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Regular Visitor

Filter Entity List Based On Common Lookup

Hi all,

I'm developing an employee service portal for users to create and view service tickets. We have a requirement to allow certain users to view all the tickets of the site that they are based at (and no others), and I am trying to work out how to apply entity list filters to achieve this. The relationships are as follows: contacts have a site lookup, as do service tickets. I want to show all service tickets where their site equals the site of the currently logged in user. Would anyone know how I could achieve this?

Thanks so much.

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Regular Visitor

I actually achieved this in the end by using Nick Doelman's method (https://readyxrm.blog/2017/11/30/filter-a-dynamics-365-portal-entity-list/) which worked really well once I had set the view filters up correctly.

View solution in original post

1 REPLY 1
Regular Visitor

I actually achieved this in the end by using Nick Doelman's method (https://readyxrm.blog/2017/11/30/filter-a-dynamics-365-portal-entity-list/) which worked really well once I had set the view filters up correctly.

View solution in original post

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