Add Custom User Relationship to Portal Form

Nick_Flint

I have extended the Cireson Asset Management class and added a couple of string properties and two relationship properties that reference the User class. I have the two string properties on the support contract portal form; however I'm having difficulty getting the custom user relationships to work. I've tried the code below with and without the classid tags. Neither allows me to select and save the user.

{ DataType: "ObjectPicker", PropertyDisplayName: "CTS SME", PropertyName: "ALEContractCTSSME", ClassId: "fecd2c59-e4e2-4d8f-3eac-6f1ec1d6ed79", Disabled: false },

                                        

{ DataType: "UserPicker", PropertyDisplayName: "User SME", PropertyName: "ALEContractUserSME", ClassId: "fecd2c59-e4e2-4d8f-3eac-6f1ec1d6ed79", ExtraProps: "Title,UserName,BusinessPhone"  },

Is it possible, if so how, to use a custom user class relationship on a Cireson Portal form?

Justin_Workman

It is possible, but you'll also need a custom Type Projection that includes your new relationship.  Then the form will also have to be mapped to the Type Projection.

Justin_Workman

This doc walks you through not only creating the TypeProjection, but also bringing it into the custom form.
https://support.cireson.com/KnowledgeBase/View/1174#/
There's also this Free Training Friday video where @john_doyle walks through creating a Type Projection:
https://player.vimeo.com/video/272447442

Justin_Workman

It is possible, but you'll also need a custom Type Projection that includes your new relationship.  Then the form will also have to be mapped to the Type Projection.

Nick_Flint

Fantastic! I thought you were going to say that. Well, some of it, anyway. Looks like I get to learn a new skill this week. 

Nick_Flint

@Justin_Workman: Do you happen to know of a good article or guide about both of those tasks?

Justin_Workman

This doc walks you through not only creating the TypeProjection, but also bringing it into the custom form.
https://support.cireson.com/KnowledgeBase/View/1174#/
There's also this Free Training Friday video where @john_doyle walks through creating a Type Projection:
https://player.vimeo.com/video/272447442

Nick_Flint

Thanks, @Justin_Workman.