Use a Microsoft Excel document to read data from or write data to a Microsoft Excel file (XLSX).
Name | Responsible | Description | ||||||||||||||||||||||
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Set up document - Microsoft Excel |
Application Consultant |
Use a Microsoft Excel document to read data from or write data to a Microsoft Excel file (XLSX). |
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Add document records - Microsoft Excel |
Application Consultant |
To each document, add the data records to be exchanged. For external file-based documents, set up the records in line with how the data is structured and named in the file. This topic explains how to add records to a Microsoft Excel document. |
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Manage document record setup - External documents |
Application Consultant |
You have several options to manage the document record setup for external file-based documents. You can:
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Initialize document record fields |
Application Consultant |
For documents of type Text or Microsoft Excel, you can initialize the fields for a record. To initialize record fields for:
When the initialization is finished, review and complete the properties of the initialized fields. Usually, during review, you do not add fields. However, you can remove the not needed fields. |
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Select fields |
Application Consultant |
You can add a selection of table fields to a record. You can select fields from the D365 FO table that is defined in the Record table field. This is mainly applicable to internal documents. However, you can also use this to quickly set up fields for external file-based documents. When the field selection is added to the record, review and complete the properties of the added fields. |
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Copy fields |
Application Consultant |
You can copy fields from a record of another document. You can use this, for example, to save setup time if you use a specific record in several documents. You can only copy fields:
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Add document record fields - Microsoft Excel |
Application Consultant |
To each document record, add the data fields which values must be exchanged. For external file-based documents, set up the fields in line with naming in the file. For Microsoft Excel documents, fields can be of any type. This topic explains how to add record fields to a Microsoft Excel 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. |
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Manage document record field setup - Internal documents |
Application Consultant |
You have several options to manage the document record field setup for internal documents. You can:
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Validate connectivity setup |
Application Consultant |
If you open a form or save (changes to) the setup of a key element in Connectivity studio, the setup is validated automatically. If errors are found in the setup, an error icon You can also manually start an automated test to check for errors in the setup. As a result, the found errors are shown. Also, the error icons are shown where applicable.
When errors are found, you can try to fix these errors automatically.
You can check and auto-fix errors for these key elements in Connectivity studio:
In this flow, in the activity steps, as an example, the validation is done for documents.
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Name | Responsible | Description | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Set up document - Microsoft Excel |
Application Consultant |
Use a Microsoft Excel document to read data from or write data to a Microsoft Excel file (XLSX). |
||||||||||||||||||||||
Add document records - Microsoft Excel |
Application Consultant |
To each document, add the data records to be exchanged. For external file-based documents, set up the records in line with how the data is structured and named in the file. This topic explains how to add records to a Microsoft Excel document. |
||||||||||||||||||||||
Manage document record setup - External documents |
Application Consultant |
You have several options to manage the document record setup for external file-based documents. You can:
|
||||||||||||||||||||||
Initialize document record fields |
Application Consultant |
For documents of type Text or Microsoft Excel, you can initialize the fields for a record. To initialize record fields for:
When the initialization is finished, review and complete the properties of the initialized fields. Usually, during review, you do not add fields. However, you can remove the not needed fields. |
||||||||||||||||||||||
Select fields |
Application Consultant |
You can add a selection of table fields to a record. You can select fields from the D365 FO table that is defined in the Record table field. This is mainly applicable to internal documents. However, you can also use this to quickly set up fields for external file-based documents. When the field selection is added to the record, review and complete the properties of the added fields. |
||||||||||||||||||||||
Copy fields |
Application Consultant |
You can copy fields from a record of another document. You can use this, for example, to save setup time if you use a specific record in several documents. You can only copy fields:
|
||||||||||||||||||||||
Add document record fields - Microsoft Excel |
Application Consultant |
To each document record, add the data fields which values must be exchanged. For external file-based documents, set up the fields in line with naming in the file. For Microsoft Excel documents, fields can be of any type. This topic explains how to add record fields to a Microsoft Excel 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. |
||||||||||||||||||||||
Manage document record field setup - Internal documents |
Application Consultant |
You have several options to manage the document record field setup for internal documents. You can:
|
||||||||||||||||||||||
Validate connectivity setup |
Application Consultant |
If you open a form or save (changes to) the setup of a key element in Connectivity studio, the setup is validated automatically. If errors are found in the setup, an error icon You can also manually start an automated test to check for errors in the setup. As a result, the found errors are shown. Also, the error icons are shown where applicable.
When errors are found, you can try to fix these errors automatically.
You can check and auto-fix errors for these key elements in Connectivity studio:
In this flow, in the activity steps, as an example, the validation is done for documents.
|