Use enrichment rules to set field values in a target field in D365 FO.
To fill in data, you can use these enrichment types:

  • Fixed value: Sets a pre-defined fixed value in the target field.
  • Data query: Uses an inquiry or dynamic query to find a value and set it in the target field.
  • Transformation list: Uses a transformation list to find a value and set it in the target field.
  • Number sequence: Uses a number sequence to set a value in the target field.
  • Web service: Uses a web service to get a field value from another internal or external source and set it in the target field.
  • Custom: Uses a custom action class to set the target field value.

For each enrichment rule, you can set up conditions to define the data to which the rule applies.

Note: You can only use enrichment rules if Data enrichment is turned on in the Data quality studio parameters, on the Enable data enrichment tab.


Data quality administrator Data quality administrator The data quality administrator (DQSDataQualityAdministrator) can set up and maintain: Data quality policies Data quality studio parameters Data quality studio general setup Start Start Which enrichment type is used? Which enrichment type is used? Set up enrichment rule of type Fixed value

Set up enrichment rule of type Fixed value

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Fixed value.

Use a fixed value enrichment rule line to set a pre-defined fixed value in the target field of the enrichment rule line.

Set up enrichment rule of type Data query

Set up enrichment rule of type Data query

Use enrichment rules to set field values in D365 FO.
To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Data query.

Use a data query enrichment rule line to find a value using a query and set the found value in the target field of the enrichment rule line.

Use a dynamic query to define the query that is used to find the value to be set in the target field. Before you can set up an enrichment rule line with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the enrichment source rule table, to define table relations, and to have only one record or value returned.

Set up enrichment rule of type Transformation list

Set up enrichment rule of type Transformation list

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type 'Transformation list'.
Use a transformation list enrichment rule line to find a value using a transformation list and set the found value in the target field of the enrichment rule line.
Before you can set up a transformation list enrichment rule line, set up the transformation list to be used.
Note: You can set up an enrichment rule line of type 'Transformation list' only if the enrichment rule event is 'Source field modified'.

Set up enrichment rule of type Number sequence

Set up enrichment rule of type Number sequence

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Number sequence.

Use a number sequence enrichment rule line to set the value of the target field of the enrichment rule line based on a number sequence.

Set up enrichment rule of type Web service

Set up enrichment rule of type Web service reponse

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Web service response.
Use a web service response enrichment rule line to get a field value from another internal or external source, using a web service, and set this value in the target field of the enrichment rule line.
Before you can set up a web service response enrichment rule line, set up the web service to be used.
Note: You can set up an enrichment rule line of type 'Web service response' only if the enrichment rule event is 'Source field modified' or 'Save record'.

Set up enrichment rule of type Custom

Set up enrichment rule of type Custom

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Custom.

Use a custom enrichment rule line to set a field value using a custom class.

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

End End Fixed  value Data query Transformation  list Number  sequence Web service Custom

Activities

Name Responsible Description

Set up enrichment rule of type Fixed value

Data quality administrator

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Fixed value.

Use a fixed value enrichment rule line to set a pre-defined fixed value in the target field of the enrichment rule line.

Set up enrichment rule of type Data query

Data quality administrator

Use enrichment rules to set field values in D365 FO.
To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Data query.

Use a data query enrichment rule line to find a value using a query and set the found value in the target field of the enrichment rule line.

Use a dynamic query to define the query that is used to find the value to be set in the target field. Before you can set up an enrichment rule line with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the enrichment source rule table, to define table relations, and to have only one record or value returned.

Set up enrichment rule of type Transformation list

Data quality administrator

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type 'Transformation list'.
Use a transformation list enrichment rule line to find a value using a transformation list and set the found value in the target field of the enrichment rule line.
Before you can set up a transformation list enrichment rule line, set up the transformation list to be used.
Note: You can set up an enrichment rule line of type 'Transformation list' only if the enrichment rule event is 'Source field modified'.

Set up enrichment rule of type Number sequence

Data quality administrator

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Number sequence.

Use a number sequence enrichment rule line to set the value of the target field of the enrichment rule line based on a number sequence.

Set up enrichment rule of type Web service

Data quality administrator

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Web service response.
Use a web service response enrichment rule line to get a field value from another internal or external source, using a web service, and set this value in the target field of the enrichment rule line.
Before you can set up a web service response enrichment rule line, set up the web service to be used.
Note: You can set up an enrichment rule line of type 'Web service response' only if the enrichment rule event is 'Source field modified' or 'Save record'.

Set up enrichment rule of type Custom

Data quality administrator

Use enrichment rules to set field values in D365 FO.

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Custom.

Use a custom enrichment rule line to set a field value using a custom class.

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

Set up enrichment rule of type Fixed value

Set up enrichment rule of type Source field

Set up enrichment rule of type Data query

Set up enrichment rule of type Transformation list

Set up enrichment rule of type Number sequence

Set up enrichment rule of type Web service response

Set up enrichment rule of type Custom

Set up enrichment rule conditions

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