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Wednesday, March 30, 2016

MS Dynamics CRM - Display Unique/Auto Number on the form before save.

My client requirement is display the unique reg number for new contact before the save record.
My Previous blog <a href="">MS Dynamics CRM - Generate Unique/Auto Number</a> will show the reg number on form after save the new contact. if the user clicks save and close, they can't see the number.

So i come up with the web service concept to generate unique number for new contact and display on the contact screen.
Also i am using SQL Server sys.sequences for generating new number.

Web Service Code
public interface IVoterSearch
[WebInvoke(Method = "POST",
    RequestFormat = WebMessageFormat.Json,
    ResponseFormat = WebMessageFormat.Xml,
    BodyStyle = WebMessageBodyStyle.WrappedRequest)]
string RegNumber(string userGuid);

 * Generate new reg number
    --drop SEQUENCE dbo.DNSContactRegNumber
    --select * from sys.sequences
    --CREATE SEQUENCE dbo.DNSContactRegNumber
--    AS int
--   START WITH 123456
    --SELECT NEXT VALUE FOR dbo.DNSContactRegNumber As NewRegNumber;
public string RegNumber(string userGuid)
    //checking the user is login dynamics crm user for security purpose.
    var valid = IsUserValid(userGuid, crmDB);
    if (!(valid == string.Empty)) return valid;
    var regid = new XDocument();
    string NewRegNumber = "0";
    string dbExtCon = System.Configuration.ConfigurationManager.ConnectionStrings["DNS_EXT_DB_ConnectionString"].ConnectionString;
using (SqlConnection Con = new SqlConnection(dbCon))
   SqlCommand cmd = new SqlCommand();
   cmd.CommandText = "SELECT NEXT VALUE FOR dbo.DNSContactRegNumber As NewRegNumber";
   cmd.Connection = Con;
   SqlDataReader dr = cmd.ExecuteReader();

   while (dr.Read())
NewRegNumber = dr["NewRegNumber"].ToString();

regid = new XDocument(
   new XElement("Contact",
new XAttribute("Error", "0"),
new XAttribute("Message", ""),
new XAttribute("NewRegNumber", NewRegNumber)
    catch (Exception e)
regid = new XDocument(
new XElement("Contact",
   new XAttribute("Error", "1"),
   new XAttribute("Message", e.Message.ToString()),
   new XAttribute("NewRegNumber", NewRegNumber)
    return regid.ToString();

//verify the login user is valid active system user.
private string IsUserValid(string userGuid, DNSCRMDBDataContext db)
    var exists = false;
    loginUserGuid = loginUserGuid.Replace("}", "").Replace("{", "");
    var valid = db.SystemUsers
  .Where(u => u.SystemUserId.ToString() == userGuid)
  .Select(u => u.IsDisabled)
    if (valid == string.Empty) exists = false;
    else exists = !bool.Parse(valid);

    if (!exists)
var message = new XDocument( new XElement("List",
new XAttribute("Error", "1"),
new XAttribute("Message", "Invalid CRM USER")
return message.ToString();

    return string.Empty;
Contact Form Onload JavaScript Code, calling the web service on form load event and assign new reg number.
assign reg number when form is opened
Create New Reg Number & assign to the field.
function NewRegNumber() {
var userId = Xrm.Page.context.getUserId();
var svcURL = location.protocol + '//' + location.hostname + (location.port ? ':' + location.port : '') + "/DNS.VM.Service/";
   type: "POST",
   url: svcURL + "Contact.svc/RegNumber",
   async: true,
   dataType: "xml",
   contentType: "application/json; charset=utf-8",
   data: JSON.stringify({ userGuid: userId}),
   success: function (xml) {
xml = $.parseXML($(xml).find("string").text());
$(xml).find("Contact").each(function () {
   var error = $(this).attr('Error');
   var regnumber = $(this).attr('NewRegNumber');
   var message = $(this).attr('Message');
   if (error == "1")
   error: function (XMLHttpRequest, textStatus, errorThrown) {

1 comment:

Philips Huges said...

Its a wonderful post and very helpful, thanks for all this information. You are including better information regarding this topic in an effective way.Thank you so much

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