Administration> Periodic> Data export/import> Definition groups> Table setup

Use this form to add or remove tables from a definition group.

Tip
The Table setupbutton is only active if a definition group exists.

Tasks that use this form

Importing and exporting data

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Tabs

The form looks different depending on the type of the definition group.

For Standarddefinition groups:

Tab page	Standard
Overview	Add or remove tables, and for each tabledefine export options.

For Exceldefinition groups:

Tab page	Excel
Overview	Add or remove tables, and for each tabledefine import and export options.
Conversion	Optional. Add X++ code to manipulate data before it is added to the current record in Microsoft Dynamics AX during import.
Import criteria	Optional. Add X++ code to manipulate data before it is added to the current record in Microsoft Dynamics AX during import. This code is executed after any code on the Conversiontab.
Log files	Optional. A status page for import or export success. You can select whether to view a log file for information about data that was not imported.
Preview	Preview the first line of data that is to be exported or imported using the settings that are defined on the other tabs. If no file exists, you receive an error message.

For Customdefinition groups:

Note
You can use Customdefinition groups for import only.

Tab page	Custom
Overview	Add or remove tables, and for each tabledefine import options.
General	Define separators and data validation level.
Conversion	Optional. Add X++ code to manipulate data before it is added to tables in Microsoft Dynamics AX during import.
Import criteria	Optional. Add X++ code to manipulate data before it is added to the current record in Microsoft Dynamics AX during import. This code is executed after any code on the Conversiontab.
Log files	Optional. This tab is a status page for import success. You can select whether to view a log file for information about data that was not imported.
Preview	Preview the first line of data that is to be imported using the settings that are defined on the other tabs.

Buttons

The buttons available depend on the definition group type.

Button	Description
Field setup	Open the Fieldsform to view the list of fields included for each table. You can exclude individual fields from the data export or import. This button is only enabled for Exceland Customdefinition groups. Also, the Use export criterionon the Overviewtab must be selected.
Criteria	Set up additional criteria for the data to export or import. For example, you can specify to export a specific customer group instead of all customers in the customer table. This button is only enabled for Standardand Exceldefinition groups.

Button

Description

Field setup

Open the Fieldsform to view the list of fields included for each table. You can exclude individual fields from the data export or import.

This button is only enabled for Exceland Customdefinition groups. Also, the Use export criterionon the Overviewtab must be selected.

Criteria

Set up additional criteria for the data to export or import. For example, you can specify to export a specific customer group instead of all customers in the customer table.

This button is only enabled for Standardand Exceldefinition groups.

Fields

Field

Description

Name of table

View, add, or delete tables in the definition group.

Note

Define whether notes are included when data is imported or exported. The Noteoption is relevant only if you add a document of the type Noteby using the document management system.

Select whether a query should be used to limit the data that is exported from each table, and set up the query by clicking Export criteria.

Use export criterion

Select whether special criteria should be used for the export, for example only customer account numbers within a certain range or customers from certain zip codes.

When selected, the actual criteria are defined by clicking the Export criteriabutton.

Export status

Displays status after export.

Note
The Export statusfield is more than status fields. If the status is Exported in partor Exported in total, the table is not included in any later exports. Make sure that status is set to Export to.

Import status

Displays status after import.

Note
The Import statusfield is more than a status field. If the status is Imported in partor Imported in totalthe table will not be included in any later import. Make sure that status is set to Delete and importor Import.

File name

Select a file for export.

Exclude table

Select whether to exclude a table from export or import instead of removing it from the definition group.

Occurrence ID

A unique identifier for use when the table is included more than one time in the definition group.

Run conversion

Select to actually run the X++ code written on the Conversiontab page.

The code can be used to manipulate data before it is added to tables in Microsoft Dynamics AX during import.

Log information

View the date, time, and number of records for the most recent import or export.

Imported

View the number of records imported during the most recent import.

Not imported

View information about the most recent import: number of records not imported. The path of a log file that contains details is provided.

Validation leveland Validation

Select whether data should be validated, and if validation is performed on each row. If Tableis selected, validateWriteis executed; if Fieldis selected, validateFieldand validateWriteare executed.

Field separator

Use Field separatorto specify how the fields are separated in the import file.

Note
If a separator is not defined, start and end positions must be defined by using Field setup.

Unique field

Select the field that is unique for each record. After a record that contains the identifier is imported, duplicate records are skipped.

Tasks that use this form

Navigating the form

Tabs

Buttons

Fields

See Also