In the Infor CRM (formerly Saleslogix) Customer Web Portal, the Task Pane area is not visible by default. This removes some functionality, like filters, and common tasks. Here are the steps you can use to add these components back in.
To Add in the standard features to the Task Pane area
In the Portal Explorer…Portal Manager, double click the Customer Portal.
In the dialog that opens, go to the Tasklets tab.
In the Tasklets list add the following three tasklets in this order:
- SmartPartsTaskPaneGroupListGroupListTasklet.ascx
Mode: Detail
Title and Decription: Group List - SmartPartsTaskPaneFiltersFilters.ascx
Mode: List
Title and Decription: Filters - SmartPartsTaskPaneCommonTasksCommonTasksTasklet.ascx
Mode: Any
Title and Decription: Common Tasks
Save your changes to the portal.
Adding back in the TaskPane workspace
In the Project Explorer, expand out Portal Manager…Customer Portal…Support Files…Masters
Double click on Base.Master.
Look for the method Page_Load (normally around line 87)
In the method you should see a couple of lines down code that looks like this:
// hide the task pane on all pages
IncludeTaskPane = false;
Comment out the second like like so:
// hide the task pane on all pages
// IncludeTaskPane = false;
Save your changes to the base.master file.
Redeploy
Re-deploy the SLX Clustomer Portal web portal.
Please be aware that the Common tasks area contains all the normal common tasks found in the Saleslogix web client. You may want to limit that down. you can to so by editing the CommonTasksTasklet.ascx.cs file. Specificall modifying the FillListViewDictionaries and FillDetailViewDictionaries methods. This common tasks tasklet is specific to the Customer Portal and can be accessed in the Project Explorer…Customer Portal…Support Files…TaskPane..CommonTasks.
See details about modifying that file here: /article/saleslogix-web-7-5-2-sp-3-adding-standard-common-tasks-to-custom-entity-pages/
