Dataverse views enable us to define queries and filters in a way that is re-usable across multiple canvas apps and model driven apps. This is achieved without writing any code to create a filter.
1. Firstly lets look at the three records in the Leave Request table. You can see each record has a default field called 'Created By' and 'Owner' which is automatically populated.
2. Now the Canvas App is always accessible with a Microsoft 365 user and I want to filter the Leave Request table with the logged in user using a view. When inside the table settings select Views from the menu.
3. Inside the Views screen you will see current views created. Press the Add view button to create a new view.
4. Give the view a Name and Description.
5. Select the fields from the Leave Request table from the left and they will appear as columns. In my case I am selecting all fields.
6. Select Edit filters to filter the data for the view.
6. Select Add and Add row.
6. Now select the Owner row and change the condition to Equals current user. Press the OK button to accept.
7. You will notice the Filter by ... is Owner is current user . The rows in the view are only for the logged in user. Press the Save button and then the Publish to save the View and make it live..
8. Now back in the Canvas App you can see that the Leave Request table is displaying all of the records.
9. Change the Views option to the CurrentUser view that we created in Dataverse
10. Now that the view is set to CurrentUser the data table only shows data for the user that is logged in.
Thanks for this post. It will be most useful moving forward.