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Current user in a workflow data constraint (FSM Customer Portal)?


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  • Do Gooder (Partner)
  • 8 replies

Hi Everybody,

 

Do you think it is possible to get the current user person_id and set this value into a data constraint  (FSM 6.4 Customer portal)?

 

I’ve tried different values like current_user, user_id, person.person_id instead of portal_places.

 

Thanks for your help!

 

Best answer by Paul Drennan

Hi,

Filtering only supports a value, so for example req_type = INSTALL or the entry ‘Portal_Places’.

Unfortunately, your requirement for ‘current_user’ is not possible in this screen.

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3 replies

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  • Hero (Employee)
  • 37 replies
  • Answer
  • July 2, 2020

Hi,

Filtering only supports a value, so for example req_type = INSTALL or the entry ‘Portal_Places’.

Unfortunately, your requirement for ‘current_user’ is not possible in this screen.


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  • Do Gooder (Employee)
  • 11 replies
  • July 2, 2020

Hi Clement,

 

I have also spent some time trying to make table restrictions work in customer portal.

 

As Paul said,  what you are trying to do is not possible to achieve in workflow header constraints. I also tried to do this via the metadata editor. Again not possible to do do this. 


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  • Author
  • Do Gooder (Partner)
  • 8 replies
  • July 14, 2020

Hi Mary and Paul,

 

Thank you for you answers, we finally did not use the customer portal to fulfill the customer requirements.

 


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