Announcement

Collapse
No announcement yet.

Portal User layout - need to add columns

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Portal User layout - need to add columns

    I thought I figured it out at one time but can't now
    • e.g. /layouts/scope=PortalUsers&type=list

    There is no Layout section for Portal Users -
    Case Portal User doesn't affect the Portal User model proper, so to speak. (please see screen shot)

    Maybe someone could list all the ones that are missing KB, Document Folders, etc?




  • #2
    Anyone have any ideas?

    Comment


    • #3
      Hi crmclients,
      Could you reattach your screenshot?
      I've tested the Layout Sets for Portal and it works just fine. Please read this https://docs.espocrm.com/administrat...-teams-portals.

      Comment


      • #4
        Thx Maximus but I am not using Layout Set but Layout Manger. I need to add columns to the List View

        Here is the shot:
        Click image for larger version  Name:	no layout for portal user list or detail view.png Views:	0 Size:	27.0 KB ID:	63945

        Comment


        • #5
          Administration -> Layout Manager is the general system layout configs that are using by a system. If you need to have a custom layout for your Portal, you need to use Layout Set.

          Comment


          • #6
            Circling back on this - finally figured this out - you create your own Layout panel options!
            Attaching for anyone else in need
            1. Administration
            2. Layout Sets
            3. Add a new Layout Set
            4. Add the layout -
              1. I just added all of the ones for Contacts
            5. Save
            6. Click Edit Layouts
              1. Now you have all the options you need to remove/rearrange
            7. Save
            • Now you need to add this layout the corresponding Portal
            • Then Rebuild
            Login or Refresh the Portal User view and the changes should be updated!

            Click image for larger version

Name:	removing report panels from portal user view.png
Views:	478
Size:	59.1 KB
ID:	68377

            Comment

            Working...
            X