Set up action rules

Release notes

Use action rules to set field values in a target field in D365 F&SCM.
To fill in data, you can use these action 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 action rule, you can set up conditions to define the data to which the rule applies.

Activities

Name	Responsible	Description
Set up action rule of type Fixed value	Data quality administrator	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 Fixed value. Use a Fixed value action rule to set a pre-defined fixed value in the target field of the action rule.
Set up action rule of type Data query	Data quality administrator	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 Data query. Use a data query action rule to find a value using a query and set the found value in the target field of the action rule. You can use these types of queries: Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the query that is used to find the value to be set in the target field. The inquiry only queries the table as defined for the action rule. Dynamic query: 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 action rule 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 action rule table, to define table relations, and to have only one record or value returned.
Set up action rule of type Transformation list	Data quality administrator	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 Transformation list. Use a transformation list action rule to find a value using a transformation list and set the found value in the target field of the action rule. Before set up a transformation list action rule, set up the transformation list to be used.
Set up action rule of type Number sequence	Data quality administrator	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 Number sequence. Use a number sequence action rule to set the value of the target field of the action rule based on a number sequence.
Set up action rule of type Web service	Data quality administrator	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 Web service. Use a web service action rule 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 action rule. Before you can set up a web service action rule, set up the web service to be used.
Set up action rule of type Custom	Data quality administrator	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.
Set up action rule conditions	Data quality administrator	For each action rule, you can set up conditions. The action rule is only applied if the conditions are met. To define an action rule condition, you use a query. The action rule is applied only to the records that are found by the query. You can use these types of queries: Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the records to which the action rule applies. The inquiry only queries the table as defined for the action rule. Dynamic query: Use a dynamic query to define the records to which the action rule applies. Before you can set up a condition 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 action rule table, to define table relations, and to have only one record returned.

Activities

Name	Responsible	Description
Set up action rule of type Fixed value	Data quality administrator	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 Fixed value. Use a Fixed value action rule to set a pre-defined fixed value in the target field of the action rule.
Set up action rule of type Data query	Data quality administrator	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 Data query. Use a data query action rule to find a value using a query and set the found value in the target field of the action rule. You can use these types of queries: Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the query that is used to find the value to be set in the target field. The inquiry only queries the table as defined for the action rule. Dynamic query: 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 action rule 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 action rule table, to define table relations, and to have only one record or value returned.
Set up action rule of type Transformation list	Data quality administrator	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 Transformation list. Use a transformation list action rule to find a value using a transformation list and set the found value in the target field of the action rule. Before set up a transformation list action rule, set up the transformation list to be used.
Set up action rule of type Number sequence	Data quality administrator	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 Number sequence. Use a number sequence action rule to set the value of the target field of the action rule based on a number sequence.
Set up action rule of type Web service	Data quality administrator	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 Web service. Use a web service action rule 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 action rule. Before you can set up a web service action rule, set up the web service to be used.
Set up action rule of type Custom	Data quality administrator	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.
Set up action rule conditions	Data quality administrator	For each action rule, you can set up conditions. The action rule is only applied if the conditions are met. To define an action rule condition, you use a query. The action rule is applied only to the records that are found by the query. You can use these types of queries: Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the records to which the action rule applies. The inquiry only queries the table as defined for the action rule. Dynamic query: Use a dynamic query to define the records to which the action rule applies. Before you can set up a condition 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 action rule table, to define table relations, and to have only one record returned.

Related to	Notes
Apply data quality rules on entering or updating a record
Apply data quality rules on data import with Connectivity studio
Set up action rules

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