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Add Custom GI to Customer Portal

  • 10 April 2023
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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? 

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Best answer by Kandy Beatty 10 April 2023, 16:52

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Kandy Beatty
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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 @Nicole Ronchetti 

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*.

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