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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Auto populate the fiel...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Auto populate the fields upon importing the Id in data entity

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Posted on by HJNC 10

I'm trying to import an excel file in Data management that has a projId only

after importing the file it should automatically generate/populate the value of projName and ProjNumber in the fixed assets form
so that when I Export the data it will automatically put a value on projName and ProjNumber 

is there a way to do this automation or process ?

I have the same question (0)
  • Suggested answer
    GirishS Profile Picture
    GirishS 27,829 Moderator on at

    Hi HJNC,

    Which version of Ax is about your question.

    I am assuming it as a D365 FO since you tagges Micrsoft Dynamics Ax (Current version).

    You can make use of the initializeEntityDataSource or defaultRow method.

    Refer to the standard entity HcmWorkerBaseEntity.

    Thanks,

    Girish S.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,565 Moderator on at

    Hi, If you want to map projNumber and projName field based on ProjId during data entity import then you can use mapEntityToDataSource data entity method

    msdaxpulse.wordpress.com/.../

  • HJNC Profile Picture
    HJNC 10 on at

    Hello Girish

    Here is a sample

    I only import FIXEDASSETNUMBER and PROJID.

    FIXEDASSETNUMBER | PROJID

    -------------------------------------

    1234556                     | TM-0005

    --------------------------------------

    however, when I export NAME and APPROVALNUMBER doesn't have a value

    FIXEDASSETNUMBER | PROJID     | NAME  |  APPROVALNUMBER |

    ------------------------------------------------------------------------

    1234556                     | TM-0005  |             |                                    |

    ------------------------------------------------------------------------

    Wherein the NAME  and APPROVALNUMBER is connected with PROJID so if the system check that if there is a PROJID it should also get the value of NAME  and APPROVALNUMBER according  to  PROJID when inserting it to the datasource  

  • GirishS Profile Picture
    GirishS 27,829 Moderator on at

    Yes, you need to add select statement to get the ProjId name and Approval number based on the ProjId. ProjName you can get it from ProjTable. You can use either initializeEntityDatasource or mapEntityDataSource or defaultRow method.

    Thanks,

    Girish S.

  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,634 Moderator on at

    Hi, you can achieve that by writing code in insert() or update() at that table. So once import of entity is done, then insert or update will be called.

    But this design doesn't work for values to refresh in real time.

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