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Custom page on the Customer Portal
Posted: 16 Oct 07 4:23 PM
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I'm still trying to get a handle on how all of these pieces fit together so forgive me if this is a dumb question.
I've created a page in my customer portal called Profile.aspx. I built a form that pulls the contact fields from the database. I'd like for my customer portal users to be able to update certain info for their profile from the Contact table.
I've tinkered with it until i've got the page where i can see the contact record and edit it in the customer portal but i have one snag. This works when i manually go to the URL and put entityId=whateverid. If the entityId isn't explicitly stated in the URL, then the page crashes with the Object reference not set to an instance of the object.
So, i'd either like my link on the nav bar to be dynamic with the appropriate ID in the querystring, so that when clicked it takes me to Profile.aspx?entityId=12345678 or figure out how to pass the logged in customer portal users ID to my profile page so it doesn't need to be in the querystring at all.
Hope this makes sense. Anyone know what i'm doing wrong.
thanks for the help.
Lee |
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Re: Custom page on the Customer Portal
Posted: 17 Oct 07 3:23 PM
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c'mon... somebody!
i just want to have a link to my profile.aspx that once i hit that page, i can edit the users contact info and save it back. if i hit profile.aspx, i get the Object reference not set to an instance of the object error. I just want it to pull the logged in customer portal users, contactID so that my contact form gets populated. again... this works if i manually put entityId=blahblah in the querystring.
anyone have ideas? about what i might be missing?
can i have my navigation link be dynamic like: profile.aspx?entityId={contactId from database}??? that would fix it if this were possible.
????
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Re: Custom page on the Customer Portal
Posted: 18 Oct 07 7:11 AM
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I dont think that would be possible which is why i didnt bother replying to this thread! The only way i could see you could do this is by having a button on your detail page to invoke the view (not using the menus at the top - as i cant see a programmable interface for these), or amend the code for the menu directly - which is probably in base.master (im guessing as i havent actually checked...)
Sorry not done this on a top menu before so cant help you much...  |
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Re: Custom page on the Customer Portal
Posted: 18 Oct 07 11:42 AM
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thanks for the info. So if i can't customize navigation, what is it i need to do so that the contact info shows up for the logged in customer portal user? Right now i have to specify entityid in the querystring and then i can see the details. If i don't specify entityid in the querystring, the page crashes with Object reference not set to an instance of an object.
something needs to happen in my setup so that i can view the contact info without having to specify that entityId in the url. My understanding of all of this is limited.
here's what i've done.
i created a new smartpart form called ContactUser and placed contact fields on it.
i linked the smartparts (ascx and resx) to my customer portal.
i created a page in the customerportal called Profile and added my ContactUser smartpart to it.
What linkage needs to happen so that it knows to display the data for the contactID of the logged in user?
hope this makes sense.
thanks for any help.
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Re: Custom page on the Customer Portal
Posted: 18 Oct 07 11:49 AM
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I have wanted to do the same type of thing, I got this as a suggestion to get the logged in user id.
Sage.SalesLogix.Security.PortalUser pu = UserService.GetPortalUser();
I want the contact page to be an entity link on the left, but can not figure out how to pass the id to the link. |
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Re: Custom page on the Customer Portal
Posted: 19 Oct 07 5:59 PM
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As of today.. Sage SalesLogix has NOT developed/produced a document/whitepaper on how to properly:
A - Add an entity to the Customer Portal
B - How to build a new portal from scratch.
Remember, You log into the customer portal as a Contact.. not user. IN fact it could be a violation of the license to expose the complete contact entity to the customer portal since the "user" is not a licensed user.
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rjl |
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Re: Custom page on the Customer Portal
Posted: 07 Nov 07 8:33 AM
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| Hi rjl, just came back from Sage summit and it was mentioned in one of the sessions that cust portal can be customized and we can include an RO screen of this contact details....... |
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Re: Custom page on the Customer Portal
Posted: 07 Nov 07 5:14 PM
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Yep.. well aware of that...
But like I said.. there's been NO documentation, guide, example, etc provided on it.
Folks saw some "today" stuff and a lot of "tomorrow" stuff in Chicago... trust me.. i really know...
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rjl |
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