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How can we filter List records on portal based on logged in user?

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I have a view that contains the records of all the users, I need to filter it in the list according to the logged in user in the portal. 

We can easily do it in CRM using Filters and setting Owner field equals Current User. How can we do the same in power pages?

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  • kgpramod2716 Profile Picture
    kgpramod2716 6 on at
    Re: How can we filter List records on portal based on logged in user?

    Can you please send me the step by step because I am getting struct in the contact access after that I am not able to click on the contact relation in the table permission.

  • EmadBeshai Profile Picture
    EmadBeshai 806 on at
    Re: How can we filter List records on portal based on logged in user?

    Hi @justUrvashi ,

    You can add extra filtration to your list by doing the below 

    EmadBeshai_0-1716673007968.png

     

     

    If this post helps you with your problem, please mark this answer as Accepted Solution.

    If you like my response, please give it a Thumbs Up. 

  • Christ0f Profile Picture
    Christ0f 103 on at
    Re: How can we filter List records on portal based on logged in user?

     Yes via Liquid. Link

    Getting username of the current portal user and data such as the contact id. 

    The table should have a lookup column so one can apply if else logic to display rows.

  • justUrvashi Profile Picture
    justUrvashi 6 on at
    Re: How can we filter List records on portal based on logged in user?

    Hi @Fubar  and @Inogic  , 

    We have a table which is being used for 2 pages, containing 2 different views as List.

    We have two pages that uses one table permission, when I set permissions for Page 1 it overrides permissions on Page 2,

    How can we achieve that table permission, it should work only for one page for other it should not work.

    Is there any other method where we can get the Logged In User data via Liquid code?

  • Fubar Profile Picture
    Fubar 7,688 on at
    Re: How can we filter List records on portal based on logged in user?
    • Having appropriate Table permissions (see above from Inogic) - most secure option
    • The List definition has several checkboxes - use the Portal/Power Pages Management app (see portal user attribute and account attribute https://learn.microsoft.com/en-us/power-pages/configure/list-attributes-relationships)
    • Individual views: adding a Contact filter (set to any contact record) to a View the system will substitute the current logged in portal user (also does similar for account)

     

  • Inogic Profile Picture
    Inogic 901 on at
    Re: How can we filter List records on portal based on logged in user?

    Hi @justUrvashi ,

    Based on our understanding, you are trying to display a list based on the logged-in user. Yes, you can achieve this by setting the table permission to the contact level.

    Please follow the steps given in the screenshot below.

     

    Inogic_0-1716469560451.png

     

    Output:-

    Inogic_1-1716469560461.png

    Thanks!

    Inogic Professional Service Division

    An expert technical extension for your techno-functional business needs

    Power Platform/Dynamics 365 CRM

    Drop an email at crm@inogic.com

    Service:  http://www.inogic.com/services/ 

    Power Platform/Dynamics 365 CRM Tips and Tricks:  http://www.inogic.com/blog/

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