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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Create Auto Number for Work Order entity

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Posted on by 255

Hi,

I have a requirement where i need to create auto number for Work Order records.
i have multiple BUs. Based on logged in User's BU, system will generate Work Order number having prefix like BU1-0001 for users having BU as BU1 and BU2-0001 for users having BU as BU2.

Thanks

I have the same question (0)
  • Sanjana Ramesh Profile Picture
    on at

    Hi Anant,

    I believe, your ask is not achievable using OOB functionality. However, you can create custom auto-numbering attributes and set the AutoNumberFormat as per your requirement through SDK.

    Reference link : https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/create-auto-number-attributes

    Regards,
    Sanjana

  • Anant Profile Picture
    255 on at

    Thanks for providing the links. this will help in those scenarios where we need only one autonumber value for an entity.

    In my scenario. i need to create multiple auto number for Work Order entity based on logged in User's BU.

  • Suggested answer
    Sanjana Ramesh Profile Picture
    on at

    Hi Anant,

    I don't think it is possible to generate auto number based on logged in User's BU.

    Regards,
    Sanjana

  • Suggested answer
    Lucky Dog Profile Picture
    670 on at

     think this is achievable via a Flow that triggers on creation of the WO record. You need to convert the Work order Id to a string and then add the BU prefix. I have done this with Project ID and it works fine. I first set it to an Aut-number field and then updated it with the Flow.

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