Hi,

I would like my Customer Portal users to only see items in the grid that do not have a status of CLOSED.

I can't find a way to do this. The user can apply a filter to see items that are NEW, but then they don't see items ON HOLD (for example).  They can't select multiple items on the filter.

I tried applying an auto-filter that only shows items where the status is not CLOSED, but then they can't view a closed item at all...sometimes they will still need to search for one to see what happened to it.

How can I acheive this?

Thanks,
Cameron

Hi Coreo,

Using the auto-filter setting as you describe seems to be the best way, and the only way, to filter out all closed items in the Customer Portal. You're right, your users can use the built-in filters to see any one status at any one time, but not multiple statuses at once.

"I tried applying an auto-filter that only shows items where the status is not CLOSED, but then they can't view a closed item at all...sometimes they will still need to search for one to see what happened to it."

The auto-filter option will filter out those closed items, and there will be no way to search them. There is no way to both allow your users the option to search for closed items, and to also filter them completely from the main grid view.

Let me know if you have any further questions.

The option for the customer to select from the same list as the auto filter would be tremendously helpful.
Why would we restrict the portal user to filtering by status only, or limit them with an auto filter? The restrictions are quite clear from this post.

I've made an entry in Feature Requests for this.