1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Activities

Set up transformation
Application task

If you need a transformation and it does not already exist, you must set it up.
You can use a transformation to change a source value into another value.
You can use these types of transformations:
  • Value: A standard transformation to directly transform a source value into another value. You have these options:
    • Value: The source value is always transformed to another value.
    • Condition: The source value is only transformed to another value if a condition is met. The condition is based on a table field that is defined for the source document record. So, the condition record field must be available in the source document, but it is not required in the message field mapping. Usually, the condition record field is not the field for which you define the transformation in the field mapping.
  • Range: A transformation that is based on a range. All values that meet the range, are transformed to the defined Value to. Example: Range='EN-*' and Value to= 'EN-US'. All values that start with 'EN-' are transformed to 'EN-US'.
Usually, you use either value transformations or range transformations. However, if you use a combination, first the value transformations are checked for an applicable transformation and then the range transformations. The first found applicable transformation is applied.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click Transformations.
3. Click New.
4. In the Transformation field, type a value.
5. In the Project field, enter or select a value.
6. You can get an error message when a value cannot be transformed. To do so, make the transformation mandatory.
  Select Yes in the Mandatory field.
7. Sub-task: Set up a value transformation.
  7.1 Click New.
  7.2 In the Value from field, type a value.
  7.3 In the Value to field, type a value.
  7.4 You can make a value transformation company-specific. So, you can reuse a transformation in several companies.
  In the Company accounts ID field, enter or select a value.
8. Sub-task: Set up a conditional value transformation.
  8.1 Click New.
  8.2 In the Transformation element field, select 'Condition'.
  8.3 In the Value from field, type a value.
  8.4 In the Value to field, type a value.
  8.5 You can make a value transformation company-specific. So, you can define several value transformations, each for another company.
When a transformation is applicable, first a value transformation is searched for the applicable company. If this transformation does not exist, a transformation is searched for without a company defined. If this transformation also does not exist, no transformation is applied.
  In the Company accounts ID field, enter or select a value.
  8.6 In the Record table field, enter or select a value.
  8.7 In the Record table field field, enter or select a value.
  8.8 Sometimes, you want to skip a value transformation when running a message. You can use conditions to indicate if the value transformation must be applied. The value transformation is only applied if the condition is met.
Examples of values that you can use to define a condition:
- ..Item1 (Item1 and smaller)
- Item1.. (Item1 and greater)
- Item1,item5..item10 (Item1 or item5 till item10)
- Item1,item2 (Item1 or item2)
- !123 (Not 123)
- “” (Empty)
- !”” (Not empty)
  In the Condition field, enter or select a value.
9. Sub-task: Set up a range transformation.
  9.1 Expand the Range section.
  9.2 You can apply a type conversion before you apply a range transformation. As a result, the source value is first converted to another type. The resulting value is used to find the applicable range transformation.
  In the Type conversions field, enter or select a value.
  9.3 Click New.
  9.4 In the Range field, type a value.
  9.5 In the Value to field, type a value.
10. Sub-task: Test transformation.
  10.1 Expand the Test value section.
  10.2 In the Value from field, type a value.
  10.3 If you use conditions in the value transformations, you can enter a record table for testing purposes.
  In the Record table field, enter or select a value.
  10.4 Click Test.
11. Close the page.

Notes

You can change the type of an existing value transformation. If you do so, also fill in the applicable fields.

Related to Notes

Define transformation

 		 

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