Is it possible to have different customer portals by customer ?
For example : In the backend you create new custom field, and in the customer portal :
Use case 1
Customer A Contact A1 : In the SV screen : NOT display the custom Field, Display Refno (standard field)
Customer B Contact B1 : In the SV screen : Display the custom field, NOT Display refno (standard field)
Use case 2
Customer A Contact A1/profile A1 : In the SV screen : NOT display the custom Field, Display Refno (standard field)
Customer A Contact A2/profile A2 : In the SV screen : Display the custom field, NOT Display refno (standard field)
Could you explain how to build these different customer portals ? Different way to do that ?
Thanks and Regards
anthony
Best answer by Phil Seifert
Hi Anthony,
I discussed this briefly with a services developer and the outcome was this does not appear to be possible in standard and would probably require code changes.
For example, in Employee Portal you can set security based on the security role of the user per the screen shot below. You can make it disabled or invisible per whatever role is assigned to the user account.
However, I don’t see any options in Partner Portal (Customer Portal) to do these kind of field properties based on security. Maybe it will work if you define it for the Employee Portal first (which you have to do in order to add a custom field in the Partner Portal) and it will inherit this but I am not sure that the security role information / properties would migrate to the customer portal. You may want to check that aspect out.
If it does not, then it would be a custom code change (billable) and BRD to define how you would differentiate in the Partner Portal.
I discussed this briefly with a services developer and the outcome was this does not appear to be possible in standard and would probably require code changes.
For example, in Employee Portal you can set security based on the security role of the user per the screen shot below. You can make it disabled or invisible per whatever role is assigned to the user account.
However, I don’t see any options in Partner Portal (Customer Portal) to do these kind of field properties based on security. Maybe it will work if you define it for the Employee Portal first (which you have to do in order to add a custom field in the Partner Portal) and it will inherit this but I am not sure that the security role information / properties would migrate to the customer portal. You may want to check that aspect out.
If it does not, then it would be a custom code change (billable) and BRD to define how you would differentiate in the Partner Portal.
We made some tests, it seems there is a way by a custom persmissions and “invisible” setting for a profile. Then, we have to refresh cache on customer portal.
We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.
