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Create View

Here you can configure the Create View for the current module, the available configuration options are the following:

  • Create Enabled: this is a toggle field that will allow you to choose if your customer should be able to create or not records for the current module configuration. 
  • Create Fields: these are the fields that will be shown to your customer when he's going to create a new record from portal for the current configuration, you can set nearly any field from your crm modules, including relationship fields, so, for example, you can allow your customers to pick the related product when creating a new ticket.
  • Default Values for Created Records: with this feature you can set predefined values for the new records created from portal, for example, you can choose to automatically assign new records to a specific user, or set a specific picklist value, as for the other dynamic parameters you can set as many predefined values as you need.

IMPORTANT: all the mandatory fields should be set for the Create View, you can choose to make it editable by the customer, or present with the Default Values rows, but ALL the fields marked with "*" should be set, or the new record won't be created in your CRM.


Myc Docs Create View

Edit View

Here you can configure the Edit View for the current module, the available configuration options are the following:

  • Edit Enabled: this is a toggle field that will allow you to choose if your customer should be able to edit or not records for the current module configuration. 
  • Edit Fields: these are the fields that will be shown to your customer when he's going to edit a record from portal for the current configuration, you can set any field from your crm modules, including relationship fields, so, for example, you can allow your customers to pick the related product when creating a new ticket.
  • Default Values for Updated Records: with this feature, you can set predefined values when your customer update records from the portal, for example, you can choose to automatically change the ticket status or any other value when your customer edit it.
Myc Docs Edit View