I've just tried setting up new forms for the proposed use of Customer portal and after a fair amount of "what's this Do.." and "how's This work.." think I now am able to create the forms with some minor exceptions. So I thought I'd get confirmation that the exceptions I'm talking about are in fact features of the product and not something I'm missing.
When creating the field template to add a new Problem I included the following elements.
- Set the Customer Contact Name to visible, required and editable.
- Set the default of Description to "{Here's a prompt to tell you to enter the problem detail here} and set the Visible, required and editable flags.
- Set the default of Notes to "{Here's a prompt to tell you to enter additional detail here} and set the Visible, required and editable flags.
I then set the template for the project concerned and attempted to create a new problem through the customer portal. The result was not what was expected.
- The Customer Contact Name field did not appear. (Although creating the problem did default the value to the logged in id)
- There was no default text in the description field. (Although doing similar in the Name field did work)
- There was no default text in the notes field. (Although doing similar in the Name field did work)
I think I'd prefer to be told I've missed something and thus be told how to do it rather than be told it's a feature. However, I fear the latter to be true.