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CustTable Relation

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Posted on by Alex Nach

Hello everyone.

I have a task to create "AR rep responsible" field on the Customer Form, allowing user to assign AR representative to a specific customer.
I took "Employee Responsible" field in the CustTable table as an example and mimicked the relationship with HcmWorker table the same way (Foreign Key), which created HcmWorker field in CustTable table for me with RefRecId as extended data type.

I then added Reference group to CustTable form and connected to newly created field (HcmWorker) with Replacement Field Group set to Person, which produced the desired effect allowing employee selection on the form (I added it to Sales Demographics tab).

The issue I'm having is that I cannot see my newly created field in the Customer Pool Selection criteria and even though I followed Employee Responsible example something isn't working for me here.

When I try to look at Employee Responsible filed in the drop down I cannot find it as well as it referenced like this: Employee responsible (Record-ID)

Any ideas on what I'm doing wrong or didn't do enough would be greatly appreciated.
Please ask any questions if I couldn't explain the issue correctly.

Thank you,

Alex

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nmaenpaa 101,160 Moderator on at

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RE: CustTable Relation

To me it appears to be working correctly. The replacementGroup is used on the form, but in the query criteria it shows the RecId field. I assume it works exactly the same for the HcmWorker field that you used as an example. Am I correct?

Also, in the lookup for "Employee responsible (Record-ID)" - do you see a list of employees? I assume you do. So users can select an employee from the lookup, and use it as query criteria. Is this correct?

If answer to both is Yes, then I don't see any problem in how it works.

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Alex Nach 32 on at

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RE: CustTable Relation

Hi Nikolaos.

Yes, on the form it works correctly and data is stored as RecId in the CustTable. I can come back and change AR rep field and save it.

But in the Customer Pools form, when I select criteria for a specific pool, I don't see my "AR rep responsible" field. I click Add to the Range and cannot find my field. I tried to follow Employee responsible (Record-ID), which comes from MainContactWorker field (and relations I copied from) and added AR rep responsible (Record-ID) but it displays error.

Employee responsible (Record-ID) does display list of employees as you said and I would like my AR rep field follow the same.

Thanks,

Alex

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nmaenpaa 101,160 Moderator on at

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RE: CustTable Relation

Ah, sorry, I misunderstood your description. What is the label of your AR responsible field? The field name in the query lookup comes from the field label.

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Alex Nach 32 on at

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RE: CustTable Relation

No worries. It's hard to convey everything over in the post.

Label: AR rep responsible

Field Name: HcmWorker

Table: CustTable

Thank you.

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nmaenpaa 101,160 Moderator on at

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RE: CustTable Relation

Did you add this field in your new table relation?

By the way, you should always use your own prefix with your extensions, also in the new field name. Otherwise some future MS update could fail to install - and also cause data issues for you.

docs.microsoft.com/.../naming-guidelines-extensions

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Alex Nach 32 on at

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RE: CustTable Relation

Yeah, I usually do. This was my 100 times trying to rebuild relationship with HcmWorker so I didn't bother lol. I just want this to work finally and then I can rename and do all cosmetics.

Here's the relation:

I was thinking, maybe my relation is not good? But then again, I followed exactly how MainContactWorker field is (Employee Responsible).

By the way. If I create regular (int, string) field in CustTable, I'm seeing it in Customer Pool Criteria selection without any problems. Something is missing, I just don't know what.

I apologize if I'm doing something completely wrong here, I'm couple of months into D365FO development only.

Thanks,

Alex

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nmaenpaa 101,160 Moderator on at

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RE: CustTable Relation

When you have many relations to the same table, I think you might need to define RelatedTableRole property on the relation (it's just freetext). But I don't think that is has impact here.. But at least something to check.

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Alex Nach 32 on at

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RE: CustTable Relation

I"ll check Nikolaos. Thank you.

By the way. If I create regular (int, string) field in CustTable, I'm seeing it in Customer Pool Criteria selection without any problems. Something is missing, I just don't know what.

Alex

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Alex Nach 32 on at

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RE: CustTable Relation

Nikolaos.

I added RelatedTableRole as you suggested and as you thought it didn't help.

I do see field when going into "Advanced filter or sort" in the CustTable form.

If i use drop-down I even see AR rep responsible (Record-ID).

but still no luck with the Customer Pool Criteria selection

Thanks,

Alex

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vinitgoyal2005 6,332 on at

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RE: CustTable Relation

Hi Alex,

Can you please try doing reset usage data and see if it works?

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