Set Portal Layout

To avail SugarCRM modules into your WordPress portal, it is mandatory to set Portal Layouts for each accessible module. Customer Portal plug-in provides facility to set Portal Layouts for Accounts, Contacts, Calls, Meetings, Notes, Cases, Documents, and Quotes module from SugarCRM.

 

To create or view the Portal user group, navigate to Admin ->  Admin -> Customer Portal Layout. [1]

 

You will see the Configure Portal Layout option to set and configure the layout for the customer portal. By clicking on the “Configure Portal Layout”, you will be redirected to the Portal layout Settings. Select the desired user Group and respective Module to set the layout accordingly.

 

 

Set layouts for Edit view, Detail view, and List view. Drag and drop fields from the left column to the right. [2]

 

> Portal Field Properties Settings

 

By clicking on the Portal Field Properties Settings (setting icon), you can set the Field Properties and Conditional Settings for the different Modules. [3]

 

Portal Field Properties

 

Now, click on the Portal Field Properties option to set the “Portal Label” and “Help Tip” for the different fields of the selected module. [4]

 

It provides you to manage various field settings, which are listed below:

 

– Portal Label: Insert the desired ‘label’ of the field so portal users can easily recognize the fields.

 

– Help tip: This attribute will be shown as a tooltip regarding the respective field in the portal.

 

– Required: This attribute will allow users to make fields mandatory.

 

– Read-only: This attribute will restrict users to edit the respective field’s value.

 

– Searchable: Portal users can filter the records as per the search option. If you want to add the field in the search option in the portal, check the checkbox of that field as ‘Searchable’.

 

Note: You can only make fields mandatory if they are not default required fields from CRM.

 

Conditional Statement

The conditional statement is the point where workflow divides into two branches. With the help of conditional statements, you can set the conditions to view the specific data in the customer portal. [5]

 

You can configure the Field Visibility and Conditional Field by defining the hide/show for other fields. If Field B depends upon Field A and you want to display the “Field B” based on the selection of the ”Field A”, you can define this conditional visibility for the fields under Advance Field Management.

 

Now, by clicking on the “Conditional Settings”, you will see the ADD STATEMENT button if you are configuring the Conditional Settings for the first time. [6]

 

From the Conditional Settings, you can set the condition to make the visibility of the field on the customer portal side.

 

By clicking on the ADD STATEMENT, you can configure the Field Visibility conditional for the field’s value as follows:

 

– Field for visibility: Select the field for which you want to apply the condition.

 

– Portal Required: Switch ON to make the field required in the portal.

 

– Default field visibility: Switch ON to hide the selected field in “Field for Visibility” in the portal by default.

 

Note: You can only make fields mandatory if they are not default required fields from CRM.

 


Show above field when following criteria matches:

 

 – Conditional Field: Select the field of visibility. [7]

 

– Matching Category: Select any one Matching Category from “Any” and “All”. [8]

 

If you select the “Any” Matching category then the customized condition will be applied if any value is selected in the “Options” field.

 

But, if you select the “All” Matching category then the customized condition will only apply if all the values are selected as configured in the “Options” field.

 

– Options: Select the options to match the criteria for which you want to set the condition. After configuring the conditions, click on the Save button to save the conditions.

 

Similarly, you can also add another new condition by clicking on the “Add Statement” button.

 

Note: After configuring the portal layouts in the SugarCRM or WordPress, you must log in again to the portal to check the updates.