1. To-Increase Dynamics 365 for Finance & Operations
  2. Data quality studio
  3. General setup

Set up configurable lookup

You can set up a configurable lookup to define the possible options in a field.

You can define the possible options for a configurable lookup in these ways:

  • User defined list: Set up the desired options manually.
  • Dynamic query: Apply a dynamic query to define the desired options.

To apply a configurable lookup, set up a validation rule of type Configurable lookup. You can use a configurable lookup on several validation rules.

This topic explains how to set up a configurable lookup.


Data quality administrator Data quality administrator Start Start What is the desired  configurable lookup type? What is the desired  configurable lookup type? Set up configurable lookup - User defined list Set up configurable lookup - User defined list You can set up a configurable lookup of type 'User defined list' to manually define the possible options in a field. Procedure 1. Go to Data quality studio > Setup > Configurable lookups. 2. Click New. 3. In the Configurable lookup ID field, type a value. 4. In the Description field, type a value. 5. In the Configurable lookup type field, select 'User defined list'. 6. Click Save. 7. Expand the User defined list configurable lookup values section. 8. Click New. 9. In the Value field, type a value. 10. In the Description field, type a value. Dynamic query exists? Dynamic query exists? Set up dynamic query

Set up dynamic queries

Use a dynamic query to find one or more records in the database. The found records are the input for further processing.

You can use a dynamic query on:

  • An action rule of type Data query.
  • A condition that is applied to a validation rule, duplicate check rule, or action rule.
  • A configurable lookup of type Dynamic query. You can apply the configurable lookup on a validation rule of type Configurable lookup.

To define a query range, you can use a function.

 Set up configurable lookup - Dynamic query Set up configurable lookup - Dynamic query You can set up a configurable lookup of type 'Dynamic query' to define the possible options in a field with a dynamic query. Procedure 1. Go to Data quality studio > Setup > Configurable lookups. 2. Click New. 3. In the Configurable lookup ID field, type a value. 4. In the Description field, type a value. 5. In the Configurable lookup type field, select 'Dynamic query'. 6. Click Save. 7. Expand the Dynamic query configurable lookup values section. 8. In the Dynamic query field, enter or select a value. 9. Define the field in the dynamic query which value is used to define the configurable lookup. In the Dynamic query lookup value field field, enter or select a value. Note: - Define a field that exists in the dynamic query. - The field can be another field than the field to which you apply a validation rule that uses the configurable lookup. - Make sure, the data type of the field is compatible with the data type of the field to which you apply a validation rule that uses the configurable lookup. 10. In the Dynamic query lookup value description field field, enter or select a value. End End User defined list Dynamc query No Yes

Activities

Name Responsible Description

Set up configurable lookup - User defined list

Data quality administrator

You can set up a configurable lookup of type 'User defined list' to manually define the possible options in a field.

Set up dynamic query

Data quality administrator

Use a dynamic query to find one or more records in the database. The found records are the input for further processing.

You can use a dynamic query on:

  • An action rule of type Data query.
  • A condition that is applied to a validation rule, duplicate check rule, or action rule.
  • A configurable lookup of type Dynamic query. You can apply the configurable lookup on a validation rule of type Configurable lookup.

To define a query range, you can use a function.

Set up configurable lookup - Dynamic query

Data quality administrator

You can set up a configurable lookup of type 'Dynamic query' to define the possible options in a field with a dynamic query.

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