[Vtigercrm-developers] hide fields in customer portal

[Manuel Fernando]

> 1- what is the use of setting a user in the "privileges" field of the customer portal?

Wold make more sense to me no need to create user for that. Instead, assign a profile to customer portal wold fit better.

Actually, the need of create user just for that seems to me more like a workaround. A new profile to fit better customer portal should be implemented at installation level of crm and automatic assigned to customer portal.

Best Regards.

Manuel


> No dia 22/11/2016, às 12:34, lucia digirolamo <l.digirolamo at websonica.net> escreveu:
> 
> Hi,
> 
> I'm trying to hide some fields in the customer portal, such as the carrier field in the quote module, but I cannot figure out how to do it.
> 
> In order to have customer portal I've created a specific user with a specific role. This role takes permission from a profile that I created specifically for the customer portal user. In this profile I edited the carrier field of quote module from "write" to "invisible", then saved and -just to be on the save side- I refreshed the sharing rules. But the carrier is still visibile; also, all the fields are read-only, while in customer portal profile I ticked all the boxes (write, read, view delete).. as if customer portal user permission were not related to profile at all.. If that is so:
> 
> 1- what is the use of setting a user in the "privileges" field of the customer portal?
> 
> 1- How can I change fields' visibility so that I can choose which fields to show to the customer and which to hide?
> 
> Thanks
> 
> 
> NOTES
> 
> I checked all the configurations more than once:
> 
> - the user for customer portal has the right role, the admin checkbox is NOT ticked and the status is active;
> 
> - the role is correctly linked to the right profile "assign privileges from existing profile is checked and the name of the profile is correct)
> 
> - in "other settings > customer portal", the field privileges is correctly assigned to the customer portal user. In fact, if I disable/enable or reorder modules from the drag and drop list and save, I can see all the changes in the customer portal. Also if I change the 'see records across organization' from yes to no and viceversa, I can see the changes.
> 
> 
> 
> 
> 
> _______________________________________________
> http://www.vtiger.com/