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Scenario Overview

In this scenario we will show you how to set up an AutoNumber formula on an Opportunity entity that only fire only when the Opportunity  reaches a specific stage in the Business Process.

The requirement is that we only want to set the AutoNumber when the Opportunity reaches the Develop stage. For this example I have created a custom field on the Opportunity entity called Opportunity ID that will store the identification autonumber.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A Formula of type 'AutoNumber' is created on the Opportunity entity
  • Event is set to 'Update'
  • Source Property is set to 'Process Stage'
  • The Target Property is set to 'Opportunity ID'
  • The DoesNotContainData() function ensures that the field doesn't get updated again if the Opportunity is set to the Develop stage on more than 1 occasion during its life cycle.



Note: You can find the Process Stage IDs via the Source Tab. Expand Related (N:1) and then processstage (stageid)


 

North52 Decision Suite Steps

The following set of steps outline how to create this Formula

  • Create a formula of type 'AutoNumber' on the Opportunity entity
  • Set the Source Properties as 'Process Stage'
  • Set the Target Property as 'Opportunity ID'
  • Copy and paste the formula below into the formula canvas
  • Save and test!

Formula

If([opportunity.stageid.stagecategory.?] =  1 and
  DoesNotContainData(FindValue('opportunity',
                               'opportunityid', 
                               [opportunity.opportunityid],
                               'new_opportunityid',
                                '?', true))  ,
  
  /* True */
  'Opp-' + PadLeft(ToString(AutoNumber([opportunity.new_opportunityid] + 1)),9,'0'),

  /* False */
  'NoOp' 
)

Wizard - FindValue

Please see below the wizard you can use to create the FindValue() function call used in this formula. 

Note to find the value for Equals Value , you will need to go to the Source tab and find Opportunity. 
 

Did you know?

About North52's four A’s of automated software testing

Assemble. Arrange. Act. Assert.®

TestShield is a testing solution for Dynamics 365/CRM which covers what we call the “four A’s of automated software testing“:

  • Assemble – describe the feature or process that you are testing using Gherkin language
  • Arrange – TestShield helps you automate the creation of test data – simply select from existing records plus their related records and TestShield will automatically arrange a ‘slice’ of your test data based on your selection
  • Act – easily define the processes you wish to trigger as part of your test
  • Assert – define the expected results

Learn more about TestShield

Keywords: AutoNumber, ToString, FindValue, Left, PadLeft, DoesNotContainData, Formula Manager