Need email templates available in a portal

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  • robertf
    Member
    • Apr 2017
    • 35

    Need email templates available in a portal

    I've created several portals, one being for partners. We want the partners to have access to the email templates we have created. Actually the templates for which we have set a portal.
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    It's not supported. You can edit file https://github.com/espocrm/espocrm/b...lTemplate.json
    add
    "aclPortal": true,
    "aclPortalLevelList": ["all", "own", "no"]
    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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    • robertf
      Member
      • Apr 2017
      • 35

      #3
      Ok, I did that and I see the Select Email template in the portal compose email form. Looks like I need to add fields to add it to the Portal Scope Level page and to the Portal Email Compose menu to create templates in the portal? Any guidance greatly appreciated.

      Comment

      • tarasm
        Super Moderator
        • Mar 2014
        • 573

        #4
        More information about Portal Roles: https://www.espocrm.com/documentatio...ration/portal/
        Job Offers and Requests

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        • robertf
          Member
          • Apr 2017
          • 35

          #5
          Is there a list of functionality not supported in the portal?
          1. Email Templates
          2. Products? (Seems very strange considering quotes are supported)
          3. other things?

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          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            Hello
            check "aclPortal", "aclPortalLevelList" parameters in custom/Espo/Custom/Resources/metadata/scopes/{ENTITY_NAME}.json
            (or
            application/Espo/Modules/Advanced/Resources/metadata/scopes/{ENTITY_NAME}.json,
            application/Espo/Modules/Crm/Resources/metadata/scopes/{ENTITY_NAME}.json,
            application/Espo/Resources/metadata/scopes/{ENTITY_NAME}.json)

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