The workflow document is used to write the data, as entered using a data entry workflow, to D365 FO.
If you create a:
If you select fields for a data entry workflow template step, the workflow document is updated based on the selections you made. Existing document record relations are not changed.
Based on the selected fields, this is added to the automatically created workflow document:
You can review and adjust a workflow document. If you do so, make sure these rules are applied:
Field | Description |
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(Primary key) | If a field is part of the primary key of a record, the key symbol is shown for the field. |
Record | The name of the record in the workflow document. Note: If you first selected the Record table, the record name is automatically defaulted wit the table name. |
Record table | The D365 FO table that is used as datasource for this record. |
Join mode | This setting is only applicable to parent records.
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Reference record | You can manually add a record to the workflow document and mark it as reference record. Use a reference record to enable selecting a value from a lookup on a data entry workflow task. Only use a reference record if it is technically not possible to directly add the field to the data entry workflow. |
Field | Description |
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Line number | Indicates the sequence of the field in the record. The fields are transferred to target in the defined sequence. |
Field name | Select a field from the D365 FO table as defined in the Record table field. Usually, you do not change the value of the Field name field. |
D365 FO field name | To structure the data records and fields, use the D365 FO fields. The value of this field is the field as selected in the Field name. |
Parent field | Define the field of the parent record table to which this field is connected. |
Parent record | If a parent field is defined, the related parent record table is shown. |
Default value |
For the field, you can define a default value to be shown in the field on the related data entry workflow tasks. |
Mandatory | Indicate if the field is mandatory to be filled. |
Write condition | You can have a record setup with parent-child relations. In some cases, if the parent is defined, automatically a related child record is created as well. You can apply the write condition to only create the child record if the applicable data is filled when doing a data entry workflow. Example: For a customer, customer bank accounts can be defined. The bank accounts are stored in a different table (CustBankAccount) than the customer data (CustTable). If you create a customer as a result of a data entry workflow, and the write condition is:
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Length | Set the field length carefully. Make sure, the number of characters is sufficient to contain the value. Usually, you keep the field length as defaulted from the properties of the selected field. |
Dimension set | Indicates that the field is a financial dimension. |
Dimension name |
Indicates which financial dimension is applicable. Note: For financial dimensions, the field name and D365 FO field name are the same. Therefore, an additional identification is required for financial dimensions. |
Type | The data type of the field. |
Extended data type name | If applicable, the extended data type of the field is shown. |
Enum | If applicable, the enum of the field is shown. |
Alignment | Defines how the data is aligned in the field. |
Field type |
A workflow document record field can be of these types:
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Field | Description |
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Virtual field type |
In a data entry workflow, you can use several types of virtual field:
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Allow multiple attachments |
You can indicate if, during data entry, several documents or pictures can be uploaded for the document attachment or picture field. Note: This field only applies to virtual field of type Document or Picture. |
Attachment document type |
The document type that is used to create a document management attachment for an uploaded document or picture. Note:
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Attribute |
The applicable product attribute. Note: This field only applies to virtual fields of type Product attribute. |
Field | Description |
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Record field | The record field for which the range is defined. |
Range | The range value that is applied to the record field on transfer to target. |