Limit the See All Transactions and See Orders Link to Invoices Only When Accessed from the Customer Center

The transaction saved search that's set for the Customer Center role, to show invoices only,  is not working and shows all transactions.

To resolve this problem, perform the following steps:

     1. Navigate to Lists > Search > Saved Searches > New.
     
     2. Select Transaction.
     
     3. Provide a Search Title.
     
     4. Check Public.
     
     5. In the Criteria tab > Standard subtab, set the following:

Filter	Description	Formula
Type	is Invoice
Formula (Numeric)	is 1	CASE WHEN {type}='Invoice' THEN 1 ELSE 0 END

    
     6. In the Results tab > Columns subtab, add the following:

Field	Summary Type	Formula	Custom Label
Formula (Numeric)		CASE WHEN {type}='Invoice' THEN 1 ELSE 0 END	Invoices

     
   

Note: Add/Remove other fields as needed.

7. In the Roles tab, locate the Customer Center role then check the following checkboxes:

·         List

·         Form

·         Results

·         Dashboard

·         Sublist

8. Click Save.

9. Navigate to Setup > Users/Roles > Manage Roles.

10. Edit the Customer Center role.

11. In the Searches tab > Standard subtab, set the following:

·         Type = Transaction

·         Search Form = select the saved search

·         Search Result = select the saved search

·         List View = select the saved search

·         Restricted = Yes

·         Dashboard View = select the saved search

·         Restricted = Yes

·         Sublist = select the saved search

·         Restricted = Yes

12. Click Save.