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Regular Visitor

Filter condition by portal user

I’m just new to dynamics 365. My backend system is Dynamics 365 and I am using powerapps portal. I have a custom entity. In the portal, I need the employee users (for example) to view their created records only. I tried to use filter conditions - Portal User Attribute but it is not working. Any thoughts would be appreciated. Thank you
3 REPLIES 3
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Frequent Visitor

Re: Filter condition by portal user

Did you setup their web role to govern the data they see once they sign in? If you can configure the role then when they see an entity list, like contacts, it would automatically be filtered based on their permissions.

 

https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/assign-entity-permissions

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Frequent Visitor

Re: Filter condition by portal user

You need to setup a webrole based on the self scope so that they can only see their data, if facing any issue, please share details what you have done so far

Highlighted
New Member

Re: Filter condition by portal user

Check below portal's tutorial list. It might be helpful for you.

 

https://crmhub.blogspot.com/p/d365-portal-adx-studio-portal.html

 

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