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Hi,
I am facing difficulty in showing associated records of logged in user on Portal.
In this scenario, Contact is having relationship with Accounts and Account is having relationship CS Account and CS Account with Products.
Logged in User on Portal (contact record ) should be able to view only products which are associated with that associated Account and Products in chart format .
View / Charts are getting displayed on portal for associated products . But it is not showing associated record of logged in user.
Steps Performed till now :
1. Views , charts are created in CRM. (Here In View->Filter Condition , not able to find logged in user as contact . So Trying to display related records via Portal-> Entity List ->Filter Condition)
2. Charts are displayed on Portal (but not restricted with logged In contact user related Products)
3. On Portal, created Entity List ,enabled entity permission for the entity list , added view on Entity List Page and applied filter condition. And associated entity List with that web page,
Still it is not showing records of logged in user.
Hello,
Unless the user is logging-in via AD, the user related records will not show as the system in itself can't understand the contact-user relationship
Use the Filter conditions or write custom javascript on the Entity List on the custom JS section on the Entity List record
I do think this should work for Charts as well.
Cheers!
Pranjali
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