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HCMWORKERLOOKUP - Lookup from Sales Taker Field on Advanced Find

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Posted on by Community Member

Hi,

I have seen some similar questions on the site re Worker Lookup but they don't really answer my question.

I am using Dynamics365 PU33 Finance & Ops

I am using an Advanced Find over the Sales Order List and creating a Tile in D365 based upon the results

What I want to achieve is that the current user of D365 is used as the filter for the Advanced Find.

The filter is using Sales Taker RECID (HcmWorkerLookup::currentPerson())
I realise that the HcmWorkerLookup has a variety of methods that can be used CurrentWorker, CurrentPerson amongst others
What I want to achieve is;

To have one Tile called 'Filter by Sales Taker'

if 'John Doe' is logged in to D365 (is a Worker/Person) and is a 'Sales Taker'

He will see all Sales Orders where he is the Sales Taker

If 'Jane Doe' Logs in she will see hers.

Any help appreciated.

Regards

Declan

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Akshay 54 on at

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Hi Declan,

Have you tried enabling and using "Saved Views" from the Feature Management workspace? The very same approach of using Advanced filter (or for that matter just a grid filter) gives you a filtered list per user. That change by default is loaded as "My View", which is pinned as the default view that shows up when you open the form, once saved. So each time the user logs in, they see only their own Sales Orders - that being their default view. And if they need to change the view to see other Sales Orders, they can switch to a different saved view.

If you've already tried this approach, what issues have you faced?

Regards

Akshay

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SThakur 412 on at

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In addition to what Akshay said you could then personalise the saved view and add it to a workspace and create tile, grid or link view to the saved view. Pin that to the dashboard of the workspace which will give a real-time view of the number of sales orders assigned to the user.

This increases efficiency and reduced the number of clicks to navigate to the actual form within the module.

Thanks,

Shilpi

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Declan,

Are the users allowed to clear a filter and see other sales orders or should they be restricted to their sales orders only? If it is about restricting the records as kind of security, you can consider creating a security policy with help of the eXtensible Data Security. You can read more in the documentation and I have also spent some blogs on that topic.

docs.microsoft.com/.../overview-of-security-policies-for-table-records

dynamicspedia.com/.../

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Pravasti AK 2,985 on at

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Hi Declan,

please follow the below link:

www.arbelatech.com/.../how-to-set-up-a-tile-in-dynamics-365-finance-and-operations.html

Instead of vendor list page you can take the sales order list page ,select the workspace from the worker form.

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Community Member on at

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Hi Ashkay, Thanks very much for that tip. I was not aware of the saved views feature. That might be exactly what I require here. I am going to check that out now. Thanks very much

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Community Member on at

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Hi Thanks for the reply. The question was not how to setup a tile, believe you me I have setup many tile via the AOT and the D365 front end. The question was in regard to the HCMLOOKUP and using Currentuserid(). The new PU33 'Saved Views' feature looks like a much better option as suggested by Ashkay. I am looking at this as it is currently in preview. Again thanks for the reply.

Regards

Declan

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Community Member on at

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Thanks again Ashkay

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Community Member on at

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Thanks Shipli

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Community Member on at

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Thanks Arnaud. Will have a look at that. Yes what I wanted to do was have one TILE that filtered by currentuser() so depending upon who clicked it the filter was created dynamically. However Ashkay's response re using 'Saved View' currently in preview on PU33 is the best option. This way the users can use the same tile but pin their view as a default and the results should be exactly what I am trying to achieve. I have to say that this feature is welcome as it is available in CRM/CE for a long time it just makes the idea of creating individualised lists much more user friendly. Thank you for your reply.

Regards

Declan

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Declan,

If the reply from Akshay helped you, would you mind to mark his answer as verified?

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