Unable to print details information from Portal
Hello!
We have enabled printing functionality for Portal users, now they can print out MS Word printables that we configured in bpm. We added all needed objects to "List of objects available for portal users" lookup so portal users get access to data that goes into the printables. However, when portal user forms a printable, macros that pull infromation from details do not get populated - user just sees the name of the macro, e.g. [Account.Account adress] with no data in it. At the same time, macros from the printable-related object (Account) get populated just fine. Please point me in the right direction.
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Dear Mike,
If the fileds are not populated with the data, first of all you need to check if this object is in the "List of objects available for portal users" lookup. In your case it is Account address.
If it is fine, then please go to the Access rights tab of the Advanced settings and check if this object is managed by operations.
If it is not, please make it managed by operations to allow the portal users to read the data from this object.
Please check if it helps.
Regards,
Lily
Hello Mike,
All table parts that you add to your printable, e.g, “Account addresses” or “Account communications options”, get recorded into the “Tables of printable” object. Therefore, to allow portal users to extract this information, “Tables of printable” has to be added to "List of objects available for portal users" lookup as well. Additionally, you should enable “Managed by operations” option for “Tables of printable” object and grant “All portal users” role access rights to read object records.
