Filter list items based on Contacts lookup field

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Posted on 27 Jan 2023 12:55:18 by romankorchak2

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Hi All

I have a Clients table and each Contact belongs to a particular Client (so Contacts has a lookup field connected to Clients table)

There multiple Contacts can belong to a single client .

I also have a Invoices table, which has Client and Contact column, invoices added with Contact and Client info

So I created a page "Our Invoices" with a list that should only show invoices that belongs to a Client that currently logged in Contact is a member of, and I just cannot find the way of doing it.

Thanks

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Fubar 7,894 Super User 2025 Season 1 on 30 Jan 2023 at 05:36:18

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Re: Filter list items based on Contacts lookup field

You need to configure Table Permissions and assign them to a Web Role that your Portal User will use.
I am assuming Client is a custom entity and not the out of the box Accounts entity renamed.
Contact >- Client -< Invoice
Contact >- Client : need to create a Table permission with Scope = Parent for the Lookup relationship between Contact and Client (if client is actually Account and you are using out of the box parent field then you can just set Scope = Account)
Client -< Invoice: need to create a Table Permission with Scope = Parent, on the invoices Client Lookup relationship.
WeiguangX 12 on 28 Jan 2023 at 21:41:39

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Re: Filter list items based on Contacts lookup field

Have did you set up the table permissions and the filter of the invoice view?