Auto Number Id Generation for Any Entity using Plugin
In Microsoft dynamics, we have auto generated id for the case, quote and for some other. Like that if u want to generate any auto generate id then follow this post, you can achieve this easily.
Before going this post, you must have idea on shared variables and also crud operation by using plugin.
We will discuss detailly.
For the auto number generation, we required one backup entity to store the number. and one more entity to generate id.
In My Scenario, I am using opportunity entity for id generation and configuration for the backup entity.
I am triggering my plugin on creation of opportunity entity. If any record is created at that time I need to generate id for the each record without duplication. I am creating two plugins for my scenario.
Step1: Add the one class library project in visual studio
Step2: Install the nugget packages for the project like crm. sdk
Step: Add the common code to plugin.
Follow the below code for the auto generation
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using System;
using Microsoft.Xrm.Sdk.Workflow;
using System.Activities;
using CodeActivity = System.Activities.CodeActivity;
using Microsoft.Xrm.Sdk.Query;
namespace Week2plugins
{
public class AutogenateId :IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = (IOrganizationService)factory.CreateOrganizationService(context.UserId);
ITracingService tracing = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
try
{
Entity Opparchunitydata = (Entity)context.InputParameters["Target"];
// i am passing the my backup entity record guid. Because we need to store the number what was //garneted before.
Guid configid = new Guid("146305cb-d013-ee11-9cbe-6045bda56711");
// i am retrving the my backup entity data by passing the guid.
Entity confienity = service.Retrieve("msdynmkt_configuration", configid, new ColumnSet("msdynmkt_name"));
//getting the data present in my filed. i am storing my filed in string type, so i am taking name
string sourcenumber = confienity.GetAttributeValue<string>("msdynmkt_name");
tracing.Trace(sourcenumber);
//i am converting to integer and incrementing the the value
int autonumber = 1 + int.Parse(sourcenumber);
//you can use the target object . i am adding the some prefix and my above number
Opparchunitydata["new_opportunityid"] = "opp" + "-" + auto number;
// i am settign the value for the shared variable with key and value
context.SharedVariables["sharenumber"] = autonumber;
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
}
}
}
By using above code we can generate id for the record.
For the storing the generated number we need to wrtie one plugin with create of opportunity.
Below code to store the value
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using System;
using Microsoft.Xrm.Sdk.Workflow;
using System.Activities;
using CodeActivity = System.Activities.CodeActivity;
using Microsoft.Xrm.Sdk.Query;
namespace Week2plugins
{
public class Updateautonumber :IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = (IOrganizationService)factory.CreateOrganizationService(context.UserId);
ITracingService tracing = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
try
{
// i am passing the same guid what we need in above code
Guid configid = new Guid("146305cb-d013-ee11-9cbe-6045bda56711");
//reading the shared varable value
string sharedValue = context.SharedVariables["sharenumber"].ToString();
tracing.Trace(sharedValue);
//i am retrving the data by passing the guid
Entity Configudata = service.Retrieve("msdynmkt_configuration", configid, new ColumnSet("msdynmkt_name"));
// reading the filed data what was present before
string sourcenumber = Configudata.GetAttributeValue<string>("msdynmkt_name");
if (sourcenumber != null)
{
// updating the number by using shared variables
Configudata["msdynmkt_name"] = sharedValue;
}
service.Update(Configudata);
tracing.Trace("updated");
return;
}
catch (Exception EX)
{
throw new InvalidPluginExecutionException(EX.Message);
}
}
}
}
}
Register the plugin on creation target entity with pre operation as pipeline
After executing the you can get like below
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