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How to automatically populate a Salesperson Code based on the current user

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Posted on by BBC_Astha

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Hello,

I am trying to develop code to automatically populate a salesperson code based on the signed in user.

We can make use of SystemCreatedBy field in business central as it is present as a base functionality in there.

CalcFormula = lookup(User./User Name/ where(/User Security ID/ = field(SystemCreatedBy)));

i am thinking of linking this to Salespeople/purchaser table . To get the exact Salesperson code I was thinking of using email field from this table to get the current logged in user.

But unable to figure how to like these two now.

Your help will be much appreciated

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Dynamics 365 Business Central

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tanya07 1,638 on at

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How to automatically populate a Salesperson Code based on the current user

Hello,

Where do you want to populate the sales person code , which page?

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Mohana Yadav 60,977 Super User 2025 Season 2 on at

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How to automatically populate a Salesperson Code based on the current user

You can use User Setup for the mapping.

You can filter the current user using the USERID on the user setup and then assign Salesperson/Purchaser Code field to destination table/field.

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YUN ZHU 93,808 Super User 2025 Season 2 on at

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How to automatically populate a Salesperson Code based on the current user

Hi, as far as I know, this can't be done if you want to use Flowfield. Because Flowfield cannot refer to another Flowfield.

More details:

Dynamics 365 Business Central: A flow field is part of the query column list, this is not supported (Flowfield based on Flowfield)

https://yzhums.com/11400/

You need to create a variable, then query the value and insert it when the page is opened. As for whether you use Email association or User Setup association is fine.

PS: Dynamics 365 Business Central: How to display User Name from SystemCreatedBy/SystemModifiedBy field on the page (Translate a user security ID GUID to the corresponding user name)

https://yzhums.com/46070/

Hope this helps.

Thanks.
ZHU

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