I wonder if it is possible to sync only specific data from a local ERPNext server to a server that runs an online customer portal.
I do not want to put the local server on the internet for security reasons. However, I would like to have a client portal where documents and other messages may be exchanged with clients/customers.
the first solution is exactly what I wanted.
My Idea is to sync only those records that a user should have access to. I will probably add a custom field “is_in_portal” in the respective DocTypes and scan for this field with a frappe-client app.
A quick suggestion. Adding a field to all doctypes that need to be in portal will consume more space in db. Instead, add a new doctype that will have a child table of the doctypes that need to be ported. You can refer to this doctype from frappe client and export only those doctypes.
However, for a single DocType only some specific instances should be published on the portal to the customer. I need to decide internally for each case if the document is to be publish. I suppose this has to be done with the cusom field for every doctype.