I want to use automation with Portal Groups

veronica_wilson April 5, 2023

Hello,

I'd like to use automation to create a condition on Portal Groups.

You can access it via Portal Settings > Portal Groups

Is it possible via smartvalues or something else?

Kind Regards,

V

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Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 5, 2023

The short answer is that it cannot be done, the group is not stored anywhere.

veronica_wilson April 6, 2023

Hello Mikael,

Greatly appreciate your prompt reply.

As a follow-up question is there a way in the Request Form to add a custom field and pull in the value of the Portal Group that is being used and make it hidden in the portal but visible and able to query for it in the form?

Kind Regards,

Veronica

veronica_wilson April 6, 2023

Also I see in the portal the Portal Group name is in a Contact us about field while creating a ticket.
Can that data be pulled into the Additional Details somehow?

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 6, 2023

No, you cannot add a hidden field that has the portal group in it. I brought this up with the product team about a year ago, and the response was that the group is just a way to organize your request types and that is where the relationship ends. There is no way to extract the group so you can use it somewhere else.

veronica_wilson April 6, 2023

Thank you

Ijaz Ahamed
Contributor
August 7, 2024

There is one way of making it work but it will work only if you did not use request types in multiple portal groups. 

Considering that all the request types are unique to individual portal groups, just create a text custom field, add the field to the Request form with a predefined value (equivalent to the portal group) and hide it. 

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