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Hello,

I’m working on a Creator app with a customer portal and implementing filters based on the logged-in user (customer). To test these filter functions, I'd like to simulate or add customer portal users in the development environment/database.

Is there a way to create or add portal users specifically for testing purposes in the development setup? If not, are there any recommended workarounds for testing user-based functionalities during development?

Thanks in advance for your guidance!


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  • Zoho MVP
  • 23 days ago

Portal users only work in "Production" envoirnment currently, the only way to test would be to push the changes to "Production" and use a different portal permission before exposing the new forms/reports to the other users. If it's a change to an existing form/report then I'm not sure how you can avoid exposing them...

  • 22 days ago

There is a way to test in the development or staging environments with portal users, which I use all the time to test permissions.  From the three dots next to the app name on the Environments screen, choose Development > Settings.  The first tab in there is demo users.  You get up to five and you can choose whether they are users or portal users, and what role/permissions to give them for each of your apps:

Once that is set up, when you are accessing the app in the development environment, you can just switch between the users:

All my apps have multiple different permission levels in the portal and I could not work without this feature.  They also all have a User form where I match up the name and permission level, and I create User records for the five test ids so I can test all aspects for them. 

  • Zoho MVP
  • 22 days ago

Thanks Rachael for the info, I must have missed that update... It wasn't available upon release and it's been something I've been waiting for.

  • Zoho MVP
  • 22 days ago

@support:  When this was rolled out? I remember it being a talking point when V6 was released and I've been waiting for an update since, I can't see anything mentioned in the release notes or product roadmap.

  • 19 days ago

Hello Damien,

We would like to inform you that the Portal Demo user support is available with the release of Environments. Since it is not an added feature in the later phase, it was not added to the roadmap / product updates. Regarding the help page, thanks for the feedback. It was missed and we will add more clarity to what is limited soon.

- Portal, Publish Components, Backup, Audit Trail, Mobile SDK, and Datasources won't support environments.

Here Portal refers to the configuration. You cannot set up a Portal Configuration for your development and staging environments. You can do the setup only for the Production environment.

The Portal is available only for the Production application. When you add a User field and choose Customer as Choices in development edit mode, then in both development and stage live mode, that User's field will not list any customers. But you can add Portal demo users to test with your Portal profiles, which will be listed in user field.

Have a good day!

Regards,
Zoho Creator Support Team,

  • 22 days ago

I've been using it for about 3 years.  Sorry you missed it, it's saved me so many mistakes when I created a new form and forgot to set the permissions for all roles.  My only wish is that I could have more than 5 demo users, as I have to swap them between roles to do all my testing sometimes.

  • Zoho MVP
  • 22 days ago

I knew we could have test users, but on V6 release with envoirnments testing with portal users was listed as a limitation and according to the documentation it still is. I'm really annoyed about this as I've been avoiding using environments when using the portal because of this...

  • 22 days ago

Aargh, that's frustrating.  Presumably they didn't notice they missed updating the page when they made the change.

  • Zoho MVP
  • 21 days ago

Oh wow! This is like discovering an actual easter egg! Except it shouldn't have been an easter egg to begin with. What is this feeling? It's joy and anger at the same time! :D 

Reply to Felix BoulinA
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