tag:blogger.com,1999:blog-5719332149137711434.post7206541568015959149..comments2024-02-22T23:24:18.865+11:00Comments on Leon's CRM Musings: Auto-Numbering Using WorkflowLeon Tribehttp://www.blogger.com/profile/05713816319075495059noreply@blogger.comBlogger29125tag:blogger.com,1999:blog-5719332149137711434.post-50623841606846042522013-02-15T10:48:59.097+11:002013-02-15T10:48:59.097+11:00Hi John,
Coincidentally enough I am about to emba...Hi John,<br /><br />Coincidentally enough I am about to embark on a review of North 52 for my team. For non-developers like me, any tool which helps me generate code through a GUI can only be a good thing.<br /><br />LeonLeon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-50245384497700904262013-02-14T20:36:18.771+11:002013-02-14T20:36:18.771+11:00Thank you for mentioning us Leon.
I just came acr...Thank you for mentioning us Leon.<br /><br />I just came across this blog post & just wanted to say that our Formula Manager product does have a AutoNumber() function which is very powerful as we use as an Excel like syntax to build up the formula.<br /><br />And best of all is that our standard edition allows you to create the first 10 formulas for free & use in production environments.<br /><br />John<br />North52John Gracehttps://www.blogger.com/profile/13661258744652611158noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-85035355718602051282012-09-30T11:01:24.209+10:002012-09-30T11:01:24.209+10:00I haven't tried these directly but there is a ...I haven't tried these directly but there is a free one on codeplex (http://crm2011autonumber.codeplex.com/). Also, I am hearing good things about North 52's Formula Manager (http://www.north52.com/formulamanager.html). While this costs money I understand there is a demo/community version which gives you 10 formulae for free.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-26888796160449523492012-09-30T03:37:34.591+10:002012-09-30T03:37:34.591+10:00I thought about stripping, but that would mean the...I thought about stripping, but that would mean the stipping would have to on load and then you might get duplicate numbers.. what plugin do you recommend and do you know of any free ones...Anonymoushttps://www.blogger.com/profile/01357800255243127741noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-1221500808500223842012-09-29T19:37:58.593+10:002012-09-29T19:37:58.593+10:00Excellent question. Given the field is a number fi...Excellent question. Given the field is a number field, its format is set by the user setting formatting for all numbers. You may be able to introduce some jscript to strip is out but I can't think of any other suggestion short of resorting to a plugin for the functionLeon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-88844554652569990012012-09-29T14:02:32.847+10:002012-09-29T14:02:32.847+10:00this helped out however, how can i set the counter...this helped out however, how can i set the counter to not comma format. for example i am now at 1000 and i use Year-Sequence.<br /><br />My ID shows 2012-1,000. How can you set the format of a number not to have the ,Anonymoushttps://www.blogger.com/profile/01357800255243127741noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-39306149092542396462012-08-31T01:51:36.443+10:002012-08-31T01:51:36.443+10:00Here you go ;) http://advcrm2011autonumber.codeple...Here you go ;) http://advcrm2011autonumber.codeplex.com/Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-69634933338740763762012-08-28T15:23:30.880+10:002012-08-28T15:23:30.880+10:00Can you give me sample of code or any reference we...Can you give me sample of code or any reference website?Anonymoushttps://www.blogger.com/profile/05531020364960545151noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-37622165331489011652012-08-28T00:03:10.486+10:002012-08-28T00:03:10.486+10:00Hi Syeema,
If you are integrating with SharePoint...Hi Syeema,<br /><br />If you are integrating with SharePoint I would seriously consider using a plugin instead as you get much better event controlLeon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-66919935366380309442012-08-27T18:29:09.132+10:002012-08-27T18:29:09.132+10:00I have problem created unique id when it is create...I have problem created unique id when it is created concurrently. I have set the rules in MSCRM but it does not detect duplicate value when two application submitted concurrently from Microsoft Sharepoint. Any idea?Anonymoushttps://www.blogger.com/profile/05531020364960545151noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-7386893496317811842012-08-02T07:32:43.804+10:002012-08-02T07:32:43.804+10:00Leon,
Thank you for this very helpful tip, saved ...Leon,<br /><br />Thank you for this very helpful tip, saved the day! Great Blog btw!<br /><br />DanDan Khttps://www.blogger.com/profile/16987494659255599967noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-87293671049647027762012-08-02T05:08:40.874+10:002012-08-02T05:08:40.874+10:00Hi Dan,
The first workflow links the Account to t...Hi Dan,<br /><br />The first workflow links the Account to the record where we are storing the next increment value and the prefix i.e. it populates the lookup to the increment entity. Initially I had a workflow which linked and then referenced the value in the entity but it was breaking.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-46203367034214388972012-08-02T03:17:58.285+10:002012-08-02T03:17:58.285+10:00I recently did a rollup which disabled previous in...I recently did a rollup which disabled previous incremental numbering plugin. This is the perfect solution but i need a little clarification on the 1st workflow...<br /><br />What do you have update on the account form in the workflow? <br /><br />The second workflow is setup, but i am having a disconnect understanding exactly what needs to be done in the first workflow...<br /><br />Any help is appreciated!Dan Khttps://www.blogger.com/profile/16987494659255599967noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-79229787412845071062012-05-08T04:38:24.888+10:002012-05-08T04:38:24.888+10:00Thanks for your post. Would it be possible to sho...Thanks for your post. Would it be possible to show the view properties in step one where you updated the account? I am not able to make it work and am just guessing as to how you set the information up.Terrihttps://www.blogger.com/profile/02083335997949019402noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-16432565261858369112012-01-11T04:20:07.106+11:002012-01-11T04:20:07.106+11:00Hi Art,
If you select two fields and hit ok what ...Hi Art,<br /><br />If you select two fields and hit ok what you are telling CRM is "use the first field but if you don't find a value, use the second value". To get the two slugs and a dash you hit ok on one value, type in a dash in the box and then select another field and click ok.<br /><br />I hope that makes sense. If not, let me know ;)Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-23235845382731234692012-01-11T03:45:13.729+11:002012-01-11T03:45:13.729+11:00How do you put in the "Two slugs" divide...How do you put in the "Two slugs" divided by the dash? I normall use the "Look For" to choose my entity, then select my fields, Add them to the box below, then hit ok.Art Smallhttps://www.blogger.com/profile/13408362150774907499noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-18690885181774268462011-09-08T22:50:48.867+10:002011-09-08T22:50:48.867+10:00I see this on the last step if I try to run the st...I see this on the last step if I try to run the steps in the one workflow. If you've created your record which holds the current value and you have linked to this record it should work.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-79048946711507913152011-09-08T22:21:15.210+10:002011-09-08T22:21:15.210+10:00Hi Leon
I have this error on workflow populate &q...Hi Leon<br /><br />I have this error on workflow populate " Cannot find record to be updated"<br /><br />Can you help me?Celsohttps://www.blogger.com/profile/02426648969651497154noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-49168208127357211312011-04-22T13:15:54.254+10:002011-04-22T13:15:54.254+10:00Next Question: Which fields do we hook into in our...Next Question: Which fields do we hook into in our workflow update steps?<br /><br />The linking workflow adds the increment record we created to the account via the increment lookup field created from setting the 1:N relationship between the two entities. This lookup does not need to be on the form to be updated although you do see it in my final picture in the artcle as I did add it to the form.<br /><br />For the second workflow I have screenshots in the article but basically we set the account number to - . We then update the increment store record by adding 1 to the suffix value.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-28264775734283773272011-04-22T13:11:09.627+10:002011-04-22T13:11:09.627+10:00A video tutorial may take a bit of time but here i...A video tutorial may take a bit of time but here is a few of the intermediate steps expanded.<br /><br />How do we create the increment store (CRM 2011)?<br />Settings-Customizations-Customize the System-Entities-New (Fill in the compulsory fields)-Save (not Save and Close)<br /><br />1:N Relationships-New 1 to Many Relationship (Change Related Entity to Account, Display Name to Increment Record)-Save and Close<br /><br />Forms-Main Form-New Field (named Suffix of type Whole Number-Save and Close (drag it onto the Main Form)-Save and Close-Publish<br /><br />You then create a new one of these to store the current values for the prefix and suffix (the name field will store the prefix in this case)Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-76917321364998647472011-04-20T00:01:13.008+10:002011-04-20T00:01:13.008+10:00Could you please post a video tutorial for this? I...Could you please post a video tutorial for this? I am not entirely sure of the full steps needed to achieve this.<br />I am at the stage of creating a new entity, and need to know exactly what to do.<br />Cheers,<br />GregAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-10946396631889382292011-03-30T04:33:16.950+11:002011-03-30T04:33:16.950+11:00Excelent1! Thanks!!Excelent1! Thanks!!Guido Olomudzskihttps://www.blogger.com/profile/18170823750635602615noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-24979012150833222972011-03-21T00:57:50.999+11:002011-03-21T00:57:50.999+11:00HUGE THANKS ! others suggested plugins to create a...HUGE THANKS ! others suggested plugins to create auto increments, you did something just using native CRM . Great! It worked for me.Ben Borja Jrhttps://www.blogger.com/profile/00231112341098659293noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-62661244814122817972011-03-09T22:04:44.988+11:002011-03-09T22:04:44.988+11:00Of course. This is the drawback of asynchronous wo...Of course. This is the drawback of asynchronous workflows.<br /><br />As a general rule for all workflows, if the time between workflow triggers is of the order of the time it takes workflows to execute then a plugin may be a better solution to stop workflows impacting on each other or conflicting.Leon Tribehttps://www.blogger.com/profile/05713816319075495059noreply@blogger.comtag:blogger.com,1999:blog-5719332149137711434.post-48222565321434849942011-03-09T06:39:05.906+11:002011-03-09T06:39:05.906+11:00Would you agree that this technique can result in ...Would you agree that this technique can result in duplicate ids, depending on timing?Bob Ghttps://www.blogger.com/profile/06271297265282131889noreply@blogger.com