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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Introduction to Transaction Documents
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Custom Fields
Last updated : 08/06/2020A list of Custom & Standard Fields used by the Case Portal
The Case Portal Plugin installs a number of Custom Fields, Picklists and Picklist Values automatically. All fields created by the installation are hidden by default, so you will need to configure your Form Layouts on Cases, People and Activities. A list of the fields is provided below.
| # | Field Name | Record Type | Data Type | Description |
|---|---|---|---|---|
| 1 | Exclude from Portal? | Cases | Checkbox | Add this field to the Case Portal reports set in the plugin as a criteria to hide selected Cases from the Case Portal where this field is set to TRUE. |
| 2 | Exclude from Portal? | Emails | Checkbox | Emails where this checkbox is set to TRUE, are not visible under the Case History tab of the Case Portal. |
| 3 | Authentication Blocked | People | Checkbox | Set this field to TRUE to stop a registered Portal user logging into the Case Portal. |
| Registered | People | Checkbox | Automatically set to TRUE when a user registers for the Case Portal. | |
| 5 | First Login Time | People | Date Time | This is the Date & Time that a person first accessed the Case Portal |
| 6 | Last Login Time | People | Date Time | This is the Date & Time that a person last accessed the Case Portal |
| 7 | Last Login IP Address | People | Text | This is the last IP address that was used to access the Case Portal. |
| 8 | First Response At | Cases | Date Time | This field is automatically populated with the Date & Time of a Public Activity if the field is blank and using the functionality here. |
| 9 | Activity Sub Type | Activities | Picklist | This is used by the functionality here to automatically create Public/Private Activities. There are only two values created – Public and Private. Other values will be ignored. |