which could work.
Leon TribeWant to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
I've carried out all instructions you gave me but it doesn't seem to work, can you confirm the below details are alright:
Register new assembly -> Register new stepMessage: CreatePrimary Entity: invoiceStage of Exec.: PreExec. Mode: SyncTriggering Pipeline: Parent
Do i need to restart anything in order to apply these settings?
Can you confirm that you first registered the assemby and then the Step?
register new assembly -> then register new step
To get the plugin to work you first need to Register the Assembly and then Register a step (in this case 'Create') from the registered assembly(Magnetism.Crm4).
Also, are you sure that you published the customisations that were imported by the customisation.xml file?
Let me know
Just to confirm the steps i have taken:
first i uploaded the customisation and published it. I know it's published because i can enter the guarentees entity details in it. These are: Name: Guarentees, Entity Schema Name: new_guarantee and Field Schema Name: new_guaranteeno.
Next i ran the plugin regestration tool and registered the Assembly "Magnetism.Crm4". I then created a step with the following details:
Message: CreatePrimary Entity: new_guarenteeEventing stage: Pre StageExec: SyncTrig: Parent
Do i add anything to the Unsecure or Secure configuration?
Do i need to add an image?
From, what you are saying, it seems you have correctly installed the plugin, it sounds like you may have a configuration issue.....
Are you running CRM 4.0 Professional? How is your CRM Installation deployed? Is it on one Server? When you say it 'does not appear to be working', is it doing nothing or are you getting an error message?
I have the full version of CRM 4.0 installed.
I have 2 servers, 1 which Microsoft Dynamics CRM and NAV are installed and the other server is a dedicated SQL server.
I don't get any error messges, it just doesn't appear to do anything.
Thanks for the instructions above you may have got me out of a hole! however when I create a new record for the entity that I want to have the number increment (new_refurbishments in this case) the position on the Incremental Numbering record changes however this number is not reflected on the field new_refurbishmentnumber (this is the field detailed in the Incremental Numbering Form)
Do i need to use a workflow to populate this field with the number?
Apologies I have fixed the issue, I had not changed the execution stage to pre in the assembly reg
I am still struggeling with this. I have the same problem as Allan had.
If i create a new record the 'current position' does increment.
However, when i create the new record the number is not populated in the field, any ideas?
What I had to do was edit the create new step in the Assembly registry tool and change the "kick off" to pre instead o post (the option is in the bottom right hand corner)
Once I did this it worked as expected!
Hope that helps
Thanks Allan, It is already set to "Pre Stage" and it still doesn't work.
I also tried changing it, then changing it back and still no joy.
Any other ideas?
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