Can you stop portal only customers appearing in User Picker lists

Ste404
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October 15, 2023

Per the subject, can you stop 'Portal Only Customers' from appearing in User Picker lists on request types?

Thanks

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Esteban Diaz
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October 16, 2023

Hi @Ste404 , 

If you are using a User Picker (single user) custom field, you are able to filter the displayed users based on groups or roles ...

To do this just search for your custom field and follow this steps: 

user picker1.PNG

user picker2.PNG

user picker3.PNGuser picker4.PNG

user picker5.PNG

 

Does it make sense?

 

Cheers, 

Esteban Diaz
https://www.linkedin.com/in/estebandiaz/ 

Ste404
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October 16, 2023

PERFECT.  I can filter with the all staff group and make a group for specific users who are external customers also that are required and leave off the portal only users all together.

Like Esteban Diaz likes this
Ste404
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October 16, 2023

Would be awesome if it was for Multi User also, just realised I have two scenarios now..  one group of people happy, one asking why theirs is still so over crowded with names :D

Esteban Diaz
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October 16, 2023

Hi @Ste404 , 

Unfortunately user filtering still not available for multi user picker field 😢

Yo can vote for this feature to be developed here:

User picker (multi user) user filtering feature 

 

Cheers, 

Esteban

Ste404
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October 16, 2023

oohh 9 years old :/ 

Voted and watching.

Thanks.

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