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Power Platform Community / Forums / Power Pages / customer,associate record
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customer,associate record

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Posted on by Community Power Pla... Microsoft Employee

Hello Expert ,

 

How can I display the associate record to a customer 

 

My issue the logged  user is able to see the other accompanied record( customer  and  their contacts).

 

Example contact from Google or IBM or Telsa .....

 

The logged user possess the right web role(authorized user).


I want my authorized user who employee of (customer  CG) to see see only the contact of CG.

 

Thank you !

 

Record-Lsit Contact -Different Compagnies -1.PNGRecord-Lsit Contact -Different Compagnies -2.PNG

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Power Apps portals
I have the same question (0)
  • v-xida-msft Profile Picture
    v-xida-msft Microsoft Employee on at

    Hi @Anonymous ,

    Could you please share a bit more about your scenario?

    Do you want the Contacts from same Org to be displayed within the LookUp records dialog when you click the "Search" icon in LookUp field within your Entity Form?

     

    Based on the needs that you mentioned, I think the "Filter by related Company Name" option could achieve your needs. On your side, if you click the "Search" icon within the LookUp field which references values from the Contacts Entity, there would have a  "Filter by related Company Name" option listed within the opening dialog:

    4.JPG

     

    Please consider click the "Filter by related Company Name" option to filter records which are from your Org. If you want the opening dialog LookUp records to be filtered automatically without clicking the "Filter by related Company Name" option, I afraid that there is no direct way to achieve your needs in PowerApps currently.

     

    Please check and see if the following blogs would help in your scenario:

    https://www.arbelatech.com/insights/blog/how-to-filter-lookups-without-custom-code-in-dynamics-365-customer-engagement.html

    https://carldesouza.com/filtering-lookup-fields-in-dynamics-365/

    On your side, please consider take a try to edit the corresponding Entity form from your Portal in classic mode, then enable the "Related Records Filtering" property for the Contacts LookUp field, then publish the changes made to your Entity form. Open your Portal again, check if the issue is solved.

     

    Best regards,

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