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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to display records...
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How to display records for entire company rather to display for individual on the power apps portal form

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Posted on by Rakki 100

Hello,

i am trying to display all created cases on the form for entire company not just for individual agent. so far i was thinking to create custom attribute "Company" and allow them to enter company name during account registration process. i was able to retrieve the company name into Contact entity by creating a custom column using registration claims mapping. But how can i get that Company column value from Contact entity to custom entity? i did try to create a lookup filed from custom entity but its not working as i am using company field into filter conditions. any suggestions what would be the best approach to display company wide records?

Thanks in advanced

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  • Rakki Profile Picture
    Rakki 100 on at
    RE: How to display records for entire company rather to display for individual on the power apps portal form

    Thanks for your reply. yes, i have the table permission setup already for custom entity. if you don't mind, could you please provide the steps to configure it.

  • Sam Conroy Profile Picture
    Sam Conroy 243 on at
    RE: How to display records for entire company rather to display for individual on the power apps portal form

    For cases I'm pretty sure that this is set OTB using the Authenticated users Web Role. Did you create the relevant table permissions for the custom entity and associate it with a web role for the contact?

  • Rakki Profile Picture
    Rakki 100 on at
    RE: How to display records for entire company rather to display for individual on the power apps portal form

    Hello,

    i am trying to display all the records has submitted by the respective company on the portal form.  so anyone from same company will login should see all their records.

  • Haseeb Jamshed Profile Picture
    Haseeb Jamshed 360 on at
    RE: How to display records for entire company rather to display for individual on the power apps portal form

    Can you elaborate Mapping between tables specifically. I got loss during reading description :).

  • Rakki Profile Picture
    Rakki 100 on at
    RE: How to display records for entire company rather to display for individual on the power apps portal form

    it would be greatly appreciate if anyone can help me on this please.

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