Sequence Number
Generator for Custom Entity In MS CRM 2011
Create a custom
entity to store starting number , Max number(last generated number) and prefix.
Physical Name: Auto Number , Logical Name: new_autonumber
Create the folloing
Attributes:
PhysicalName : “EntityLogName, Logical Name : new_EntityLogName DType :SingleLine
PhysicalName:“StartNumber, Logical Name : new_ StartNumber DType :INT
PhysicalName:“LastAllocatedNumber, Logical Name: new_LastAllocatedNumber DType :INT
PhysicalName:“Prefix, Logical Name: new_Prefix, DType :Single Line
PhysicalName:“Suffix, Logical Name: new_Suffix DType :Single Line
PhysicalName:“Seperator, Logical Name: new_Seperator DType :Single Line
PhysicalName:“Attribute, Logical Name: new_Attribute DType :Single Line
Once Cutsom Entity
created Add the fields to form of custom entity .
It should look like
below.
new_seqnumber This filed should be there in lead form(Create new_seqnumber Filed in lead form)
Name is on which
entity you want to generate auto sequence number.
PreFix : you can pass any value if you want to give
prefix to number.
lastAllocatedNumber
is max number or last generated number of lead entity.
Here is the Plugin
code to generate auto seq number .
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
namespace AutoSeqNumber
{
public class GenAutoSql:IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service =
serviceFactory.CreateOrganizationService(context.UserId);
if (context.Depth == 1 &&
context.InputParameters.Contains("Target")
&& context.InputParameters["Target"]
is Entity)
{
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName == "lead")
{
try
{
QueryExpression expression = new
QueryExpression("new_autonumber");
expression.ColumnSet.AllColumns = true;
expression.Criteria.AddCondition("new_name",
ConditionOperator.Equal,
entity.LogicalName);
EntityCollection coll = service.RetrieveMultiple(expression);
foreach (Entity auto in coll.Entities)
{
if (coll != null
&& coll.Entities.Count > 0)
{
int startNumber = 0;
int number;
string prefix = string.Empty;
;
string suffix = string.Empty;
string seperator = string.Empty;
string attribute = string.Empty;
int lastAllocated;
string seqNumber = string.Empty;
string requestType = string.Empty;
DateTime today = DateTime.Now;
if
(auto.Attributes.Contains("new_startnumber"))
{
startNumber
= (int)auto.Attributes["new_startnumber"];
}
if (auto.Attributes.Contains("new_lastallocatednumber"))
{
number = (int)auto.Attributes["new_lastallocatednumber"];
lastAllocated = number;
lastAllocated++;
}
else
{
number =
startNumber;
lastAllocated = number;
}
if (auto.Attributes.Contains("new_prefix"))
{
prefix =
auto.Attributes["new_prefix"].ToString();
}
if (auto.Attributes.Contains("new_suffix"))
{
suffix =
auto.Attributes["new_suffix"].ToString();
}
if (auto.Attributes.Contains("new_seperator"))
{
seperator =
auto.Attributes["new_seperator"].ToString();
}
if (auto.Attributes.Contains("new_startnumber"))
{
attribute =
auto.Attributes["new_attribute"].ToString();
}
if
(attribute == "new_seqnumber")
{
seqNumber =
prefix + seperator + lastAllocated.ToString();
entity.Attributes[attribute] = seqNumber;
}
if (attribute == "new_seqnumber")
{
seqNumber =
prefix + seperator + lastAllocated.ToString() + seperator + suffix;
entity.Attributes[attribute] = seqNumber;
}
seqNumber =
prefix + seperator + lastAllocated.ToString() + seperator + suffix;
auto.Attributes["new_lastallocatednumber"]
= lastAllocated;
service.Update(auto);
}
}
}
catch (Exception
ex)
{
throw new InvalidPluginExecutionException(
"An error occurred in the Generating Sequence
Number" + ex.Message, ex);
}
}
else
{
throw new
InvalidPluginExecutionException(
"Seq number should be on lead");
}
}
}
}
}
Once Pulg in has been
completed register assemble .
And add step on
pre-Operation.
Now create new Lead
it will generate seq number .
