Portal Cases

(0) Share

Report

Posted on by ConsultantDawn

We have added Cases to our Portal so Authenticated Users can see the cases that they are associated with. We would like them to have the ability to create new cases and edit cases.

We can't seem to get the Edit case to work at all, the list appears as read only with no Edit or Create buttons showing and when you click on a case in the list nothing happens. The Create Case only works if we show the new case form below the list.

Any help is appreciated.

Categories:

Tips & Tricks

General

I have the same question (0)

All responses (1)

Answers (1)

Verified answer

Saud Ali 812 Super User 2024 Season 1 on at

Like (1)

Report
Re: Portal Cases

Hi @ConsultantD ,

Once you add a list to show cases, you also need to configure Create and Detail pages. Assuming you have created webpages for Create Case and Case Details. Here are the steps to do it:

For Adding Create Form:

Navigate to Power Portal Management App
Select your list that you have created (e.g. Cases List)
Navigate to Options tab, you can see a section named as Grid Configuration
Click on +Create from View Action -> Select Target Types as Webpage
Select Redirect to Webpage as Target Webpage that you want to open (e.g., Create Case)
Provide Label for your Button (e.g., Create Case)
For Adding Detail Form:

Just little from under View Action, there is an option to add Item Actions.
Click on +Details -> Select Target Types as Webpage
Select Redirect to Webpage as Target Webpage that you want to open (e.g., Case Detail)
Provide Label for your Button (e.g., Details >)

Here is the screenshot for your reference.

Feel free to ask, if you have any questions.

Thanks,
Saud

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Was this reply helpful? Yes No