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Partner Portal issues with Record Type

Hi All,

In our instance we have implemented a partner portal for portal users to access the case management process. Here We have 2 case form layouts.
Standard_Layout for standard users, with System Administrator profile
PP_Layout for Portal users with PP profile

We have a Record type as well called PP_RT with a support process say PP_SP. In this PP_SP we made sure to remove some case status picklist items. Also in the PP_RT, we removed some items from available picklists. After all this we assigned PP_Layout for PP profile with PP_RT record type. And for the system administrator. we assigned Standard_Layout with master record type.

Once the partner user logs in the Portal, they are able to create a case with restricted picklist items including Status as well. When we access the same case using System administrator profile internaly, the Standard_layout display for us. But the issue is we still getting the restricted picklists as in portal users. And vise versa. Meaning once we create a case internally, the portal users will see the unrestricted picklists when they access the same case in partner portal.

Is there any way to resolve this issue? 

 

Thanks

AuyonAuyon

I have implemented partner portal where we have different record types for case. We had assigned different values of various picklists to the record types and they appear accordingly. Actually this has little to do with whether its Partner Portal or standard Salesforce detail page, the security layer is same here.

 

If you have done restriction at a record type level to show only those values which would appear for the a given record type. It should work. In that case you may have to publish some more details or raise a salesforce case to get to the bottom of this.

 

If not go to Customize->Cases->Record Types->Choose the record type would like to put the restrictions  on->It will show the list of the available picklists->Click edit and add or remove the values which you would like to appear for that record type and save. That's it. 

 

Regards

Auyon