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.
I have Query Portal Roles
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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" }
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