For Data entry workflow, an integration is available to Data quality studio.
The Data entry workflow-Data quality studio integration is automatically activated if Data quality studio is installed in the same environment as Data entry workflow.
When the Data entry workflow-Data quality studio integration is active, the applicable data quality policy rules are applied automatically.
These data quality policy rules can be applied:
| Rule type | Description |
|---|---|
| Validation rule |
A validation rule checks if the data is in line with the defined standards. When a validation rule is applied, depends on the validation rule event setup:
|
| Duplicate check rule |
A duplicate check rule checks if the data doesn't already exist in a table. For a data entry workflow, duplicate check rules are applied when entered data is transferred from the staging table to the applicable target tables. This can be for a task with Transfer to target enabled or for the last task of the data entry workflow. To have duplicate checks done earlier, you can indicate if duplicate checks must be done for an earlier step. If you have enabled duplicate checks for a step and a related task is completed, all applicable duplicate checks are done. The applicable duplicate checks are the ones that apply to the tables and fields for which data is entered so far in the data entry workflow. If duplicate checks are applicable for a step, on task completion, these checks are done:
|
| Action rule |
An action rule sets a field value in a target field in D365 FO. When an action rule is applied, depends on the action rule event setup:
|
Note: If no data quality policy rules are set up for the applicable tables, no data quality policy rules are applied.
In Data quality studio, you can set up and use a fuzzy duplicate check. This option checks for duplicates applying fuzzy logic. A fuzzy duplicate check compares values from several fields. based on the comparison, a duplicate score is calculated.
If Data quality studio is installed on the same environment as Data entry workflow, you can apply a fuzzy duplicate check in Data entry workflow.
For each data entry workflow template, you can define a fuzzy duplicate check step. Use a fuzzy duplicate check step to automatically check if the data, as entered in the previous workflow tasks, is a possible duplicate record.
During data entry workflow execution, for a fuzzy duplicate check step, the fuzzy duplicate check is done automatically. As a result of the fuzzy duplicate check, it can be that:
For each fuzzy duplicate check step, define which options a user has when possible duplicates are found:
In Data quality studio, you can set up a configurable lookup to define the possible options in a field.
A configurable lookup can be one of these types:
In a data entry workflow template, you can add a field for which a configurable lookup is defined in Data quality studio. If the data quality policy is active, on a workflow task, the configurable lookup is applied automatically to the field.