link to case only works if contact is signed into portal

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Posted on by smcconnell

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Hi All,

I'm using the Customer Portal.

i have created a Microsoft Flow that sends an email to a Portal Contact when a Portal Contact is created. the Flow is concatenating the Portal URL with the GUID of the case so the Contact doesn't have to manually search the cases.

this all works fine if the Portal Contact happens to be already logged into the Portal. if they are not logged in, the Portal generates an error advising the Case cannot be found, rather than directing the Contact to the Sign In Page.

does anyone know if this is a limitation of the Portal, or if there is a Portal Setting that can resolve this?

thanks all.

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Hi,

You can use Web page access permission to manage this case. Create a new record as shown below:

Change the Web Page to the page that shows the case details. Make sure that you add "Published" to the Publishing states and add Admins and Authenticated users to the Web role grid. This way, if the portal user is not signed in, then they will see the login page first and not the error message you mentioned.

Thanks

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