Views:

Scenario Overview

In this business scenario the customer wants a record type to have a Case ID that populates on the creation of the record. They want the Case ID to be:

  • Random
  • 7 digits
  • In integer form
  • Be a unique number 

N52 Formula Manager Steps

The following set of steps outline how to create this Formula:

  • A formula of type Auto Number is created on the Case entity:
  • The Event is set to 'Create'
  • The Auto No. Value is set to '1234567'
  • The Source Entity is set to 'Case'
  • The Source Property is set to 'Case Number'
  • The Target Entity is set to 'Case'
  • The Target Property is set to 'Case Number'
  • Copy and paste the formula provided below into the formula editor 
  • Click Save
  • It is now ready to test 

Formula

SmartFlow(
   
   SetVar('UniqueNo', 
          ToString( AutoNumber([incident.ticketnumber]+1))
        ),
  

    SmartFlowReturn( Substring(GetVar('UniqueNo'), 6, 1) +
                  Substring(GetVar('UniqueNo'), 4, 1) +
                  Substring(GetVar('UniqueNo'), 2, 1) +
                  Substring(GetVar('UniqueNo'), 0, 1) +
                  Substring(GetVar('UniqueNo'), 1, 1) +
                  Substring(GetVar('UniqueNo'), 3, 1) +
                  Substring(GetVar('UniqueNo'), 5, 1) 
           )

)

Did you know?

North52 helps streamline complex healthcare processes

Healthcare providers are no strangers to complex processes and rules.  Patients expect efficient and seamless service. 

The North52 business rules engine helps healthcare providers implement complex rules in their Dynamics 365 systems quickly and without code. The rules are easily modified, tested and deployed as regulations and requirements change. 

Learn more about the North52 Decision Suite