Looking to add a Generic Inquiry to the customer portal which shows any open projects associated with the business account of the user currently logged into the portal.
Adding the GI itself to the portal is easy however, I am unable to find a way to construct a filter that would look at the currently logged in users associated business account.
I tried using the AccessInfo table in the GI however this was unsuccessful. Has anyone attempted something like this with the Customer Portal and a GI?
Answer
Add Custom GI to Customer Portal
Best answer by Kandy Beatty
Looking to add a Generic Inquiry to the customer portal which shows any open projects associated with the business account of the user currently logged into the portal.
Adding the GI itself to the portal is easy however, I am unable to find a way to construct a filter that would look at the currently logged in users associated business account.
I tried using the AccessInfo table in the GI however this was unsuccessful. Has anyone attempted something like this with the Customer Portal and a GI?
Hi
We had to do a customization for this. The customer portal does not allow as much flexibility as of yet without a customization package.
+17Looking to add a Generic Inquiry to the customer portal which shows any open projects associated with the business account of the user currently logged into the portal.
Adding the GI itself to the portal is easy however, I am unable to find a way to construct a filter that would look at the currently logged in users associated business account.
I tried using the AccessInfo table in the GI however this was unsuccessful. Has anyone attempted something like this with the Customer Portal and a GI?
Hi
We had to do a customization for this. The customer portal does not allow as much flexibility as of yet without a customization package.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+4
My example: Assume I want to publish a list of shipments in the orders Workspace on the portal
Step 1: Create the Generic Inquiry
When creating the inquiry we need to build in a mechanism to prevent the user from seeing everybody’s shipments.
- Add the table PX.Objects.CR.Contact to your inquiry. This table includes a field called UserID that can be used to limit query results.
- In the relations tab do an inner-join to link a BAccountID or CustomerID on your main table to the BAccountID field on the CR.Contact table.
- On the Conditions Tab add line CR.Contact equals @me. This will limit the results to lines that belong to the logged in user.
Step 2: Add the GI to the Portal Map
Login to the portal as the administrator and open the Generic Inquiry screen. Click Publish to the UI and select an appropriate Site Map Title. Note the Screen ID (it will look something like GI.P0.00.00).
Next go to the Portal Map screen. Add the GI as shown in the picture below.
Results
When logging into the portal as malone/123 (salesdemo data) note that only the shipments related to ABARTENDE show up!
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