Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Filter Entity List
Microsoft Dynamics CRM (Archived)

Filter Entity List

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi.

I've used on premise adx portals previously and looking into the online version - I really don't see how you could ever sell this product to a customer given all of the apparent limitations of it. Unless it's the most basic portal ever then it just doesn't work.

Does anybody know can I implement what I have outlined below in the online portal world? Basically I need a series of entity list pages, that each rely on the user choosing a record from a [previous entity list - but I don't see any way to get this to work (and it's just basic listing pages for crying out loud).

SCENARIO
Step 1 - User navigates to "Offer Page": this is an entity list of records in a custom entity called "offer". It has a lookup to Contact, so I can configure the entity list to filter on the logged in user no problem here.

Step 2 - User clicks on one of the records in the list on the Offer page (there is a web page configured under "Web Page for details view" which points to the Offer Details page described below).

This should bring the user into a page "Offer Details" which contains another entitylist showing records from another custom entity "offeritem".

It should show ONLY records related to the Offer record that the user clicked on.

I don't see any way to filter the entity list on the Offer Details page to show only records from that specific offer (offeritem entity has a lookup to the offer entity).

Can this be done? If something this trivial cannot be achieved - I don't see how the hosted portal would ever be sold to any customer.

Any ideas?

Thanks

*This post is locked for comments

  • Craig P. Fleming Profile Picture
    Craig P. Fleming 950 on at
    RE: Filter Entity List

    Depending on whether the child offers are static or dynamic you could use one of the following to achieve the desired behavior:

    1. An inline grid on a details entity form. From Step one you simple navigate to a details page that shows the Offer Details form with a sub grid of the child offers. This would be static based on the relationship to the parent. You could in theory use liquid here too if desired.

    2. Use the liquid fetchxml tag. For example:

    {% fetchxml my_query %}
  <fetch version="1.0" mapping="logical">
    <!-- Write FetchXML here, use Liquid in here if you want, to build XML dynamically. -->
  </fetch>
{% endfetchxml %}
 
{{ my_query.xml | escape }}
{{ my_query.results.total_record_count }}
{{ my_query.results.more_records }}
{{ my_query.results.paging_cookie | escape }}
{% for result in my_query.results.entities %}
  {{ result.id | escape }}
{% endfor %}

    The fetchxml tag is unfortunately not currently documented. We used it for our own community site and slipped it into the code to vet the functionality but never revisited the documentation because of the acquisition. With 8 you will need to apply appropriate entity permissions but it should give you a path to the solution you are describing.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans