Can i set up different section access for portal users? Say section 1 & 2 in portal workspace to be given with portal user 1 and section 2 & 3 to be given to portal user 2. If possible how to do?
You can create a functional role, add it to the portal user and set up permissions not for all portal users, but for a created functional role. So using different functional roles for portal users you can differentiate access permissions.
I need a custom button on dashboard of customer portal.
On click for example Contact create form should appear.
I have another idea, OOB on customer's dashboard there is OOB dashlet of Case with "New" button. On click the form is populating and we can create new case.
But on custom dashlet of custom section "Multi Currency" there is no "New" button. Any idea for enabling this button?
What I recommend to do in this case is to understand how the "new" button is already added on a existing dashlet.
At first, I recommend to use the chrome debugger and try to search the name of the button in the entire client code (ctrl+shift+f), so you will find where it is added.
Then, after analysis of the code, something similar for your custom object should be implemented.
Also, don`t forget to enable minipage usage in custom section settings.
I have a custom section, I added a custom button on edit view and button is visible on CRM and Customer portal as well.
On CRM that button is functional and on click the pdf is successfully downloading.
But on Customer portal that button is only visible and on click the pdf is not downloading.
from this post ( https://community.bpmonline.com/articles/how-show-printables-print-butt…) I come to know that I need to apply some permissions to enable OOB printable functionality for customer portal. I tried to apply all from this post but that button is still not functional and not downloading pdf (only button is appearing on edit view)
but since I'm not using OOB printable and I'm using custom button so may be there will be another solution to fix this issue like we need to add some code for enabling that button to download.
