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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Complex EntityList fil...
Microsoft Dynamics CRM (Archived)
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Complex EntityList filtering in Portal

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Posted on by Tadhg 75

I am displaying a custom entity (Project) to Contacts that log into a CRM Portal.
To relate the Contacts to the Project, I am using Connections instead of a standard relationship, because the relationship needs to be categorised. I'm hoping to filter the EntityList so that an authenticated Contact will only see the projects that they are connected to.

Has anyone come across a requirement like this before? or are there any ideas out there?

Thanks,

Tadhg.

*This post is locked for comments

  • Tadhg Profile Picture
    Tadhg 75 on at

    After doing some research, it appears that this is something that Adx did think of.

    If you use a specific contact in a view's filter, and use that view in an entity list, the specified contact will be replaced by the authenticated portal user at run-time.

    This is outlined in the following link : community.adxstudio.com/.../enhanced-crm-view-filtering

    I hope this helps someone else.

  • Summer Garg Profile Picture
    Summer Garg 585 on at

    Hi

    You can achieve this either though connection or relationship.

    If you have created a connection then insert sub-grid on entity form in CRM and then show this grid on portal.

  • Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at

    Hi Tadhg , yes - solution you have found is fine to filter out entity list results with help of view where you have contact filter.

    But if you have page to see details or edit details of the entity  - you can modify url and put id of the entity you shouldn't have access.

    To build better permissions model you need to use custom page templates based on web templates, and insert fetchxml which will find out if you can see/edit record with id from querystring.

    If you cannot access it, just show error or redirect.

    Hope it will help you.

  • Tadhg Profile Picture
    Tadhg 75 on at

    Hi Dmytro. Thanks for this info. That sounds like the kind of permissions model that I should be looking at. I haven't dived in to liquid templates yet, but this may be a good reason to start.

    Do you know of any resources that give an example of this sort of template?

  • Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at

    If I have exactly this template (for activities), I'd provide it to you.

    I can recommend few links to start with fetchxml and liquid, which gives you an idea that you can mostly everything with it:
    http://dyn365apps.com/2017/09/14/dynamics-365-portals-liquid-templates-part-3-retrieve-data-using-fetchxml/ (other parts will be useful too)

    http://colinvermander.com/tag/liquid-templates/ (its article list)

    if you have any particular question - you are welcome.

  • Tadhg Profile Picture
    Tadhg 75 on at

    Thanks Dmytro. These links are great!

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