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Define acount based on logged user

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Posted on by dvoinikat

Hello,

I am looking for a way how automatically to fill in a field in a form of a portal with the company (acount name) of the logged in user. Sounded pretty easy to do it but so far I am failing.

At this moment I have created the contact (the person's name) and added it to the respective acount (the company name and details). Then I tried to connect a field which is a lookup connection with Account list but this is not helping....

Thanks

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Power Apps portals

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codevenkat 126 on at

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Hi @dvoinikat ,
Greetings . First make sure you have relevant entity permissions for your logged in user to account entity as well, then on the form load write an liquid logic to fetch data from account table based on the logged in user [you can use fetch xml from advanced find and then transform it to equivalent liquid syntax] . Assign the result account Guid to the Account lookup that is present in the form.
Note: Make sure you are referring to the information form in contact form

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oliver.rodrigues 9,368 Most Valuable Professional on at

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Hi, you can set the value on save via Metadata: https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-metadata#set-value-on-save

if you need this to be pre-populated once they open the form, you will need to apply JS + Liquid: https://arpitmscrmhunt.blogspot.com/2016/09/adxstudio-set-values-in-lookup-fields.html

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H V 1,510 on at

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Hi @dvoinikat

I believe you have account lookup in your entity form or custom entity form.

Here, in my example, I have Appointment Basic Form As INSERT mode. In Appointment form, there is regardingobjectid field.

Step1: Go to your Basic Form and click on "Basic Form Metadata" Tab.
Step2: Click on "+ New Basic Form Metadata" button

Step3: In the Basic Form Metadata, Select Type as Attribute and select your lookup field where you want to populate the Company Name.

Step4: You will find "PrePopulate Field" section In the Basic Form Metadata.
Select Type = Current Portal User
From Attribute = Company Name (parentcustomerid) (Same as selected in screenshot)

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dvoinikat 82 on at

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Thank you @hardikv! So in case I want to follow your guidance and make the company auto-populate I need to stick to Basic Web Form rather than Entity List?

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H V 1,510 on at

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Hi @dvoinikat

Yes, if you want to auto populate fields in the form, then you have to make changes in the Basic Form.

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