Archive
Posts Tagged ‘Metadata Filter’
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.
🙂
Advertisement
Categories: CRM, Dynamics Portals
Tags: Dynamics Portal, Entitylist, filter, Metadata Filter
Stats
- 1,580,237 hits
Tweets
- RT @MikeFactorial: Big things are coming to the #CoEStarterKit. So, @ManuelaPichler_ and team are building the tension for the April releas… 2 weeks ago
- New blog post : Boost conversations using GPT in Power Virtual Agent (PVA) rajeevpentyala.com/2023/03/08/pow… 2 weeks ago
- RT @PPDevWeekly: 🔥 Going Live: Power Platform Dev Weekly 155 bit.ly/PPDevWeekly155 This week's cover story by @RajeevPentyala With gre… 2 weeks ago
- RT @caseyburke21: Pipelines is now generally available! Huge congratulations to the team and all who have supported reaching this milestone… 3 weeks ago
- New blog post : Call Dataverse actions directly in power-fx rajeevpentyala.com/2023/03/01/ste… 3 weeks ago
Join 405 other subscribers
Top Posts
- Power Apps component framework (PCF) - Beginner guide
- [Step by Step] Power Apps | Show pop ups in Canvas App
- [Code Snippet] Custom Workflow Activity with Input and Output Params
- [Step by Step] Connecting to Azure SQL Server using OLEDB Connection from SSIS
- Power Platform - Pass json collection from Canvas App to Power Automate
- Auto generate new GUID for ‘uniqueidentifier’ column in SQL Table
- [Log4net] Exception while reading ConfigurationSettings
- Power Automate Flows | 'Callback Registration Expander' System Jobs stuck at 'Waiting For Resources'
- [Step by Step] Postman tool with Microsoft Dataverse Web API
- Retrieve associated records (N:N related)