How to use Liquid to show Parent Account on a Web Page using CRM Portals

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Posted on by Chris Vine

Hi,

I'm trying to expose the Parent Account of the logged in contact in CRM Portals using Liquid Code.

I've been trying to follow below

{% assign account = entities.account['936DA01F-9ABD-4d9d-80C7-02AF85C822A8'] %}
{% if account %}
  {{ account.name }} ({{ account.statecode.label }})
{% endif %}

However, if never returns any value. I've passed the user.parentcustomerid.id to above, which should allow me to show data.

Does anyone have any example Liquid code to do this? I want to show a number of attributes from the Account Entity.

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Martin McG 260 on at

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RE: How to use Liquid to show Parent Account on a Web Page using CRM Portals

Hi Chris, Did you manage to get the account name showing?
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Nick.Doelman 1,947 Most Valuable Professional on at

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RE: How to use Liquid to show Parent Account on a Web Page using CRM Portals

Yes. :) For 8.2 on onward, entity permissions seem to be mandatory, I don't know the details but it has to do with some kind of security policy from Microsoft.
Chris Vine on at

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RE: How to use Liquid to show Parent Account on a Web Page using CRM Portals

No I haven't. Do I need to?
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Nick.Doelman 1,947 Most Valuable Professional on at

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RE: How to use Liquid to show Parent Account on a Web Page using CRM Portals

Have you set entity permissions for the Account entity?