Create two field as we created..
1) New_uniqueid ( Int)
2) New_id( nvarchar).
If you want AutoNumber as Int , no need to create two fields ,but we wanted AutoNumber as in specific format(OP/DEC08/0000000001) so we reqired to two field.
Steps for AutoNumber:
1) Retrieved the maximum number for entity based on field new_uniqueid.
2) Update both field new_uniqueid and new_id using web service on PostCreate event.
Source Code
using System;
using System.Collections.Generic;
using System.Text;
using System.Xml;
using System.Xml.Serialization;
using System.IO;
using System.Collections;
using Microsoft.Crm.Sdk;
using System.Data;
using System.Data.SqlClient;
using System.Web.Services.Protocols;
namespace CRM.PlugIn.UniqueIdGeneration
{
public class PlugInForUniqueId : IPlugin
{
string serverName = string.Empty;
string domain = string.Empty;
string authUser = string.Empty;
int leftPad;
string uniqueNoField=string.Empty;
string uniqueIdField=string.Empty;
static string logPath = string.Empty;
// get configuration string
public PlugInForUniqueId(string unsecure, string secureConfiguration)
{
XmlDataDocument doc = new XmlDataDocument();
doc.LoadXml(secureConfiguration);
// get database server name
XmlNode database = doc.SelectSingleNode(“//Database”);
serverName= database.InnerText;
// get domain name
XmlNode domainName = doc.SelectSingleNode(“//Domain”);
domain = domainName.InnerText;
// CRM User as Authentication User
XmlNode authUserName = doc.SelectSingleNode(“//AuthUser”);
authUser = authUserName.InnerText;
// get total no of digit for padding
XmlNode padding = doc.SelectSingleNode(“//Padding”);
leftPad=Convert.ToInt32( padding.InnerText);
// get FieldName and type of datatype should be Integer
XmlNode uniqueNo = doc.SelectSingleNode(“//UniqueNumber”);
uniqueNoField= uniqueNo.InnerText;
// get FieldName and type of datatype should be nvarchar
XmlNode Id = doc.SelectSingleNode(“//Id”);
uniqueIdField= Id.InnerText;
// get path of log file.
XmlNode Log = doc.SelectSingleNode(“//LogPath”);
logPath = Log.InnerText;
}
public void Execute(IPluginExecutionContext context)
{
// Create instance of Crm WenService
ICrmService Service = context.CreateCrmService(true);
string entityName = context.PrimaryEntityName;
string orgName = context.OrganizationName;
// Avialable max. number in database.
int maxUniqueNo = ReturnMaxNumber(serverName, entityName, orgName);
CrmNumber num = new CrmNumber();
num.Value = maxUniqueNo;
// Formatted Unique Id With entityname,month,year and unique No.
string formattedId = FormattedUniqueNumber(num.Value, context.PrimaryEntityName);
try
{
// DynamicEntity dyEntity = ReturnDynamicEntityToUpate(context, num);
if (context.InputParameters.Properties.Contains(“Target”))
{
DynamicEntity entity = (DynamicEntity)context.InputParameters.Properties[“Target”];
if (entity != null)
{
string entityId = context.PrimaryEntityName + “id”;
Guid id = (Guid)context.OutputParameters[ParameterName.Id];
DynamicEntity updateUniqueId = new DynamicEntity(context.PrimaryEntityName);
Key key = new Key(id);
KeyProperty keyProp = new KeyProperty(entityId, key);
updateUniqueId.Properties.Add(keyProp);
CrmNumberProperty propUniqueId = new CrmNumberProperty(uniqueNoField, num);
updateUniqueId.Properties.Add(propUniqueId);
StringProperty propFormattedId = new StringProperty(uniqueIdField, formattedId);
updateUniqueId.Properties.Add(propFormattedId);
Service.Update(updateUniqueId);
}
}
}
catch (SoapException SoapEx)
{
WriteLog(entityName, “On Create”,“ERROR”,SoapEx);
}
catch (Exception ex)
{
WriteLog(entityName, “On Create”, “ERROR”, ex.Message);
}
}
private int ReturnMaxNumber(string server, string entity, string orgName)
{
int maxNum = 0;
string dataSource = server;
string tableView = “Filtered” + entity;
string organizatioName = orgName ;
string databaseName = organizatioName + “_MSCRM”;
string sqlQuery = @” SETUSER ‘”+domain +“\\”+ authUser + “‘ select max(new_uniqueid) from “ + tableView ;
WriteLog(entity , “On Create”, “INFO”, “DatabaseServer :” + dataSource);
WriteLog(entity, “On Create”, “INFO”, “Sql Query :” + sqlQuery);
try
{
SqlConnection connection = new SqlConnection(“Data Source=” + dataSource + “;Initial Catalog=” + databaseName + “;Integrated Security=SSPI; Pooling=false”);
SqlCommand cmd = new SqlCommand(sqlQuery, connection);
connection.Open();
if (cmd.ExecuteScalar().ToString() != “”)
{
maxNum = Convert.ToInt32(cmd.ExecuteScalar());
}
connection.Close();
connection.Dispose();
if (maxNum > 0)
{
maxNum++;
}
else
{
maxNum = 1;
}
}
catch (SqlException sqlex)
{
WriteLog(entity, “On Create”, “ERROR”, sqlex);
maxNum =0;
}
return maxNum;
}
private string FormattedUniqueNumber(int num, string entity)
{
string finalUniqueNo=string.Empty;
try
{
DateTime currentDate = DateTime.Now;
string getMonth = currentDate.ToString(“MMM”).ToUpper();
string getYear = currentDate.Year.ToString().Substring(2, 2);
string numWithPad = num.ToString().PadLeft(leftPad, ‘0’);
string entiyName = entity.Substring(0, 2).ToUpper();
finalUniqueNo = entiyName + “/” + getMonth + getYear + “/” + numWithPad;
WriteLog(entity, “On Create”, “INFO”, “Unique ID=” + finalUniqueNo);
return finalUniqueNo;
}
catch (Exception ex)
{
WriteLog(entity, “On Create”, “ERROR”, ex.Message);
return finalUniqueNo;
}
}
private static void WriteLog(string Entity, string EventName, string MessageType, SoapException ex)
{
try
{
string lstrMessage;
TextWriter log = TextWriter.Synchronized(File.AppendText(logPath));
lstrMessage = Entity + ” | “ + EventName + ” | “ + MessageType + ” | “ + System.DateTime.Now.ToString () + ” | “ + ex.Detail.InnerXml;
log.WriteLine(lstrMessage);
log.Close();
}
catch (Exception ex1)
{
throw ex1;
}
}
private static void WriteLog(string Entity, string EventName, string MessageType, string Message)
{
try
{
string lstrMessage;
TextWriter log = TextWriter.Synchronized(File.AppendText(logPath));
lstrMessage = Entity + ” | “ + EventName + ” | “ + MessageType + ” | “ + System.DateTime.Now.ToString () + ” | “ + Message ;
log.WriteLine(lstrMessage );
log.Close();
}
catch (Exception ex)
{
throw ex;
}
}
private static void WriteLog(string Entity, string EventName, string MessageType, SqlException Message)
{
try
{
string lstrMessage;
TextWriter log = TextWriter.Synchronized(File.AppendText(logPath));
lstrMessage = Entity + ” | “ + EventName + ” | “ + MessageType + ” | “ + System.DateTime.Now.ToString() + ” | “ + Message ;
log.WriteLine(lstrMessage);
log.Close();
}
catch (Exception ex)
{
throw ex;
}
}
}
}
Now Register the Plug-In for any entity on PostCreate event.It will give the AutoNuber in this format(OP/DEC08/0000000001) I.e (first two character of Entity name/three character of current month+ two digit of current year/number with padding(10 digit but customizable))
Don’t forget to pass configuration string when registering Plug-In in Secure Configuration Field in this format
<Config><Database>Machine Name of Database</Database><Domain>Domain Name</Domain><AuthUser>Authenticated User of CRM on behalf of that query will be executed</AuthUser><Padding>number of character for padding </Padding><UniqueNumber>new_uniqueid</UniqueNumber><Id>new_id</Id><LogPath> Log path as D:\CRM\Logs\CrmLog.txt</LogPath></Config>
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