We use the business object "task" to display all open tasks and to what team it belongs to (team 1-8). Now we would like all internal team members to view and run their reports for the team tasks via the portal.
Now this leaves us for some problems and issues which we have not found a solution yet.
First, do we need to add all internal members to the contact person table and grant rights to the portal?
How can we build a dashboard in the portal and "check" which team the current user belongs to, if Cherwell uses the respective contact person (with windows credentials) to log in. Are there any best practices?
What I think of is a dashboard with different widgets, all with search criterias based on the respective team of the logged in user. So it only displays the tasks from the team of the user. But I have not found a solution yet how to build this.
Any help from you greatly aprpreciated!
Out of curiosity, if these individuals have access to the client, why are you having them log into the portal to access functionality in the client?
Beyond that if members of the team are only members of one team you can leverage the default team on the technician table to update or be related to the customer table so you can drive functionality based off that using a system value.
Customer Bob is Technician Bob and belongs on Team 1.
If you can get Team 1 into the customer record and use one of the system values such as website to hold that team name then you could do searches were team name = system function website for the logged in user.
Thanks for the heads up, I think it will work exactly how I wanted it with the department system function!