Workflow Management
The portal users will get the module records and access rights (Edit, Detail, and Delete) as configured in the workflow for the specific module by setting up the condition(s).
Load Data
If you have set up the workflow to filter and sort the module records, the portal users will get the module records as per the condition that is set from the admin side.
Before Condition (workflow) applied:
The portal users can see the whole records of the invoice module. [1]
After Condition (workflow) applied:
Now, as per the condition in the workflow for the Invoices module, the portal users will see only those module records that are set in the condition.
Here, as per the condition, the portal users will see only those module records whose “Status Reason” is New. [2]
You can also get the entity records in the data card view and in the dashboard details (Count & Recent Activity) as per the condition. [3]