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sebascansecosebascanseco 

How to add Case lookup custom field to page layout within Self-service Portal?

So far I have been able of adding other types of Case custom fields - like text fields - to the page layout in Self-Service Portal. But when I try to add a self-relationship lookup to the layout, it is not available?

I haven't found any documentation regarding this. How can this be enabled?

Also, other requirement we need to meet is customizing which columns appear when listing the Cases in the SSP. So we could show other fields like Status to our customers. Is this possible in SSP?

Should we consider moving to Communities?
Ashish_SFDCAshish_SFDC
Hi , 


This is by design for the limitation of the Self Service Portal. 

See the thread below, 


( Give the limited functionality of the Self-Service Portal, it's likely that it's not showing up because a Lookup to Opportunities is a link to an Opp record, and Opps can't be shown through the SSP. One option to try, if you're only out to display the name of a related Opportunity, is to create a formula field on Cases, and make the value of the formula field the name of the associated Opportunity, something like Opp_Lookup__r.Name (not sure that's exactly it).

If you're striving to display a clickable link that will display an Opportunity through the SSP, this is not possible. You'd have to use the Customer Portal instead, which is not a free feature. )

https://success.salesforce.com/answers?id=90630000000h0nDAAQ


Regards,
Ashish



sebascansecosebascanseco
Thanks Ashish. Do you know if we can achieve these two customizations in Salesforce Communities?
Ashish_SFDCAshish_SFDC
Hi , 


I do not think there is a way to add a visualforce page to a Selfservice Portal . 

There is an Idea: https://success.salesforce.com/ideaView?id=08730000000g0M2AAI

Please vote for the same. 

See the other threads with Similar discussion,

https://developer.salesforce.com/forums?id=906F000000095ctIAA

http://salesforce.stackexchange.com/questions/4447/customize-self-service-portal

The higher version of Selfservice portal is a Customer Portal where you can create Sites and add visualforce pages. 

To add the lookup field in Visualforce is below, 

http://www.infallibletechie.com/2013/06/how-to-show-lookup-field-in.html


Regards,
Ashish