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Vendor Portal Tab

Last post 10-20-2011 10:06 AM by Shawn B. 6 replies.
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  • 10-20-2011 7:46 AM

    Vendor Portal Tab

    I created a special tab for one of my vendors and set them up with a portal to see just that one tab.  That tab contains a simple grid.  When I log in to the portal I can see the grid beautifully.  However, the tab is blank within my Method site.  The grid won't load/show.

    Thoughts?

  • 10-20-2011 8:22 AM In reply to

    Re: Vendor Portal Tab

    Shawn-

    Do you mean the grid itself  doesn't show or there is no data in the grid? It could be the filters you are applying to the grid.  What filters do you currently have set?

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 10-20-2011 8:52 AM In reply to

    Re: Vendor Portal Tab

    Yep, grid itself doesn't show up.

    As far as filters on Step 3 of 9 in the Grid Wizard:

    Field:Vendor = [vendorname] (actual Type In the vendors name); and then some OpportunityStage filters.  All roles can view.  Nothing in the Advanced Screen settings.  The only thing I can think of is that a few of the grid fields (Advanced Link) have some SQL statements.  But, I would think if there was something wrong with those, it wouldn't show up on their portal either.  But it is fine there.

  • 10-20-2011 9:07 AM In reply to

    Re: Vendor Portal Tab

    Shawn-

    If there is an issue with the SQL Statements then it would cause the grid to not show up. For testing purposes try the screen without the SQL and see if you get the same results.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 10-20-2011 9:13 AM In reply to

    Re: Vendor Portal Tab

    I will play around with it today, but I would think that if that were the case it wouldn't show up in the portal either since they are both looking at the same grid.

  • 10-20-2011 9:24 AM In reply to

    Re: Vendor Portal Tab

    Same grid......but different data being returned, since the portals have an extra filter applied by default.  Different data, a whole new way to break SQL!!  You could have mathmatic overflows for example.

  • 10-20-2011 10:06 AM In reply to

    Re: Vendor Portal Tab

    Answer

    Ok Paul, apparently the issue was hard carriage returns in my SQL.  I had used CASE WHEN THEN ELSE statements and wrote them in a text editor.  Of Course it's easier to see when you indent, newline, etc.  But when you copy them into the SQL Override, works fine in the portal, but not so much on the "inside".  Removing those and one unnecessary </b> html tag (also not impacting portal) cleared it up.  I'm good now.

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