Reference Number for Child Record?

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Posted on by Community Member

Hello,

I'm looking to create a reference number for child records, but the numbers start back at 1 for each parent record.

For example, we have 2 parent records - 'Parent Record A' and 'Parent Record B' and they both have 2 child records. The reference number for the child records would then be:

"Child Record from Parent A - 1"

"Child Record from Parent A - 2"

"Child Record from Parent B - 1"

"Child Record from Parent B - 2"

Does anyone have any suggestions for how I would get this to work? My first thought would be to write some Javascript that would loop through the children record and increment a field by 1 - does anyone know if this has been done before?

Thanks! Katie

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Adrian Begovich 1,027 Moderator on at

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Hi Katie110596,

You could create a Plugin that runs whenever a child record is created or updated and assigns a reference number to each child record in order of created on date. However, this will only work well if the child records can only have one parent.

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RaviKashyap 55,410 Moderator on at

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Hi,

As you need to have the sequence number per record, you need to store the number on the parent record itself and default it to 0. And now you can create a real time workflow on your child entity create which first increment the sequence number by 1 and then sets that number on your child record.

You can refer this blog for the concept. The difference is that in our case we are storing the sequence number on the same entity record ( and not a separate entity)

community.dynamics.com/.../auto-numbering-through-real-time-workflows-no-customization-no-add-on

I have done something similar so if you need any further assistance, let me know. Below are some screenshot which can help you. Item Code is the parent and Proposal is child entity. With the workflow, I am populating incremented name for the child entity i.e. proposal

Hope this helps.

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