Custom SidePane on Support Portal

Hi Karen Escritorio 

Yes, this is the procedure to accomplish code customization in self service portal.

Good luck!

Hi André,

can you specified on what files do i need to make changes, is it the same ones from the sugar base portal and i just need to change base to portal on the PHP metadata file? or is it a different path but same procedure?

Based on your screenshot you need to create the layout create-preview on Cases (custom/modules/Cases/clients/portal/layout/create-preview). You may take that layout on Quotes for reference. Obviously you need to override the viewdefs accordingly ($viewdefs['Cases']['poratl']['layout']['create-preview']).

Regards

Based on your screenshot you need to create the layout create-preview on Cases (custom/modules/Cases/clients/portal/layout/create-preview). You may take that layout on Quotes for reference. Obviously you need to override the viewdefs accordingly ($viewdefs['Cases']['poratl']['layout']['create-preview']).

Regards

Thanks. 

it was big help to a good idea from where to start, anyone wanting to add custom dashlets can also check out.

1. Tutorial: Adding a custom component in the side-pane 
2. Creating a "Hello World" Dashlet for Sugar 7 
3.  https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.0/User_Interface/

Hi Karen,

The portal has been enhanced and made much more extensible since version 9.2 (see here: Adding a Custom Module to the Customer Portal and https://support.sugarcrm.com/Documentation/Sugar_Versions/9.2/Serve/Sugar_9.2.0_Release_Notes/ ).

Perhaps upgrading to v10.0 (assuming you are on-site) is going to help you extend it further.

Cheers

Thanks Enrico, 

We just recently update it tu Sugar Enterprise V.10. Do you know if you can filter the dashlets for specific accounts/contacts? so only the contacts from the account can see relevant information from his/her account

Hi Karen Escritorio

If you do a custom API for show data in your custom dashlet, you can filter with a sql query or sugarquery or the load_relationships method, this for get the related contact with the account. In fact you can do everything from API if you have it. Just is some of PHP coding.

Regards. 

Thanks Mauricio Sánchez Rodriguez,

is it the same procedure if i want the dashlets to show in the customer self service portal?

Yes Karen Escritorio, if you have the API yes, even the API you can consume her  from selfservice portal with an ajax function, just get the token object and invoke the API.

Regards. 

Karen Escritorio,

By default the portal will only allow a subset of records to be visible on the portal. In regards to Contacts, you should only really see yourself (the Contact logged in) with the provided functionality.

Extending it to use more broad apis, it should only show Contacts of the same Account.

I believe I have already responded to your thread here: https://sugarclub.sugarcrm.com/dev-club/f/questions-answers/3837/displaying-built-in-modules-to-customer-self-service/18879#18879

with all the additional information required to start customising the portal's framework.

Hope it helps

Mauricio Sánchez Rodriguez,

I would strongly recommend to customise "with the framework" and not "against the framework".

The last thing a business would want is to risk customers to be able to view some other customer's data because of customisations not completed the right way.

To learn more about what possibilities the new portal framework opens up, I recommend to have a look at this response: https://sugarclub.sugarcrm.com/dev-club/f/questions-answers/3837/displaying-built-in-modules-to-customer-self-service/18879#18879

Hope it helps!