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Hi,
I have different combinations of values of 2 fields(OEM,Subgrp). For each combination, I want ID in Autoincrement mode. So each combination will start with 001. And then increment based on same condition. How this can be achieved?
For ex. screenshot shown in excel:
Regards,
nanu
If you are going to specify the both the Column values in a transactional form and system should generate the next sequence # for that unique combo, then plugin is the best option. You need to maintain a setup entity which contains (column1 lookup, column2 lookup, autonumber length, next number, prefix, suffix, etc.). Plugin should execute synchronous on target record create.
Flow is also an alternative if you are using CRM online, but it executes Asynchronously, and Users might not prefer it for such solution.
HI,
To implement lock check below article.
xrmdynamicscrm.wordpress.com/.../
Basic plugin code is already available under SDK folder SDK\SampleCode\CS\Plug-ins
Check AccountNumberPlugin sample code under plug-ins folder in SDK
Download SKD Link - www.microsoft.com/.../details.aspx
Have you tried Celedon Autonumber solution? it provides options to generate condition based autonumber.
Let me know if you need more help.
Hi,
You should write plugin on pre operation on create message. In plugin code check existing record auto number value order by modified on desc to take latest record. And increase the vaue by 1.
You need to make sure to implement locking mechanism to not create duplicate auto number.
see below article on how to implement lock in plugin
xrmdynamicscrm.wordpress.com/.../
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