Adoxio Auto-Numbering uses two entities: Auto-Numbering Definition and Auto-Numbered Entity . An Action named Generate Auto-Number (abs_GenerateAutoNumber) is also supplied with the solution that allows Dynamics 365 administrators to manually generate a value from an Auto-Numbering Definition within a workflow or other process.

 

Auto-Numbering Definition

The Auto-Numbering Definition entity defines the parameters used to generate numbers.

 

Fields

Field Field Requirement Description
Field Name Business Required The name for this definition
Format Business Required

The format string.

The Format field supports the following syntax:

{autonumber}
Inserts the main sequential numerical value into the final value. To define the number of digits, use the Digits field (below).
{random}
Inserts a sequence of 4-6 random alphanumeric characters into the final value. To specify the number of characters, use the Random Text Length field (below).
{datetime}
Inserts the current date and time into the final value. To specify the date format, use the Date/Time Format field (below).
{{, }}
Escape code to insert '{' or '}' characters.
Digits Business Recommended The number of digits in the autonumber portion of the final value. If unspecified, the default is 6.
Increment None The number by which sequential values are incremented. If unspecified, the default is 1.
Initial Value None The first numerical value issued by this definition. If unspecified, the default is 1.
Random Text Length None The number of random characters inserted into the random position.
Date/Time Format None

The format for the date and time in the datetime position. This uses standard .NET Framework date and time formatting. For more information, please refer to the following:

 

Examples

Format Sample Output Notes
X-{autonumber} X-000001
  • Digits: 6
X-{autonumber}-{random} X-000002-A1Z8HG
  • Random Text Length: 6
X-{autonumber}-{datetime} X-000003-2017-06-01
  • Date: July 1, 2017
  • Date/Time Format: yyyy-MM-dd
X-{{{autonumber}}} X-{000004}  

 

Auto-Numbered Entity

The Auto-Numbered Entity entity defines how an Auto-Numbering Definition is automatically applied to a specific entity. When a record of this type is saved, SDK Message Processing Steps are created or updated that will apply an auto-numbered value to the specified entity.

 

Fields

Field Field Requirement Description
Name Business Recommended  The name for the record. If the record is created using the default form in CRM, this will be set to the Display Name for the entity used in the Entity Logical Name field (below).
Entity Logical Name Business Required The logical name for the entity to which the Auto-Numbering Definition will apply.
Auto-Numbering Definition Business Required The Auto-Numbering Definition that will be applied to this entity.
Target Field Business Required The logical name for the field that will receive the auto-numbered value.
Activation Field None

The logical name for the field that will trigger auto-numbering on the entity.

  • If unspecified, auto-numbering will be applied on creation of a new record of the given entity.
  • If specified, auto-numbering will only be applied to a record if and when the specified activation field is changed, whether that is during creation or during an update.

This field can be used to control when a new auto-numbered value is generated in order to prevent creation of auto-numbered values that will not be used by the business. For example, a business may wish to prevent auto-numbering case (incident) records for which information is not yet fully gathered.

Execution Order None Corresponds to the Execution Order for an SDK Message Processing Step. This can be used to control the order that plugin steps for the given entity are applied without using the Dynamics 365 SDK Plugin Registration Tool. If unspecified, the plugin step will be registered with an Execution Order value of 0 (zero).
Execution Mode Business Required

Corresponds to the Execution Mode for an SDK Message Processing Step. This is used to define whether the auto-numbered value is applied synchronously or asynchronously. The default value is Synchronous.

 

Generate Auto-Number

The Generate Auto-Number action can be invoked on an Auto-Numbered Definition manually through a workflow or other process.

 

Arguments

Argument Type Required Direction Description
Value String Required Output The auto-numbreed value.

Note: The Generate Auto-Number action invokes a Custom Workflow Activity also named Generate Auto-Number. Direct invocation of this workflow activity is not supported. To ensure that auto-numbered values are unique, the value must be generated using the Generate Auto-Number action.

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