Filter dataverse table data based on Logged in user

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Posted on by SG013

Hi all

I have required to filter the dataverse table data based on logged in user of model driven app,

There is one of the column "User" as people picker in my dataverse table A. Based request the user will be assigned for the records and based on logged in user need to display only those logged in user records in the Model driven App.

Appreciate your help in advance

Many Thanks

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Microsoft Dataverse with Power Apps

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Shashank Bhide 942 Moderator on at

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couple of ways.

You can achieve this using a custom security role for your "table", you can set the "read/create/update/delete" privillege at "user" level so that those who created the record will only be able to read/create/update/delete.

You can also, write a plugin on "read" message and filter out using code the records that don't match the logged in user. (this can have perf issues if data is large)

Create a canvas app or some custom web resource which filters using custom logic written in JS/TS.

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Jonathan Manrique 2,687 on at

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Hi

When we log in to a Model-Based Application, the system already detects who is the user who is entering the session, in this sense depending on the security role that you have configured (at the user, business unit or organization level) the user You will be able to see the records of the table through the default field called owner.

To achieve better filtering you can create a view where you set the owner to be equal to the current user. This owner by default is assigned to the user who creates a record, although you can have other assignment mechanisms.

What I understand from your question is something that the system already does by standard with the security roles and the owner field, making another configuration requires code and plugins that could have an impact on the data retrieve when the view is displayed.

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