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Hello everyone,
On CRM I have a hierarchy model with up to 4 levels.
On Partnerportal I want to create an entity list to show records not only from the current Partner (based on the logged user), but also from the accounts on the same hierarchy schema. At least for the accounts that are one a lower level of this schema, [sub-accounts].
Does anyone know how to achieve this?
Help would be appreciated!
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Hi,
You can use several approaches:
1) best is proper entity permissions
- entity permission to current contact account (account type) - proper user role should be assigned, at least "Authorized Users"
- entity permission for parent of the accessible accounts (child of above)
- entity permission for all childrens of parent account (child of above)
2) Don't use entity permissions but write a View to see parent Account and all accounts of the same level for some Contact. Than Entity List without entity permission applied can apply current user instead contact you have used.
3) very specific FETCHXML + global entity permission - the widest possibilities, the lowest security, which is OKay if you don't plan to expose any other entity form or list for accounts on any other page of the current portal
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