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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Liquid Template - Show...
Microsoft Dynamics CRM (Archived)

Liquid Template - Show Portal Users Account Information

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Posted on by Martin McG 260

Hi, Im trying to show the account information that is associated with a portal user.

I've got it showing through an the account entity form, but I want to be able to create the same as a liquid template.

Im following the adx studio liquid template examples, but I cant get it to show even the account name.

Can anyone help or send me in the right direction 

{% assign entity_logical_name = 'account' %}
{% assign account = entities[entity_logical_name][request.params.accountid] %}
{% if account %}
  {{ account.name }}
{% endif %}

 

Thanks

Martin

*This post is locked for comments

  • Suggested answer
    Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Liquid Template - Show Portal Users Account Information

    Hi Martin,

    Follow the below link:

    community.dynamics.com/.../231574

    Thanks,

    Jharana

  • Community Member Profile Picture
    Community Member on at
    RE: Liquid Template - Show Portal Users Account Information

    There is an entity called Entity Permissions, we need to create a record for account entity in this entity and add web roles to this newly created record.

    EntityPermission2.PNG

    EntityPermission2.PNG

  • Martin McG Profile Picture
    Martin McG 260 on at
    RE: Liquid Template - Show Portal Users Account Information

    Hi Syed,

    I want to get the users account name.

    What do I need to change in the Web Roles > Authenticated User

    {% assign entity_logical_name = 'account' %}

    {% assign account = entities[entity_logical_name][request.params.accountid] %}

    {% if account %}

     {{ account.name }}

    {% endif %}

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Liquid Template - Show Portal Users Account Information

    In addition , users details will be stored in contact entity not account entity in crm..you can get the user name by {{user.name}}

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Liquid Template - Show Portal Users Account Information

    You need to modify the webroles entity to access the data

  • Martin McG Profile Picture
    Martin McG 260 on at
    RE: Liquid Template - Show Portal Users Account Information

    Hi Prashanth,

    No I didnt get a solution.

    Anyone else, have an example of liquid code and which entity permission to change?

  • Prashanth Kamasamudram Profile Picture
    Prashanth Kamasamudram 335 on at
    RE: Liquid Template - Show Portal Users Account Information

    Did you got solution for this? how did you achived this , can you give me example liquid script?

    I have similar requirement.

    In header, based on current user account details I have to show or hide navigation link in header.

    If there is any sample code on how to achive this, it will be very helpful.

  • Suggested answer
    Lakshmisha Shetty Profile Picture
    Lakshmisha Shetty on at
    RE: Liquid Template - Show Portal Users Account Information

    Hi,

    Please refer to below link to get more understanding of Liquid template

    community.adxstudio.com/.../liquid-templates

    Mark as Answer if it helps you.

  • Community Member Profile Picture
    Community Member on at
    RE: Liquid Template - Show Portal Users Account Information

    You need proper Entity Permission configured to access that account

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