Portal User & Cases

[x3t9fi]

Hi

I'am trying to setup a portal and a portal user as you described in your tutorial. Those steps are working. Now i trying to setup a automatic assignment to my "support" user so that espo sending me an e-mail if a cases is opened. So i added the rights on field basis, cases - assigned users - read: yes and edit: yes. Then i added in the field settings of cases the assigneduser as my user as standard value. Now if i create as the portal user a new case i can see that the assigned user is as standard the "support" user so this settings are ok - but when i would save the case i get a 403 Error.

Any suggestions?

[yuri]

Hi,

Is EspoCRM version 5.2.*?

[x3t9fi]

Hi Version 5.2.2

[yuri]

For portal user system doesn't allow to specify Assigned User. It will be denied in the backend. You can utilize workflow or create a formula-script that will specify a specific assignee on a certain condition.

[x3t9fi]

Why what is the logic behind this restriction? If iam right, i cant get a e-mail notification if a user creates a case at the portal?

[yuri]

Otherwise a user having an access to the portal would be able to assign a case to any user. You need to create a rule that will assign the case on the server side.

[x3t9fi]

is it possible that you can help me with this rule?

[yuri]

https://github.com/espocrm/documenta...ion/formula.md

In Administration > Entity Manager define the formula for the Case entity type.

ifThen(createdBy.isPortalUser, assignedUserId = 'id_of_needed_user');

[x3t9fi]

Hi, thank you for your work - that really helps - a last question how can i get the userID of the users?

[x3t9fi]

or is the userID - the same as the username?

[yuri]

Open the user's detail view and copy id from the browser address bar.

[x3t9fi]

Awesome - Thank yo so much yurikuzn - Your Solutions is working great! Big thanks for your help!