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Portal - Filtering Entity List on Multi Fields

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Posted on by mcutchins

I am investigating the "Entity List" route for filtering based on logged in user but hit a blocker. I need to filter by two fields! I need a list related to a logged in user and based on the case the user is interested in. Is that possible?

Basically I have a case entity and within that there are deadlines (another entity) assigned to multiple people. The logged in user only cares about their deadlines within the specific case. There is a relationship between the deadline entity and the case entity but I can't take advantage of that within the Portal "Entity List"...or can I? I know I can do fetchXML filtering but that requires an action from the user to do the filtering. I need to filter during page load (no user interaction) and ensure the list is set and pagination is defined.

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Customization / Solutions / SDK and API

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RaviKashyap 55,410 Moderator on at

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RE: Portal - Filtering Entity List on Multi Fields

Hi,

Can you create an advance find query to get the records for a contact? If yes then this can be done by saving that as a view. Basically if you have a hardcore contact in a view then portal replaces that contact with the logged in contact.

For example, you create an advance find query and have contact hardcoded to some dummy contact, when this is executed for portals, that dummy contact is replaced by the logged in portal contact.

Hope this helps.