Set up action rule of type Custom

Use action rules to set field values in D365 F&SCM.
To set a field value, you can use several action types. This topic explains how to set up an action rule of type Custom.

Use a custom action rule to set a field value using a custom class.

Before you can set up a custom action rule, ensure that the custom class is developed.

Standard procedure

1.	Click Data quality management.
2.	On the Data quality policies tab, in the list, click the link of the desired data quality policy.
3.	Click the Action rules tab.
	Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK.
4.	Click Add.
5.	Define the table of the field which value must be set.
	In the Table field, enter or select a value.
6.	Define when the action rule is applied: - New record: The action rule is applied when a record is created. So, before you can edit the record, the target field value is already set for the new record. - Source field modified: The action rule is applied when the value of the source field is entered or changed. - Save record: The action rule is applied when a record is saved. The action rule is applied first and then the record is saved.
	In the Event field, select an option.
7.	In the Action type field, select 'Custom'.
8.	If the event is Source field modified, define the source field. The action rule is applied when the value of the source field is entered or changed.
	In the Source field field, enter or select a value.
9.	Define the field which value must be set.
	In the Target field field, enter or select a value.
10.	Sub-task: Set the action rule properties.
10.1	Define the custom class to be applied for the action rule.
	On the Properties tab, in the Class name field, enter or select a value.
	Note: You can only select classes that extend the DQSCustomValidationBase base class.
11.	Close the page.

Notes

An action rule tutorial class is provided with the Data quality studio. This tutorial class serves as an example of a custom class for a custom action rule and is not supported. You can customize the tutorial class as desired. If you want to do so, you are advised to create a copy of the tutorial class, and make the changes in the copy.

Tutorial class	Description
DQTCustomAction_GenerateBarcode	This tutorial class gets a number from a number sequence and adds a check digit to it. The full number is then entered in the target field. Notes: The number sequence, as used in this class, is hard coded (DQSBarCode). Make sure, this number sequence exists in your environment and has the desired setup. If desired, you can customize the class to use another number sequence. The check digit is defined by the tutorial class, based on the number of digits in the bar code as retrieved from the number sequence.

Tutorial class

Description

DQTCustomAction_GenerateBarcode

This tutorial class gets a number from a number sequence and adds a check digit to it. The full number is then entered in the target field.

Notes:

The number sequence, as used in this class, is hard coded (DQSBarCode). Make sure, this number sequence exists in your environment and has the desired setup. If desired, you can customize the class to use another number sequence.
The check digit is defined by the tutorial class, based on the number of digits in the bar code as retrieved from the number sequence.