Customer Portal

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  • Kurt Helfrich

    Aha.  We wondered about that.  The idea was to encapsulate the banner stuff in an included file and include that file in the templates, so that when (not if) we have to change the banner, left nav or footer code, we could do it once and update all of the template files.

     

    Is there a way we can do that?

  • Ernie Turner

    When referencing files under the assets directory, your include path should start with '/euf/assets'. So, for example, you would reference an image like so

     

    <img src="/euf/assets/images/pic.png" />

     

    Also, you shouldn't be putting PHP code into the assets directory. The assets directory is meant for images, CSS, and JavaScript. PHP files put there will not be executed and you won't get the results you want. If you want to add a banner to all pages, you should be editing the /development/views/templates files. That way you can add the code in a single place and have it appear on all pages.

     

  • Leif Wickland
    Bryan,

    Unfortunately, CP and marketing/surveys are not built on the same framework. PHP in surveys and mailings will not be executed. PHP code will appear literally in the output.

    Leif
  • bryan.arndorfer

    Yes,  I would like to call the functions available in the customer portal. From the marketing module documents.  Is it possible? 

     

    I tried putting any PHP code into the documents and it appears to be ignorning the php written, both RightNow specific and php generic.  If it is possible then I may have an incorrect syntax, and woudl appreciate an example, or the location for some documentation on it.

     

    Thanks

  • Leif Wickland
    Bryan,

    I'm not entirely sure what you're asking. Are you asking if the same PHP code can be used from Customer Portal and Marketing/Survey documents?

    Thank you,

    Leif
  • Mark Ericson

    Hi Maciej,

     

    You are correct that logout is not documented in the passthrough authentication documentation of the integration manual.  The following is a technique you could use to force logout from CP when a user does a logout from your external website.

     

    Logging out from a website, including CP, is essentially invalidating the user's authenticated session.  In the case of CP this would involve destroying these cookies when a user logs out from the parent site.   Destroying the cookie must be done from PHP code running on the CP site.  You could use the following technique to force the logout during your site's logout process:
     
    You should create a function within a custom controller (ajaxCustom.php for example) which when hit would destroy the ‘cp_session’ and ‘cp_profile’ cookies.
     
    Example Process:
    1.       User clicks logout on parent site.
    2.       Parent site logout logic occurs.
    3.       Parent site redirects user to RN logout page (e.g. /enduser/cci/ptaLogout.php [Classic] or /ci/ajaxCustom/ptaLogout [CP])
    4.       RN logout logic occurs, destroying all login/session cookies
    5.       User is redirected to the parent sites logout success page.

    Hope that helps!

     

    -Mark

  • chris fellows

    Hi Danny,

     

    When editing your report in the Report Explorer, make sure that the summary field, or whatever field you are making selectable has the URL options filled out in the column format.  Right mouse click on column and select "Edit Format"   See attached image for an example of the URL settings.

     

    Chris

     

    URL_options.png

  • bryan.arndorfer
    Any Luck on finding more information?
  • Ernie Turner

    I think nearly all of the blue styling is contained within images. You can go to the /assets/images folder to take a look at the images. Depending on what you want to do, it might be possible for you to open those images, edit the color to what you want and save them with the same filename. Then you wouldn't have to edit the CSS to reference your new images.

     

    There isn't any documentation on how to apply a new color scheme, but I would recomment using a tool like Firebug or the Web Developer Toolbar for Firefox. That will let you inspect HTML elements to figure out what images apply to which sections of the layout. It will drastically reduce the amount of time it will take you to restyle your site.

  • Danny

    <INTERFACE NAME> is obvious from the context. but what is interface ID and site?

     

    For example, our main URL is http://unm.custhelp.com, so our interface name is unm; but what is site and interface ID? And how do I determine my LIVE SERVER name?

     

    Thanks,

    Danny

  • Ernie Turner
    Sorry about the late reply on this. I think you're idea of creating a custom field would be the best option for now. I'm unaware as to how many people use the contact type field input on the enduser pages, so I'm not really sure how severe of a problem this is.
  • JoeMignano

    Leif and Monique-

     

    First, Leif, thanks for catching my broken link and for the compliments!

     

    Monique: Glad I could help you find a bug. To follow up:

    1) I definitely haven't touched the logic or controller files -- in fact, I tried switching the custom widget with the standard one, and it behaved the same way.

     

    2) The report's map_prod_hierarchy filter is defaulted to All. I tried some other combos, too, after you mentioned it, and I was getting the same results with None and pre-selected combos.

     

    I did find something new, though, after experimenting with what you gave me. If I choose values for the widget on the search results (list.php) page itself, then click a link for an article, the values are retained on the detail.php page -- they even stick if I navigate back to the home page from the detail page this way.

     

    Another detail I noticed is that both search widgets on the page are actually not retaining their values -- the KeywordText widget loses what was entered as well as the FilterMenuDropdown's values. I'm noticing that when the values are "cleared" going to the detail.php page (when the values are set from a different page, i.e. the home.php page, it seems), the URL in the browser address bar at the detail.php page does not include any of the search parameters (e.g. "...detail/a_id/607/kw/register/p/6%2C2362/r_id/101530") -- it only includes the article id ("...detail/a_id/607"). When it works (choosing values on the list.php itself), I see search parameters in the URL on the detail.php page.

     

    Does that shed any more light on what might be happening?

     

    Thanks very much!

    -Joe

  • david fulton

    While this one isn't as visually customized as some sites - the askune site has something that we haven't seen on other sites ~ the ability to do a federated search across other content repositories. Don't believe me? Go to the link and search on your favorite class at university - have a look at what is getting populated at the bottom of the page.

     

     

    http://askune.custhelp.com/app

     

    askune.GIF

  • david fulton

    We love the styling on this site. This was one of the first RNT Pro-Services clients implemented on CP. We particularly like that it supports a white-labeling capability - you'll encounter different look and feels for this interface depending on where on the web you navigate from ~ have a look at the brand argument on the URL to figure out how that was accomplished.

     

    http://support.snapfish.com/app

     

    snapfish.GIF

  • david fulton

     

     

     The very first site to go live - and the only one of two sites to originally go live on the beta of the CP product. DynaVox have done an excellent job of restyling their support content - and have utilized custom widgets for web session tracking.

     

    http://dynavoxsys.custhelp.com/app

     

    dynavox.GIF