Microsoft Dynamics CRM (Archived)

Liquid Template - Show Portal Users Account Information

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Posted on by Martin McG

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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

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Community Member on at

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You need proper Entity Permission configured to access that account

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Lakshmisha Shetty on at

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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.

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Prashanth Kamasamudram 337 on at

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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.

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Martin McG 260 on at

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Hi Prashanth,

No I didnt get a solution.

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

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Syed Ibrahim 6,257 on at

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You need to modify the webroles entity to access the data

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Syed Ibrahim 6,257 on at

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

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Martin McG 260 on at

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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 %}

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Community Member on at

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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.

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Jharana Baliyar Singh 2,667 on at

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Hi Martin,

Follow the below link:

community.dynamics.com/.../231574

Thanks,

Jharana

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