Skip to main content

PowerApps Portal/D365 Portals: Set parent account lookup on a contact lookup in portal form

Ask: I (John) have a school(Account: Cornell University) for which John is a contact. This is OOB relation between Contact(John) and Account(Cornell University). 

Upon login into the powerapps portal, the account to which John belongs should be auto-populated.

Solution: Below query will get the account details with which the user belongs. Then it can be used to set the value to the account lookup.

Code Below

<script type="text/javascript">
$(document).ready(function(){
//----------------------------------------------------------------------------
//Update account lookup in course level
{% fetchxml queryAccount %}
<fetch version="1.0" output-format="xml-platform" mapping="logical"
distinct="true">
<entity name="account">
<attribute name="name" />
<attribute name="accountid" />
<link-entity name="contact" from="parentcustomerid" to="accountid"
link-type="inner" alias="ae">
<filter type="and">
<condition attribute="contactid" operator="eq" value="{{user.id}}" />
</filter>
</link-entity>
</entity>
</fetch>
{% endfetchxml %}

//Get accountname and accountid
var recordCount = "{{ queryAccount.results.entities.size }}";//Assign liquid code varibale to javascript variable
    if(recordCount > 0)
    {
{% for resultAccount in queryAccount.results.entities %}
var accountName ="{{ resultAccount.name | escape }}";
var accountId ="{{ resultAccount.accountid | escape }}";
{% endfor %}
$("#new_institution_name").attr("value",accountName);//Display Name
$("#new_institution").attr("value",accountId);//Contact Id
$("#new_institution_entityname").attr("value","account");//Name of entity lookup
}
}
</script>


Comments

Popular posts from this blog

Power apps portal/D365 Portal: User not able to login using azure active directory, Error: Registration is disabled

Ask: Unable to login using azure active directory user in power apps portal. Getting error as  Scenario: I am contact in power apps portal and i am able to login in portal. Once i deleted my contact from CRM and try to login in portal again i am getting error as mentioned below. Solution: NO ACTION REQUIRED Once contact is deleted in CRM, the data will be synced in azure AD and you will automatically able to login in portal after some time (around 30 minutes) without performing any action. * Invalid sign in attempt  * Registration is disabled

Power apps portal/ D365 Portal: How to hide the profile page in the portal

Ask : How to disable profile page in power apps portal or MS D365 portal. Solution Design : This can be achieved using a site setting which by default is true and can be changed to false. It will stop redirecting the user to the profile page when the user gets logged in. Screenshot FYR below :