Re: Documents Portal

Method_Greg — Fri, 17 Jan 2014 15:35:09 GMT

Hello Mike B,
I found a forum post that talks about the same thing. See it here. There is a filter using Enitity_RecordID that is suggested that you can try out.

The one thing I noticed is that it mentions using a modified contacts portal, not a documents portal. Or in otherwords, you are working from the Contacts table instead of the DocumentLibrary table. I found another forum post that mentioned the same thing. You would have to add a new grid and create new filters.

- Greg

Documents Portal

MikeB — Thu, 16 Jan 2014 20:35:27 GMT

How do I set up a documents portal so that customers/vendors can download documents pertaining to them specifically? I think I'm OK with creating portals, I just need clarification on who would be able to see what in the Documents environment.

I thought about the following simple setup for the portal:

Portal Documents tab showing a single screen: Documents. This would be a customized copy of the CRM_DocumentsList screen.

The issue is that the grid is filtered by "Assigned To" (which itself is taken from the Users table), which doesn't exist for Customers/Vendors. They're not in the Users table.

So my question is, how do I engineer it so that customers can only see documents based on their FullName or email?

Do I need to link one of those fields from the Contacts/Entity tables into the Documents Library table? Will that then allow me to filter the grid by the email or FullName upon portal login?

Thanks

Method:Classic General Q&A

Re: Documents Portal

Documents Portal