Custom Detail Section in Portal Case Page - how to get to detail setup for page?
Hello,
I have used the Portal Case Section Wizard to successfully create new tabs and custom fields in the Case Entity for Portal Users. I have also created a new custom detail based on creating a new object on one of these tabs. What I am not clear on is how can I now get to the Detail Setup for this new custom detail? Normally of course we get there by going to an existing record and entering detail setup there, but this is not possible for a Portal User to do. I looked in the Advanced Settings (DEV) page but the objects created don't seem to get me to the detail setup. I also am curious how one then can setup the columns setup for all portal users for this detail one the page is created. Any help would be most appreciated :)
Cheers,
-Scotty Chapman
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Hello Scotty,
To modify the fields in the detail. Please follow the nest steps:
1. Open the page in the section wizard and click on the edit icon:
2. Click on the edit icon to open the detail wizard:
3. Chose the "page" tab to edit the field:
As for your second question, unfortunately, there is no such functionality in our system that allows saving column setup for all users.
Best regards,
Bogdan
Bogdan,
Hi - thanks so much, that did the trick. Appreciated!
-Scotty Chapman