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AmbigaRam
setting up field value in customer portal
Hi,
I created the new custom picklist field "Project" in my case object. The values of the fields"Project" are same as per the records in account.
If a customer opens the case via customer portal, he need to see only his project in that portal. The other values should be hidden.
Please can any one help me to set this?
Thanks and regards.,
Ambiga.R
Hi,
Thank you all for this quick response. Finally I fixed the problem by using Record Type and support process. I made the some field values to be visible to some customer profiles .Hence I got it.
Thanks and Regards.,
Ambiga
All Answers
Is the value of the picklist always the same on the Case as the value in the Related Account?
If so, then choose a Text formula field in the Case, the syntax would be:
TEXT(Project)
can you tell me how to add the custom field for Cases? I have the developer edition? Is this why I can't see it?
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You can do that in Developer Edition...
So if you go to Setup > Customize > Cases > Fields > new custom field, then the properties would be:
Field type: Formula
Formula return type: Text
Syntax: TEXT(Project)
Hi,
Thank you all for this quick response. Finally I fixed the problem by using Record Type and support process. I made the some field values to be visible to some customer profiles .Hence I got it.
Thanks and Regards.,
Ambiga
Hi cpluscplus,
You need to enable the customer portal login.
Please refer the following .
http://na14.salesforce.com/help/doc/en/salesforce_customer_portal_implementation_guide.pdf
Thanks and Regards
Ambiga