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Question

Filtering Generic Inquiry Based on Logged-in User and Employee Relationship

  • May 27, 2026
  • 2 replies
  • 34 views

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I’m working on a Generic Inquiry (GI) to display projects, and I need to filter the results based on the logged-in users employee record.

Howver, I added the condition as the EPEmployee.UserID=@me.

Below are the tables I have used and the relationship. I could not get the excat values.

 

2 replies

miguel80
Semi-Pro III
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  • Semi-Pro III
  • May 27, 2026

Hi!

Try using the Employee.DefContactID


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  • Jr Varsity III
  • June 15, 2026

@michellew86  Can you please try like this.
 

Revised Table Structure

Add PX.Objects.CR.Contact as a new data source with alias Contact

Alias

Table

PMProject

PX.Objects.PM.PMProject

EPEmployee

PX.Objects.EP.EPEmployee

EPEmployeeContract

PX.Objects.EP.EPEmployeeContract

Customer

PX.Objects.AR.Customer

CreatedBy

PX.SM.Users

Contact

PX.Objects.CR.Contact (add this)

 

Relations Tab Setup

Parent Table

Parent Field

Child Table

Child Field

Join Type

PMProject

CustomerID

Customer

BAccountID

LEFT JOIN

PMProject

CreatedByID

CreatedBy

PKID

LEFT JOIN

EPEmployee

DefContactID

Contact

ContactID

LEFT JOIN

Contact

UserID

CreatedBy

PKID

LEFT JOIN

 

The Key Chain

PMProject

    ↓

EPEmployee.DefContactID → Contact.ContactID

    ↓

Contact.UserID → PX.SM.Users.PKID (@me)

 

Condition Tab

Field

Operator

Value

Value Type

Contact.UserID

==

@me

Form Parameter