Hi All,
Portal user will be tagged with multiple accounts as a "Primary Contact". We need to retrieve all cases which are associated with each accounts where portal user set as a "Primary Contact" and display in Portal.
We have tried to achieve it with FetchXML filter criteria, but how we will pass the portal user id dynamically to FetchXML query from portal to CRM?
Can any one help us to sort out the requirement.
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Hi ,
You can use "user.contactid" in the fetch xml something like this-
------------------------------------------
{% fetchxml entitltment_query %}
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" aggregate="true">
<entity name="entitlement">
<attribute name='remainingterms' alias='remainingterms_sum' aggregate='sum' />
<filter type="and">
<condition attribute="contactid" operator="eq" value="{{ user.contactid }}" />
<condition attribute="statecode" operator="eq" value="1" />
</filter>
</entity>
</fetch>
{% endfetchxml %}
------------------------------------------
You could also achieve this by creating a contact lookup field on case entity say "Customer's Primary Contact" and auto populate it with customer's primary contact and then creating entity permission to get all cases this lookup relationship. This way you don't need to write/ customize the page with fetch xml. I tried this and it worked fine-
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