You can add a record based on an existing table relation in D365 FO.
You can only create a related record for:
- Internal documents.
- Fields that are part of a table relation.
Example:
The record CustTable, has a field CustGroup.
This CustGroup field is part of the table relation between the CustTable and CustGroup table.
Create a related record for the CustGroup field of the CustTable record.
As a result, the CustGroup record is created and added as a child record to the CustTable record. To the CustGroup record, the mandatory fields of the CustGroup table are added.
Standard procedure
| 1. |
Click Connectivity studio Integration Design. |
| 2. |
Click the Documents tab. |
| 3. |
In the list, find and select the desired internal document. |
| 4. |
Click Edit. |
| 5. |
In the Record section, in the list, find and select the desired record. |
| 6. |
On the Fields tab, in the list, find and select the desired field. |
| 7. |
Click Create related record. |
| 8. |
Click Yes. |
| 9. |
Refresh the page. |
| 10. |
Close the page. |