Hi there.
The portal user cannot be assigned to a record. An assigned user can only be a user of a system (employee). A Portal user is your customer. All that you can do is to define a Formula that will be assign a user to a record created by a portal user. But again, it shouldn't be a portal user.
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Default Assigned User when creating new record from Portal
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Originally posted by Sathya View Post
To clarify, I'm asking how the assigned user can be defaulted to the user who's creating the record. In this case, the portal user.
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Originally posted by Katia View PostHello,
To create new entry by a portal user without assigned one, you should go to the Entity manager, then click on the entity you need. There, click on the "Fields", choose "Assigned user" and remove it from "Required". After that you can create a new record only with portal user.
Despite removing that, the error I'm getting is error 403
To clarify, I'm asking how the assigned user can be defaulted to the user who's creating the record. In this case, the portal user.2 PhotosLast edited by Sathya; 07-30-2021, 04:23 PM.
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Hello,
To create new entry by a portal user without assigned one, you should go to the Entity manager, then click on the entity you need. There, click on the "Fields", choose "Assigned user" and remove it from "Required". After that you can create a new record only with portal user.
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Default Assigned User when creating new record from Portal
Hi,
I've created a custom entity and provided access to the custom entity for portal user to create new record.
However, when creating the new record, the assigned user is mandatory despite removing the required check box in the field.
When the portal user creates new entry without assigned user, it shows error 403.
Is there a way to default the assigned user to the portal user?
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