Allowing External Users to Select Users via Reference Field in CSM Portal
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an hour ago
Hello,
I’m looking to understand whether it is possible to allow external users interacting with the CSM Portal to use a reference variable within a service request to select from a list of users.
Specifically, I am trying to determine if there is a secure and supported way to present a filtered list of users (both internal and external) based on shared attributes such as:
- Company
- Account
- Domain
The goal is to enable external users to select relevant users associated with their organisation, while ensuring appropriate access controls and data segregation are maintained.
If anyone has implemented a similar requirement or can advise on recommended patterns, I would greatly appreciate your guidance.
Many thanks for your support.
Liam