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Set up action rule of type Transformation list
Activity Flow

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.

Data quality administrator Data quality administrator Start Start Need new or changed  transformation list? Need new or changed  transformation list? Set up transformation list Set up transformation list To set up a transformation list action rule, a transformation list is required. If the desired value transformation does not exist, set up a new transformation list or add the transformation to an existing transformation list. For each transformation list, set up the value transformations. For each value transformation, define the source value and the target value. 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. Procedure 1. Click Data quality management. 2. Click Transformation lists. 3. Click New. 4. In the Transformation ID field, type a value. 5. In the Description field, type a value. 6. Click New. 7. In the Source value field, type a value. 8. In the Target value field, type a value. 9. Close the page. 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. 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. 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 'Transformation list'. 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 action rule properties. 11. In the Transformation ID field, enter or select a value. 12. In the Filter type field, select an option. 13. In the Filter criteria field, type a value. 14. Close the page. End End Yes No

Activities

Name Responsible Description

Set up transformation list

Data quality administrator
To set up a transformation list action rule, a transformation list is required. If the desired value transformation does not exist, set up a new transformation list or add the transformation to an existing transformation list.
For each transformation list, set up the value transformations. For each value transformation, define the source value and the target value.
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.

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.
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.

Activities

Name Responsible Description

Set up transformation list

Data quality administrator
To set up a transformation list action rule, a transformation list is required. If the desired value transformation does not exist, set up a new transformation list or add the transformation to an existing transformation list.
For each transformation list, set up the value transformations. For each value transformation, define the source value and the target value.
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.

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.
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.
Related to Notes

Set up action rule of type Transformation list

 		 

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