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Displaying the account name from contact entity

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Posted on by RyanGilreath

Hello everyone! I am having trouble with displaying the "Account" name from a Contact record on a Portal page. I've tried this a couple ways, and for the life of me I cannot figure out why I can't display the account name like i want to.

The reason I want to pull the Account Name, is I would like to filter/redirect based on the account. I have several PowerBI Reports that are in different workspaces based on client. I want to be able to say " If Account = "parentcustomerid, then display this PowerBI report"

But - I can't get the Account Name (parentcustomerid) to even display!

I've placed the following in a webpage, trying to just display the information. I've selected a couple fields from the Contact Entity to at least prove I am in the right area.

I've made sure that I have a contact with the Account filled in:

But, when I render the page - this is what I get:

It pulls the other information correctly (email, phone, etc), but I cannot get it to show the Company Name.

I've added an entity record to then profile page as well - which shows that the Account Name is filled in on the Profile (free text, but still) as well as the user has access to the Account in question and can View the record:

I've created an Entity Permission, which allows the Web Role to Read/Write to the Contact and Account entities

I am not sure where I am going wrong in displaying this information. Any assistance is greatly appreciated!

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Answers (1)

Zap174 163 on at

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Re: Displaying the account name from contact entity

Hi sorry for the confusion. I was able to get rid of the page and nav pane by editing the javascript on the web page according to the documentation found here:Add a Power BI report or dashboard to a webpage in a portal - Power Apps | Microsoft Docs

I would like to get rid of the border around the report, how would I go about this?
Zap174 163 on at

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Re: Displaying the account name from contact entity

Hi @ragavanrajan
Thanks for the help. I got it working! One more question, I want to hide the page tab on the bottom of the report and the filter pane on the right side of the report. How would I go about that?
ragavanrajan 7,036 Most Valuable Professional on at

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Re: Displaying the account name from contact entity

Hi @Zap174

Worth changing the color of the text or try inspecting the element and see if the data presents

Also, make sure you set the table permissions properly.

Hope it helps.
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Zap174 163 on at

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Re: Displaying the account name from contact entity

Hi ragavanrajan,
Thanks for the reply. When I paste the code into the code editor, it appears as such after I save it:
Then, when browsing my website, the text appears like this, even when I am signed into an account:

Any ideas?
ragavanrajan 7,036 Most Valuable Professional on at

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Re: Displaying the account name from contact entity

Hi @Zap174

In Portal studio:

1. Select your web page and click <source code> icon at the bottom right and paste in your liquid code along with HTML tag. For Example

<div> ParentAccountId: {{user.parentcustomerid.id}} ParentAccountName: {{user.parentcustomerid.name}} </div>

Hope it helps.
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Zap174 163 on at

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Re: Displaying the account name from contact entity

Hello! Where did you place the code to print the information for the current logged in user? Was it in the JSON of the web page? Could you show me what the source code looks like?
RyanGilreath 45 on at

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Re: Displaying the account name from contact entity

Thank you @OOlashyn - that is exactly what I was missing from reading through the documents.

I appreciate your help and feedback!
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OOlashyn 3,496 Most Valuable Professional on at

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Re: Displaying the account name from contact entity

Hi @rgilreath,

Explaining a bit answer from @hardikv - parentcustomerid is a lookup value which is returned in the liquid as Entity Reference object (find more in docs here). This object contains 3 properties - Id, Name and logical_name of the entity. That's why when you tried to just use parentcustomerid you see nothing as it is a complex object and cannot be just printed on the page.
H V 1,510 on at

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Re: Displaying the account name from contact entity

Hi @rgilreath
Please try below code

ParentAccountId: {{user.parentcustomerid.id}} ParentAccountName: {{user.parentcustomerid.name}}

If this helps you, mark as a solution!