1. Data Management
  2. Connectivity Studio
  3. Activities

Create related record
Application task

You can add a record based on an existing table relation in D365 FO.
You can only create a related record for:
  • Internal documents.
  • Fields that are part of a table relation.
Example:
The record CustTable, has a field CustGroup.
This CustGroup field is part of the table relation between the CustTable and CustGroup table.
Create a related record for the CustGroup field of the CustTable record.
As a result, the CustGroup record is created and added as a child record to the CustTable record. To the CustGroup record, the mandatory fields of the CustGroup table are added.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click the Documents tab.
3. In the list, find and select the desired internal document.
4. Click Edit.
5. In the Record section, in the list, find and select the desired record.
6. On the Fields tab, in the list, find and select the desired field.
7. Click Create related record.
8. Click Yes.
9. Refresh the page.
10. Close the page.
Related to Notes

Manage document record field setup - Internal documents

 		 

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