Filtering a Dynamics Portal Entity List

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Posted on by opticshrew

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Hi all,

I have a page that contains an entity list. Items in the entity list have a "Category" field only accessible from Dynamics. Is there a way I can create a drop down that would filter this list by the category field. Please note the category field is a lookup against another entity.

Thanks in advance,

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Sreevalli 3,256 on at

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RE: Filtering a Dynamics Portal Entity List

Hay,

I am sure you must have gone through this, check out again- https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-list/entity-list-filter-configuration/

Long I have gone through multiple filters issue on list view, and for that we created a custom page with own fetchxml filters and then added the result to the list page.

- Sreevalli
opticshrew 145 on at

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RE: Filtering a Dynamics Portal Entity List

Hi Sreevalli,

That isn't really helpful. We have a list of records that need to be filtered by a single field. This field could have an "infinite" number of possible values. Once option we had was to create an entity list of each category however this would become unmanageable. Having a filterable single list seemed the best bet.

I have however re-created the view to contain the category as a filter this still doesn't seem to pull anything through.

Does anyone have any ideas or links to some documents guiding me through this process. I've looked at the ADX tutorial but doesn't work either?

Thanks,

J
Sreevalli 3,256 on at

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RE: Filtering a Dynamics Portal Entity List

Hi,

Create a view with required filters and use the same in list view

Thanks,

Sreevalli
opticshrew 145 on at

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RE: Filtering a Dynamics Portal Entity List

Hi,

Below is a screenshot. When I select the control there are no options. There should be 2.

Thanks,

J
opticshrew 145 on at

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RE: Filtering a Dynamics Portal Entity List

Hi Ravi,

The filter appears but isn't populated with any records when using the dynamic lookup. Additionally if I used the other lookup field (I had to create another field) the values display but again it doesn't filter the list.

Thanks,

J
RaviKashyap 55,410 on at

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RE: Filtering a Dynamics Portal Entity List

Hi,

I tried this with the customer self service portals and it worked as expected. When you say it never works for you, you mean you don't get the filter visible on the portal or you see the filter with values but the filtering doesn't work i.e. records doesn't filter based on the selected value?

I tried on case entity with product lookup filter. Refer below screenshot:

Hope this helps.
opticshrew 145 on at

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RE: Filtering a Dynamics Portal Entity List

Hi,

I've gone into my entity list > Metadata Filter and use the below config:

Enabled: true
Orientation: Horizontal
Apply Button Label: {I've left this as blank}

For the actual filter I've selected Dynamics Lookup Set. This has been configured using the following:

Relationship: Category
Selection Mode: Check Boxes
View: Active Categories
Label Column: Name
Filter Lookup On Relationship: Created By
Display Name: Category

This never works for me and still doesn't with the above. I feel this is linked with the current portal user whereas I want this to show no matter who it is logged in.

Thanks,

J
Irena Benja 412 on at

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RE: Filtering a Dynamics Portal Entity List

Hello,

You can set up your filter as Dynamics Lookup.

To know is: Only entities with a one-to-many or many-to-many relationship with the Entity List's selected Entity Type appear as options for this filter type.

You can specify the Relationship, View and Column that you want to use.

Hope it helps!