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 Data query.
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. |
7. | In the Action type field, select 'Data query'. |
8. | 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. |
9. | Define the field which value must be set. |
  | In the Target field field, enter or select a value. |
10. | Sub-task: Use query of type Dynamic query. |
10.1 | On the Properties tab, in the Query type field, select 'Dynamic query'. |
10.2 | Usually the dynamic query is already set up. Select the applicable dynamic query. |
  | In the Query field, enter or select a value. |
  |
Note: If selected, you can review or edit the query by clicking Edit query. |
10.3 | Define the table of the field in the dynamic query which value must be set in the target field. |
  | In the Result table name field, enter or select a value. |
  |
Note: |
10.4 | Define the field in the query which value must be set in the target field. |
  | In the Result field field, enter or select a value. |
  |
Note: |
11. | Sub-task: Use query of type Inquiry. |
11.1 | On the Properties tab, in the Query type field, select 'Inquiry'. |
11.2 | You must edit the inquiry. At least, enter a query value in the Criteria field. |
  | Click Edit query. |
  |
Note: You can extend the inquiry setup as desired. |
11.3 | Click OK. |
11.4 | Define the table of the field in the inquiry which value must be set in the target field. |
  | In the Result table name field, enter or select a value. |
  |
Note: |
11.5 | Define the field in the inquiry which value must be set in the target field. |
  | In the Result field field, enter or select a value. |
  |
Note: |
12. | Close the page. |
Related to | Notes |
---|---|
Set up action rule of type Data query |
  |