Finance | Project Operations, Human Resources, ...

How to help with value formating ?

(0) Share

Report

Posted on by FrancoisT

188

We would like to make sure people enter data in the right format. For instance, for a phone number field used by our shipping company, we need to remove all spaces, and avoid the international prefix. Is it possible to customize a form for that? With some javascript for instance? Or maybe a cleanup by powerautomate ? Or do we have to ask a developer for that ? I would like to keep it flexible, so that we can change the rules and add new ones when necessary, if possible without having to ask to a D365F&O dev. Is that possible ? Thanks for any feedback ! :)

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

Bharani Preetham Pe... 3,634 Moderator on at

Like (0)

Report
Copy link

Link copied!

As everyone suggested I think it's not possible without D365 Developer.

My solution would be in modified or modified field for this field of this form / table resp., I will remove extra spaces and reassign the value and will do parameterize. So that you will have that flexibility to change the format whenever necessary.

Was this reply helpful? Yes No
Suggested answer

Hana Xue Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Francois,
If you contact the developer, you can see information about validation fields in the links below for reference:
Validations, default values, and unmapped fields - Finance & Operations | Dynamics 365 | Microsoft Learn
validation - How to validate field in datasource in Dynamics AX - Stack Overflow
Best Regards,
Hana

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 301,814 Super User 2025 Season 2 on at

Like (0)

Report
Copy link

Link copied!

Hi Francois,

At To-Increase, we offer a solution called Data Quality Studio, where you can setup validation rules with configuration instead of achieving it with development. One of the options is setting up data patterns where you can specify the format for e.g. a phone or email address.

You can learn more on our website: To-Increase - MDM - Data Quality Studio - Product Page

Was this reply helpful? Yes No
Suggested answer

GirishS 27,829 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi Francois,

Validate is possible and it would require developer to meet your requirements.

Thanks,

Girish S.

Was this reply helpful? Yes No
Mohit Rampal 12,565 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi FrancoisT, Yes, its possible to validate the value entered in the fields and either throw error or rectify data like removing spaces, international prefix etc but I don't think it can be done without Dev.

Was this reply helpful? Yes No