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Need email templates available in a portal

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  • tanya
    replied
    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)

    Leave a comment:


  • robertf
    replied
    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?

    Leave a comment:


  • tarasm
    replied
    More information about Portal Roles: https://www.espocrm.com/documentatio...ration/portal/

    Leave a comment:


  • robertf
    replied
    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.

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  • yuri
    replied
    It's not supported. You can edit file https://github.com/espocrm/espocrm/b...lTemplate.json
    add
    "aclPortal": true,
    "aclPortalLevelList": ["all", "own", "no"]

    Leave a comment:


  • robertf
    started a topic Need email templates available in a portal

    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.
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