Hi All, Question regarding the customer portal. We...
# crm-sfax
Xtina
09/14/2021, 8:48 PMHi All, Question regarding the customer portal. We have an existing customer role, lets say Customer Role A. We have been using this Customer Role A for a while now and we have some come custom reports that we show on the customer portal. These reports are linked via suitelets. I have set those suitelets to run for Customer Role A only. Now we want to make a new Customer Role B and we do not want those reports to show for Customer Role B but the custom suitelete reports are still showing as links on the customer portal. Thankfully if customer B clicks on the link it says you don't have the correct permission but we don't even want to show the links. We can't make a custom customer center...so not sure what my option are here? Am I stuck showing the custom report link to Customer B?
Xtina
09/16/2021, 11:12 PMIn case anyone is curious, I created a work around for this problem. I made a custom record. I gave role B full permissions for the new custom record. Role A has no permissions to view the custom record. I then created a new center category for the customer center with a link to 'new custom record' but renamed the link to something like view report. Then I created a user event script on before load when custom record event type = create that redirects to the suitelet with the report. Now when I view the customer center through role B i can see the link to the report. If i log into role A the category and link does not even appear. :)