Dynamics Portals – Entity List Filters
Dynamics Portals Entity List is a easy and seamless way to port Dynamics 365 CE entity views to Dynamics Portals.
As an example, if I port ‘Active Contacts’ and ‘Inactive Contacts’ views to Portals, Portal User would start see all the Contacts based on his Web Roles.
Now lets implement a filter condition, to show only those Contacts where the logged in ‘Portal User’ (i.e., Contact) Company belongs to.
With out Filter Condition:
- I logged in to Portal as ‘Rajeev Pentyala’ whose Company is ‘Northwind Traders’ and having ‘Adminstrator’ Web Role.
- I can see all the Contacts irrespective of ‘Company’
With Filter Condition:
- With Filter Condition in place, I will see only those Contacts from my Company ‘Northwind Traders’
- To configure ‘Filter Condition’
- Open ‘Entity List’ form
- Under ‘Filter Conditions’ section, select ‘Account Attribute’ as ‘Company Name(parentcustomerid)’
- Open ‘Entity List’ form
Metadata Filter:
- What if we have to provide option to the ‘Portal User’ to filter the records based on field values?
- In below screen, Portal User has an option to filter records based on 2 Company Names (i.e., Northwind Traders, Adventure Works)
- This behavior can be achieved using ‘Metadata Filter’ option.
- In this article, I am going with ‘FetchXML Filter’ option, to provide filter options based on ‘Company Names’.
- Open ‘Advanced Find’ and prepare the filter.
- Download Fetchxml and copy only the <filter> tag
- Note: Add ‘adx:uiname’ property in <filter> tag to customize the filter label in Portal.
- Paste it in ‘FetchXML’ field and Save
- Notes:
- You can define more than one ‘Metadata Filters’.
- Refer article for detailed usage of Filters.
🙂
Categories: CRM, Dynamics Portals
Tags: Dynamics Portal, Entitylist, filter, Metadata Filter
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