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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Add Custom GI to Customer Portal
Best answer by Kandy Beatty
Nicole Ronchetti wrote:
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?
We had to do a customization for this. The customer portal does not allow as much flexibility as of yet without a customization package.
+16Nicole Ronchetti wrote:
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?
We had to do a customization for this. The customer portal does not allow as much flexibility as of yet without a customization package.
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