Adjust a dossier item type for OutSite
You have access to different dossier item types. For the created types, you can specify whether or not they are visible in the external portals. In addition, you enter the description of the dossier item type and you configure whether the dossier item type can be submitted via the external portal.
Example:
You add a new dossier item type Vraag . If you specify that this can be used externally, the following is possible:
- You can display an overview of all questions on the portal (= a view). The customer logs on and sees all dossier items of the type Vraag from his/her own dossier.
- You can view the details of a question. In his/her overview, a logged-on customer can open one question and see all the details of the question (description, text, any attachments).
- If a question is visible, you can see a number of general overviews in which dossier items of different types are displayed.
Furthermore, there are also a number of general overviews (views) in which the customer can see dossier items of different types. If a question can be used externally, questions are also displayed in these views.
If you specify that the customer should be able to submit a question externally, this option becomes available in the site. When the dossier item is submitted, the type cannot be set by the customer because a customer cannot submit a dossier item on the portal but submits a question, complaint or an incident directly.
Description
If you specify that the customer can submit a question externally then he or she can also submit a dossier item of the type Question.
A customer shall often have a question about a dossier item he/she is viewing. He/she then submits a dossier item in response to another dossier item. This is only possible if, for a dossier item type, you also specify which other types the customer can submit for the dossier item.
Example:
For a dossier item of the type 'Support request', a customer can submit a dossier item of the type 'Support request'. The customer then submits an Incident in the portal.