Microsoft Portal Embed a Chart inside a Form

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Posted on by Seth T Bacon

45 User Group Leader

Currently in Dynamics 365 CE, you are able to turn a subgrid on a form into a chart using the classic interface.

We are building out a client portal so that clients can also see these same charts when viewing the records. Unfortunately, the current version of displaying charts from CE on the portal require you to pass in the Chart ID as well as the System View ID. The problem is that the view is not filtered based on the context of the record.

The work around that we are considering right now is to use Liquid to pass in the ID from the URL to do a query and then display the results in a HTML chart. This gets away from the ability of the user internal and external seeing the information the same way.

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RaviKashyap 55,410 Moderator on at

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Hi,

If I am not wrong, you can apply a filter to views by adding additional filter to the contact entity something like Contact equals "<pick any random contact record>" along with the existing filters.

Try this and see if it helps. If not, i guess your alternate workaround is best.

Hope this helps.

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Seth T Bacon 45 User Group Leader on at

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Passing through the Contact does make the Contact field dynamic which can be helpful with the concept of "My Records". I'm not sure if that applies to custom entities but it's worth a try!

Thanks for the help and will keep you posted.

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Seth T Bacon 45 User Group Leader on at

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Have confirmed that adding a filter on the view does not filter the view if it's on a web page that contains a form.

The other route that I have started to go down is using liquid combined with FetchXML. Using the "{{request.params.id}}" in liquid will return the GUID of the record and then have attempted to place it in the FetchXML query that is being passed.

The idea would be then to use the liquid command to return the chart using, "{% chart id:EE3C733D-5693-DE11-97D4-00155DA3B01E %}". I am hoping that I can then define the view having used the FetchXML.

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Seth T Bacon 45 User Group Leader on at

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Haven't been able to find an answer yet so submitted an idea to Microsoft. Be sure to go over and upvote it!

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