2

When I log in as a Customer Community user, when I go to the Orders tab, in the Recent section it is showing Orders of which I am the owner. But when I am going to the list view to display all orders, not a single record is showing. As the records are showing in the Recent section, this is not an access/sharing issue. Then why does the list view not show any records even though no filters are added?
Also, when I create a new Order from the New button on the related list in the Customer page, it is not appearing in the related list.

2
  • Did you check if there is any code or workflow to change the owner immediately after creation? Only then it is possible that right after the creation of a record, it is not visible to you. Commented May 24, 2017 at 14:55
  • No, the owner is not changed. He can see the order in the recent items section, but not in list views without filters. Commented May 31, 2017 at 5:59

2 Answers 2

1

It has to do with OWD setting on Order object. See if the current OWD setting is 'Private'. If you change the setting to 'Controlled by Parent' then the community user would be able to see all the orders related to his/her customer record.

1
  • But then why is it coming in Recent Items section? It should not appear there also if it is a sharing related issue. Commented May 25, 2017 at 10:50
0

It's the same issue for me but using the Case Object. I resolved it by using a text formula field and a check box formula field both in the case object.

The text formula field captures the user's First Name and Last Name:

$User.FirstName & " " & $User.LastName

The check box formula field captures the matching contact name and the text formula field above.

IF(AND(NOT(ISBLANK( Community_Login_Name__c )),Community_Login_Name__c = Contact.FirstName & " " & Contact.LastName ), TRUE, FALSE)

Then I used the checkbox field as one of filter criteria in the List View I chose to show in the Communities Site. ex: "Custom Checkbox" equals TRUE

Add the record list component to the site page and make sure to pin it that List View.

Testing this in Sandbox is worth the shot because you can create a community user and login to the portal to see the results.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .