Model Driven, view form: How to set a filter programmaticaly on opening a view form?

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Posted on by Max77

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Hi, guys!

I'd like to set a filter programmaticaly on opening a view form.

For example. A user opens a view form and can see records filtered by his name or department, etc.

Then he can change that filter or not (if the filter is read only).

Is it possible?

If not is it possible with PCF?

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Microsoft Dataverse with Power Apps

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @Max77 ,

One thing you can do is filter views by the current logged in user (or team). http://vjcity.blogspot.com/2019/08/how-to-filtered-records-by-logged-in.html along with any fields related to that user (i.e. department etc.)

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Max77 264 on at

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@dpoggemann , thank you!
Maybe you know... Is it possible to lock the user to change filter in a view form?

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Linn Zaw Win 2,996 on at

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@Max77
It is not possible to disable the Edit Filters button for the users. If the requirement to restrict the access of the users to only see their own record or their business unit (department) records for information sensitivity (rather than the convenience of not showing irrelevant data), you should consider configuring the role-based security. (Create or edit a security role to manage access)
Please try to go through this learning module if you're not familiar with security roles in Dataverse.
Other useful blog posts
https://powerplatformplace.com/f/dataverse-role-based-record-based-security-how-to-tutorial
https://www.itaintboring.com/power-platform/microsoft-dataverse-security-model-intro/

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Linn Zaw Win 2,996 on at

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@Max77

If my answer solved your problem, can you please mark it as a solution to close this thread? That will be useful for others in the community who come across this thread to identify the solution easily.

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