1. Others
  2. Action and Document Management
  3. Activities

Set up a task to update a record field
Application task

You can set up a task to update a record field of an existing record in a D365 FO table.

The workflow input records, as defined by the query or staging table of the trigger, are the input for the task. When the task is run, the field is updated for the relevant workflow input records.


Standard procedure

1. Click Action and document management design.
2. On the Process flows tab, in the list, find and select the desired record.
3. In the list, click the link in the selected row.
4. On the Workflows tab, in the list, find and select the desired record.
5. Click Workflow designer.
6. Sub-task: Create task.
  6.1 In the Tasks section, click New.
  6.2 In the Task field, type a value.
 

Note: To put the tasks in the correct sequence, you can use a number in the task field. For example, if it is the fourth task in the workflow, enter 004.
  6.3 In the Task type field, select 'Action'.
  6.4 In the Action type field, select 'Create/update record'.
  6.5 In the Description field, type a value.
  6.6 Click Save.
7. Sub-task: Set task properties.
  7.1 Click Record field action.
  7.2 Define the table that has the field that must be updated.
If the workflow is triggered by a:
- Query trigger, you can only select a table that is defined for the query.
- Staging table trigger, the table, that is defined for the trigger is automatically filled here.
  In the Data source name field, enter or select a value.
  7.3 Define the field that must be updated.
If the workflow is triggered by a:
- Query trigger, you can only select from the fields that are defined in the query for the selected table.
- Staging table trigger, you can select any field of the table that is defined for the trigger.
  In the Field name field, enter or select a value.
  7.4 If the selected field is a date field, you can use a predefined method to set the date.
If you select an 'add' method, replace 'integer' with a number. Example: (addDays(3)) sets the start date three days after the date on which the field is updated.
  In the Date field value, enter or select a value.
  7.5 You can indicate if you want to use the methods of the relevant table when the record field is updated.
  Select Yes in the Use table update methods field.
8. Click OK.
9. Close the page.
10. Close the page.
Related to Notes

Design workflow

 		 

Provide feedback