Make Entity List filters data driven

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Posted on by ThijsS

I defined a metadata filter on an entity list with a Dynamic Lookup Set filter.

The filter works perfectly, but shows all the records in the filter that are in the related entity.

Is there a way to limit the filter, so only options are shown were data is related?

Screenshot of the filter config included..

DataDriven.png

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ThijsS 2 on at

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Re: Make Entity List filters data driven

@UlrikkeAkerbæk ,Thanks for the detailed answer! This helped me in finding out what goes wrong exactly.
My configuration is similar like yours and not invalid i found out.

The only i did configure is a (filtered) view in the entity list config. This view is filtering the entity further down:

So my conclusion is that the filters are data driven based on the entity permission config instead of the entity list configuration..
Which is misleading, because the notification in the filter says something different
adampfau Microsoft Employee on at

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Re: Make Entity List filters data driven

If the above solution does not work you could try the method in the URL below. I would recommend using the permissions method above however.
https://www.dancingwithcrm.com/custom-lookup-filtering-powerapps-portal/
Ulrikke Akerbaek 101 on at

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Re: Make Entity List filters data driven

Hello @ThijsS.

I believe this is the behavior you are looking for is the default behavior of this filter.

I tried this in my environment with the Incident Type dynamic lookup set filter on the "Customer Service - My Portal - Cases List"
Entity List. The filter only display the Incident Types that are related to one or more cases in the list.

This is the complete list of Incident Types in my environment:

I created two Cases with two different Incident Types - and related the cases to my account and my contact.

With an advanced find I can see that there is only two Incident Types related to Cases:
Result:

Now this is how filter configuration looks like on my entity list:

And when I open my entity list I see ONLY the two Incident Types related to my cases in the filter:

I had to create a new Entity Permission for Incident Type as a CHILD permission to the Case entity permission to get the filter options visible in my portal:

Maybe you have entity permission set to widely for the filter entity?

Please try to recreate this filter using another entity with less data and see if you can recreate the behavior.
Hope this was helpful!

Good luck and all the best,
Ulrikke