Set Field Based Upon Logged in User

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Posted on by Justin Palmer

We are using Business Units in our D365 CE environment. I added to the Account creation form a field for "Business Unit". I would like to be able to default the "Business Unit" field on the Account to the Business Unit associated with the logged in user when a record is created. Any guidance on how best to accomplish this would be appreciated.

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Justin Palmer 40 on at

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RE: Set Field Based Upon Logged in User

I am working on data import into D365 CE today but when I am able to try the provided solutions I will make sure to mark the one that I used.
Priyesh 7,392 User Group Leader on at

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RE: Set Field Based Upon Logged in User

Thanks Justin,

If my or anyone's approach helped you, please mark the answer as verified. This will help others identify the solution.
Justin Palmer 40 on at

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RE: Set Field Based Upon Logged in User

I appreciate the breadth and details of the answers provided by all. I am new to the D365 community and it is great to see a community with this type of collaboration. Coming from a NetSuite background I would have to say that the JavaScript onLoad approach is a familiar approach but I appreciate the diversity in the approaches. Thanks to all who have contributed answers.
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LeoAlt 16,329 on at

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RE: Set Field Based Upon Logged in User

Hi Justin,

You could also use JS code to do this.

We just need to get the current login user first and set his Business unit to the field, here is the sample code.

//Get Buniness Unit according to the current login user and set it as default value to BUnit field
function setBusinessUnit(executionContext) {
    var formContext = executionContext.getFormContext();
    var useridOrg = Xrm.Page.context.getUserId();
    var userid = useridOrg.substring(1, useridOrg.length - 1);
    Xrm.WebApi.retrieveRecord("systemusers", userid, "?$select=_businessunitid_value").then(
        function success(result) {
            var _businessunitid_value = result._businessunitid_value;
            var _businessunitid_value_formatted = result["_businessunitid_value@OData.Community.Display.V1.FormattedValue"];
            var field = formContext.getAttribute("new_businessunit");
            var lookupValue = new Array();
            lookupValue[0] = new Object();
            lookupValue[0].id = _businessunitid_value; // GUID of the lookup id
            lookupValue[0].name = _businessunitid_value_formatted; // Name of the lookup
            lookupValue[0].entityType = "businessunit"; //Entity Type of the lookup entity
            field.setValue(lookupValue);

        },
        function (error) {
            alert(error.message);
        }
    );
}

Please add this js to webresource and add the "setBusinessUnit" function to Onload event in Account form.

And here is the result, when I opening Account form, the "Business Unit" field will be set value of the current user's Business Unit.

Hope it helps.

Best Regards,

Leo
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Priyesh 7,392 User Group Leader on at

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RE: Set Field Based Upon Logged in User

Hi,

Here's what you can do.

I'm assuming you have a lookup to the Business Unit entity created on the Account record, in that case, you can create the following workflow on Create of the Account with the following steps -

1. Create a Real-time workflow (even a Background workflow would do) that has only 1 Update step for the Account which you are creating. Make sure the scope is set to the One Who Makes Changes to the record.

2. In the Update Steps, set the Lookup to the related Created By's Business Unit lookup as shown below

So, whenever you or anyone creates a record, their Business Unit will be populated in the lookup -

Hope this helps!