Apply extra filter on top of existing Account access permission

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Posted on by jwnz

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There are 3 tables:

OOB Account table

OOB Contact table (which is the user table), has the OOB foreign key lookup column links to the Account table

Custom Project table, has the foreign key lookup column linking to the Account table

Have got Account access permission set up, it makes the signed in user can only see the Project records links to the user's account.

How to further apply new filter on the Project's Status field so that the user won't see the Project records when the project Status was 'Deleted' or 'Closed'?

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oliver.rodrigues 9,315 Most Valuable Professional on at

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Re: Apply extra filter on top of existing Account access permission

Hi, the level of filter you are looking for now it's not in the permissions, the permissions seem correct.

You can filter by status (or any other column) within the Dataverse view configuration: Create and modify views by using the Data workspace | Microsoft Learn

If you need this additional filter in a form level, you will need to apply liquid/JavaScript