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Epicor® User Codes in Drop Down Box Tutorial

Epicor® User Codes are a great way to dynamically manage values in a drop down box in Epicor®. We use them in many of our customizations, but because the system does not fill properties out for you it is easy to forget how to set them up.

To use User Codes you must add an EpiCombo to a screen or dashboard. I’m not going to cover that process here. This post picks up after EpiCombo has been added. The values are samples and should be updated to match your customization.

You can also use this configuration to pull data from any business object into a EpiCombo box.

Field	Description	Value
EpiBinding	On a screen this is the field where the value is stored. This field is not used on dashboard	Customer.ShortChar01
DisplayMember	The field you want displayed in the drop down box.	CodeDesc
EpiBOName	The business object that will be used to retrieve the data.	UserCodes
EpiColumns	A list of columns you want displayed in the drop down box. For this example leave it blank.
EpiDataSetMode	Determines which method to call to retrieve the data. ListDataSet returns less data than RowsDataSet	RowsDataSet
EpiFieldName	Leave this blank for this example
EpiTableName	The table name to retrieve data from.	UDCodes
RetreiveOnActivate	Set to true to retreive the data when the EpiCombo is activated	true
ValueMember	The field name that contains the value to be stored. This is usually a key field like CodeID or CustID.	CodeID
SearchFilter	A where clause to filter the results. For the user code example you want to filter by CodeTypeID this is a value you define when you setup the user codes.	CodeTypeID = ‘CUSTTYPE’