Method Community

GOAL

Enhance the CustomerPortal_Home -> DueTransactions grid to include the Invoice->PONumber and restrict viewing to only records related to the current logged in user.

    Invoice (RefNumber) | PONumber | Amount | Due Date | IsPaid

I then need to make one more screen (grid)...

     Invoice (RefNumber) | Item | Description | SerialNumber | Quantity | Tracking # (which in our case is InvoiceLine -> Other2)   (and restrict the list to the logged in user account)

     // Show a customer a list of every part they have purchased, along with serial numbers, linked to the invoice, and tracking information

What I have done:

Copied CustomerPortal_Home to my own screen; new DueTransactions grid works as expected

Made a new grid(s) based on the invoice table; I can see the data, but I can not insert a filter based on logged on user with this because invoice & entity aren't linked

Made a variety of tables; most recent one was based on Transaction (RecordID), Invoice (RecordID), and Entity (RecordID); if I setup a filter based on Entity it outputs "Error Generating Grid"; remove the filter and it returns nothing - so I assume the RecordID is not actually linking the records in this case.   Using Entity (FullName) and Transaction (FullName) doesn't help me link to Invoice (RecordID) 

Questions:

I have gone through help center documentation, video tutorials, searched these forums, looked at the API documentation - am I missing a source for more detailed developer documentation?

Should I be using the "Class" table in some way?

What is the time lag between adding a grid to a screen, and then having the grid available for viewing?  It seems to be at least 15minutes or more...  (I am not logging out/back in; just hitting refresh)

On the surface this seems like a fairly straight forward set of requirements, so I assume I must be missing something obvious...

Thanks!

Hi spmcfarland,

Invoice and Entity are linked by through the Customer dropdown in the Invoice table (Customers are just a type of Entity). You should be able to filter your grid for Customer_RecordID = Value From Session - Portal Entity RecordID. I was able to do this with a grid attached to the Invoice table and it worked.

For now, the only documentation we have is what you mentioned you've gone through. You do have the option of booking a session with a member of our Professional Services team, they would be able to answer any specialized questions you might have.

I don't see the need to use the Class table here.

I'm not certain how long it would take for a publish to take effect on a portal, logging out and back in is instant and that's what I normally do when testing portal customizations.

Let me know if this helps.

- Justin

Hi Justin,

Your recommendation worked for the first issue, thanks for the quick response!  Hopefully, you have a solution to my second use case as well...

I then need to make one more screen (grid)...

     // Show a customer a list of every part they have purchased, along with serial numbers, linked to the invoice, and tracking information

     Invoice (RefNumber) | Item | Description | SerialNumber | Quantity | Tracking # (which in our case is InvoiceLine -> Other2)  (and restrict the list to the logged in user account)

    //  1501 | Widget A | Awesomeness in a box | ABA1234 | 100 | AXA121412

    //  1501 | Widget B | Even more awesomeness in a box | ABA1235 | 10 | AXA121412

    //  1502 | Widget A | Awesomeness in a box | ABA1234 | 20 | AXA121413

    //  1503 | Widget A | Awesomeness in a box | ABA1234 | 50 | AXA121414

    //  1504 | Widget B | Even more awesomeness in a box | ABA1235 | 1 | AXA121415

    //  1504 | Widget C | Affordable awesomeness in a box | ABA1236 | 100 | AXA121415

I have made a new table, with only Invoice and InvoiceLine as the dropdowns based on RecordID.  I then linked the fields: Item, Desc, SerialNumber, RefNumber, CustomerRecordID, Quantity, and Other2.  I build the screen as noted above (no filters yet), but nothing displays.  If I build a grid based only on InvoiceLine - I can get every item sold, but there is no CustomerRecordID to use as a filter (not to mention it doesn't include the Invoice's RefNumber...

Also, I tried logging out/in of the portal with my test customer, but it is not instantly refreshing with my updated screen.  I am able to "view" the screen when logged in as admin with it being updated in real-time; but in my case I am also trying to test out filters based on logged in user.

Thanks!

Steve

Hi Steve,

Try adding the Customer's RecordID and Invoice's RefNumber fields to the InvoiceLine table as Linked Fields, linking them through the Invoice dropdown. You should then be able to filter off of them and display them on screen.

Hope this helps.

- Justin

Hi Justin,

This worked like a charm!

Lesson learned: I did not need to create a new table, just edit the exising table to include the fields as stated above.

Thank you!

Steve

Steve,

Glad to see it's working for you. :)

- Justin