I am writing because I have a client with the need to limit visibility into old cases (lets say anything older than 30 days) to customer portal users. It is a business need that customer portal users are unable to view or edit historical cases. Does anyone have an idea how I can meet this requirement? Thank you in advanced.
1 respuesta
You could have a time based workflow rule change the case record type after 30 days. Then, create a page layout associated to that record type for the customer portal profile that has all fields set as read-only and remove the edit button.
