Hello, in the Actions drop down menu in the portal users cases section, there is a standard option for data import. is there a way to remove that option, but leave the other options?
Hello, we have about 55,000 cases and since go-live the "manage by records" default read rights has given the all portal users sys admin object access to read all new cases.
We would like to remove all portal users read rights to all the current cases. What is the best way to do this? I've tried to use a business process, however it errors out after processing 2000 records. Is there a SQL query that can be used?
Hello, we want portal users to have read only access to the Account column on the Portal Cases Page. However, we don't want them to be able to go to the main portal section list page and be able to open a filter menu that shows all of our Accounts in the system.
Hello, is it possible to set up this functionality for portal users? Regular users can go to an Email Activities Detail in the cases section and click the + sign to create an email and send it. I was able to add the Email Activities Detail in the Portal Case Page, however there is no plus sign. See video for example.
Hello, we want to force our portal users to create cases via email. So we want to remove the "New Case" button from their view in the Portal Cases Section.
We are on the cloud, if that makes a difference. How can we hide this button so it is not visible? Ideally, we would like to only hide it, and not delete it completely so if we ever want to use it in the future, it is easy to bring back into view.
In order to remove the button form the portal section you need to indicate needed modifications in the diff section of the PortalCaseSection...MoreLess
