As subject... Is there any autonumber solution that will allow me to prefix the numeric ID with the business unit ID?
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As subject... Is there any autonumber solution that will allow me to prefix the numeric ID with the business unit ID?
*This post is locked for comments
With a bit of Javascript you can achieve what you need by using the "HN Identifier Generator" (https://github.com/hncrm/HNIdentifierGenerator) with the following steps
Hope that helps
I think it might be easier to just create a simple plugin (maybe on post-create) which will add business unit prefix to the "name" field of the record. Just make sure it runs AFTER the original auto-numbering plugin, which will usually be the case if you put it in "post-create" (and it does not matter which auto-numbering solution you'd be using).
Thanks for the details, You can auto-number your custom entities but with little customization and configuration.
Check this post! let me know if you need any help.
https://www.encorebusiness.com/blog/dynamics-crm-auto-number-entities/
Regards,
Preshma
Hi,
Custom Entity: Job
Business Unit: PLG
Create new Job and the Job Name would be PLG001 if the Job is created by a user in the PLG Business Unit. If they belong to the ABC Business Unit, the Job Name would be ABC001.
Can you be explicit about what you want ? Kindly describe what you working on and what you like to achieve .
E.g : I like to Add the auto number generated from task with business unit ID of creator as subject name
Can you be explicit about what you want ? Kindly describe what you working on and what you like to achieve .
E.g : I live to Add the auto number generated from task with business unit ID of creator as subject name
this being a very specific requirement, I believe you need to write your own auto number logic for this.
If you really wana identify, crm does stores BUid with records. You can check in CRM DB.
Regards,
Pranav
Can you be more specific with an example?
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