Flows

Flow	Description
Apply data quality rules on data quality assessment	You can run a data quality assessment project to examine the quality of existing data. You can do a data quality assessment, for example, if you: Have implemented a change in the Data quality studio configuration and want to make sure existing data is in line with this change. Have imported data without applying data quality policies. Want to periodically check the quality level of your data.
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.
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.
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	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 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 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.
Set up configurable lookup	You can set up a configurable lookup to define the possible options in a field. You can define the possible options for a configurable lookup in these ways: User defined list: Set up the desired options manually. Dynamic query: Apply a dynamic query to define the desired options. To apply a configurable lookup, set up a validation rule of type Configurable lookup. You can use a configurable lookup on several validation rules. This topic explains how to set up a configurable lookup.
Set up data quality policy versions	A data quality policy has one or more versions. A data quality policy version contains all elements of a data quality policy, except for the data quality policy header. These data quality policy elements are version-specific: Validation rule: Checks if the data is in line with the defined standards. Duplicate check rule: Checks if the data doesn't already exist in the table. Action rule: Uses an action to set a value to complete or enrich data. Organization assignment: Defines to which organizations the data quality policy applies. Element-specific setup: For each rule, you can use conditions to define the data to which the rule applies. For each validation rule, you can define a validation message that is shown if the validation rule is not met. To define the organization association, you can use legal entities or an organization hierarchy.
Set up duplicate check rule conditions	For each duplicate check rule, you can set up conditions. The duplicate check rule is only applied if the conditions are met. To define a duplicate check rule condition, you use a query. The duplicate check 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 duplicate check rule applies. The inquiry only queries the table as defined for the duplicate check rule. Dynamic query: Use a dynamic query to define the records to which the duplicate check 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 duplicate check rule table, to define table relations, and to have only one record returned.
Set up duplicate check rules	Use a duplicate check rule to check if the data doesn't already exist in the table. Before you can set up a duplicate check rule, set up the duplicate check to be applied. A duplicate check defines which combination of table fields is checked on duplicate values.
Set up dynamic queries	Use a dynamic query to find one or more records in the database. The found records are the input for further processing. You can use a dynamic query on: An action rule of type Data query. A condition that is applied to a validation rule, duplicate check rule, or action rule. A configurable lookup of type Dynamic query. You can apply the configurable lookup on a validation rule of type Configurable lookup. To define a query range, you can use a function.
Set up organization assignment for Data quality policy	By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment. You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.
Set up validation rule conditions	For each validation rule, you can set up conditions. The validation rule is only applied if the conditions are met. To define a validation rule condition, you use a query. The validation 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 validation rule applies. The inquiry only queries the table as defined for the validation rule. Dynamic query: Use a dynamic query to define the records to which the validation 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 validation rule table, to define table relations, and to have only one record returned.
Set up validation rule of type Configurable lookup	Use validation rules to check if the data is in line with the defined standards. To validate data, you can use several validation types. This topic explains how to set up the Configurable lookup validation type. Use a configurable lookup validation to add a custom lookup to a field and to validate if the field value matches a value as defined by the configurable lookup. Note: If the field, to which the configurable lookup is applied, already has a lookup, the configurable lookup overwrites the existing lookup. Before you can set up a configurable lookup validation rule, set up the configurable lookup to be used.
Set up validation rule of type Custom	Use validation rules to check if the data is in line with the defined standards. To validate data, you can use several validation types. This topic explains how to set up the Custom validation type. Use a custom validation to validate a field value using a custom validation class. Before you can set up a custom validation rule, ensure that the custom validation class is developed.
Set up validation rule of type Data pattern	Use validation rules to check if the data is in line with the defined standards. To validate data, you can use several validation types. This flow explains how to set up the Data pattern validation type. Use a data pattern validation to validate if a field value matches a defined pattern. Before you can set up a data pattern validation rule, set up the data pattern to be applied.
Set up validation rule of type Web service	Use validation rules to check if the data is in line with the defined standards. To validate data, you can use several validation types. This topic explains how to set up the Web service validation type. Use a web service validation to validate if a field value matches a value in another internal or external source, using a web service. Before you can set up a web service validation rule, set up the web service to be used.
Set up validation rules	Use validation rules to check if the data is in line with the defined standards. To validate data, you can use these validation types: Mandatory: Makes it mandatory to fill a field. Blank: Validates if no value is entered in a field. Range expression: Validates if a field value is within a defined range. Data pattern: Validates if a field value matches a data pattern. Web service: Validates if a field value matches a value in another internal or external source, using a web service. Configurable lookup: Adds a custom lookup to a field and validates if the field value matches a value as defined by the configurable lookup. Custom: Validates a field value using a custom validation class. For each validation rule, you can set up: A validation message that is shown if the validation rule is not met. Conditions to define the data to which the rule applies.