1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Design
  4. Set up documents
  5. Set up internal documents

Manage document record field setup - Internal documents

You have several options to manage the document record field setup for internal documents.
You can:

  • Change the sequence of the fields.
  • View where a field is used.
  • Clean up unused fields.
  • Create a related record.


Application Consultant Application Consultant Start Start Define field sequence Define field sequence The sequence, in which you set up the fields for the record, defines the sequence in which the related data is exchanged. If required, you can change the sequence of the fields. 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 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 Move up. 8. On the Fields tab, in the list, find and select the desired field. 9. Click Move down. 10. Close the page. View where document record field is used View where document record field is used Sometimes, if you want to clean-up your document setup, you cannot delete an element. In such a case, you can view where the element is used in the connectivity setup.You can do so for a:DocumentDocument recordDocument record field 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. Sub-task: View where the document is used. 6. On the ActionPane, on the Deploy tab, click Where-used. 7. Close the page. 8. Sub-task: View where a document record is used. 9. In the Record section, in the list, find and select the desired record. 10. In the Record section, click Where-used. 11. Close the page. 12. Sub-task: View where a document record field is used. 13. In the Record section, in the list, find and select the desired record. 14. On the Fields tab, in the list, find and select the desired field. 15. On the Fields tab, click Where-used. 16. Close the page. 17. Close the page. Notes For an ODBC document, you can have fields defined that are not used in the connectivity setup, but that are required for the Database connection. Clean up unused fields Clean up unused fields If the document is linked to a message, you can clean up the fields. All fields that are not used in the message mapping are shown on a separate page. You can decide which of the unused fields you want to delete from the document.All messages to which the document is linked are checked. Only the fields are shown as unused that are not used in any of the field mappings of the related messages.You can use this, for example, if you have initialized the record or fields and all found fields are added to the document records. 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 Record section, in the list, find and select the desired record. 6. on the Fields tab, click Unused fields. 7. In the list, find and select the desired unused fields. 8. Click Delete. 9. Click Yes. 10. Close the page. 11. Close the page. Create related record Create related record 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. 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. End End

Activities

Name Responsible Description

Define field sequence

Application Consultant

 		The sequence, in which you set up the fields for the record, defines the sequence in which the related data is exchanged. If required, you can change the sequence of the fields.

View where document record field is used

Application Consultant
Sometimes, if you want to clean-up your document setup, you cannot delete an element. In such a case, you can view where the element is used in the connectivity setup.
You can do so for a:
  • Document
  • Document record
  • Document record field

Clean up unused fields

Application Consultant

 		If the document is linked to a message, you can clean up the fields. All fields that are not used in the message mapping are shown on a separate page. You can decide which of the unused fields you want to delete from the document.
All messages to which the document is linked are checked. Only the fields are shown as unused that are not used in any of the field mappings of the related messages.
You can use this, for example, if you have initialized the record or fields and all found fields are added to the document records.

Create related record

Application Consultant
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.

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