The primary goal of this tool is to give Microsoft Power Platform customizers a way of managing Auto Number attributes. This feature was introduced with the 9.0 release from October 2017. However, this release only supports creating and managing these attributes through the SDK. A user interface for the features was expected to be available from the 9.1 release of the platform.
With Auto Number Manager for XrmToolBox, you can create, alter, and delete these attributes through an easy-to-use UI.
Read more about the features of auto numbers and the technology behind them in the blog post:
Auto Number attributes in Microsoft Dynamics 365
The Solution dropdown will display all available unmanaged solutions in the system.
Select the solution in which to work with auto number attributes.
The prefix of the publisher of the solution will be used for new attributes created.
The Entity dropdown will display all entities included in the selected solution.
Select the entity for which to work with auto number attributes.
Click this button to create a new Auto Number attribute for the selected entity in the selected solution.
The table will display the logical name and auto number format for existing auto number attributes on the selected entity.
Select an attribute to view the attribute properties and to update properties or seed (next value to assign).
This box contains all properties relevant to auto number attributes.
- Logical Name
This can only be entered for new attributes. The prefix is taken from the publisher of the selected solution.
- Display Name
The display name in the locale of the current user. See property Language Id below.
The description of the attribute in the locale of the current user. See property Language Id below.
- Maximum Length
The max length of the attribute. Note that the length must be equal to or greater than the length of the resulting number! If it is too short, it will not be possible to create records.
- Language Id
The language for which to create or update Display Name and Description. This field is pre-populated based on the current user’s settings.
- Number Format
This is where the magic happens.
The format can contain any text or characters and must contain one placeholder for a sequential number.
The format can contain one or more placeholders for random strings and date/time strings.
To delete a number format, clear this field and check the Don’t require SEQNUM box.
See samples below.
- Don’t require SEQNUM
Added after the screenshot was made
If this is checked, it is not required to include a SEQNUM component in the Number Format. This will NOT guarantee unique values!
To delete a number format, check this box and clear the Number Format field.
The seed defines the next sequence number to use.
When creating a new attribute, this will be set to 1 if nothing is entered.
When updating an existing attribute, this should be left empty unless you specifically want to change the existing number series!
Note that updating the seed for an existing attribute MAY result in duplicated information for new records!
- Sample Number
This field will show a sample of the generated auto number based on the information given above.
Create / Update
Execute the creation or update of the attribute with given properties.
This will delete the attribute from the entity and data for existing records. This action is not possible to undo – data is LOST!
Show data with FXB
Click this button to open FetchXML Builder with a query to get the last ten records for the selected entity, with primary name, created on, and any auto number attributes included.
DateTime placeholders accepts Standard Date and Time format strings.
Full SDK documentation is available here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-auto-number-attributes
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