Sugar/Mambo - portal cases invisible in Sugar

[mshallop]

How-dee....

Am a new sugar user - we're looking at this crm for several reasons and, so far, all is well. installed the "modified" version that fixed the xml error where it was sorting on a non-existant column in the cases table...

But I am completely stuck on this:

I have the sugar portal configured and can access cases via Mambo - list cases, edit cases, create new cases, it's just a party for days as far as manipulating cases are concerned from the Mambo portal with my test user!

The problem seems to be that, once a case is created, I cannot view the case in Sugar. As anyone. Even admin.

When I directly access the db (phpMyAdmin), I can see the cases there - the problem seems to boil down to the fact that when the case was created, the account_id column was populated with a null value. (I've tried every permutation of configurations in the mambo-field editor to allow the user to add account information....no go. can_create, default value, etc. all results in a null field value for account_id in the cases table.)

When I brute force squeeze (er...edit) a valid account_id value into the column (phpMyAdmin), then the case becomes visible in Sugar.

So, as the last step which prevents me from going live with my Partners, how do I ensure that this account_id column in the cases table gets populated? Hell, I even tried setting the default value for the column to a valid account value at the database fieldname level - even that gets overwritten when the new case is created via Mambo portal...

I've read on this, and other forums, where folks are having the same problems - has anyone come up with a viable solution?

Thanks!

[mshallop]

OK - I'm an idiot...well, at least a geek...

This wasn't a programming problem - this was a PBCK problem (Problem Between Chair & Keyboard) with the CRM.

So, since others have posted about this - I decided to NOT delete my post, take the derision of my peers, and log the solution:

It's a CRM configuration issue. Maintain the following relationship in Sugar:

Web Users are CONTACTS. (You should already have a contact created for the mambo-web user.)
CONTACTS are linked to ACCOUNTS.

Theoretically, every web user that logs into your portal should be associated with some account that's maintained in the CRM.

Once you link your web-user CRM contact to a CRM account, the cases created via the Mambo portal will appear in your cases tab. For testing, create a temporary account. Don't use your default "Support" account, otherwise the portal user will be able to see all of the cases in your repository - not just the ones they created.

This may seem blindingly obvious to most, especially on this forum, but for us N00bs to SugarCRM, it's not. This would be a really_good_thing to add to the Sugar Self-Service Portal Configuration install documentation, between steps 7 and 8 on page 8....


--Mike

[maya786]

just testing my signature

[deemurphyus]

Why is it that I can not install Sugar Portal or Mambo 4.6 into Sugar 4.5?

Thanks
Dee

[ramji123]

How-dee....

Am a new sugar user - we're looking at this crm for several reasons and, so far, all is well. installed the "modified" version that fixed the xml error where it was sorting on a non-existant column in the cases table...

But I am completely stuck on this:

I have the sugar portal configured and can access cases via Mambo - list cases, edit cases, create new cases, it's just a party for days as far as manipulating cases are concerned from the Mambo portal with my test user!

The problem seems to be that, once a case is created, I cannot view the case in Sugar. As anyone. Even admin.

When I directly access the db (phpMyAdmin), I can see the cases there - the problem seems to boil down to the fact that when the case was created, the account_id column was populated with a null value. (I've tried every permutation of configurations in the mambo-field editor to allow the user to add account information....no go. can_create, default value, etc. all results in a null field value for account_id in the cases table.)

When I brute force squeeze (er...edit) a valid account_id value into the column (phpMyAdmin), then the case becomes visible in Sugar.

So, as the last step which prevents me from going live with my Partners, how do I ensure that this account_id column in the cases table gets populated? Hell, I even tried setting the default value for the column to a valid account value at the database fieldname level - even that gets overwritten when the new case is created via Mambo portal...

I've read on this, and other forums, where folks are having the same problems - has anyone come up with a viable solution?

Thanks!

Hi,

I also new to this SugarCRM, i am using sugarCRM open Source version 4.5.0f.
In this sugarCRM OS support the Sugar Portal?
where i will go to the download this sugar Portal?

Please help me.

Thank you

Regards,
Ramji

[kenlyle]

Should be on sugarforge.org