Employee lookup that shows name and stores Person

Finance and Operations/AX Developer Forum
1

I’m adding a section in the form AMCaseParameters and want it to be a lookup of employees. I found a post by Martin that says to create a relation of my field to HCMWorker.PersonnelNumber. This works almost perfectly. It shows the personnel number and when I click the drop down I see a list of PersonnelNumbers with names. Users will like this to search, but when they choose someone, I want it to show the name, and not the peronnelnumber. I also think ideally it would store the Person in the table.

Here’s a quick summary:

I added a field called TCI_RMACustomerContact in the AMCaseParamaters table

I added a field group called TCI_RMACustomer and added that field to that group

I added a relation in the relations of that table from TCI_RMACustomerContact to HCMWorker.PersonnelNumber

I added a tab page in the form AMCaseParameters and then added a group called RMACustomerService

I changed the datasource of that group to AMCaseParameters and datagroup to TCI_RMACustomer

Can someone help me figure out how to change it shows the name instead of personnelnumber?

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2

You need to use reference group.

Check out this link: http://gautamax.blogspot.in/2015/05/howto-use-reference-group-in-form_19.html

3

Have a look at the implementation of Requester or Orderer fields in the purchase order.

4

Thanks for the link but I can’t get it working the way I need it to work. Right now I get three fields showing from HCMWorker. RecId, PersonnelNumber, and Name. When I choose one, the RecId is displayed so basically the same issue as before.

5

I looked at Requester and Ordered fields, and I don’t want this whole other form with the picture, etc. It’s seems so simple, but I guess it’s not. Right now my dropdown shows PersonnelNumber and Name, and I just want the name to show when I choose it…

6

You can take the help of edit method (example - contact on sales order - this shows the name instead of contact id - \Data Dictionary\Tables\SalesTable\Methods\editContactPersonName)

7

Thanks Kranthi and Krupa. Both your posts did help me but I still had to figure out some stuff on my own. I’ve created my own blog about how to create the reference group for employee name in particular. Hopefully it will help others as well.
www.blogdabbler.com/…/