Use action rules to set field values in D365 FO.
To set a field value, you can use several action types. This topic explains how to set up an action rule of type Fixed value.
Use a Fixed value action rule to set a pre-defined fixed value in the target field of the action rule.


Standard procedure

1. Click Data quality management.
2. On the Data quality policies tab, in the list, click the link of the desired data quality policy.
3. Click the Action rules tab.
 

Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK.

4. Click New.
5. Define the table of the field which value must be set.
  In the Table field, enter or select a value.
6. Define when the action rule is applied:
- New record: The action rule is applied when a record is created. So, before you can edit the record, the target field value is already set for the new record.
- Source field modified: The action rule is applied when the value of the source field is entered or changed.
- Save record: The action rule is applied when a record is saved. The action rule is applied first and then the record is saved.
  In the Event field, select an option.
 

Note: Keep the default Fixed value action type.

7. If the event is Source field modified, define the source field. The action rule is applied when the value of the source field is entered or changed.
  In the Source field field, enter or select a value.
8. Define the field which value must be set.
  In the Target field field, enter or select a value.
9. Sub-task: Set action rule properties.
  9.1 Define the value to be set in the target field.
  In the Fixed value field, enter or select a value.
10. Close the page.

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