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how to set default filter on entity list records

Hello,

In our custom portal we have the following entities.

1) Organization

2) Service Location

3) Service Location Practitioner

4) Practitioner

Here are the relationships between them.

Org 1: N service location

service location 1: N service location practitioner

Practitioner 1: N service location practitioner

on our portal, we are currently displaying organization which has 1:N relationship with portal contact and service location.

We also need to display all of the practitioners associate with the organization but there is no direct relationship between organization and practitioner or service location and practitioner.

I created a web link to display practitioners and created an entity list but it displays all the practitioners part of the CRM.

How do I only show practitioners which are associated with the portal contact's organization?

you gonna have to play around with entity permissions, if somehow you can add the contact lookup to the Practitioner entity and control that in CRM it would make your life a lot easier

take a read about the child/parent entity permissions, you can nest entity permissions by referencing a parent relationship

in example: main entity permission for Organisation which has link to contact, a child entity permission to Service Location that has a child with Service Location Practitioner that has a child to Practitioner

then enable your entity list for entity permissions, and you would only see the ones linked to the user, you need to give it a try, I've never done an entity permission at that level but might work

docs.microsoft.com/.../assign-entity-permissions

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