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

Copy data quality policy
Application task

Use data quality policies to ensure that your data is of the desired quality. You can organize data quality policies, for example, by functional area, business process owner, or organization assignment.

To create a data quality policy, you can copy an existing one. When you copy a data quality policy, you must choose which versions you want to copy. In the new data quality policy, the chosen versions are added in the version sequence of the original data quality policy. Example: You copy versions 4 and 6 of the original data quality policy. In the new data quality policy, version 4 is added as version 1, and version 6 is added as version 2.


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 Copy.
4. Enter the data quality policy identification.
  In the Policy id field, type a value.
5. In the list, find and select the desired data quality policy versions.
6. Click Copy.
7. Close the page.
8. On the Data quality management workspace, on the Data quality policies tab, in the list, click the link of the created data quality policy copy.
9. Click Edit.
  9.1 Sub-task: Check execution settings.
  9.2 For each data quality policy, you can indicate when it is applied.
  Click Execution triggers.
 

Note: The execution settings are copied from the original data quality policy.
  9.3 You can apply a data quality policy:
- Only on entering or updating a record on a form. To do so, only select the Enable by default check box for the 'Form' execution trigger.
- Only on doing a quality assessment. To do so, only select the Enable by default check box for the 'Quality assessment' execution trigger.
- In both cases. To do so, select the Enable by default check box for both the 'Form' execution trigger and the 'Quality assessment' execution trigger.
  Clear or select the Enabled check box as desired.
  9.4 Close the page.
10. Close the page.

Notes

A new data quality policy version gets the Draft status. To apply a data quality policy version, make it active. Automatically, the currently active version is made inactive. You can also make the currently active version inactive. As a result, none of the data quality policy versions is active.

Related to Notes

Set up data quality policies

 		 

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