1. To-Increase Dynamics 365 for Finance & Operations
  2. Data quality studio
  3. Set up data quality policies
  4. Set up data quality policy versions

Set up action rules

Use action rules to set field values in a target field in D365 FO.
To fill in data, you can use these action types:

  • Fixed value: Sets a pre-defined fixed value in the target field.
  • Data query: Uses an inquiry or dynamic query to find a value and set it in the target field.
  • Transformation list: Uses a transformation list to find a value and set it in the target field.
  • Number sequence: Uses a number sequence to set a value in the target field.
  • Web service: Uses a web service to get a field value from another internal or external source and set it in the target field.
  • Custom: Uses a custom action class to set the target field value.

For each action rule, you can set up conditions to define the data to which the rule applies.


Data quality administrator Data quality administrator Start Start Which action  type is used? Which action  type is used? Set up action rule of type Fixed value Set up action rule of type Fixed value 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. 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. 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. In the Source field field, enter or select a value. 8. In the Target field field, enter or select a value. 9. Sub-task: Set action rule properties. 10. In the Fixed value field, enter or select a value. 11. Close the page. Set up action rule of type Data query

Set up action rule of type Data query

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.

Use a data query action rule to find a value using a query and set the found value in the target field of the action rule.
You can use these types of queries:
  • Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the query that is used to find the value to be set in the target field. The inquiry only queries the table as defined for the action rule.
  • Dynamic query: Use a dynamic query to define the query that is used to find the value to be set in the target field. Before you can set up an action rule with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the action rule table, to define table relations, and to have only one record or value returned.

 Set up action rule of type Transformation list

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.

 Set up action rule of type Number sequence Set up action rule of type Number sequence 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 Number sequence. Use a number sequence action rule to set the value of the target field of the action rule based on a number sequence. 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. In the Table field, enter or select a value. 6. In the Event field, select an option. 7. In the Action type field, select 'Number sequence'. 8. In the Source field field, enter or select a value. 9. In the Target field field, enter or select a value. 10. Sub-task: Set the action rule properties. 11. In the Number sequence field, enter or select a value. 12. Close the page. Set up action rule of type Web service

Set up action rule of type Web service

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 Web service.
Use a web service action rule to get a field value from another internal or external source, using a web service, and set this value in the target field of the action rule.
Before you can set up a web service action rule, set up the web service to be used.

 Set up action rule of type Custom

Set up action rule of type Custom

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 Custom.

Use a custom action rule to set a field value using a custom class.
Before you can set up a custom action rule, ensure that the custom class is developed.
 

 Does the action rule  apply to specific data? Does the action rule  apply to specific data? Set up action rule conditions

Set up action rule conditions

For each action rule, you can set up conditions. The action rule is only applied if the conditions are met.

To define an action rule condition, you use a query. The action rule is applied only to the records that are found by the query.
You can use these types of queries:
  • Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the records to which the action rule applies. The inquiry only queries the table as defined for the action rule.
  • Dynamic query: Use a dynamic query to define the records to which the action rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the action rule table, to define table relations, and to have only one record returned.

 End End No Yes Fixed value Number  sequence Data query Transformation  list Web service Custom

Activities

Name Responsible Description

Set up action rule of type Fixed value

Data quality administrator
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.

Set up action rule of type Data query

Data quality administrator

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.

Use a data query action rule to find a value using a query and set the found value in the target field of the action rule.
You can use these types of queries:
  • Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the query that is used to find the value to be set in the target field. The inquiry only queries the table as defined for the action rule.
  • Dynamic query: Use a dynamic query to define the query that is used to find the value to be set in the target field. Before you can set up an action rule with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the action rule table, to define table relations, and to have only one record or value returned.

Set up action rule of type Transformation list

Data quality administrator

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.

Set up action rule of type Number sequence

Data quality administrator

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 Number sequence.

Use a number sequence action rule to set the value of the target field of the action rule based on a number sequence.

Set up action rule of type Web service

Data quality administrator

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 Web service.
Use a web service action rule to get a field value from another internal or external source, using a web service, and set this value in the target field of the action rule.
Before you can set up a web service action rule, set up the web service to be used.

Set up action rule of type Custom

Data quality administrator

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 Custom.

Use a custom action rule to set a field value using a custom class.
Before you can set up a custom action rule, ensure that the custom class is developed.
 

Set up action rule conditions

Data quality administrator

 		For each action rule, you can set up conditions. The action rule is only applied if the conditions are met.
To define an action rule condition, you use a query. The action rule is applied only to the records that are found by the query.
You can use these types of queries:
  • Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the records to which the action rule applies. The inquiry only queries the table as defined for the action rule.
  • Dynamic query: Use a dynamic query to define the records to which the action rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the action rule table, to define table relations, and to have only one record returned.

Set up action rule of type Fixed value

Set up action rule of type Data query

Set up action rule of type Transformation list

Set up action rule of type Number sequence

Set up action rule of type Web service

Set up action rule of type Custom

Set up action rule conditions

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