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John McAfee
IsPortalenabled on Contact object
Hi all, We have a community portal and as we enable account contacts to use the portal, a flag is set on the user object (IsPortalEnabled). My goal is to have this same flag on the contact object so that we can then do other things for that contact easily knowing they are a portal user. I have created a formula checkbox on Contacts and I need to evaluate 3 conditions on the user object then set the contacts formula field to true. The 3 fields are User.username = Contacts.email AND User.IsActive = TRUE AND User.IsPortalEnabled = TRUE
My 2 issues are,
1. evaluating 3 AND statements to be true
2. In the advanced formula of the field, it does not look like User.IsPortalEnabled is exposed to evaluate.
Here is my attempt at doing this but regardless of my bad syntax, If User.IsPortalEnabled is not exposed, then I think I cant do it this way..
Any help would be appreciated.
IF(
AND($User.Username = Email, $User.IsActive, $User.IsPortalEnabled = True ), IsPortalEnabled__c = TRUE, NULL
)
My 2 issues are,
1. evaluating 3 AND statements to be true
2. In the advanced formula of the field, it does not look like User.IsPortalEnabled is exposed to evaluate.
Here is my attempt at doing this but regardless of my bad syntax, If User.IsPortalEnabled is not exposed, then I think I cant do it this way..
Any help would be appreciated.
IF(
AND($User.Username = Email, $User.IsActive, $User.IsPortalEnabled = True ), IsPortalEnabled__c = TRUE, NULL
)
Hi @John McAfee
If it's too late for this, I hope you found a solution.
If not, here's an approach:
So what have you done?
You have set up PB so that future new or updated portal users will update the Contact record automatically.
You've also updated existing contact records so they reflect their related user records.