I have Query Portal Roles

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  • Ashif Malayil
    Senior Member
    • Dec 2023
    • 206

    #1

    I have Query Portal Roles

    In the Portal Roles, the Sales Order section currently displays only Accounts with 'Read' or 'Edit' permissions. How can I include Contacts as well? There is a one-to-many relationship between Contact and Sales Order. When portal users log in, I want them to see the related Sales Orders associated with their Contact record linked. Looking forward for a solution.
  • yuri
    Member
    • Mar 2014
    • 8960

    #2
    The solution: https://forum.espocrm.com/forum/gene...ss-to-products

    custom/Espo/Custom/Resources/metadata/scopes/SalesOrder.json

    Code:
    {
        "aclPortalActionList": [
             "all",
             "account",
             "contact",
             "no"
         ]
    }


    Note that it's not an official support. This feature is not guaranteed to be working smoothly. But likely will be.

    You will also will need to define the link name that will be used for Contact access in the portal. This is applicable since v9.0.

    custom/Espo/Custom/Resources/metadata/aclDefs/SalesOrder.json


    Code:
    {
        "contactLink": "billingContact"
    }
    Where 'billingContact' is the name of the link in the Sale Order entity type.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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