Set up action rule of type Transformation list

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 Transformation list.

Use a transformation list action rule to find a value using a transformation list and set the found value in the target field of the action rule.

Before you can set up a transformation list action rule, set up the transformation list to be used.

Example:

You can set up a transformation list to transform country codes into the relevant currencies for these countries. In this case, the source field is a country field, and the target field is a currency field. If the country is US, and the transformation list action rule is applied, the currency is set to USD.

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.
7.	In the Action type field, select 'Transformation list'.
8.	Define the field which value is the source value that is used to find the applicable target value in the transformation list.
	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: Set action rule properties.
10.1	In the Transformation ID field, enter or select a value.
10.2	You can use a source field which value contains quite some information. If you only need a part of the information, indicate which part of the source field value must be used. This indicated part is used as source value to find the applicable target value in the transformation list. Example: An IBAN number contains information like the first two characters are the country code or the fifth to eight characters are the bank identification. You can, for example, only use the country code from the IBAN as source value. To do so, select 'First (x) characters' and as filter criteria enter 2.
	In the Filter type field, select an option.
10.3	Define the filter criteria in line with the selected filter type.
	In the Filter criteria field, type a value.
11.	Close the page.