Hi,
I'm looking to create a customer facing portal that shows data on the product they're purchasing.
The Portal users Contact has a 1:N Relationship to the product entity, called Plots.
I'd like them to be able to see the plot they're linked to and information stored in the entities fields. But only that 1 entity and not a list of all plots.
I can't find much information around, so any help is greatly appreciated.
thanks,
Max
Hi Max,
I agree with Nicholas, you don't need Liquid Markup to do this. This is part of the magic of Portals, it understands the relationships between CDS entities.
On a Contact Entity form, in the main CRM admin section (Advanced Settings in the new UI), create a sub-grid for Plots. You can see in CRM that it only shows you the Plots linked to the one Contact whose form you opened.
The same should work in the Portal: if you create a Primary Navigation Item that is an entity list for Plots, when a Contact signs in, and they click on the Plots menu item, they should see a list of only the Plots linked to the signed-in Contact.
HTH,
Dave
Hi Max,
Entity Permissions will be your friend here - this is exactly what they are meant for.
Entity Permissions restrict access to records based on how they are related to the contact that is logged in. So you'd setup an Entity Permission with "Contact" scope, and select the relationship to Plots. Then, associate that Entity Permission to the Contact using a Web Role, and you should be good to go.
For more info:
docs.microsoft.com/.../assign-entity-permissions
Nick
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