Cannot Customize using customize browser on portal

Question

I associated a business account for an unrestricted external user and have provided both portal admin and customizer roles but still cannot customize on the portal and when

Answer 1

I have a case open with Acumatica on the same issue. The problem is the main project browser page is missing from the portal site map. Run the SQL statement below on the database and restart the Acumatica instance.

UPDATE 6/15/2018 - I ran into this issue again on another upgrade and my original script below didn't work because the Position field was wrong. I have adjusted it to insert into Position 1036 which now seems to work.

INSERT INTO PortalMap (CompanyID, Position, Title, Description, Url, Expanded, IsFolder, ScreenID, CompanyMask, NodeID, ParentID, CreatedByID, CreatedByScreenID, CreatedDateTime, LastModifiedByID, LastModifiedByScreenID, LastModifiedDateTime)
SELECT CompanyID, 1036, Title, Description, Url, Expanded, IsFolder, ScreenID, CompanyMask, NodeID, '84351BC9-BF6C-48B5-9DEA-F8207283B64A', CreatedByID, CreatedByScreenID, CreatedDateTime, LastModifiedByID, LastModifiedByScreenID, LastModifiedDateTime FROM SiteMap WHERE ScreenID = 'AU000000' AND CompanyID = 1

Answer 2

Thanks Peter Rankin I updated my script the same way and it worked for 2019R1

INSERT INTO dbo.PortalMap
(
    CompanyID,
    Position,
    Title,
    Description,
    Url,
    ScreenID,
    CompanyMask,
    NodeID,
    ParentID,
    CreatedByID,
    CreatedByScreenID,
    CreatedDateTime,
    LastModifiedByID,
    LastModifiedByScreenID,
    LastModifiedDateTime,
    RecordSourceID
)
SELECT CompanyID,
       Position,
       Title,
       Description,
       Url,
       ScreenID,
       CompanyMask,
       NodeID,
       ParentID,
       CreatedByID,
       CreatedByScreenID,
       CreatedDateTime,
       LastModifiedByID,
       LastModifiedByScreenID,
       LastModifiedDateTime,
       RecordSourceID
FROM dbo.SiteMap
WHERE ScreenID = 'AU000000'
      AND NOT EXISTS
(
    SELECT *
    FROM dbo.PortalMap
    WHERE CompanyID = dbo.SiteMap.CompanyID
          AND ScreenID = dbo.SiteMap.ScreenID
);

Answer 3

I had the same issue and @Kurt Bauer answer is the correct answer but I needed to update the SQL to get mine to work (version 18.212) and the sql is to big for a comment. I found that inserting for the company I was in did it for me, not just CompanyID 1. Here is the SQL I used:

INSERT INTO dbo.PortalMap
(
    CompanyID,
    Position,
    Title,
    Description,
    Url,
    Expanded,
    IsFolder,
    ScreenID,
    CompanyMask,
    NodeID,
    ParentID,
    CreatedByID,
    CreatedByScreenID,
    CreatedDateTime,
    LastModifiedByID,
    LastModifiedByScreenID,
    LastModifiedDateTime,
    RecordSourceID
)
SELECT CompanyID,
       Position,
       Title,
       Description,
       Url,
       Expanded,
       IsFolder,
       ScreenID,
       CompanyMask,
       NodeID,
       ParentID,
       CreatedByID,
       CreatedByScreenID,
       CreatedDateTime,
       LastModifiedByID,
       LastModifiedByScreenID,
       LastModifiedDateTime,
       RecordSourceID
FROM dbo.SiteMap
WHERE ScreenID = 'AU000000'
      AND NOT EXISTS
(
    SELECT *
    FROM dbo.PortalMap
    WHERE CompanyID = dbo.SiteMap.CompanyID
          AND ScreenID = dbo.SiteMap.ScreenID
);

Answer 4

I am on 2020 R1 and had an issue with JvD's solution. After running his script, I was able to open the customization browser, however the left-hand panel was blank which severely limits the browser's functionality. I noticed there were more missing rows for AU pages in the PortalMap than just AU000000 so I modified the script to pull all missing AU sites from SiteMap into PortalMap, which resolved my issue.

INSERT INTO dbo.PortalMap
(
    CompanyID,
    Position,
    Title,
    Description,
    Url,
    ScreenID,
    CompanyMask,
    NodeID,
    ParentID,
    CreatedByID,
    CreatedByScreenID,
    CreatedDateTime,
    LastModifiedByID,
    LastModifiedByScreenID,
    LastModifiedDateTime,
    RecordSourceID
)
SELECT CompanyID,
       Position,
       Title,
       Description,
       Url,
       ScreenID,
       CompanyMask,
       NodeID,
       ParentID,
       CreatedByID,
       CreatedByScreenID,
       CreatedDateTime,
       LastModifiedByID,
       LastModifiedByScreenID,
       LastModifiedDateTime,
       RecordSourceID
FROM dbo.SiteMap
WHERE ScreenID Like 'AU%'
      AND NOT EXISTS
(
    SELECT *
    FROM dbo.PortalMap
    WHERE CompanyID = dbo.SiteMap.CompanyID
          AND ScreenID = dbo.SiteMap.ScreenID
);