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Power Apps - Microsoft Dataverse
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Entity list filter in Power Apps portal

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Posted on by 90

Hi all,

 

I created an entity table which stores company information including company name.
I want to show the company records in Power Apps portal filtering by login user's company.

Now it is showing all the records from entity in Power Apps portal. It should be showed only if the company name is matched login user's company name.

 

Would anyone know how I could achieve this?

Thanks in advanced for your help.

 

 

  • Fubar Profile Picture
    7,896 Super User 2025 Season 1 on at
    Re: Entity list filter in Power Apps portal

    as per @EricRegnier you need to setup entity permissions correctly - In addition to what Eric has above - this includes setting Entity Permissions being required on the Forms etc (tickbox on the Entity Form, Entity List) and removing any Global entity permissions (one of these last 2 are why you have users seeing all records instead of no results, or just the records they are associated with)

  • Verified answer
    EricRegnier Profile Picture
    8,714 Most Valuable Professional on at
    Re: Entity list filter in Power Apps portal

    Hi @ChanNT, sorry for the delayed response. You can achieve that will the same approach with entity permissions and entity view/form configuration. There are 3 ways depending how your Contacts relates to Companies:

    • Contact have a direct Lookup to Company - this means contacts only related to one company. Have a view on contacts and pick the desired company fields on that view and then you filter on the current user. Note: though if that's the case, then you can also simply add the Company fields directly on Portal User form.

    • Contacts can related to >1 Company (many-to-many relationship). Pick the entity list on the junction/intermediary table instead of Company and filter on the current current user. This assumes you do have an intermediary table/entity.

    • Add the related Company as a subgrid on the Contact user form. Then user navigate and edit the company details by going to the Contact/Profile form. Profile page --> see related Companies --> opens Company form. More info on that: https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-subgrid 

    Hope this helps!

  • mahoneypat Profile Picture
    1,720 on at
    Re: Entity list filter in Power Apps portal

    Would it work to use the domain of the logged in user with Last and Split (at the @ symbol in User.Email() ), and then filter the datasource where the domain of the created by/modified by (also using Last and Split) fields match?

    Pat

  • ChanNT Profile Picture
    90 on at
    Re: Entity list filter in Power Apps portal

    Hi @EricRegnier ,

     

    Thank you for the advise. 
    But for my case, I want to show the company list filtering by organization/ company of the login users.
    I tried out to filter by login user email and it works. But I don't want to filter by email since the records from company table are created by admin and they will be shown in the list if the portal user's company name is matched.

  • EricRegnier Profile Picture
    8,714 Most Valuable Professional on at
    Re: Entity list filter in Power Apps portal

    Hi @ChanNT,

    This can be achieved with the following steps:

    1. Setup Entity Permissions to allow the specific web roles to have access to company info table/entity that they own
    2. Configure Entity List. Pick your Dataverse view, enable Entity Permissions, and configure Filter Conditions

    Hope this helps!

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