Power Page Table Views Filtered By Current User

[Power_Person]

I have Power Page showing a table form and view. 
The authenticated users can upload PDF documents to the table using the form.
The form automatically writes the current users 'contact' in the 'Contact' lookup column of the table.

How can I filter the table view on the Power Page to only show the users the row submitted by them or there team?

How can I filter the table view on the power page to show higher members in the AD every users entry that's below them in the hierarchy? 

[Lucas001]

Hi @Power_Person,

what you will probably need to do is use Liquid and get all rows with a filter depending on the user().id. With that you can create a table using JSON or CSS to format the received data. If the data needs to update in realtime you will need to implement the CRUD Api as liquid as least for now has a time delay depending on the caching of the power page and won't mirror the data in seconds.

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Hope that helps.

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[Fubar]

First, you need to remember that your Portal Users are Contact records as far as the Portal is concerned.

For filtering your Views to the current logged in user there are 3 approaches

• The List has configuration settings to allow you to filter to the current portal user, use the Portal.Power Pages Management App to edit these settings on the List
• There is an undocumented feature, where if you include a filter criteria in your View(s) to filter to a Contact record, the Portal will substitute in the Currently logged in Portal User
• Build the View from scratch using Liquid and FetchXML.

For your AD part of the question this is not really practical.  As I mentioned the portal is just dealing with Contacts and Accounts, The only linkage to AD for the Contact record is the External Identity record (that will get created when your AD User first logs into the Portal) which holds the Azure AD guid for the user.

The easiest way would be to Link the Contact records (possibly create a Contact Lookup on the Contact called something like Manger) or create an Account (as the parent account for the Contact records) and treat it like the managers team, and then create Table Permissions for the parent Contact to access the child contacts records (one issue to this approach is you cannot do this generically, you have to create a set of Table permissions for each level of management). 

[Power_Person]

You have tips for me on how I could create this filter hierarchy so that some users see more columns in the table than other users? Can I maybe create different views for different user types or create a table for documenting the users permissions on the main table? I think its really annoying that  the main table settings in power pages can only differentiate between anonymous, authenticated and admin users. Is it not possible to create security roles like in model driven apps?

[Power_Person]

I'm trying to create the filter using FetchXML on my table view inside the Power Page Admin Center but my code does not seem to have an effect on the table. Can you help me out here?

Im trying to connect the country column from the data table with the country column from the contact table so the users can only see the entrys from their own country.

[Lucas001]

Hi @Power_Person,

a really good tip is the FetchXML Builder from the XRM Toolbox.

It creates all the fetch XML syntax you need to get your queries working.

Have a look here: https://www.xrmtoolbox.com/plugins/Cinteros.Xrm.FetchXmlBuilder/

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Hope that helps.

If the post solves your problem, please mark it as solution. If it helps, consider a thumbs up.