Sugar Developer Webinar - Fall '19 (9.2.0)

Hi Matt Marum and Michael Shaheen

at first : great jobs ! We were waiting for portal enhancements for a while. So many thanks.

My question is related to custom / additionnal modules that could be embedded inside the portal : what will be the authorization management to access this module data in the portal ? is it going to be the same that cases (only cases link to my account so only modules linked to an account can be embedded) or is it going to be the full module view (like the published articles of the KB) ?

In case your answer is the second one, do you already handle the possibility for partners to override the core REST API for the portal to restrict the records displayed according to the connected user (for instance, only my contracts, only the building located in my area etc.).

Thanks for your feedback and wish you a great day

Matt Marum : congrats for the diaper's management :-)

Frédéric Rinaldi, dotBase

Hi Matt Marum and Michael Shaheen

at first : great jobs ! We were waiting for portal enhancements for a while. So many thanks.

My question is related to custom / additionnal modules that could be embedded inside the portal : what will be the authorization management to access this module data in the portal ? is it going to be the same that cases (only cases link to my account so only modules linked to an account can be embedded) or is it going to be the full module view (like the published articles of the KB) ?

In case your answer is the second one, do you already handle the possibility for partners to override the core REST API for the portal to restrict the records displayed according to the connected user (for instance, only my contracts, only the building located in my area etc.).

Thanks for your feedback and wish you a great day

Matt Marum : congrats for the diaper's management :-)

Frédéric Rinaldi, dotBase

We haven't changed how portal users are authenticated in this release. I think this is an area of potential future enhancement. Deepak Deolalikar?

Groupe Sugar,

Custom modules as main single entities can be added to the portal (9.2 onwards) with simple code customisations at the moment.

In regards to the action/acl access for custom modules you would need to change the Portal Role through the UI.

In regards to which records can be viewed on the portal for custom modules, there are different strategies but always through custom code/custom visibility at the moment (and not by modifying the API). It can be through a relationship with Accounts as you mentioned, or all records with specific flag(s) set, or even all records of a module, depending on what/how you customise it based on the specific needs.