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Power Platform Community / Forums / Power Pages / Filter Dataverse table...
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Filter Dataverse table views by Logged in Portal Users

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Posted on by

Hi,

 

I have created a Dataverse table view which has a lookup column for Contact table.

 

I am using this view in one of my pages in my Power pages site.

 

I have been trying to filter this view by logged in user yet not found the solution.

 

Could anyone help me on this?

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I have the same question (0)
  • aofosu Profile Picture
    105 on at
    To filter a view in Dataverse based on the logged-in user on the portal, follow these steps:
    1. Go to the view in Dataverse.
    2. Click on “Edit Filter”.
    3. Select the lookup column.
    4. Filter by any contact ID or name as shown below.
    This setup will automatically filter the results based on the logged-in user on the portal, regardless of the specific condition entered.


  • Suggested answer
    Fubar Profile Picture
    8,338 Super User 2025 Season 2 on at
    3 ways
    • Include a Contact lookup in the view definition set to any contact (as per aofosu's post)
    • If for the whole List (and not just a specific view) there is a setting on the List configuration (use the Portal/Power Pages Management App) see Portal User Attribute https://learn.microsoft.com/en-us/power-pages/configure/list-attributes-relationships
    • Limit access by using  appropriately scoped/configured Table Permissions e.g. if the user should only ever see their own records then limiting access via table permissions is the most secure option.
  • Suggested answer
    Inogic Profile Picture
    1,135 Super User 2025 Season 2 on at
    Hi,
     
    Based on our understanding, you are trying to display a list based on the logged-in user. you can achieve this by setting the table permission to the contact level.

    Please follow the steps given in the screenshot below.




    Output:-
     
    Hope this helps
     
    Thanks!
    Inogic Professional Services: Power Platform/Dynamics 365 CRM
    An expert technical extension for your techno-functional business needs
    Drop an email at crm@inogic.com 
    Service: https://www.inogic.com/services/ 
    Tips and Tricks: https://www.inogic.com/blog/ 
     

     

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