Saturday, January 12, 2019

Case is Always Tagged as Anonymous in an Online Case Form

This is a workaround to Enhancement 71363 Online Case Form:please search on Contact Email rather than Company email on Select Fields: Search.


1. Navigate to Set Up > Support > Online Case Forms
2. Edit the Online Case Form: Customer Support Request New (Test Form)
3. Under Set Up Workflow tab, set the following:

- Setup Workflow tab > Create Customer as Companies = T
- Handle Duplicate Records = Update the first record created
- Use Duplicate detection Criteria = T

4. Navigate to Set Up > Company > Duplicate Detection

Detect Customer Duplicates = T
Field to Match On = Name/ID

Detect Contact Duplicates = T
Field to Match On = Contact Name AND Email (Full)

5. Click Save
6. Go back to the Set Up > Support > Online Case Forms > Pull up Customer Support Request New (Test Form)
7. Under the External Tab > Click on the Publishable Form URL
8. Fill out the form (make sure it matches an existing contact in the account)
9. Hit Submit and check the case created

This should properly associate the Contact to the created Case instead of tagging it under the Anonymous Customer placeholder.

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