Custom Modules in Vendor Portal

If you want your vendors to view and manage the records of a custom module, you can enable the custom module for the vendor portal, respectively. You can also configure which records they can view and what actions they can perform from their portals.

Show Custom Modules in Vendor Portal

To display the records of a custom module in the portal of your vendors:

Go to Settings in the top right corner.
Click the required custom module under Custom Modules.
Go to the Preferences tab.
Click Configure & Show next to vendor portal.
Select the actions your vendors can perform on the custom module’s records from their portal.
- Create and Edit Records: Check this option if you want your vendors to create and edit records in the custom module from their portals.
- Save as Draft: Check this option if you want to allow your vendors to save the records they created as a draft. This option will be shown if you enable Create and Edit Records.
- Add Comments: Check this option if you want to allow your vendors to add comments to the records of the custom module from the portals.
Select the Lookup Field. This links the custom module’s records to the respective vendor. If there are no lookup fields, click + New Lookup Field and fill in the required details to create a new one.
Choose which records of the module your vendors can view.
- Select Display all records if your vendors can view all the records created in the custom module.
- Select Display records based on criteria if your vendors can only view the records that meet the criteria you set.
Click Save.

Update Custom Field Preferences

For your vendors to create or edit the custom fields of a record from their portal, you need to enable the Display in Portal option for the required custom fields. Here’s how:

Go to Settings in the top right corner.
Click the required custom module under Custom Modules.
Go to the Fields & Tables tab.
Click Manage Fields and Tables in the top right corner.
Hover over the field you want to be displayed in the vendor portal and click the Edit icon above it.
Select Yes for Display in Portal.

Note: The Display in Portal option is not supported for the Attachment, Lookup, and External Lookup custom fields.

If you want your vendors to edit the field from their portals, click Yes for Edit in Portal. Otherwise, click No.
Click Save once you’ve updated the preferences of the required custom fields.

Manage Portal Preferences for Custom Modules

If you want to update the portal preferences for a custom module:

Go to Settings in the top right corner.
Click the required custom module under Custom Modules.
Go to the Preferences tab.
Click Manage Preferences next to vendor portal.
Make the necessary changes and click Save.

HideCustom Modules From Vendor Portal

You can hide the custom module from the vendor portal. Here’s how:

Go to Settings in the top right corner.
Click the required custom module under Custom Modules.
Go to the Preferences tab.
Click the dropdown next to Manage Preferences and click Hide From Portal.
Click Hide From Portal again in the pop-up that appears to confirm your action.

Approve Records Submitted by Your Vendors

If you’ve enabled the option for your vendors to create and submit records in a custom module from their portal, you can review and either accept or reject the submitted records.

To approve the records submitted by your vendors:

Click Custom Modules on the left sidebar and select the required custom module.
Click All at the top and select Portal Submitted.
Click the record you want to consider for approval.
Click Accept at the top.
Click Accept again in the pop-up that appears to confirm your action. The record will be added to the custom module.

Delete Records Submitted by Your Vendors