I am trying to add emails to the activity stream at the bottom of Cases. Has anyone done this? Must use 7.5 and not interested in add ons unless free.
Unfortunately, the built-in Portal was not designed to be customized, at least in an upgrade-safe manner. As such, we don't have any documentation that covers the subject.
That being said, some minor customizations are possible, following the constructs that you would apply to Sidecar customizations in the main web app, but placing the files in ./custom/clients/portal for example. However, extending it to expose data from other modules not already accessible is not one of those things that you can do.
How does the portal get the notes into its activity stream? By looking in the Notes directory in ./modules/Notes/client/portal/*
I can see all the various things needed to have notes in the portal, but I would like to put emails there as well. Even tho this isn't upgrade safe I would still like to do it then replace it in the future with something that is safer.
I was thinking of just making an api for the email information that I want and then in the js controller for the portal have it make an ajax call there and get the data then display it in the activity stream using handlebars. Do you think this will work? I guess the only way to know is to do it and see what happens.
SugarCRM Self Service Portal adds Notes through view 'editmodal' specified at modules/<ModuleName>/clients/portal/layouts/record/record.php
Eventually you can extend such layout in order to add more views definitions for other activity modules.
This is upgrade safe.
How do you know this?
I believe this should work once the platform portal is defined under the same sidecar architecture.
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