Edit workflow document

The workflow document is used to write the data, as entered using a Data Entry Workflow, to D365 F&SCM.

If you create a:

Workflow template, automatically the first version of the related workflow document is created.
New version of a workflow template, based on a previous version, also a new version of the related workflow document is created.
New blank version of a workflow template, also a new blank version of the related workflow document is created.

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:

Records: Fields on a page are linked to a datasource. A page can have fields from several datasources. For each datasource from which you select fields, a record is added to the workflow document. Each page has a main datasource. Always a record is added for the main datasource, whether you select a field from the main datasource or not.
Fields: All selected fields are added to the applicable record in the workflow document.
Datasource connection fields: If you select fields from several datasources, the fields that connect the datasources are always added, whether selected or not.
Ranges: If a datasource has a range defined for the page, the range is also added to the workflow document record. For example, on the Released products page, you can fill in fields of the InventTableModule datasource for that apply to one of these modules: Sales, Purchase, or Inventory. For each of these modules, a separate record is added to the workflow document. For each of these records a range is added indicating the applicable module.
Virtual fields: To a workflow template step of type 'Data entry', you can add virtual fields. you can add virtual fields of these types: Generic, Document attachment, Picture, or Product attribute. On creation, you link a virtual field to a workflow document record. Based on this link, a virtual field is added to the workflow document.

You can review and adjust a workflow document. If you do so, make sure these rules are applied:

For workflow template documents, the records must be in line with how the data is structured and named in D365 F&SCM.
Each document record must have the data fields which values must be written to D365 F&SCM. The fields must be in line with naming in D365 F&SCM. Also, the fields must have the same type as in D365 F&SCM.

Steps

Go to Data entry workflow > Design > Data entry workflow templates.
In the list, find and select the desired Data Entry Workflow template.
On the Action Pane, click General.
Click Workflow document.
Sub-task: Add record.
a. In the Record section, click Add line.
b. In the Record table field, enter or select a value, and fill in the other fields as desired.
Sub-task: Add field.
a. In the Record section, in the list, find and select the desired record.
b. On the Fields tab, click Add field.
Note
To add several fields at once, click Select fields.
c. In the D365 F&SCM field name field, enter or select a value, and fill in the other fields as desired.
Sub-task: Add range.
a. In the Record section, in the list, find and select the desired record.
b. Click the Fixed fields tab.
c. Define a range manually. You can use a range to set a fixed value for a field. Usually, this is used only for fields that are not visible to the user. The fixed value is applied when a record is transferred to the target. Click New and fill in the fields as desired.
Note
For fields that are visible to the user and if only a default value is needed, use the default value option in the Data Entry Workflow template fields.
Close the page.

Workflow document fields

This section gives a detailed explanation of the Workflow document fields. The fields are grouped by tab page.

Record:

Field	Description
(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 F&SCM table that is used as datasource for this record.
Join mode	This setting is only applicable to parent records. Inner join: To process the parent record, the child record must exist. Example: A sales order is only processed if it has a sales line. If no sales line exists, the sales order is not processed. If a sales line exists, both the sales order and the sales line are processed. Outer join: To process the parent record, it is not required that child a record exists. Example: A sales order with no sales lines is processed. Exists join: To process the parent record, a child record must exist. Example: If sales order has a sales line, only the sales order is processed. If the sales order does not have a sales line, the sales order is not processed. NoExistsJoin: Only parent records are processed that do not have child records. Example: A sales order is only processed if it does not have a sales line.
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.

Record - Fields - Details:

Field	Description
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 F&SCM table as defined in the Record table field. Usually, you do not change the value of the Field name field.
D365 F&SCM field name	To structure the data records and fields, use the D365 F&SCM fields. The value of this field is the field as selected in the Field name field.
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: No: Also, a bank account record is created, whether the bank account number is filled in or not. Yes: A bank account record is only created if the bank account number is filled in.
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 F&SCM 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: Physical: The field exists in a D365 F&SCM table. Virtual: The field does not exist in a D365 F&SCM table. You can use this type of field to enter additional information during Data Entry Workflow execution.

Record - Fields - Virtual field:

Field	Description
Virtual field type	In a Data Entry Workflow, you can use several types of virtual field: Generic: You can use the virtual field for several scenarios, for example, to pass information to a next step. Document: You can use the virtual field to upload a document attachment. Picture: You can use the virtual field to upload a picture. Product attribute: You can use the virtual field to define product attributes.
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 You can only use document types with the 'Attach file' class. This field only applies to virtual field of type Document or Picture.
Attribute	The applicable product attribute. Note This field only applies to virtual fields of type Product attribute.

Record - Fixed fields:

Field	Description
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.