Why Do My Portal Users Can't See Any Data in Reports
In My zoho crm i have created a button automation which basically is it converts a quote into invoice and sales order , so initially when a person who is my app user submits a quotation form it goes into quote module and record is created and in each quote my button is present i have written a deluge fucntion , initially quote sent by the person is in hold stage so when i click on the button it gets into confirmed stage and also it will update the report in my quotation reports in reports , it works perfectly in my admin email but this doesn't work for my portal users to check this i have set all of my portal permissions on still doesn't,
Any Help would be Helpful
Attched code is , it is written in crm (i have added dummy for now (can't share in private))
- updateMap = Map();
- updateMap.put("Quote_Stage","Confirmed");
- updateResp = zoho.crm.updateRecord("Quotes",quoteId,updateMap);
- criteria = "CRM_Quote_ID == \"" + actualQuoteId.toString() + "\"";
- creatorResp = invokeurl
- [
- url :"https://creator.zoho.in/api/v2/dummy/dummy/report/Quote_Report"
- type :GET
- parameters:{"criteria":criteria,"from":"1","limit":"1"}
- connection:"crm_creator_connect"
- ];
- info " Creator Search Response: " + creatorResp.toString();
- info "🔎 Quote Agent Email from CRM: " + quote.get("Sale_Agent").get("email");
- if(creatorResp.get("code") == 3000 && creatorResp.get("data").size() > 0)
- {
- recordId = creatorResp.get("data").get(0).get("ID");
- updateCreator = invokeurl
- [
- url :"https://creator.zoho.in/api/v2/dummy/dummy/report/Quote_Report/" + recordId
- type :PUT
- body:"{\"data\": {\"Quote_Stage\": \"Confirmed\", \"Agent_Email\": \"" + zoho.loginuserid.toLowerCase() + "\"}}"
- headers:{"Content-Type":"application/json"}
- connection:"crm_creator_connect"
- ];
- info "Creator Quote_Stage Update Response: " + updateCreator.toString();
- if(updateCreator.get("code") == 3000)
- {
- info "Creator record updated to Confirmed for ID: " + recordId;
- }
- else
- {
- info " Creator update failed. Error: " + updateCreator.toString();
- }
- }
- else
- {
- info "No matching Creator record found for Quote ID: " + actualQuoteId.toString();
- }