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Microsoft Dynamics CRM (Archived)

Filter By a Related Entity On Portals

Posted on by 250

Hello everyone my name is Taniguchi, and i am using Project service on portal, but my entitie timeentry is not related to contact but to bookableresource, and i would like to know, how can i make the user see their own records based on thie fied resource ?

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Filter By a Related Entity On Portals

    Hi,

    A bookableresource can be a contact as well, so you need to set permissions based on the bookableresource and timeentry entity in your web role. 

    You need to do in two steps:

    1. First reach to bookable resource based on contact

    timeentry.png

    2. Add child permission to this to reach to time entry entity like below

    timeentry.png

    Now you should only able to see timesheet record only if you are under bookableresource

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