http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/26063.aspxThu, 26 Feb 2015 15:05:24 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:26063Method_Justin0http://forums.method.me/cs/forums/thread/26063.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=26063<p><span id="mce_0_start" style="overflow:hidden;">Hi pdx971,</span></p> <p><span id="mce_0_start" style="overflow:hidden;">You should be able to add a filter to your grid to show only records where Entity_RecordID is equal to Portal- Entity Record ID.</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>Let me know if that works for you.</p> <p>- Justin</p>http://forums.method.me/cs/forums/thread/26059.aspxWed, 25 Feb 2015 23:32:03 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:26059pdx9710http://forums.method.me/cs/forums/thread/26059.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=26059<p><span style="overflow:hidden;" id="mce_0_start"><span style="overflow:hidden;" id="mce_3_start"></span><span style="overflow:hidden;" id="mce_0_start"><span style="overflow:hidden;" id="mce_1_start">Situation:</span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">I need our clients to login to the Contact Portal and <span style="overflow:hidden;" id="mce_2_start">have access to documents associated with their Customer account. So if they are a contact of the customer, and they login and access the documents associated with their customer account.</span><br /></span></span></span></p> <p><span style="overflow:hidden;" id="mce_1_start"><span style="overflow:hidden;" id="mce_1_start"></span><span style="overflow:hidden;" id="mce_0_end"><span style="overflow:hidden;" id="mce_4_start"></span></span>My solution is to:</span></p> <p>1. Create a custom Documents screen accessible via the Contacts Portal (DONE).</p> <p>2. I have added a grid object and linked it to the DocumentLibraryLink table (DONE).</p> <p>3. I have added the appropriate fields, but I need a way to limit/filter the files to those only for that specific customer (HELP).</p> <p><span style="overflow:hidden;" id="mce_3_start"></span></p> <p><span style="overflow:hidden;" id="mce_5_start"></span><strong>So, how can I limit the files listed in the grid to those already uploaded and link to a specific customer?<span style="overflow:hidden;" id="mce_5_end"></span></strong></p> <p></p> <p>Essentially, I need to know how this is done via the Customer_Edit screen for the documents. What is the relationship? If I know this, I think I can get this to work and make this much more relavent to our clients.<span style="overflow:hidden;" id="mce_2_start"><span style="overflow:hidden;" id="mce_3_end"></span></span></p>