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Add document records fields - ODBC
Application task

To each document record, add the data fields which values must be exchanged. For ODBC documents, set up the fields in line with naming in the external database.
For ODBC documents, make sure the fields have the same type as in the external database.
This topic explains how to add record fields to an ODBC document.

If fields are already initialized for, selected for, or copied to the record, you can review and complete the setup for these fields. To do so, skip step 6.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click the Documents tab.
3. In the list, find and select the desired ODBC document.
4. Click Edit.
5. In the Records section, in the Record list, find and select the desired record.
6. On the Fields tab, click New.
7. For the applicable project, you can define a default ODBC connector to an external database. If the Database connection is active, and you selected an external table in the Record field, you can select fields from the external table. If no Database connection is active, enter a free-definable name. Usually, this is a field name as used in the external database.
  In the Field name field, type a value.
 

Note: The value of this field cannot have spaces.
8. For the applicable project, you can define a default Database connector to an external database. If the Database connection is active, and you selected an external table in the Record field, you can select fields from the external table.
The value, as entered in the Field name field, is the default value.
  In the Record table field field, type a value.
 

Note: The value of this field cannot have spaces.
9. Indicate if the field is a key field for the record.
  Select the Key field check box.
10. Indicate if the field is mandatory to be filled. If on processing the document, the field has no value and Mandatory is set to:
- Yes, an error is given, and the document is not processed.
- Warning, a warning message is given, but the document is processed.
- No, the document is processed.
  In the Mandatory field, select an option.
11. Set the field length carefully. Make sure, the number of characters is sufficient to contain the value. If you set the length too short, you will use value characters.
  In the Length field, enter a number.
12. Select the field type as defined in the external database. So, ODBC knows how to read or write the data of the field.
  In the Type field, select an option.
13. Define the dimension type to indicate the Microsoft Dynamics AX 2012 table from which to read the dimensions.
  In the Dimension field, select an option.
14. Enter the field of the Microsoft Dynamics AX 2012 table where the dimension is stored.
  In the Dimension field field, enter or select a value.
15. Define the name of the dimension to be read from Microsoft Dynamics AX 2012.
  In the Dimension name field, type a value.
 

Note: Only use the dimension fields for migrations from Microsoft Dynamics AX 2012 to D365 FO.
16. Sub-task: Set external references for record.
  16.1 In the Line details section, set the external references for the record.
You can indicate which of the records fields contains the unique ID of the record in the external database. In this way, you link the external ID to the record ID.
  In the External reference field, enter or select a value.
 

Note: Usually, you only use this for an ODBC connection with CRM or if you use web services.
  16.2 You can indicate which of the records fields contains the revision of the record in the external database. In this way, you find and link the latest revision to the record ID.
  In the Revision field field, enter or select a value.
 

Note: You can only use this field in combination with the External reference field.

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