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A CRM solution that gives a lot of flexibility in creating any pattern required for auto-numbering.

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yagasoft/Dynamics365-AutoNumbering

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Dynamics365-AutoNumbering

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A CRM solution that gives a lot of flexibility in creating any pattern required for auto-numbering.

Features

  • All features of the CRM Parser (CRM Parser)
  • Run numbering on a condition
  • Random strings, with number-to-letter ratios, and "start with a letter" flag
  • Optional numbering sequence, with padding
  • Reset interval -- periodic or one-time reset -- for numbering sequence
  • Locking when busy to avoid duplicate indexes
  • Option to use plugin instead of workflow step, which allows the generation of numbering for entities that lock after the operation
  • Option to validate unique generated string
  • Option to generate without updating a record (return the generated string only)
  • Support for plugin step inline configuration
  • Use a backlog to avoid long DB locks
    • The solution reserves an index, and if a rollback happens, the index is saved for future use by another run
    • This might cause out-of-order indices
  • Create different index sequence per field value

Example

Format String

Test-{@this.createdon$date(hh:mm)??NO_DATE}-{$rand(5,un)}-{$now$date(yyyy)}-{$sequence}-{$inparam(3)}

Input parameters

  • Current index: 5
  • Padding: 3
  • Executing user in Cairo at 9AM and server in London 7AM
  • String 'PA;RA;M' as input parameter to the WF step

Result numbering

Test-09:00-YAM76-2015-005-M

Guide

Please check the 'docs' folder for a guide PDF.

Dependencies

Changes

  • Check Releases page for the later changes

v4.2.1.1 (2021-04-21)

  • Changed: moved to a managed solution with dependency on a new base solution

v4.1.1.1 (2019-02-27)

  • Changed: moved to a new namespace

v3.2.2.1 (2018-12-19)

  • Changed: upgraded to the new placeholder system

v3.1.1.1 (2018-12-05)

  • Added: index streams
  • Improved: use more advanced placeholders

v2.2.1.1 (2018-12-04)

  • Added: automatic registration option for the Create message plugin step

v2.1.1.1 (2018-09-05)

  • Added: Web Resources to project
  • Changed: cleaned the project of obsolete components

Copyright © by Ahmed Elsawalhy (Yagasoft) -- GPL v3 Licence