Saturday, September 22, 2018

Move the Incoming Message Field of an Online Case Form at the Start of the Form

When creating an online case form through Setup > Support > Online Case form and using the default form template, it is by design that the "Incoming Message" field shows up last on the form when viewed from the website regardless of how the fields are arranged in the case form.

Choosing Custom HTML Template when creating a new online case form will let the user control how the fields are arranged/sorted.

To do this, perform the following steps:


     1. Navigate to Setup > Support > Online Case Forms > New.

     2. Select Custom HTML Template.

     3. Provide a Title.

     4. In the Template field dropdown, create new template.

     Below is an example of an html form:

<html>
<head>

<table border="1">
<tr>
<td>Company Name[/td><td></td>
</tr>
<tr>
<td>Concern:</td><td></td>
</tr>
<tr>
<td>First Name:</td><td></td>
</tr>
<tr>
<td>Last Name:</td> <td></td>
</tr>
<tr>
<td>Email:</td> <td></td>
<tr>
<tr>
<td>Title</td> <td></td>
</tr>
</table>
<br>
<input type="submit" value="Submit" />
</form>
</head>
</html> 

         
     5. Be sure that the fields in the HTML code are all added under the Select fields tab of the online case form.

     6.The sequence in the html code is respected, therefore, from the example above, clicking on the Publishable form URL from the external tab of the newly created online case form shows a form with Incoming Message labeled as Concern showing up just after the Company Name and with other fields after it.

     7.The above html code is just an example and may be altered depending on the requirements of the user. Tag that should not be missed which is unique for NetSuite is NLFORM.

 

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