1. To-Increase Dynamics 365 for Finance & Operations
  2. Dynamic field security
  3. General setup

Set up dynamic queries

You can use a dynamic query to define the data in the database to which a field security policy applies.

You can link a dynamic query to a condition that is applied to a field security policy.

To define a query range, you can use a function.


Developer Developer System administrator System administrator Start Start Is a range required that  uses a function other  than the existing functions? Is a range required that  uses a function other  than the existing functions? Inform a developer on the  function class to be developed Inform a developer on the  function class to be developed Develop function class Develop function class You can use a function to fill the value of a condition on a query range. For a function, a class is required. To develop this class, extend the DQFFunctionRun class. Prerequisite: Develop the extension of the DQFFunctionRun class in the AOT before you start the steps. The steps in this topic are to have the developed function class uploaded as function. Procedure 1. Go to Dynamic field security management (Preview) > Setup > Dynamic query framework > Functions. 2. Click Refresh. Inform the data quality  administrator that the  function is available Inform the data quality  administrator that the  function is available Create dynamic query with the Wizard Create dynamic query with the Wizard You can use a dynamic query to define the data in the database to which a field security policy applies. You can link a dynamic query to a condition that is applied to a field security policy. This topic explains how to set up a dynamic query with the Query wizard. You can also start the dynamic query wizard from an existing query to edit it. Procedure 1. Go to Dynamic field security management > Setup > Dynamic query framework > Queries. 2. Click New. 3. Click New query using wizard. 4. Sub-task: Define the basic settings for the query. 5. In the Query field, type a value. 6. In the Description field, type a value. 7. In the Number of records to show in preview field, enter a number. 8. Select Yes in the Select only first record field. 9. Select Yes in the Use default value in preview field. 10. Click Next. 11. Sub-task: Select the applicable tables for the query. 12. The root table of the query always must be at the top of the list of selected tables. To make sure this is the case, you are advised to first select and add the root table. Then you can select and add other required tables in one go. In the Select the query tables pane, select the root table for the query Note: You can use filter options to find the desired table. 13. Click >. 14. In the Select the query tables pane, select the other tables to be added to the query. Note: You can select and add several tables in one go. 15. Click >. 16. Except for the root table, for all tables you must define the parent table. In the right pane, in the list, find and select the desired record. Note: The table hierarchy for the query must reflect the table hierarchy in the database. Click Table structure, to view the table relations for a selected table. 17. In the Parent field, enter or select a value. Note: You can only select a table as parent if it is also in the table selection of the query. 18. Click Next. 19. Sub-task: Review or add table relations. 20. In the left pane, find and select the desired child table. 21. Click Add. 22. In the list, mark the selected row. 23. In the Child field field, enter or select a field from the child table. 24. In the Parent field field, enter or select the related field from the parent table. Note: For each relation, you can define the relation settings: Query fetch mode, JOIN type, Level. 25. Click Next. 26. Sub-task: Select the fields to be shown for the query. 27. In the left pane, find and select the desired table. 28. In the Select query fields pane, find and select the desired fields to be added to the query. 29. Click >. Note: You can use the Up and Down buttons to arrange the fields in the desired sequence. 30. Select the Group by check box. 31. In the Aggregate field, select an option. 32. To review the query results in the preview, click Refresh. 33. Click Next. 34. Sub-task: Define ranges for the query. 35. In the left pane, find and select the desired table. 36. In the middle pane, find and select the fields for which you want to add a range. 37. Click >. 38. In the Condition type field, select an option. 39. For each added field, set the value for the condition. To set the value, you can use a fixed value, a function, or sometimes a built-in function. In the Value field, enter or select a value. Note: - For fields of type String or Date, some functions are already available as built-in function. For these fields, the Built-in functions tab is shown on the dialog. You can use these built-in functions to fill in the value of a condition. - If you use a (built-in) function, the function results are not shown in the preview. To show a value in the preview, fill in the Preview default value field. 40. Select the Apply null range values check box. 41. In the Preview default value field, type a value. 42. To review the query results in the preview, click Refresh. 43. Click Finish. End End Yes No

Activities

Name Responsible Description

Develop function class

Developer

You can use a function to fill the value of a condition on a query range.
For a function, a class is required. To develop this class, extend the DQFFunctionRun class.
Prerequisite: Develop the extension of the DQFFunctionRun class in the AOT before you start the steps.
The steps in this topic are to have the developed function class uploaded as function.

Create dynamic query with the Wizard

System administrator

You can use a dynamic query to define the data in the database to which a field security policy applies.

You can link a dynamic query to a condition that is applied to a field security policy.

This topic explains how to set up a dynamic query with the Query wizard.

You can also start the dynamic query wizard from an existing query to edit it.

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