{"id":20130,"date":"2018-09-10T10:06:33","date_gmt":"2018-09-10T10:06:33","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20130"},"modified":"2019-12-05T05:56:00","modified_gmt":"2019-12-05T05:56:00","slug":"generate-unique-reference-number-in-custom-field-using-workflow","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/","title":{"rendered":"Generate Unique Reference Number in Custom Field using Workflow"},"content":{"rendered":"

In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order.<\/p>\n

New Stuff:<\/strong><\/em> How to enable Export to Excel on Calendar List in Sage CRM?<\/a><\/p>\n

We can achieve this by using following steps.<\/p>\n

1.<\/strong> Create a simple text field. e.g. \u201cOrde_SONumber\u201d<\/strong>. In my case, I am going use this for order entity.
\n2.<\/strong> Add this field in workflow rule with Type Run Stored Procedure. Refer below screenshot.<\/p>\n

\"\"<\/p>\n

3.<\/strong> Insert two entries in Custom_Sysparams as below so that the procedure will pick the unique value using these records.<\/p>\n

insert into Custom_SysParams(Parm_Name,Parm_Value,Parm_CreatedBy, Parm_CreatedDate, Parm_UpdatedBy, Parm_UpdatedDate, Parm_TimeStamp) <\/em>
\nvalues (‘OrdersIdFieldName’,’orde_sonumber’,1,getdate(),1,getdate(),getdate())<\/em><\/p>\n

insert into Custom_SysParams(Parm_Name,Parm_Value,Parm_CreatedBy, Parm_CreatedDate, Parm_UpdatedBy, Parm_UpdatedDate, Parm_TimeStamp) <\/em>
\nvalues (‘Ordersorde_sonumber’,’100′,1,getdate(),1,getdate(),getdate())<\/em><\/p>\n

4.<\/strong> Then, create a store procedure as given below.<\/p>\n

CREATE PROCEDURE [dbo].[SP_Ordersorde_sonumber] <\/em>
\n@table_name nvarchar (50),<\/em>
\n@identity_name varchar (50),<\/em>
\n@id_no INT,<\/em>
\n@logon_no int,<\/em><\/p>\n

@return_value nvarchar(128) OUTPUT<\/em>
\nAS<\/em>
\nBEGIN<\/em>
\nDECLARE @unique_value int <\/em><\/p>\n

declare @default_value nvarchar(500)<\/em><\/p>\n

declare @CurrentFY nvarchar(500)<\/em><\/p>\n

SELECT @CurrentFY = (CASE WHEN (MONTH(GETDATE()) ) <= 3 THEN convert(varchar(2), cast((YEAR( GETDATE() ) % 100 ) as varchar(2))-1)+ ” + cast((YEAR( GETDATE() ) % 100 ) as varchar(2)) <\/em>
\nELSE convert(varchar(2),cast((YEAR( GETDATE()) % 100) as varchar(2))) + ” + convert(varchar(2),cast((YEAR( GETDATE() ) % 100 )+1 as varchar(2)))END)<\/em><\/p>\n

set @identity_name=’orde_sonumber’;<\/em><\/p>\n

BEGIN<\/em>
\nEXEC @unique_value=eware_get_reference_id @table_name, @identity_name <\/em>
\nSELECT @return_value=’SO:’+@CurrentFY +’00’+ RTrim(CONVERT(nvarchar(60),@unique_value)) <\/em>
\nEND<\/em><\/p>\n

SELECT @return_value <\/em>
\nRETURN (1)<\/em>
\nEND<\/em><\/p>\n

5.<\/strong> To check the functionality, progress the required workflow rule to generate Unique Reference Number. Refer the below screenshot.<\/p>\n

\"\"<\/p>\n

6.<\/strong> In this scenario, we have formatted the reference number as \u201cSO:\u201d +\u201dCurrent Financial Year\u201d +\u201dUnique Number\u201d<\/strong> as per our client\u2019s requirement.<\/p>\n

About Us<\/strong><\/p>\n

Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a> has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a> and Sage 300<\/a>).We also offer best-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order. New Stuff: How to enable Export to Excel on Calendar List in Sage CRM? We\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,92,93,98,332],"tags":[858,3590,3373,2356,3592,3591],"class_list":["post-20130","post","type-post","status-publish","format-standard","hentry","category-administrator","category-custom-entity","category-custom-fields","category-customization","category-sage-crm","tag-custom-field","tag-generate-unique-reference-number-in-custom-field","tag-generate-unique-reference-number-in-custom-field-using-workflow","tag-stored-procedure-from-workflow","tag-stored-procedure-in-sage-crm","tag-unique-reference-id-through-workflow-in-sage-crm"],"yoast_head":"\nGenerate Unique Reference Number in Custom Field using Workflow - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Generate Unique Reference Number in Custom Field using Workflow - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order. New Stuff: How to enable Export to Excel on Calendar List in Sage CRM? We\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2018-09-10T10:06:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-12-05T05:56:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/01.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/\",\"name\":\"Generate Unique Reference Number in Custom Field using Workflow - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/01.jpg\",\"datePublished\":\"2018-09-10T10:06:33+00:00\",\"dateModified\":\"2019-12-05T05:56:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/01.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/01.jpg\",\"width\":983,\"height\":187},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Generate Unique Reference Number in Custom Field using Workflow\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Generate Unique Reference Number in Custom Field using Workflow - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/","og_locale":"en_US","og_type":"article","og_title":"Generate Unique Reference Number in Custom Field using Workflow - Sage CRM \u2013 Tips, Tricks and Components","og_description":"In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order. New Stuff: How to enable Export to Excel on Calendar List in Sage CRM? We\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2018-09-10T10:06:33+00:00","article_modified_time":"2019-12-05T05:56:00+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/01.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/","name":"Generate Unique Reference Number in Custom Field using Workflow - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/01.jpg","datePublished":"2018-09-10T10:06:33+00:00","dateModified":"2019-12-05T05:56:00+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/01.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/01.jpg","width":983,"height":187},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/10\/generate-unique-reference-number-in-custom-field-using-workflow\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Generate Unique Reference Number in Custom Field using Workflow"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/20130","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=20130"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/20130\/revisions"}],"predecessor-version":[{"id":23404,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/20130\/revisions\/23404"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=20130"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=20130"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=20130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}