[Vtigercrm-developers] hide fields in customer portal
lucia digirolamo
l.digirolamo at websonica.net
Tue Nov 22 12:34:43 GMT 2016
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.
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