Zoho Creator and Zoho Subscriptions Connection: How to show Customer Portal User their order information upon first login?
We have Zoho Subscriptions connected to Zoho Creator via Zoho Flow. When a person purchases a new subscription on our website, via Zoho Subscriptions Hosted Payment Page, two things happen:
1. Zoho Flow: When a new subscription is added in Zoho Subscriptions, the "New Order Form" is submitted within our Zoho Creator Application. This is just a simple order form/invoice/etc.
2. When the "New Order Form" is submitted, it triggers a Zoho Creator Workflow to automatically create a new Customer Portal user with the email address used to create the new user being the same email used to purchase the subscription. It also creates a record on the report side of the form in the system.
ISSUE
When the Customer Portal User logs in for the first time, they're unable to view their order receipt (New Order Form Report). I've tried multiple filters on the report but can't seem to get it to work. I believe the issue is that the Portal User technically isn't the one that submitted the "New Order Form", it was submitted with the Zoho Flow before the new user was created in the portal.
QUESTION
How can I alter this process so that the new Customer Portal User can see their receipt in the Zoho Creator app upon first login session? How can I connect that order form to the portal user id? I was thinking maybe some sort of forced form popup upon first login, with workflows connected to it so that we could then connect the portal user to that first receipt?