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Filter a list by a profil lookup field

Hello,

I would like tell thanks in advance to people who respond.

I am trying to create a portal with 3 differents tables :

Account
Contact
Requests (Custom)

In Account, I use only the name column as a companyname field.

name

CompanyY

In Contact, I have the people who have registrer with invitations and the table profil have a lookup field "company" to the Account table for the companyname. This fields is completed before send invitation.

name	email	company
Test	test@test	CompanyY

Requests is a custom table

ID	Name	Tech	Company
1	Technician	Electricity	CompanyY
2	Manager	Edc	CompanyZ

In a page, I would like to use a list component who show only the row of the company field profil user.

For the moment, there is the relationships I use :

Requests

Req <> Contact (Many to Many)

Req -> Account (Many to One)

Account

Acc -> Contact (One to Many)

Contact

Contact -> Acc (Many to One)

In a global access permission, all the rows are showed, but not in a Contact or Account type 😞

Can you help me ?

Many thanks

Categories:

General topics

Hi @Anonymous ,

this should work out of the box with a tablepermission on Request in Accountscope. Acoountscope means, take the parentcustomerid of the contact and relate it to something. So, create a table permission for Request, use Accountscope, choose the right connection between account and Requests (i assume, there is only one), and do not forget to assign that permission to an assigned webrole (you can use authenticated users if you want).

May be, you have to disable the global permission for the requests as it might destroy your specific permission 🙂

As usual: sync data, clear cache (may be logout) and then the user test should only see his entry Technician/Electricity.

Hope this works like that for you,

Christian

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