Method:Classic General Q&A

Re: Adding Work Orders to Customer Portal

Method_Justin — Tue, 16 Dec 2014 20:03:12 GMT

Furthermore, you'll want to add a Refresh Grid action for the OnScreenLoad event after the Override Filter By Active Record ID action. The rest of the screen will load before your OnScreenLoad actions are triggered, meaning your Work Order grid will load up before the default filtering is overridden. Adding an action to refresh the grid after the override should do the trick, displaying the filtering as set in the grid's properties.

- Justin

Re: Adding Work Orders to Customer Portal

Method_Justin — Tue, 16 Dec 2014 19:44:43 GMT

Hi InstaDRY,

You'll likely want to create a custom Work Order screen for your Portal, similar to the ContactsPortalQBO_Transactions screen. The difference here being that you'll be working with Work Orders instead of Transactions.

Here are some things to keep in mind:

Base your custom screen off of the Activity table, since Work Orders exist in there
Filter the screen's Work Order grid for:

ActivityType contains Work Order (so that it only shows Work Orders, I got this from the regular Work Order List screen)
Entity_RecordID is equal to Portal- Entity Record ID (so that it only shows records for the customer logged in to your portal, I got this from the Portal's Transactions screen)

Only add fields to the screen that you want your customers to see, set them as read-only and use a Go to... column in your grid to load them with data

Important: In order to get this to work, you will have to add the Override Filter By Active Record ID action to the OnScreenLoad event in the Advanced Screen Properties (see this Help Center article). This may get your Work Orders to show in the grid you've already created should you not want to follow my steps above, but please keep in mind that you're overriding default portal security filters by using this action. If you don't handle your filtering properly, your Customers could potentially end up seeing records of other Customers.

Hope this helps.

- Justin

Adding Work Orders to Customer Portal

InstaDRY — Mon, 15 Dec 2014 21:09:29 GMT

Is it possible to add work orders to customer portals?

I'm trying to add a grid on the home screen to show active work orders with limited information. I can't get the information to show up in it.

Also, is there a way for a link to be added to pull a pdf of the work order?