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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How I can add new fiel...
Small and medium business | Business Central, N...
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How I can add new fields " Full Name" and "Contact name" from table Users to Sales Quote Report ??

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Posted on by Lama Khaled 84

Hello Experts,

My client needs to customize a sales quote report and wants to add Mobile and email fields based on the quote initiator.

How I can add the user " Full name" and user " Contact name" from the table Users on the sales quote report?

anyone can help me to solve that, please?

Thanks,

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: How I can add new fields " Full Name" and "Contact name" from table Users to Sales Quote Report ??

    Hi, you need to use Report Extension to add DataItem. The following is a simple example, hoping to give you some hints. 

    https://yzhums.com/10723/

    Of course, it would be much easier if you added the Full name" and user " Contact name" fields to the Sales quote in advance.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: How I can add new fields " Full Name" and "Contact name" from table Users to Sales Quote Report ??

    Just a suggestion.

    Using the salesperson / purchase person table for this would be a more standardised way of handling it.

    But you might already have evaluated the use of sales person instead of user.

    F.ex who is the user if the order is imported through a API or any other automated process?

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: How I can add new fields " Full Name" and "Contact name" from table Users to Sales Quote Report ??

    Hi,

    You can try this code

     var
            User: Record User;
        begin
            User.get(UserSecurityId());
            message('%1..%2', user."Full Name", User."Contact Email");
        end;

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