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Hello.
I'm testing Portal permissions in EspoCRM 9.3.7 and I found an issue with custom entities.
I have a custom entity called COrcamento (Quotation).
Relationship:
COrcamento
→ cContato (Many-to-One)
→ Contact
The Portal User is configured as:
Portal User
→ Contact: Sérgio Melo Sartori
Portal Rule:
COrcamento
Access: Enabled
Read: Own
Create: None
Edit: None
Delete: None
Results:
Questions:
I also noticed that custom entities do not have Portal-specific layouts in Layout Manager. Only standard layouts are available. Could this be related to Portal 'Own' permissions not working for custom entities?
Thank you.
kako
I'm testing Portal permissions in EspoCRM 9.3.7 and I found an issue with custom entities.
I have a custom entity called COrcamento (Quotation).
Relationship:
COrcamento
→ cContato (Many-to-One)
→ Contact
The Portal User is configured as:
Portal User
→ Contact: Sérgio Melo Sartori
Portal Rule:
COrcamento
Access: Enabled
Read: Own
Create: None
Edit: None
Delete: None
Results:
- If Read = All, all records are displayed correctly.
- If Read = Own, no records are displayed.
- The cContato field contains exactly the same Contact linked to the Portal User.
- The same behavior occurs with another custom entity (Voucher).
- Standard entities work correctly.
Questions:
- Does Portal "Own" support custom entities related to Contact?
- Is there any metadata option to declare which relationship should be used as Portal ownership?
- Is this a known limitation or bug in version 9.3.7?
I also noticed that custom entities do not have Portal-specific layouts in Layout Manager. Only standard layouts are available. Could this be related to Portal 'Own' permissions not working for custom entities?
Thank you.
kako