Documentation Index

Action Security Approval Rules Approval Workflow Approver Groups Assign Security to Permission Sets Assign Security to Security Groups Assign Security to Users Build Phase Overview Common Issues Compliance Approvers Compliance Configuration Overview Compliance Log Compliance Overview Compliance Setup Compliance Tables Control Editability Control Visibility Create Extension Data Filters Data Security Overview Define Security Features Effective Security Extension Issues Field Change Tracking Field Security Overview Filter Codes Glossary Handle Conflict Fields Installation Key Features License Registration License Terms Overview Permissions Privacy Policy Release Notes Security Assignment Overview Support System Requirements Three-Phase Setup User Filters

Actions Overview Agent Overview Agent Setup Agent Tools Reference AJAX Functions Authentication Blob Action Codeunit Action Committing to GitHub Common Issues Content Overview Content Types Control Flow Tags Data Action Data Tags Display Tags External Authentication File Action File Script Action Form Handling Form Tags Getting Support GitHub Overview GitHub Setup Glossary Initial Configuration Installation Invitations JavaScript Overview Key Features License Terms Lookup Windows Markdown Content Overview Permissions Privacy Policy Pulling from GitHub Registration Release Notes Report Action Script Action Security Filters Security Overview Security Profiles Security Tags System Requirements Tags Overview Template Issues The Content Tag User Types Users Overview Utility Tags Validation Working with Branches

                      Account Schedule Extensions API Overview Applying Library Indicators CalcDate API Column Layouts Common Issues Consolidation Scenarios Creating Library Entries Cross-Company Data Access Dashboard Views DateFilter API Email Setup Field Selection Financial Report Overview Formula Behavior Getting Support Glossary HTML Controls HTTP Client Warnings Indicator Card Indicator Filters Indicator Library Overview Indicator Methods Indicator Overview Initial Configuration Installation Integration Examples Inter-Company Overview Key Features Library Filters License Issues License Terms Lookup Configuration Menu & Navigation Overview Permissions Setup Print Setup Privacy Policy Registration & Licensing Release Notes Report Distribution Overview Scheduling Reports Spreadsheet Preview and Printing Spreadsheet AI Agents Spreadsheet Budget Matrix Regions Spreadsheet Chart and KPI Regions Spreadsheet Conditional formatting Spreadsheet Date Range Regions Spreadsheet Documents and Sharing Spreadsheet Editor Basics Spreadsheet Flowfield Regions Spreadsheet Formulas Spreadsheet Functions Spreadsheet Image Regions Spreadsheet Init Code Spreadsheet Journal Document Regions Spreadsheet Limits Spreadsheet Number Formats Spreadsheet Overview Spreadsheet Pivot Regions Spreadsheet Query Report SQL Regions Spreadsheet Regions Overview Spreadsheet Report Regions Spreadsheet Scenarios Spreadsheet Slicers Spreadsheet Table Regions Spreadsheet Templates Spreadsheet Use Cases System Requirements Table Selection

                          Advanced Import Features Authentication Issues Authentication Overview Automations and Scheduling Basic Authentication Building Commands Change Log Change Log Configuration Command Reference Common Issues Creating Service Tasks CSV Formatting Delete Operations Exporting Data Overview Filtering Data Generating Scripts Getting Support Glossary Importing CSV Files Importing Data Overview Importing Excel Files Importing XML and JSON Files Initial Configuration Installation Key Features License Terms Managing the Service Mapping Files Mass Update OAuth Authentication Output Formats Overview Permissions Registration Release Notes Request Builder Overview Running and Monitoring Tasks Running Custom Codeunits Scheduling Replication Service Configuration Service Installation Overview Service Tasks Overview Service-to-Service Authentication SQL Bundle Builder SQL Replication Overview System Requirements

  API Connection Setup Balance Accounts Common Issues Credit Card Mapping Currency and Tax Handling Dimension Mapping Employee or Vendor Posting Expense Category to G/L Mapping G/L Integration Overview Generating the Journal Getting Support Glossary Initial Configuration Installation Journal Template and Batch Key Features Loading Expense Reports Mapping Issues Overview Permissions Privacy Policy Registration Reimbursements and Company-Paid Release Notes System Requirements

Action Types Reference Advanced Table Options Azure AI Search Azure Cosmos DB (NoSQL) Azure Cosmos DB (Table) Azure Table Storage Common Issues Configuring Field Actions Configuring Table Mappings Connection Issues Destinations Overview Engine Status Field Actions Overview Getting Support Glossary Initial Configuration Installation Job Queue Setup Key Features License Registration Overview Permissions Privacy Policy Release Notes Replication Log Scheduling Strategies System Requirements Table Mapping Overview

          AI Agents Overview AL Language Overview Arrays Audit Trail Batch Processing Overview Built-in Functions Codeunit Support Collections: List and Dictionary Common Issues Console Control Flow Creating Programs Data in GitHub Overview Data Inspector Editor Email Connectors Overview Excel Support Overview Execution Functions Glossary Google Workspace Connector History Initial Configuration Inspectors Installation Interactive Code Overview Interpreter Test Reference — Built-in Functions Interpreter Test Reference — Codeunits and Streams Interpreter Test Reference — Control Flow and Procedures Interpreter Test Reference — Diagnostics and Parsing Interpreter Test Reference — Expressions and Operators Interpreter Test Reference — JSON, Collections, and Arrays Interpreter Test Reference — Overview Interpreter Test Reference — Records Interpreter Test Reference — Types and Conversion Job Queue Json Support Key Features License Terms Limitations and Differences from Standard AL Microsoft Graph Connector Moosend Connector Object Inspector Overview Overview Permissions Privacy Policy RDL Editor - Canvas & Editing RDL Editor - Data & Expressions RDL Editor - Getting Started RDL Editor - Keyboard Reference RDL Editor - Overview RDL Editor - Page Setup & Report Properties RDL Editor - Styling RDL Editor - Tables (Tablix) RDL Editor - The Safety Net RDL Editor - Troubleshooting Record Methods Registration Release Notes Remote Packages Overview Run Programs Overview Setup Setup Setup Setup Setup Overview SQL Support Overview SQL Test Reference — Overview SQL Test Reference — Test List Streams (InStream and OutStream) Support Symbols Overview Syntax System Requirements Text Methods Types and Automatic Conversion Usage Usage Usage Usage Usage Users Using the Agent Panel Workbench

  Add the FactBox to Any Page Adding Metadata Columns Adobe Sign Setup and Workflow Authentication Methods Auto Email Attachments Auto-Upload Configuration Batch Upload Operations Check-In and Check-Out Common Issues and Solutions Concepts and Terminology Conditional Table Mapping Configuring Incoming Sources Connection and Authentication Errors Creating Empty Folders Data Types and Configuration Deployment Checklist Deployment Options Document Matching Criteria Documentation Map DocuSign Setup and Workflow E-Signing Overview FactBox Page Coverage File Categories First-Time Navigation Folder and Mapping Issues Generating Documents Getting Help Glossary Incoming Documents Overview Install in SaaS Install On-Premises Key Capabilities Overview Legal and Administrative Licensing Model Mapping Methods Microsoft Entra App Registration Monitoring and Retrieving Signed Documents Multi-Site Folder Mapping Nested Folder Structures Permission Sets Permissions in Business Central Posting Flow Behavior Post-Install Activation Printer Setup and Configuration Programming Examples Quick Start Checklist Release Notes Scale Considerations SharePoint as a Cloud Printer SharePoint Developer Conversion SharePoint Developer Custom Logic SharePoint Developer Events SharePoint Developer Extending UI SharePoint Document Templates SharePoint Setup Page SharePoint Table Mapping Supported Editions Testing the Connection Transfer Attachments to SharePoint Typical Use Cases Uploading Files Using Metadata Downstream Using the SharePoint Printer Viewing and Browsing Files What is the SharePoint Connector Word Templates and Custom Layouts

Ad Hoc Agent Agent Cooperation Agent Instructions Agent Work Tracking AI Providers Overview Built-in Tools Common Issues Creating Agents Creating Workloads Data Splitting Designing AI Agents: Overview Glossary Inbound Workloads Initial Configuration Installation Interactive Agent Key Features License Terms Mobile App Connection Models and Options Overview Permissions Privacy Policy Processing Workloads Provider Setup Registration Release Notes Role Center and Interactive Agent: Overview Skills Support System Requirements Tool Calling in Action Tool Designer Tool System: Overview Worker Types Working with Workloads: Overview Workload Types

Add Fields to Reports Advanced Rules Advanced Settings AL-Go Workflows Anchors and Placement API Configuration API Overview Business Central Updates and Compatibility Business Logic APIs Overview Calculated Fields Overview Circular Dependencies Common Issues Consuming APIs Create API Endpoints Create New Fields Create Queries Creating and Managing Layouts Creating Rules Custom Report Layouts Customize Existing Pages Data Table Template Deployment Status Document Table Template Download Process Dual-App Configuration Dual-App Deployment Dual-App Overview Environments, Companies and Backup Expose Codeunits Expression Editor Extension Identity Extension Management FAQ Feature Fields and Actions Feature Templates Features Overview Field Settings Field Transfers Field Types First Run FlowFields Force Mode Functions and Patterns GitHub Configuration GitHub Overview Glossary Graduating from SOD Installation Installing Downloaded Apps Key Features Limitations Lookup Fields Mandatory Fields Overview Object Numbering Overview Page Groups Pages Permissions Matrix Place Fields on Pages Publish Overview Publishing Failures Queries as APIs Query Overview Recommended Workflow Registration and Licensing Related Table Template Release Notes Report Builder Agent Report Calculated Fields Report Layout Designer Overview Report Sets Reports Required Permissions Setup Page Statistics Support and Documentation Symbol Troubleshooting System Requirements Tables The Visual Layout Editor Translations Overview Understanding the Main Menu Updating SOD Use Cases What Are Symbols