Use action rules to set field values in a target field in D365 FO.
To fill in data, you can use these action types:
For each action rule, you can set up conditions to define the data to which the rule applies.
Name | Responsible | Description |
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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. 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:
|
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. 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. 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:
|
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. 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:
|
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. 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. 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:
|
Related to | Notes |
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Apply data quality rules on entering or updating a record |
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Apply data quality rules on data import with Connectivity studio |
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Set up action rules |
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