Cloud Replicator Documentation
Index

Configuring Field Actions

This guide provides step-by-step instructions for configuring Field Actions to customize how individual fields are replicated.

Accessing Field Actions

From Table Mapping

  1. Search for "Cloud Replicator Table Mapping"
  2. Find your table mapping
  3. Click the Field Actions count
  4. The Field Actions page opens filtered to that table

Direct Navigation

  1. Search for "Field Actions" in Business Central
  2. Open the Field Actions page
  3. Filter by Table No. if needed

Creating Field Actions

Add Individual Field Action

  1. On the Field Actions page, click New or press F3
  2. The Table No. may be pre-filled from context
  3. In Field No., enter the field number or use lookup
  4. Select the Field Action type
  5. Configure Related Table if required
  6. Configure Global Filter if needed

Using Field Lookup

  1. Click the lookup button in the Field No. column
  2. The table's fields are displayed
  3. Search or scroll to find your field
  4. Select and press Enter

Finding Field Numbers

If you don't know the field number:

  1. Use the field lookup (recommended)
  2. Or use Page Inspection on a page with the field
  3. Or check Configuration Packages for field definitions

Bulk Actions

Add All Fields

To create Field Action records for all fields:

  1. Open Field Actions for your table
  2. Click Add All in the action bar
  3. All fields are added with "Default" action
  4. Modify specific fields as needed

Exclude All Fields

To exclude all fields by default:

  1. Open Field Actions for your table
  2. Click Exclude All in the action bar
  3. All fields are set to "Exclude"
  4. Change specific fields to "Default" to include them

Configuring Common Actions

Excluding a Field

  1. Create a Field Action for the field
  2. Set Field Action to "Exclude"
  3. No additional configuration needed

Example - Exclude Credit Card Number:

Table No.: 18 (Customer)
Field No.: 23 (Credit Card No.)
Field Action: Exclude
  1. Create a Field Action for the foreign key field
  2. Set Field Action to "Unfold"
  3. Set Related Table to the table to expand
  4. Optionally set Global Filter to limit records

Example - Unfold Customer on Sales Header:

Table No.: 36 (Sales Header)
Field No.: 2 (Sell-to Customer No.)
Field Action: Unfold
Related Table: 18 (Customer)
  1. Create a Field Action for the foreign key field
  2. Set Field Action to "Add SystemId for related record"
  3. Set Related Table to the related table

Example - Add Customer SystemId:

Table No.: 36 (Sales Header)
Field No.: 2 (Sell-to Customer No.)
Field Action: Add SystemId for related record
Related Table: 18 (Customer)

Converting Options to Captions

  1. Create a Field Action for the option field
  2. Set Field Action to "Use Option Caption"

Example - Show Status as Text:

Table No.: 36 (Sales Header)
Field No.: 120 (Status)
Field Action: Use Option Caption

Expanding Dimensions

  1. Create a Field Action for the Dimension Set ID field
  2. Set Field Action to "Unfold DimensionSet"

Example - Expand Dimensions on G/L Entry:

Table No.: 17 (G/L Entry)
Field No.: 480 (Dimension Set ID)
Field Action: Unfold DimensionSet

Handling Blob Fields

For text content in blob fields:

Field Action: Blob Field as Text

For binary content (images, documents):

Field Action: Blob as Base64

Using Global Filter

The Global Filter restricts which records are affected by certain Field Actions.

When Global Filter Applies

  • Unfold action: Filters the related records
  • Some transformation actions

Setting a Global Filter

  1. In the Global Filter field, enter a filter expression
  2. Use standard Business Central filter syntax

Example - Unfold Only Active Items:

Table No.: 37 (Sales Line)
Field No.: 6 (No.)
Field Action: Unfold
Related Table: 27 (Item)
Global Filter: Blocked=0

Filter Syntax

Standard Business Central filters apply:

  • Field=Value
  • Field<>Value
- `Field=Value1 Value2`
  • Field=From..To

Deleting Field Actions

Delete Single Action

  1. Select the Field Action row
  2. Press Delete or click Delete action
  3. Confirm deletion

Reset All Actions

To remove all Field Actions for a table:

  1. Select all rows (Ctrl+A if available)
  2. Delete selected rows
  3. All fields return to default behavior (included)

Common Configuration Patterns

Analytics-Ready Customer Data

Include customer with full details:

Table: 18 (Customer)
Actions:
- Credit Card No.: Exclude
- Picture: Exclude
- Dimension Set ID: Unfold DimensionSet
- Customer Posting Group: Use Option Caption

Denormalized sales headers:

Table: 36 (Sales Header)
Actions:
- Sell-to Customer No.: Unfold (Customer)
- Sell-to Customer No.: Add SystemId for related record (Customer)
- Salesperson Code: Unfold (Salesperson/Purchaser)
- Dimension Set ID: Unfold DimensionSet
- Status: Use Option Caption

Searchable Item Catalog

Items ready for search:

Table: 27 (Item)
Actions:
- Picture: Blob as Base64
- Extended Text: Blob Field as Text
- Item Attributes: Unfold Item Attributes
- Gen. Prod. Posting Group: Use Option Caption

Minimal Financial Data

Lean G/L entries:

Table: 17 (G/L Entry)
Actions:
- All Fields: Add All then...
- Description 2: Exclude
- User ID: Exclude
- Source Code: Exclude
- Journal Batch Name: Exclude
- Dimension Set ID: Unfold DimensionSet

Testing Field Actions

After configuring Field Actions:

  1. Run Manual Replication
    • Select the table mapping
    • Click "Manual Run (Selected Tables)"
  2. Check Replication Log
    • Verify successful completion
    • Review any errors
  3. Verify in Destination
    • Open your cloud destination
    • Query replicated data
    • Confirm fields appear as expected
  4. Adjust as Needed
    • Add or modify Field Actions
    • Re-run replication
    • Verify changes

Troubleshooting

Field Not Appearing

  • Check if Field Action is set to "Exclude"
  • Verify Field Action record exists for the table
  • Ensure replication completed successfully

Unfold Not Working

  • Verify Related Table is set correctly
  • Check Global Filter isn't too restrictive
  • Confirm related record exists in Business Central

Unexpected Field Names

  • Field names are automatically sanitized
  • Spaces and special characters are replaced with underscores
  • This is normal behavior

Blob Content Missing

  • Ensure Field Action is Blob Field as Text or Blob as Base64
  • Without an action, blobs are skipped by default
  • Large blobs may be truncated