Situation:
I need our clients to login to the Contact Portal and 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.
My solution is to:
1. Create a custom Documents screen accessible via the Contacts Portal (DONE).
2. I have added a grid object and linked it to the DocumentLibraryLink table (DONE).
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).
So, how can I limit the files listed in the grid to those already uploaded and link to a specific customer?
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.