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Home > CRM 2011, Plug-Ins > Auto numbering logic in CRM 2011

Auto numbering logic in CRM 2011

Hi,

Auto numbering feature is one of the most frequently asked requirement in CRM projects and below is the sample.

In my sample, I am going to generate an auto number to the each ‘Contact’ that create under a particular ‘Account’. The auto number format will be “Contact – 001, Contact – 002,….”.

To achieve the above requirement,  I am going to

  • Create a Plug-In on “Pre – Create” event of the contact
  • Use the CRM early bound

Steps :-

  • Generate  “Organization Service Context Class” using the Code Generation Tool (CrmSvcUtil.exe). (See)
  • You will get a “ServiceContext.cs” file with all entity wrapper classes.
  • Create a new Plug-In project and add the generated “ServiceContext.cs” file
  • Add a new class “ContactAutoNumber.cs” to the project and paste below code

public class ContactAutoNumber: IPlugin {

private Entity dynEntity;

private contact objContact;

public void Execute(IServiceProvider serviceProvider)        {

this.context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

var serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

var service = serviceFactory.CreateOrganizationService(this.context.UserId);

if (this.context.InputParameters.Contains(“Target”) && this.context.InputParameters[“Target”] isEntity)  {

// Obtain the target entity from the input parmameters.

this.dynEntity = (Entity)this.context.InputParameters[“Target”];

// Cast “Dynamic Entity” to “Contact”

this.objContact = this.dynEntity.ToEntity<contact>();

}

// Instantiate “Service Context” (i.e., The name of ‘Organization Service Context Class’)

var svcContext = new ServiceContext(service);

// Get the “Contact” list under parent ‘Account’ by “AccountId”

var contacts = svcContext.ContactSet.Where(

ns => (ns.AccountId.Id ==this.objContact.AccountId.Id));

// Get the count of the contacts

var cntContacts= Enumerable.Count(contacts);

// Increment the suffix count

var strFormat = (cntContacts + 1).ToString();

// Logic to prepare format “001,002,…..”

if (strFormat.Length < 3){

strFormat = (strFormat.Length == 1) ?

“00” + strFormat : “0” + strFormat;

}

// Set the auto number to your attribute

this.objContact.{Attribute_Name}= “contact – “ + strFormat;

}

}

}

Plug – In Registration step :-

Message : Create

Entity : contact

Statge : Pre

  • Register the Plug -in as above mentioned

Hope it helps 🙂

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