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Dynamics CRM 2013：是否基于其他记录设置默认字段值？

[英]Dynamics CRM 2013: Set default field value based on other records?

原文 2014-02-03 05:42:37 7 1 dynamics-crm-2011/ dynamics-crm/ crm/ dynamics-crm-2013

I'm new to CRM but I'm finding my feet quickly. 我是CRM的新手，但是很快就发现了自己的脚步。

I want to set a default value in a new record - easy enough to do with business rules, however, I need to incorporate a lookup to other records as well. 我想在新记录中设置一个默认值-足以轻松处理业务规则，但是，我还需要将查找合并到其他记录中。

Basically, I want my "storeID" field to be a six digit number like 300401. I need this number to be made of the 4 digit post (zip) code (Australia) and a two digit sequential number. 基本上，我希望我的“ storeID”字段是一个六位数的数字，例如300401。我需要此数字由4位数的邮政编码（Australia）和两位数字的序号组成。 In my case, I am the only store in postcode 3004, but if I was the second store to join the business my store ID would be 300402. 就我而言，我是唯一一家邮政编码为3004的商店，但是如果我是第二家加入该业务的商店，那么我的商店ID将为300402。

Assuming the postcode field is set to be required on my entity, my logic will be: 假设将邮政编码字段设置为对我的实体是必需的，那么我的逻辑将是：

var pCode = postcode var pCode =邮政编码
var seqNo = 1 var seqNo = 1
if not exists record with storeID = pCode+seqNo then storeID = pCode+seqNo 如果不存在带有storeID = pCode + seqNo的记录，则storeID = pCode + seqNo
else loop until not exists record with storeID = pCode+seqNo with the step being seqNo + 1 then use the stepped pCode+right('00' + seqNo, 2) as the storeID else循环直到不存在storeID = pCode + seqNo的记录（步骤为seqNo +1），然后使用步进式pCode + right（'00'+ seqNo，2）作为storeID

I'm assuming this is too complex for the Business Rules GUI, but what code customisations do I have - particularly with querying existing records to get that sequence number? 我以为这对于业务规则GUI来说太复杂了，但是我有哪些代码自定义项？特别是在查询现有记录以获取该序列号时？

Many thanks, 非常感谢，

Warren 沃伦

1 个解决方案

Since you are using CRM 2013 this could likely be a nice solution: 由于您使用的是CRM 2013，因此这可能是一个不错的解决方案：

http://niiranen.eu/crm/2013/12/auto-numbering-workflows-real-time-vs-asynchronous/ http://niiranen.eu/crm/2013/12/auto-numbering-workflows-real-time-vs-asynchronous/

However there are also a number of add-ons that can be found for both CRM 2011 and CRM 2013 by searching for "CRM Autonumber". 但是，通过搜索“ CRM自动编号”，也可以找到CRM 2011和CRM 2013的许多附加组件。