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

Use form mapping
Activity Flow

For a message, you can generate the record mapping and field mapping based on an external document and a recording of the applicable forms and fields in D365 FO.

The form mapping recording also records the data structure of the mapped D365 FO fields.
You can use this, for example, as a starting point for the message record mapping and field mapping.
 

Application Consultant Application Consultant Start Start Record form mapping or  initialize form mapping  from message mapping? Record form mapping or  initialize form mapping  from message mapping? Record form mapping Record form mapping For a message, you can record the record mapping and field mapping based on an external document. When recording, you map fields of the external document to form fields in D365 FO.Before you record a form mapping, set up a message with both an:External document. This document must be fully set up, with all applicable records and fields defined.Internal document. For this document, only the document header is required. So, it does not have records and record fields defined. 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. On the ActionPane, on the Design tab, in the Form mapping group, click Start recording. 5. On the Form mapping dialog, in the Document records section, the records of the external document are shown. Select the record which fields you want to map to D365 FO form fields. In the tree, select 'the desired record'. Note: If the external document is the: - Source document, the source document records are shown. - Target document, the target document records are shown. 6. Go to All sales orders. 7. In the list, find and select the field to be mapped to a D365 FO form field. 8. On the open form, the fields that you can map are highlighted with a box that has a plus (+) sign. On the open form, click the plus (+) of the field to be mapped to the selected unmapped field. Note: - As a result, the external record field is moved to the Mapped fields section. - Repeat these steps till you have mapped each desired field for each record of the external document. 9. When you have finished recording the form field mapping, stop the recording. As a result, the recorded mapping is stored in the form mapping of the message. Click Stop recording. Note: Close the Form mapping dialog. Notes You can only do a form mapping recording once. So, make sure to map all desired fields in one recording session. Initialize form mapping from message mapping Initialize form mapping from message mapping You can initialize a form mapping from an existing message. As a result, the record mapping and field mapping of the message are translated to a form mapping.You can do this, for example, to bridge the gap between functional users and technical users. 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. Click Initialize from message mapping. 5. Define the form that is related to the tables of the message mapping. The form mapping is created for this form and uses the data sources and tables linked to this form. In the Form name field, enter or select a value. Note: Without a form defined, the form mapping can not be created. 6. Select Yes in the Clean up field. 7. Click OK. 8. Close the page. Review form mapping Review form mapping Once the form mapping recording is finished, you can review the recorded form 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. Click Form mapping. 5. Close the page. Notes If the form mapping is not as desired, you can delete it. To delete it:Delete the fields of the lowest record in the form mapping tree.Delete the lowest record in the form mapping tree.Repeat these steps till all records in the form mapping tree are deleted.Delete the form mapping. Initialize message mapping from form mapping Initialize message mapping from form mapping If you have finished the form mapping recording and reviewed it, you can use this to initialize the related message mapping.As a result of the initialization, based on the form mapping:The recorded records and fields are added to the internal document of the message.The message record mapping and field mapping are set up.After initialization, you can edit and fine-tune the internal document and the message. 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. On the ActionPane, on the Design tab, in the Message mapping group, click Initialize from form mapping. 5. Close the page. End End Record Initialize

Activities

Name Responsible Description

Record form mapping

Application Consultant
For a message, you can record the record mapping and field mapping based on an external document. When recording, you map fields of the external document to form fields in D365 FO.
Before you record a form mapping, set up a message with both an:
  • External document. This document must be fully set up, with all applicable records and fields defined.
  • Internal document. For this document, only the document header is required. So, it does not have records and record fields defined.

Initialize form mapping from message mapping

Application Consultant

You can initialize a form mapping from an existing message. As a result, the record mapping and field mapping of the message are translated to a form mapping.

You can do this, for example, to bridge the gap between functional users and technical users.

Review form mapping

Application Consultant

 		Once the form mapping recording is finished, you can review the recorded form mapping.

Initialize message mapping from form mapping

Application Consultant

 		If you have finished the form mapping recording and reviewed it, you can use this to initialize the related message mapping.
As a result of the initialization, based on the form mapping:
  • The recorded records and fields are added to the internal document of the message.
  • The message record mapping and field mapping are set up.
After initialization, you can edit and fine-tune the internal document and the message.

Activities

Name Responsible Description

Record form mapping

Application Consultant
For a message, you can record the record mapping and field mapping based on an external document. When recording, you map fields of the external document to form fields in D365 FO.
Before you record a form mapping, set up a message with both an:
  • External document. This document must be fully set up, with all applicable records and fields defined.
  • Internal document. For this document, only the document header is required. So, it does not have records and record fields defined.

Initialize form mapping from message mapping

Application Consultant

You can initialize a form mapping from an existing message. As a result, the record mapping and field mapping of the message are translated to a form mapping.

You can do this, for example, to bridge the gap between functional users and technical users.

Review form mapping

Application Consultant

 		Once the form mapping recording is finished, you can review the recorded form mapping.

Initialize message mapping from form mapping

Application Consultant

 		If you have finished the form mapping recording and reviewed it, you can use this to initialize the related message mapping.
As a result of the initialization, based on the form mapping:
  • The recorded records and fields are added to the internal document of the message.
  • The message record mapping and field mapping are set up.
After initialization, you can edit and fine-tune the internal document and the message.
Related to Notes

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