Hello everyone,
What I want to achieve is to only show records in a Power Pages list that the logged in user is related to.
I have 2 tables, one is the Contacts which is where logged users are saved and the other is any other table.
Both tables have a column for the relationship, so I know which is related to which.
Have tried to create a many-to-many relationship between the tables. I think it should be many-to-many since many users can have access to many related resources.
Contacts table (logged in users)
# First name Relation Column
1 Test1 11111111
2 Test2 11111111
3 Test3 22222222
Other table
# Some Column Relation Column
1 Test1 11111111
2 Test2 12345678
3 Test3 22222222
Users with ID 1 and 2 will see the record with ID 1 and user with ID 3 will se the record with ID 3.
Have tried to create this relation but I can not say which column the relation should look for.
I also thought that I can do it through the "expression builder", but it lets me say only "Equals" with the data type, for example "11111111", I can not use a variable, in this case being the column of the logged in user.
What would be the best way to achieve this filtering?
I have done this with Liquid, but now I lost the sorting, design and everything the default list have. Any way I can use the below fetchXML query for the default lists?
{% fetchxml myQuery %}
<fetch mapping='logical'>
<entity name='cr1d3_swtest'>
<attribute name='cr1d3_name'/>
<attribute name='cr1d3_cvr'/>
<filter type='and'>
<condition attribute='cr1d3_cvr' operator='eq' value='{{ user.cr1d3_cvrnumberidentifier }}' />
</filter>
</entity>
</fetch>
{% endfetchxml %}
Like this?
Contact Table
Name
Identifier Lookup
Record Table
Name
Identifier Lookup
Identifier Table
Name
But then how do I make the filters? I know it replaces only the Contact Lookup with the logged in user, the Identifier Lookup, how does it know which one to use?
@sweb
I don't have your tables at hand, so I'll illustrate with the same relations
Contact has 1 account (Identifier)
Cases (record table) has 1 account
Account (identifier tabel)
Thank you, but how do you use the FetchXML inside a Power Pages table? I can only add filters on the table form with FetchXML, not to filter data by default.
I have only 2 tables, the Contacts table and another table called Records. The Identifiers is what I thought will work to tie them together for the it to work in the Edit filters.
I can add filters only like this, from the Edit filters under view.
In my approach, you would create a list in the portal showing the records table.
H the portal list is based a view in dataverse, and you can create the filters within that view.
The image from my previous post with Edit filters is from the Dataverse, on the view I use in the Power Pages list, on the right side I have "Edit filters..."
I cannot see any option to use FetchXML code inside the view, I can just add filters like in that image. Any idea how can I do that?
You could try to use the fetchxml from xrmtoolbox and save that as a view. That gives you more options than via the standaard UI.
Another option is using fetchxml in combination with liquid on the portal side (templates), but that's not my strongpoint
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