Narrowing the fields that show up in main filter view

(0) Share

Report

Posted on by Avneet

125

Is there a way to specify what view to use when using filters from the main view page. For example, on the Work Order page, I have a view that shows the Client on the Work Order. When I filter by the Client, it shows me ALL clients, but I only want it to show me Active Clients in my business unit. Is that possible?

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Mohsin Ali 3,634 on at

Like (0)

Report
Copy link

Link copied!

You can restrict at the level of security level, by setting the Read permissions at Business Unit level.

Please refer below documentation from Microsoft.

https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges

Was this reply helpful? Yes No
Avneet 125 on at

Like (0)

Report
Copy link

Link copied!

I need them to have access to all records for other tasks, but for this specific view, would like to narrow the lookup in the filter. Is that possible?

Was this reply helpful? Yes No
Suggested answer

Mohsin Ali 3,634 on at

Like (0)

Report
Copy link

Link copied!

Yes you can apply lookup filter using JavaScript. Please refer below link to get further details.

www.inogic.com/.../

Was this reply helpful? Yes No
Suggested answer

Yoshika Suzuki Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Why not add the owner's BU to the view column?

Was this reply helpful? Yes No