Using the signed-in User Name (Contact), how can I automatically place this name into a table column that is a LookUp to the Contacts table?

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Posted on by mikejminto

The two related tables and their 1 to many relationship are illustrated below.

Currently when creating a new Lessee record via Power Pages, the new record is not automatically assigned the required Contact LookUp value. This expected behaviour is required to allow different Users (Contacts) on the Power Pages site to see only the Lessee records they created

A snippet from the Lessee power page shows some dummy data with the related Applicant after manually updating the field.

Please reach out if you require further clarification.

Regards

Michael

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Akah Mandela 445 on at

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I understand that you want to ensure that only the user who created or was assigned to a lessee can view it. If this is the case, I believe that linking the lessee to the contact table and creating a filter condition for display where the contact name or ID is equal to the ID or name of the current logged-in user should work.

Or creating a business rule in dataverse that will automatically populate the lookup value may also work somehow

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Saud Ali 812 Super User 2024 Season 1 on at

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Hi @mikejminto ,

Assuming you want to tag newly created record with the logged in contact. To achieve this in Power Pages you can Associate Current Portal User on Insert. To associate, please follow the steps mentioned in the article.

https://mxemdarcy.com/2023/02/15/power-pages-display-the-contact-that-submitted-a-form/

Feel free to ask, if you have any questions.

Thanks,
Saud

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mikejminto 7 on at

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Hi Saud.

Thanks for directing me to the great article on "Power Pages: Displaying the contact that submitted a form" by Mx Em D'Arcy. The missing piece of the puzzle for me was in Portal Management - Basic Forms - Entity Form, "... Select the Additional Settings and scroll down until you see the “Associate Current Portal User on Insert” section. Check the box and select the look up field from the dropdown on the right."

This worked a treat.

Thanks very much.

Regards
Michael

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