Unanswered

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

(0) Share

Report

Posted on by justUrvashi

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?

Categories:

General topics

I have the same question (0)

All responses (6)

Answers (0)

Inogic 1,139 Moderator on at

Like (0)

Report
Copy link

Link copied!

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.

Output:-

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/

Was this reply helpful? Yes No
Fubar 8,463 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!
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)

Was this reply helpful? Yes No
justUrvashi 6 on at

Like (0)

Report
Copy link

Link copied!

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?

Was this reply helpful? Yes No
Christ0f 147 on at

Like (1)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
EmadBeshai 806 Moderator on at

Like (1)

Report
Copy link

Link copied!

Hi @justUrvashi ,

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

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.

Was this reply helpful? Yes No
kgpramod2716 6 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No