Filter lookup based on logged in user

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Posted on by EmployeeOcta

Hello All,

I need to filter a lookup present on the web form based on currently logged in user.

it is WEB FORM , and not entity form or entity list.

This form i am using to register a case.

Is there any possibility that my lookup should only show the associated records based on the power portal user.

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Power Apps portals

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OOlashyn 3,498 Most Valuable Professional on at

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Hi @EmployeeOcta ,

The easiest way of filtering lookup would be by applying proper entity permissions. You need to create entity permission and define based on which relationship users need to see those records. If for some reason this is not applicable for you can try to dynamically filter lookup (but you will need to render it as a dropdown) similarly to how I do it in my article. Just make sure that the values that you dynamically obtain/set in dropdown were present in the view - otherwise, you will receive an error.

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EmployeeOcta on at

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Hello OOlashyn,
I have tried with the entity permission but it's not working.
also i am not sure how can i read logged in user details and passed it to the database and get related lookup records.

any further help will be more appreciable.

Also i need the filter should work when loading the form.

e.g. i need to register a case after filling the form. but onload of the regarding field i need it to be filtered with related account records. but it's not working .

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OOlashyn 3,498 Most Valuable Professional on at

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Hi @EmployeeOcta,

It is quite easy to get logged user details - you have specific liquid tag user for that. All you need to do is save needed data from it into hidden inputs or directly to js variables to be able to use later (see below)

{% if user and user.parentcustomerid %} <input type="hidden" id="user-contact-id" value="{{user.id}}" /> <input type="hidden" id="user-contact-name" value="{{user.fullname}}" /> <input type="hidden" id="user-account-id" value="{{user.parentcustomerid.id}}" /> <input type="hidden" id="user-account-name" value="{{user.parentcustomerid.name}}" /> {% endif %} <script> // get user id from hidden input var userIdFromInput = $("#user-contact-id").val(); // directly save user id to variable var userIdDirect = "{{user.id}}"; </script>

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