- Create an Item Saved Search that will show the specific Items
- Use a standard field or create a custom field in Item record
- Select the standard or custom field created as a filter
- Public: Enter Checkmark
2. Customize the transaction forms: Navigate to Customization > Forms > Transaction Forms. Locate the preferred external transaction forms. Edit the form and rename it. Navigate to Sublist Fields Click Item Filter dropdown. Select the Saved Item Search. Then save.
3. Create a Custom Customer Center Role:
- Navigate to Setup > Users/Roles > Manage Roles >
- Customize Customer Center Role.
- Click Forms tab
- Click Transaction subtab
- Now we can locate the created custom transaction forms here.
4. Grant access to Customer for Custom Customer Center Role created.
• Navigate to Lists > Relationships > Customers
• Locate Customer Record (Customer you want to give access to)
• Click Edit
• Click Access
• Give Access checkbox: Enter Checkmark
• Role: Select the Custom Customer Center Role (which we have created)
• Click Save