Tool Field Defaults
This page lets you configure per-field rules for a single tool in a tool configuration.
Page type: List Source table:
Tool Field DefaultObject:Page 72778318 "SA Tool Field Defaults QUA"—Page.72778318.SAToolFieldDefaults.al
This page lets you configure per-field rules for a single tool in a tool configuration. For each field exposed by the tool you can hide it from the AI entirely, mark it as mandatory, supply a static or per-user default value, and control how the AI fills the field when creating records. The page also shows bound-action parameters so you can set defaults for those too (for example, defaulting a "ship" parameter to true when the agent posts a sales order).
When you open this page for the first time for a given tool, field rows are auto-populated from the tool's source table or live API endpoint. Existing rows with settings you have already made are preserved when you use Refresh Fields.
In plain terms
When an agent creates or updates a record through a tool, which fields should it be allowed to set, which must it always provide, and which should be filled for it automatically? This page answers that, field by field.
It works like field defaults and field visibility on a configuration template — you decide what the user (here, the AI) sees, what's mandatory, and what's pre-filled. For example, always set Responsibility Center to the current user's default and hide it from the agent so it can't pick the wrong one.
The two ideas worth knowing:
- Default value & Value Source — supply a fixed value (Text), or pull it per-user from the User Defaults table (User Default), e.g. each salesperson's own code.
- Fill Behaviour — guidance to the AI on how to handle the field: Ask the user, fill Auto from the default, Skip it (let BC derive it), or Ask If Missing.
Worked example. On a "create sales order" tool, set Salesperson Code to User Default (each user's own code, filled Auto) and hide Posting Date with Skip so BC defaults it — the agent now creates correctly-attributed orders without asking the user for plumbing fields.
How to choose — Fill Behaviour: use Auto for values you can pre-fill silently (defaults), Skip for anything BC should derive itself, Ask for genuine user choices, and Ask If Missing when the agent can usually infer it but should fall back to asking.
How to open it
- Field Rules action on the Agent Tool Configuration card (Available Tools subpage), with the relevant tool row selected. Not available for BC Agent or Smart Agent tools.
Fields
Lines
| Field | Type | Description |
|---|---|---|
| Kind | Enum | Field = default for a record field on create/update. Action Parameter = default for a bound action parameter. Read-only. Values: Field, Action Parameter. |
| Action Name | Text[100] | The bound action this parameter belongs to (e.g. post, shipAndInvoice). Only populated for Action Parameter rows. Read-only. |
| Field Name | Text[80] | The field or parameter name. Blank means this action has no explicit parameter metadata. Read-only. |
| Field Type | Text[30] | The data type of the field. Read-only. |
| Mandatory | Boolean | When on, the agent must provide this field or parameter — it cannot be skipped. |
| Hide | Boolean | Hide this field from the AI for all purposes. |
| Default Value | Text[250] | The default value the agent will use if not explicitly provided by the caller. |
| Value Source | Enum | Text = use the Default Value directly. User Default = resolve the value per user from the User Defaults table. Values: Text, User Default. |
| User Default Type | Enum | Used when Value Source = User Default to select which per-user value should be used. Values: User ID, Employee No., Sales Person Code, Resource No., Customer No., Vendor No.. Only active when Value Source = User Default. |
| Filter on Default | Boolean | When on, searches automatically add this field's default value as a mandatory filter, restricting records to user-relevant data. |
| Fill Behaviour | Enum | Controls how the AI handles this field during record creation. Values: Ask — AI guidance to collect the value from the user; Auto — AI guidance to fill silently from the default value (never prompts); Skip — server-enforced: input for this field is rejected so BC can derive it (also enforced on updates); Ask If Missing — AI guidance to resolve automatically if possible, otherwise ask. |
The Fill Order column is present in the data but is hidden from the list by default (
Visible = false). It stores the sequence in which the AI fills fields during record creation; lower numbers are filled first. You can expose it through the column chooser if needed.
Actions
| Action | What it does |
|---|---|
| Hide All | Hide all fields and action parameters for this tool from the AI. |
| Unhide All | Unhide all fields and action parameters for this tool. |
| Hide All Non-Mandatory | Hide only non-mandatory fields and action parameters for this tool. |
| Unhide All Non-Mandatory | Unhide only non-mandatory fields and action parameters for this tool. |
| Refresh Fields | Reload fields from the API endpoint or source table. New fields are added; existing entries are preserved. |
Related pages
- Agent Tool Configuration — parent page that opens this via Field Rules
Notes
- Skip and Mandatory are mutually exclusive: a field that BC derives automatically cannot also be required from the AI.
- Auto fill behaviour requires a Default Value to be set; otherwise the AI has nothing to fill with.
- Filter on Default requires a Default Value or User Default Type to be configured, so the filter has a value to apply.
- User Default values are resolved at request time per logged-in user from the Smart Agents User Defaults table. If no record exists for the current user, the filter or default is silently omitted.
- For Report tools, rows represent request-page option fields rather than table fields. The Kind is always Field and the type is shown as
Option. - For API pages and web services, Refresh Fields fetches authoritative field names from the BC entity metadata endpoint. If that endpoint is unavailable, it falls back to fetching a sample record.