Filter List(Entity List) in PowerApps Portal (PART 1)

Introduction: In this blog, we will understand how we can add various filter options on the list(entity list) to filter records in PowerApps Portal.

Steps to be followed:

1. Go to the Portal Management app.
2. Go to lists, select and open the list on which you want to add the filter option

3. In the General tab, scroll down and go to the Metadata Filter section.

4. Enter values as show below:

• Enabled: Click on the enabled checkbox to enable the filter.
• Orientation: Select the orientation(Horizontal or Vertical).
  • Horizontal, renders the Filter area above the list.
  • Vertical orientation renders the Filter area as a box to the left of the list.
• Apply Button Label: Enter text for the apply button.

Text Filter

It searches for matching text in the selected column of the table.  

1. Click on Text Filter to add this filter.
2. You have to provide the attribute by which you want to filter and the Display Name.

NOTE: Only attributes with the type String are valid for a Text filter.

In Portal:

Attribute Filter Set

The Attribute Filter Set provides a series of options to filter the list by.

Filter the list by using check boxes/Radio button/drop-down list, each of which tries to match its condition against a specified attribute of the given table.

1. Click on Attribute Filter Set to add this filter.
2. Enter below details:
   • Attribute: Select the attribute by which you want to filter.
   • Selection Mode: Select from Checkboxes/Radio Buttons/Drop-down List based on your requirement
   • Display Name: Enter the display name which will be displayed in the PowerApps portal

NOTE: Only attributes with the type String, Whole Number, Decimal Number, Floating Point Number, Currency, Choice, DateTime, and Two Options are allowed.

3. In Options add your condition.
   • Using these conditions user can filter the records in PowerApps Portal.

Example:

I have the Active Days column of type whole number in Case Table. It stores the number of days since the case was created.

• We will use the Attribute Filter Set to provide various filtering options like filter cases whose Active Days are less than 5 or greater than 50.
• Select the “Active Days” column in Attribute, select selection mode.
• Add Options(Filtering condition)
  • Select Operator, enter the Value to compare, and finally enter the Display Name.

After adding all the options it will look like below:

In Portal:

Lookup Set

Filter the list by using check boxes/Radio button/drop-down list, each of which represents a relationship between a record for the given table and a record for a related table.

Filter the list by related records.

1. Click on the Lookup Filter set to add this filter.
2. Enter below details:
   • Relationship: Select the related table by which you want to filter.
   • Selection Mode: Select from Checkboxes/Radio Buttons/Drop-down List based on your requirement
   • Display Name: Enter the display name which will be displayed in the PowerApps portal

NOTE: Only tables with a one-to-many or many-to-many relationship with the list’s selected table type appear as options for this filter type.

3. In Options select the related records by which the user can filter on the PowerApps portal.

Example:

Let say we want to filter the case list by product.

• Select the “Product” in Relationship, select selection mode
• Add Options(Filtering condition)
  • enter the related records in Value, and finally enter the Display Name.

In Portal:

In the next blog, we will see how to work with Range Filter Set, Dynamic Pick-list Set, Dynamic Lookup Set filter, and FetchXML filter.