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Power Platform Community / Forums / Power Pages - Security / Filtering table/list, ...
Power Pages - Security
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Filtering table/list, based on account of authenticated user

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Posted on by Philipp P 2
Hi all,
 
I'm building an application for internal use for quite a while and now I want to grant our partners (out of tenant) access to our data via power pages. Up to now I haven't found a solution, where and how to configure it properly and hope, any expert of you has a good idea.
 
Attached is a diagram of the relevant database structure.
My table has a lookup to the preexisting account table and every account can have several contacts. Every contact of one account shall see the same data when being looged in.
 
What I learned so far is, that I can create a view for each of my tables and set filters. The views are the lists in power pages.
What I would like to have when configuring the views is the option to set the filter sth. like " account eq account of current user" but the 'current user' is no option when filtering on the account column in my parent table as it is when filtering on the record owner.
 
Has anyone an idea, where and how I could achieve this?
 
Best regards,
Philipp
 
Note: In an earlier post (https://community.powerplatform.com/forums/thread/details/?threadid=a84cad06-ac16-f011-998a-6045bdfeefee), I went too much into detail on this question, which made it hard to follow.
Guess that's why it is unanswered.
 
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  • Suggested answer
    Fubar Profile Picture
    Fubar 8,027 Super User 2025 Season 2 on at
    Filtering table/list, based on account of authenticated user
    There are several ways to achieve it. 
    • Use the Power Pages Management App, find the List in question and then edit the list, on the General tab there is a Filter Conditions section where you can specify the field that contains the Contact or Account value to filter on (only choose 1). OR
    • In your view definition in dataverse, include a contact in the views criteria (and choose any contact) the system will replace the Contact in the criteria with the currently logged in user at run time (same can be done for Account)
    Also, depending on what else you may need your users to do, it can also be achieved more securely by establishing appropriate Table Permissions e.g. if using the the out of the box parent account field (Company Name) create a Table Permission with scope Account for your "my parent table" , then a Table Permission with scope Parent (if in the designer they call then Child) for the relationship to my child table. then add the table permissions to the appropriate Web Role(s) the users will be using.
     
  • stampcoin Profile Picture
    stampcoin 3,454 Super User 2025 Season 2 on at
    Filtering table/list, based on account of authenticated user
     
    You can follow those links to figure out how to invite external user for using your app. (the first link contains the second). You may need to extend the 'Related content' at the bottom of each page.
     
     
    After you manage that knowledge (as much as you can)
    main tasks for you:
    1. Create account In AAD for the account (customer).
    2. Invite external user(s), ( make sure those are created in the app as contacts of the customer).
    3. link the external user(s) (contacts) with the account ( in AAD). 
     
    Those contain quite much information you have to manage by yourself, you may need your teams/IT to help you.
    good luck.

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