I am looking at adding a GI for customer Service Order lookups, that will allow me to issue user credentials to a few customers. From there they can look up basic information on all their current Service Orders. Unfortunately it does not appear that the Self Service Portal is capable of Service Orders, only cases. (Hopefully they will add this natively soon).
I was hoping to create a Dashboard that would show the relevant information but that was tied directly to a login. It doesn’t look like you can create an Attribute directly for the User but you can for the employee. I was thinking about creating an Attribute at the Employee Class level “Customers”, that allowed for me to enter the customer number assigned to the login.
What I don’t know how to do, is to associate the GI with the current person logged in and place a condition in the GI that looks at the Attribute (Customer) and filters the customer based on that info.
Any thoughts, or potentially better avenues to go about this?
Thanks,
Chris Lower

