Changing Search Details in Linked DOC

Hello,

When linking an employee to an expense claim, the default search field is Employee name. Is there a way to change this to the user ID (email)?

Any help would be highly appreciated.

Regards,

Name is the default id of the employee master. You will have to create an Employee record for each user and then link the user to the employee


CC @mayur_hotmail - see some people want email id :slight_smile:

Hello,

I had managed to add that.

My challenge was how to change the search field in the Employee option from employee_name to user_id (in this case their email).

Is it a setting or would I need to change server side and client side code?

Regards,