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When creating the custom button, use the $User fields and then insert the Contact ...
When creating the custom button, use the $User fields and then insert the Contact ID field.
If you want to add other parameters to the button, eg: use a specific payment form, it can be set up as per regular URL parameters outlined here.
Note: Make sure that your portal users are linked to a contact, otherwise the information will not populate the form.
You first need to create your Community/Experience Cloud profile. Then you need t ...
You first need to create your Community/Experience Cloud profile.
Then you need to copy the profile name. To do this:
Whilst in setup:
Click "New" button and paste the value copied above from the Profile Name
Set up a Flow that sets the field "Portal User Profile" on the Contact to the profile you would like, plus also sets "Enable Portal User" checkbox.
NOTE, the above is provide for information to help advanced admins. Should you require further assistance, you'll need to purchase one of our Premium Support options.
If the components for Payments2Us show as dimmed or not available as below, then ...
If the components for Payments2Us show as dimmed or not available as below, then you will have to turn ON the Lightning Locker toggle button.
Turn ON the "Lightning" locker setting as shown under the "Security & Privacy" menu option.
