You can add a selection of table fields to a record. You can select fields from the D365 FO table that is defined in the Record table field.

This is mainly applicable to internal documents. However, you can also use this to quickly set up fields for external file-based documents.

When the field selection is added to the record, review and complete the properties of the added fields.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click the Documents tab.
3. In the list, find and select the desired document.
4. Click Edit.
5. In the Records section, in the Record list, find and select the desired record.
6. Click Select fields.
7. Sub-task: Define filter.
  7.1 You can use several options to filter the shown fields. This can be useful for tables with many fields.
For internal documents, usually, you do not change the default table. However, if you select fields for an external document, select the desired table.
  In the Table name field, enter or select a value.
  7.2 You can show the system fields of the table, which are not shown by default.
  Select Yes in the Show system fields field.
  7.3 A table can have inherited fields, which are shown by default. If you do not want to select inherited fields, you can hide these fields.
  Select No in the Show inherited fields field.
  7.4 Usually, you add fields to an internal document record with the type as defined in the table setup. However, you can add all selected fields with the type set to String.
  Select Yes in the Create as string fields field.
 

Note: This field is only available for internal documents.

8. Sub-task: Select fields.
  8.1 The next steps explain several ways in which you can select fields.
You can select the fields that belong to a specific field group.
  Click Select the fields of a specific group to open the drop dialog.
  8.2 In the Field group name field, enter or select a value.
  8.3 Click OK.
  8.4 You can select all fields.
  Click Select all.
  8.5 You can undo all field selections.
  Click Deselect all fields.
  8.6 You can select mandatory fields only.
  Click Select mandatory.
  8.7 You can manually select fields.
  Select the Selected check box for the desired fields.
9. Click OK.

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