1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Design
  4. Set up messages
  5. Set up field mapping
  6. Set up field mapping - Advanced

Define transformation

You can use a transformation to change a source value into another value.


Application Consultant Application Consultant Start Start Does the transformation  already exist? Does the transformation  already exist? Set up transformation Set up transformation 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. 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. Select Yes in the Mandatory field. 7. Sub-task: Set up a value transformation. 8. Click New. 9. In the Value from field, type a value. 10. In the Value to field, type a value. 11. In the Company accounts ID field, enter or select a value. 12. Sub-task: Set up a conditional value transformation. 13. Click New. 14. In the Transformation element field, select 'Condition'. 15. In the Value from field, type a value. 16. In the Value to field, type a value. 17. In the Company accounts ID field, enter or select a value. 18. In the Record table field, enter or select a value. 19. In the Record table field field, enter or select a value. 20. In the Condition field, enter or select a value. 21. Sub-task: Set up a range transformation. 22. Expand the Range section. 23. In the Type conversions field, enter or select a value. 24. Click New. 25. In the Range field, type a value. 26. In the Value to field, type a value. 27. Sub-task: Test transformation. 28. Expand the Test value section. 29. In the Value from field, type a value. 30. In the Record table field, enter or select a value. 31. Click Test. 32. Close the page. Notes You can change the type of an existing value transformation. If you do so, also fill in the applicable fields. Define transformation for mapping field Define transformation for mapping field You can use a transformation to change a source value into another value.If a transformation is required for a field mapping, add the relevant transformation to the field mapping. Procedure 1. Click Connectivity studio Integration Design. 2. On the Message tab, in the list, find and select the desired message. 3. Click Edit. 4. In the Mapping section, in the Target record pane, in the list, find and select the desired target record. 5. On the Mapping tab, on the Field mapping tab, in the list, find and select the desired field mapping. 6. In the Transformation field, enter or select a value. 7. Close the page. End End No Yes

Activities

Name Responsible Description

Set up transformation

Application Consultant

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.

Define transformation for mapping field

Application Consultant

 		You can use a transformation to change a source value into another value.
If a transformation is required for a field mapping, add the relevant transformation to the field mapping.

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