how to filter view of the list by current logged user

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Posted on by Erandi

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hi,

i have created a view from the data verse table. Now i want to filter that records by logged user. but in the filter sections, how to handle it?

help me guys...@Fubar @Lucas001

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AkshayShah 59 on at

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Hi Erandi,
You have to apply table permission based on your requirement in the power pages.
Thanks,
Akshay shah

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Erandi 265 on at

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hi @Akshay_Shah ,i have set the table permission.
in here ,is there a way to filter by logged user?

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Erandi 265 on at

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@Akshay_Shah I have sent ss for setting the filter condition after applying table permissions with contact table.
but it is not worked ..the records are not loaded.? Is there any issue with me?

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Fubar 8,338 Super User 2025 Season 2 on at

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to limit what the user can see altogether use Table Permissions

to limit a specific List you can use the Filter (as per Erandi's post above), but (if they shouldn't be seing anyone elses records, Table Permissions are the more secure option)

If the user is allowed to see other Contact records, you could create a View (in the view's conditions set a filter to Contact and contact will get replaced with the current logged in user)

If the user is allowed to see other Contact records, you could enable filters and set one of the Lookup filters https://learn.microsoft.com/en-us/power-pages/getting-started/add-list#filter-types (I am not sure if the Lookup filters are in the new interface yet if not you may need to do it from the Portal/Power Pages management app)

It depends on exactly what you need to do

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Abhishek Bihani 45 on at

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Hi @ERA ,

To filter view based on logged in user you have to do below steps:

1. Create Contact record as name 'Portal Filter'
2. Add filter condition in Owner filed & select Contact 'Portal Filter'.

Portal View automatically filter records based on logged in Contact.

Here is example:

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Erandi 265 on at

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hi @abhibihani
should i create new contact inside of contact list.right?

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Abhishek Bihani 45 on at

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Yes, please create new contact.

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Erandi 265 on at

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@abhibihani can you explain this .I didn't get it

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Abhishek Bihani 45 on at

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If you are using 'X' entity then ideally you should have one contact lookup to filter records based on logged in portal user/contact. If you have Contact lookup created then add that field in filter condition of view.

For e.g. Lead entity view having Contact lookup then add filter condition on Contact lookup & select newly created 'Portal Filter' as contact.

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