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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Filtering Customers Wh...
Small and medium business | Business Central, N...
Answered

Filtering Customers While creating jobs

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Posted on by Dej 155
Hello All,
 
please guide about filtering customers based on sales person while creating job.
if Sales person JO logins, only the customers of JO should be displayed on Jobs page. how to achieve that
 
I tried filtering the table relation of /bill to customer/ field.
it doesn't affect anything while creating job.
 
thank you for any help!
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 86,253 Super User 2025 Season 1 on at
    Filtering Customers While creating jobs
    Just add some information:
    Dynamics 365 Business Central: How to create a Lookup, Drop-Down, or Option list (Single and Multi select)
     
     
     
    Thanks.
    ZHU
  • Verified answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 24,678 Super User 2025 Season 1 on at
    Filtering Customers While creating jobs
    Hi @Dej,
     
    I guess you must create a OnLookUp Trigger on your page extension :
     
    e.g.
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • Dej Profile Picture
    Dej 155 on at
    Filtering Customers While creating jobs
    Hi @Mohamed, thanks for helping.
    I need to filter the customers in Job Page  Bill to customer. not in customers
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 24,678 Super User 2025 Season 1 on at
    Filtering Customers While creating jobs
    Hi @Dej,
     
    In OnOpenPage Trigger you can add a new Filter to apply business logic
     
        trigger OnOpenPage()
    begin
        Rec.SetRange(...);
    end;
    Best regards,
    Mohamed Amine MAHMOUDI

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