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How to create a Responsible User lookup in D365 F&O that shows both Employees and Non-Employees?

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Posted on by Aditya Pal

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Hi,

I am customizing the Asset form in D365 F&O.

Requirement: Add a Responsible User lookup field where:

If UserType = Employee, the lookup should display records from HcmWorker.

If UserType = NonEmployee, the lookup should display records from a custom table CIMDTNonEmployee (Name, CompanyName, NonEmployeeType).

I created a new field CIMDTResponsibleUser on EntAssetObjectTable and added it to the form.

I tried writing an OnLookup event handler but I’m not sure how to switch between Worker and NonEmployee tables properly.

Code Tried:

Question:

How can I implement a lookup that dynamically switches between HcmWorker and CIMDTNonEmployee based on the UserType enum?

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Dynamics 365 Finance

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R Shetty 121 on at

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Hi Aditya,

You can use condition and write the code.
For ex, something like this
{ Query query = new Query(); QueryBuildDataSource qbds, qbds1; FormControlCancelableSuperEventArgs cancelableArgs = e as FormControlCancelableSuperEventArgs; If(table.field = type::employee) { SysTableLookup sysTableLookup = sysTableLookup::newParameters(tableNum(HcmWorker), sender); qbds = query.addDataSource(tableNum(HcmWorker)); sysTableLookup.parmQuery(query); sysTableLookup.addLookupfield(fieldNum(HcmWorker, field1)); sysTableLookup.addLookupfield(fieldNum(HcmWorker, field2)); sysTableLookup.performFormLookup(); cancelableArgs.CancelSuperCall(); } Else If(table.field = type::NonEmployee) { SysTableLookup sysTableLookup = sysTableLookup::newParameters(tableNum(CIMDTNonEmployee ), sender); qbds1 = query.addDataSource(tableNum(CIMDTNonEmployee )); sysTableLookup.parmQuery(query); sysTableLookup.addLookupfield(fieldNum(CIMDTNonEmployee , field1)); sysTableLookup.addLookupfield(fieldNum(CIMDTNonEmployee , field2)); sysTableLookup.performFormLookup(); cancelableArgs.CancelSuperCall(); } }

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Aditya Pal 198 on at

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=

R Shetty

R Shetty
I have created a custom string field called CIMDTResponsibleUser in my table/form.

I want this field to open the HcmWorker form as a lookup, so the user can select a worker.

How can I achieve this in D365 Finance & Operations?

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Waed Ayyad 9,089 Super User 2026 Season 1 on at

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Hi,

In order to add lookup to control via extension, you should follow the following link:
https://ievgensaxblog.wordpress.com/2018/01/10/d365foe-how-to-override-form-data-source-field-lookup-method/

Or you can override it using event handler, but you should use CancelSuperCall method as in the following link:

https://dynamics365musings.com/override-an-existing-lookup-method-chain-of-command/

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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A worker could be employee or contractor.

Have you seen how the worker lookup is being used on the Sales Order form?

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Aditya Pal 198 on at

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[FormControlEventHandler(formControlStr(EntAssetObjectTable, CIMDTResponsibleUser), FormControlEventType::Lookup)]
public static void CIMDTResponsibleUser_OnLookup(FormControl sender, FormControlEventArgs e)
{
FormControlCancelableSuperEventArgs cancelableArgs = e as FormControlCancelableSuperEventArgs;
Args args = new Args();
FormRun formRun;

// Set form to open
args.name(formStr(HcmWorkerLookup));
args.caller(sender);

// Force popup by setting window mode in args
args.parmEnumType(enumNum(FormWindowType));
args.parmEnum(enum2int(FormWindowType::Popup));

// Create and run form
formRun = classFactory.formRunClass(args);
formRun.init();
formRun.run();
formRun.wait();

// Stop default lookup
cancelableArgs.cancelSuperCall();
} I have done this but it is not comeing as pop

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Aditya Pal 198 on at

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I have a standard lookup on my AllAsset form for the ResponsibleUser field. Currently, it works for Employee and Contractor types. I want to extend it as follows:

Keep the existing ranges for Employee and Contractor as they are.

Add a new type called Non-Employee. When this is selected, the lookup should show data from my custom table (CIMDTNonEmployeeTable) instead of the standard Employee table.

The lookup should behave exactly like the standard one for Employee and Contractor.

I tried overriding the OnLookup method, but I’m not sure how to conditionally switch the datasource based on the selected type and keep the standard behavior intact for other types.

Question:

How can I implement a conditional lookup in D365 X++ that:

Uses the standard table for Employee and Contractor

Uses my custom table for Non-Employee

Keeps standard lookup behavior otherwise

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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For standard systems, employees and contractors are the same from the back-end, as the data for both is saved in a single table, which is the HCMWorker table.
In your case, you are talking about adding a new option that would show data from your custom table named CIMDTNonEmployeeTable.
This would break the reference data, because as of now, you probably have a relationship between AssetTable and HCMWorker using the RecId of HCMWorker.
You cannot save the RecId of CIMDTNonEmployeeTable in the same field where you are saving the HCMWorkerRecId (in AssetTable). This is because the field that is saving your HCMWorkerRecId in AssetTable is backed by an EDT and a relationship with the HCMWorker table.

You have two options:

1) Remove the reference and relationships, and save data for all references into a single field, and then maintain a second field for TableId
or

2) Save the data for the second reference in a new field, which will store the RecId of CIMDTNonEmployeeTable in AssetTable.

Without solving the database design, you should not think about the lookup.

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Aditya Pal 198 on at

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@Sohaib Cheema

What will happen if I remove the reference and relation? Then I will not be able to see the worker lookups right?

If I go with saving data in another field how will it work in same lookup? Can you please guide for this

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi @Aditya Pal

I see a possibility of custom lookup in both cases.

All depends upon how you want to keep data in Asset Table and how you want to utilize it, we do not know what is CIMDTNonEmployeeTable and what is the use of it and how it is linked to other objects in the system.

You could also think about making a single view using HCMWorker and CIMDTNonEmployeeTable and then use it for lookup.

It is hard for us to give a final design suggestion to, as we do not know your customization and business needs.,

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Aditya Pal 198 on at

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Hi all,

I am working on the AllAsset form in D365 F&O. I have a new requirement:

There is an enum field ResponsibleUserType with values Employee and Non-Employee

There is a field ResponsibleUser. The lookup on this field should behave based on ResponsibleUserType:

If Employee is selected → show the standard HcmWorker lookup form (HcmWorkerLookup).

If Non-Employee is selected → show a custom lookup from my table CIMDTNonEmployeeTable.

I want to implement this without breaking the existing HcmWorker relationships, and ensure the lookup behaves correctly for both Employee and Non-Employee.

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