Creating a Lookup Field on User Form

Does anyone have experience creating a lookup field on a custom form on the Employee business class?

We'd like to create a field that allows users to search for and select an active employee from a popup list. The screenshot below is an example of the type of field we are trying to create.

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Accepted answers

unknown

1. Create a User field with Named type as Employee.
2. Create a User list based on the delivered list "Employees" and add filter condition to get only Active employees.

Instance Selection

where (condition) // RelationshipStatus = "ACTIVE"

3. Add your User field to the form and add select is UserList.

TestEmployee

select is TestActiveEmployeesList

label is "TestEmployee

All comments

unknown

1. Create a User field with Named type as Employee.
2. Create a User list based on the delivered list "Employees" and add filter condition to get only Active employees.

Instance Selection

where (condition) // RelationshipStatus = "ACTIVE"

3. Add your User field to the form and add select is UserList.

TestEmployee

select is TestActiveEmployeesList

label is "TestEmployee

Dr. Awesome

Great answer. I would only augment that you might be able to use an existing List (delivered or otherwise) that meets your select list needs. You may not need to create a new User List in step 2.

smodarressiyazdi

Thanks for the response! The field is displaying on the form, but is greyed out and not letting me select. Any ideas what would be causing this?

Dr. Awesome

Field Level security on this BC or a "display only" on the form field? If you added it as a DerivedField vs. persisted that might happen. Just some options to look at.

smodarressiyazdi

We needed to add the user field as a parameter in the action. Thank you!

Dr. Awesome

Was thinking that too. Good find.

If you don't need to persist that Employee value and you could just use a param value for your logic. You wouldn't even need a UserField then. Anyway, not sure what you were needing the lookup/value for. Just sayin.

smodarressiyazdi

Hi -

Hopefully a quick question - is there a way to configure this to return a specific field into the searchbox? Right now it's returning the ID, but we'd rather not present this to other employees on a nomination form.

Our current work around on the form is to add a second field to return the employee name of the employee ID and then hide the employee ID using a visibility condition to hide the employee ID field once it's been selected.

The minor inconvenience of this is that if the user selects the wrong employee they'll need to close out and restart the form for the employee ID select box field to display. If we could just have the employee name returned from the select box that would be ideal.

unknown

I think the Select is only valid for the Key fields.

Try this if you want to get the First name based on Employee #.

1. Create a Persistent Named type (as Employee) field "TestEmployee".
2. You can create a User List that has only Employee # and Given Name.
3. Create another field (Persistent/transient) and assign the Employee's given name. It refreshes based on the Employee number that you select.

single column

TestEmployee

label is "TestEmployee"

select is TestEmpUserList

when value changed

TestEmployeeFirstName = TestEmployee.Employee.Name.GivenName

TestEmployeeFirstName

label is "TestFirstName"

display only // display as text

Hope this helps.

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