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Excerpt

Use data from a table field in GlobalCapture to update field lists. This node is commonly used in scenarios where GlobalCapture is being used to keep lists in sync between itself and a 3rd party ERP system.

Scenario

Users need a complete and up to date list of vendors from Dynamics 365 Business Central we indexing and coding invoices. A GlobalCapture workflow is created that reads the vendor list from Business Central and loads that data into a table field. Once the process contains a table field with data, the List Update node may be used to load or update the data present in the table to a GlobalCapture list of your choosing. The node supports both update and complete overwrite scenarios, so lists can be managed as needed depending on the need.

Setup

Before you beingbegin, ensure the workflow includes a reference to a field that is bound to the list you wish to update. The field contains a reference to its source list, so specifying a field identifies what list is being updated. The field itself is not leveraged for and process data in the workflow. Additionally, a table field with at least one column should be present, and controls should exist in the workflow to ensure the table field has data at the point where the List Update node is hit.

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