Auto Number generation using Real Time Workflow in MS CRM 2013
Hi All,
I am going to show you the example of Real Time Workflow for Auto Number generation.Follow the below steps to create Auto Number for Contact entity,
Step 1: Create a Custom Entity “Counter” with the following Fields
Counter Value: Whole Number (Range as required)
Step 2: Create One Record in Counter entity as follows,
Step 3: Create N:1 relationship between Contact to Counter entity as follows,
Step 4: Create “Contact ID” field in Contact entity as follows,
Step 5: Place “Contact ID” and “Counter_Contact” fields on the Contact entity form and hide them,
Step 6: Create a Real time workflow as follows,
Step 7: Create a step to Update “Counter-Contact” record in Contact entity as follows,
Step 8: Update Counter Value from Counter entity as follows,
Step 9: Update Counter Value by 1 in Counter entity
Step 10: Activate the Process and Create Contact Record
Please provide your valuable comments.