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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics Portals looku...
Microsoft Dynamics CRM (Archived)

Dynamics Portals lookup fields

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Posted on by st738407 227

I have a portal created, customer self service. There are 2 entities I have that contain a lookup to Contact.  I will call them Entity A and Entity B since they are custom entities.  On entity A I want the contact lookup to include all contacts that share the current Contact's (user logged in) Account, so the person can see there coworkers.  On entity B I want the Contact lookup to only let the user choose themselves/their own contact record, so they do not see coworkers, just 1 record.  I know how to set this up independently through web permissions, but trying to get it to happen in the same portal is where I am stuck.

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Mike,

    You can set the default value on Entity B look up to logged in user and make it disable. This way user can't change the lookup value.

    And then the other lookup can be controlled by the entity permissions .

    Hope this helps.

  • st738407 Profile Picture
    st738407 227 on at

    Thank you, I forgot to include that we have other users that need to be able to change the lookup field.  With that being the case, should we create separate webpages and hide the navigation based on their web roles in addition to your suggestion?  

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    I think yes that's the best way to handle this scenario

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