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Anonymous
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Need to filter projects in form screen based on user

When creating a new form, I want my app to automatically filter the project dropdown and only display the project(s) that the user displayed is assigned to.  The username data card is automatically filled out when a new form is created using this formula:  Office365Users.MyProfile().DisplayName.  The projects dropdown is a lookup field and gets its data from a separate entity in the Common Data Service.  Is there a way to filter the projects so only projects that the current user is assigned to are displayed in the dropdown?

 

Thanks in advance!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Need to filter projects in form screen based on user

Hi tgiard,

 

Please try to use Filter function on your side.

 

The function might be configured likes:
Filter(DataSource,LookupColumn.DisplayName=Office365User.MyProfile().DisplayName)

 

Please try it on your side and feel free reply if you need more help.


Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: Need to filter projects in form screen based on user

Hi tgiard,

 

Please try to use Filter function on your side.

 

The function might be configured likes:
Filter(DataSource,LookupColumn.DisplayName=Office365User.MyProfile().DisplayName)

 

Please try it on your side and feel free reply if you need more help.


Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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