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Setting up a Portal

Last post 04-30-2018 9:09 AM by Method_Ben. 1 replies.
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  • 04-28-2018 2:28 PM

    Setting up a Portal

    We have written a new screen to collect scheduling information as well as modifying the employee screen.

    We want to allow employees to use a Portal to see both screenst online.

    It works fine when we are logged into Method but when an employee tries to access the PORTAL they only see their own records.

    We did not put any filter on the new table we created and the employee only filters by activeor inactive.

    We have done some other work with Portals in the past, but we are missing something this time.

    Any ideas?



    Stuart Katz
    Noggin Builders
    Let your children come explore the wonders!
  • 04-30-2018 9:09 AM In reply to

    Re: Setting up a Portal

    Hi Stuart,

    Thanks for Posting!

    I'm going to need a little more info here - Which portal specifically were you using in your account? What Screens / Grids are displaying only some records? 

    You might just be missing an Override Filter by Active RecordID action on Screen Load.


    Feel free to email us at Success@method.me with these details if you dont feel comfortable posting them here.


    Thanks!

    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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