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Dynamics 365 portals

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In portal, I need to display my orders and Active orders view  in a web page. The active orders view displaying correctly but in my orders view displaying the message-There are no records to display. How to display the records in my orders view?. Please guide

  • Archetype Profile Picture
    411 on at
    RE: Dynamics 365 portals
    [quote user="Leah Ju"]

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

    Image

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

    [/quote]

    Hi Leah Juh ,
    Can you please add me on skype please ? "Atoe75" 
    Cordially

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Dynamics 365 portals

    Hi,

    On the entity list in Portal management app, you need to configure the Filter Conditions. Set the Portal User Attribute to an appropriate relationship e.g. Owner or Created by etc. 

     Screenshot-2020_2D00_11_2D00_29-061504.jpg

  • Community Member Profile Picture
    on at
    RE: Dynamics 365 portals

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1606380164589v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Dynamics 365 portals

    Hi partner,

    The ‘my order view’ has condition, just show records created by yourself, which means that only records that owner is current logger can be shown in the portal.

    1.You should first check if there is a record that owner is the current user in ‘My order’ view.

    2.check filter of the ‘My Order’ view.

    Go Settings > Customization > Customize the system > Entities > Order > View.

    pastedimage1606185648593v1.png 

    As screenshot above, it also has some other filters, so if you want to display records in it, these records must in accordance with these condition.

    Also you can create new another view that set filter as your need.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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