Thursday, February 28, 2019

Access to Custom Records from the Vendor Center

Note : Vendor Center roles by default cannot be customized to be given access to Custom Record Types.

Create a custom tab:
1. Navigate to Lists > Website > Tabs > New.
2. Click New Presentation Tab.
2. Enter Name.
3. Unmark the Display In Website checkbox.
4. Audience tab > Roles > Select Vendor Center.
5. Click Save.
Create a custom record:
1. Navigate to Customization > Lists, Records, & Fields Record Types > New.
2. Enter Name.
3. In the Access Type field select Use Permissions List.
4. In the Permissions tab > Add Vendor Center with Edit Level.
5. Click Save.
6. In the Fields tab > Enter fields by clicking on the New Field button.
7. Click Save for each new field.
8. Navigate to Customization > Lists, Records, & FieldsRecord Types.
9. Locate the record type that was created > Click on its List link.
10. Copy the URL from the browser address bar.

Create a link to the custom record in the vendor center.
1. Navigate to Lists > Website > Information Items > New > Click Formatted Text.
2. Enter Name.
3. In the Detailed Description field switch to Source editing mode then enter the following:

  • Click <a href="place custom record list url here">here</a> to access the vendor task list.

4. If multiple site, select the web site under the Site column where the Information Item will be displayed.
5. In the Site Category column select the custom tab created above.
6. Click Save.

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