Smart Agent User Defaults
This page lets administrators map each Business Central user to their default BC references — employee, salesperson, resource, customer, and vendor.
Page type: List Source table:
User DefaultsObject:Page 72778333 "SA User Defaults QUA"—Page.72778333.SAUserDefaults.al
This page lets administrators map each Business Central user to their default BC references — employee, salesperson, resource, customer, and vendor. When an agent tool needs to prefill one of these values (for example, to create a record on behalf of the current user), it reads the matching row from this table rather than prompting the user each time.
In plain terms
This table tells agents who each user is in BC terms — which salesperson code, employee, resource, etc. belongs to them — so an agent can act on their behalf without asking every time.
It's the same idea as the per-user defaults on User Setup (e.g. a user's default Salesperson Code or Location). It's the data source behind the User Default option in Tool Field Defaults: when a tool is set to pre-fill a field "per user", it looks the value up here.
Worked example. Salesperson "JoeB" is mapped to Sales Person Code JB. When Joe asks an agent to "create a sales quote for customer 30000", the agent stamps the quote with JB automatically — because a tool field default reads it from this page.
How to open it
- Tell Me (Alt+Q) → search "Smart Agent User Defaults".
- The page is listed under the Administration usage category.
Fields
General
| Field | Type | Description |
|---|---|---|
| User ID | Code | Business Central user these defaults apply to. Select from the user list. |
| Employee No. | Code | Default employee number for this user. |
| Sales Person Code | Code | Default salesperson code for this user. |
| Resource No. | Code | Default resource number for this user. |
| Customer No. | Code | Default customer number for this user. |
| Vendor No. | Code | Default vendor number for this user. |
Notes
- Each row corresponds to one BC user. Create one row per user who needs a non-blank default.
- All six fields support lookup to the relevant BC master table (User, Employee, Salesperson/Purchaser, Resource, Customer, Vendor). You can type directly or use the lookup (F4) to choose a value.
- Leaving a field blank means no default is applied for that reference type — the agent will either leave the field empty or ask the user at runtime, depending on how the tool is configured.
- Only users with administration rights should maintain this page, as the defaults influence what records agents create or modify on behalf of users.