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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / how to define default ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

how to define default subproject id format based on different level in d365 x++

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Posted on by D365 ER 167

Hi developers ,

We have  default subproject id format in project management and accounting module. My requirement is to use different subproject id format based on different level.

Suppose I have standard subproject id format as ###, now at task level 1 I need to use standard format, but at level 2 I need to use ## this format and at level 3 I want to use  # format.

Please let me know how I can bypass standard subproject id for level 2 and level3.

Thanks!!

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  • Suggested answer
    GirishS Profile Picture
    GirishS 27,833 Moderator on at

    Hi D365 ER,

    You can set the number sequence format for sub project in parent project setup - Navigate to Projects (Details form)>> Project hierarchy (Tab) >> Subproject ID format (field name). So you can set the format for each sub project under parent project.

    If you want to see the code - In the ProjTable field name is "Format" - You can do find reference of the field and see how they are being used in the code to populate sub project id.

    Thanks,

    Girish S.

  • D365 ER Profile Picture
    D365 ER 167 on at

    Hi Girish,

    So I have a requirement where from CRM i.e third party system , when I am releasing the project and subproject, at that time the project and respective subproject are created in FO .

    I am getting the error while releasing the project.

    Error: No format can be added because the field project ID and format exceed the maximum string length of a project ID.

    I checked the field length that is of 20 characters.

    The only way is to change the subproject id format at individual so that it will not call the default format everytime while integrating the project from third party.

    Thanks!!

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,833 Moderator on at

    If you want to know where the Sub project number sequence is generated - Refer to the method "formMethodDataSourceCreate" - Inside this method they will be calling the generateNextSubProjectId method - This method will make use of "Format" field in ProjTable to create number sequence for sub project id.

    Thanks,

    Girish S.

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