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Automating the auto-numbering format of a field

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Posted on by 95

A question from a newbie here

I wonder if this below automation is possible by a WF or Flow

  • I am adding a new Auto number field that should have the YEAR+Serial Number
  • So the field should be auto named in the forma 2023-CZ123456
  • The serial numbers will be a normal auto number but I would like the year "Prefix" to update automatically with a 2024 prefix that would only affect the new created records
  • So all fields created this year will be 2023-1, 2023-2, 2023-3 and now we have a new year, the auto numbering will continue as a serial number (not from 0) and proceed as 2024-4, 2024-5

Thank you for any suggestions

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Automating the auto-numbering format of a field

    You can set a custom autonumber type.

    Example for you : {DATETIMEUTC:yyyy}-{SEQNUM:6}

    pastedimage1682429160069v1.png

    Example:

    pastedimage1682429467693v1.png

    To learn more about format : https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/create-auto-number-attributes?view=op-9-1#autonumberformat-options

  • Suggested answer
    F.Mogheth Profile Picture
    F.Mogheth 95 on at
    RE: Automating the auto-numbering format of a field

    Cheers and thanks a lot... Adding a date prefix is something I have missed... That´s a great start

    Will check the format of that Date and if it can be changed but it definitely offers a possible solution/compromise to the client

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Automating the auto-numbering format of a field

    Hi,

    Can this article help you? carldesouza.com/.../

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