I am trying to develop a power page app, where users have access to specific pages based on their profile as Clients or Suppliers. Currently my client list, and my supplier list have a lookup to the Contact List & Account List, and I have set up Client & Supplier web roles. However, I am having to manually go & update the Account/Contact Company name to make this work correctly.
Is there a way, of utilising the "Organisation name" in the default portal user registration webform to automatically update "Account" and Contact "Company Name" fields. as this is what the lookup in my client & Supplier list looks at by default.
You say you have Supplier and Client lists, but I think you mean Tables correct? Since this is dataverse.
So you have entries for these folks in the Contact Table, plus in either the Client and or Supplier Table, I am assuming simply so you can extend these persona's is that correct?
But if the person is registering, how does their Contact or Account Record already exist, so it can be updated, which you would want to do first before you do the Client or Supplier record, so that you can now add the lookup.. I mean you don't have to.. do it in that order but.....
Am I clear on what you are asking?
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