cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Two Portal User Attribute filter. Is it possible?

Hi, so I have this:

ThareLyn_0-1620730804055.png

But I also need this one:

ThareLyn_1-1620730873812.png


Just to cut this in short I need to put two value in filter(Portal user attribute) which is externalcontacts and internalcontacts.
I tried to search in the web and play with this

ThareLyn_2-1620731002094.png

But I cant find a way to do it, is it possible guys? two value for filter? If yes how? Thank you.

1 ACCEPTED SOLUTION

Accepted Solutions
Fubar
Multi Super User
Multi Super User

This may not work for your specific situation depending on how the the Entity in question is being used elsewhere.

Setup 2 Entity/Table Permissions, (scope) Access Type =  Contact,  1 permission use the relationship to ext_contact and the other permission the relationship to int_contact.  Then assign both permissions to the Web Role for the user.

 

Another possibility which might work is in your views set an OR condition for (ext_contact = a contact record or int_contact = a contact record).  There is a feature that is not well documented where when a Contact lookup is in a Views condition and set to a contact record the Portal interprets that contact record as being the Current Portal user (even if it is different Contact record)

 

(for both of the above you would not set the related filter you tried earlier)

View solution in original post

6 REPLIES 6

If not possible any recommendation for work around?

chleverenz
Power Participant
Power Participant

Hi @ThareLyn ,

do you want to filter a specific view or do you want a kind of authorization?

In the latter case, i usually use a custom entity (may be a relation fits also) in order to set up a relation between the contact and the entity, which is to be authorized. I then make an entity permission on that entity on contact level and another one as a parent-child using the newly created antity as a parent.

 

This new entity is then filled by a flow, plugin, whatever fits which can have arbitrary rules to create the entries.


Hope this points in the right direction,

  Christian

Have fun,
Christian
----------------------
Please do not forget to leave feedback if this post helped you. Already giving kudos is a great way of feedback when the post was helpful.
Comments on how the answer could be improved are welcome, too.

I need filter a specific view.

So the filter I am using now is only showing records that has external_contact field matched with the name of the current logged in user. Almost same as security roles in crm, when in user level, you can only see your own records.

But the requirement that I need to fulfill is to show all the records that has external_contact field or internal_contact field matched to the current logged in user.

For example:
RecordName | ext_contact | int_contact
Record1         | contact1     | contact2
Record2         | contact2     | contact3
Record3         | contact3     | contact1


Let say contact1 is currently logged in, with my current filter, the records that will show up is Record1 only, but the requirements should show Record1 and Record3 because Contact1 is external_contact for Record1 and he is also a internal_contact for Record3, so he should be able to view both records.

Entity permission or table permission only limit the right of the user(Create,Read,Update,Delete) so I think I can't use entity permission for this one.

 

Fubar
Multi Super User
Multi Super User

This may not work for your specific situation depending on how the the Entity in question is being used elsewhere.

Setup 2 Entity/Table Permissions, (scope) Access Type =  Contact,  1 permission use the relationship to ext_contact and the other permission the relationship to int_contact.  Then assign both permissions to the Web Role for the user.

 

Another possibility which might work is in your views set an OR condition for (ext_contact = a contact record or int_contact = a contact record).  There is a feature that is not well documented where when a Contact lookup is in a Views condition and set to a contact record the Portal interprets that contact record as being the Current Portal user (even if it is different Contact record)

 

(for both of the above you would not set the related filter you tried earlier)

@Fubar The second solution you said works like a magic. Thank you very much

 

 

 

 



Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results |Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 1: Community MembersSolutionsSuper UsersSolutionsPower Pages @Inogic  1   @ragavanrajan  2 @aofosu  1 @Jcook  1Open  @OliverRodrigues  1Open  @Lucas001  1Open Open    Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 2: Community MembersSolutionsSuper UsersSolutionsPower Pages @taraubianca25  2 @EmadBeshai  2 @ALP2  2@Fubar 2 @ekluth1  2@ragavanrajan 1 @mandela  1@OliverRodrigues 1 @Ajlan  1Open   @elishafxx  1    @TA_Jeremy  1    @helio1981  1       Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower PagesInogic2@EmadBeshai 6Ajlan1@ragavanrajan 4CraigWarnholtz1@Fubar 4  @Jcook 3  @OliverRodrigues2   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower PagesHenryed071Fubar3Inogic1OliverRodrigues2JacoMathew1EmadBeshai2faruk11  TA_Jeremy1   shubhambhangale1   doug-ppc1   hubjes1  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

  On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Top Kudoed Authors
Users online (2,443)