Showing a "My" View to a Logged-In Portal Contact

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I have a requirement to show the "My Team's Active Projects" view on the Project entity to the contact logged in to the portal. So, this contact would be a team member on the Project record.

I can't see a way to configure a view to work with this criteria - the criteria-builder in the views in CRM have no way of referring a contact logged into the portal, that I'm aware of.

That leaves me the following options:

Use an entitylist with a broader view (like "All Active Projects") and then try to filter down the entityview.records collection in the portal page before the entityview actually shows it (probably using Liquid, comparing the logged-in contact's name to the text field that includes the names of all project team members). But, if I were to do this, I would really like to filter the records before they hit the entityview, and show them in the entityview. There are other views available to the user here also, and I don't want to build my own custom table because it would look different than the other views.
Filter the list and build a custom table.

I'm hoping for #1. Is it possible? I haven't been able to find documentation that says it is. If it can be done, I need some guidance on what the liquid or other code would look like.

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RaviKashyap 55,410 Moderator on at

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Hi Andrew,

By default, the records to the portal user will be displayed for which he/she have access too. So if you have 10 contacts and then out of those 10, portal contact has access to 2 contact then it will show only 2 records.

If this is not what you are looking for then could you please share some more details?

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Community Member on at

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Hi Ravi,

Thanks for your response. How can you configure a portal user (a Contact in CRM)'s "access" to a project where the user is a member of the project team?

That's actually off-track from my original question, but it might work. What I really want to do is filter the records in the view before the view shows them.

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Syed Ibrahim 6,257 on at

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Hi Andrew,

Hope you are looking to filter your entity list bees on their role. If so pls follow the below link .

docs.microsoft.com/.../render-entity-list-current-page

Hope this helps. If suggestion resolved your query Mark it as verified to close the thread

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Community Member on at

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Thank-you Syed, but I am not looking to filter the list based on the contact's role.

As the original post explained, I am trying to filter based on the relationship between the contact who is logged into the portal, and the project where he/she is a Team Member.

PS - that code that you linked to is broken. I've already been through it, but it's so broken I'm not sure I can fix all the issues. I commented on it at the bottom of the page last week.

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Community Member on at

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Is it possible to take entityview.records, take only the records I want to keep and put them in a different collection, like this:

{% for item in entityview.records %}

{% assign records2 = item %}

...

And then assign that second collection to the entityview, like this?

{% assign entityview.records = records2 %}

If there is a way to accomplish this, THAT'S what I'm looking for. Or, if I could simply configure a view to show the portal contact the projects where he was a team member, that would also work.

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