In my previous blog post, I provided instructions on creating a custom quote number. Now I'm going to go into more detail about using it on your forms and with the revision ID that MSCRM provides.
In my case, the client wanted to use a custom quote number along with the revision functionality that Microsoft provides. In order to do this, I had to make sure that the custom quote number stayed the same if a quote was revised. I needed it to behave in the same way as the OOTB quote ID.
1. The first thing I did was hide the OOTB quote ID on my quote form. Edit the form then open the field properties to uncheck the box that says "Visible by default."
2. Next I modified my original workflow that creates and sets the custom quote number. I added a "Check Condition" clause that checks if the revision ID is 0 or blank.
3. Then the steps from my original workflow are executed within the clause. Here is what the workflow looks like now: