Question

How to create a case in creatio

I'm trying to create a case using fetch from the front end, and I wonder if it's possible to do this when important fields need to be filled in during creation. Would that pose a problem?

Like 1

Like

3 comments
Best reply

Hi!

Creating a case using fetch from the front end is possible, but you need to ensure that all required fields are properly filled in during the creation process. If any important fields are missing or not correctly filled, it could result in errors or incomplete records.

Here are some steps to ensure a smooth process:
 

  1. Identify Required Fields: Determine which fields are mandatory for creating a case. This typically includes fields like case title, description, contact information, etc.
     
  2. Validate Input: Before sending the request, validate the input on the front end to ensure all required fields are filled out correctly.
     
  3. Construct the Fetch Request: Create a fetch request that includes all the necessary fields in the body of the request.
     
  4. Handle Responses: Implement error handling to manage any issues that arise if the case creation fails due to missing or incorrect information.

    Best regards,
    Anton

Hi!

Creating a case using fetch from the front end is possible, but you need to ensure that all required fields are properly filled in during the creation process. If any important fields are missing or not correctly filled, it could result in errors or incomplete records.

Here are some steps to ensure a smooth process:
 

  1. Identify Required Fields: Determine which fields are mandatory for creating a case. This typically includes fields like case title, description, contact information, etc.
     
  2. Validate Input: Before sending the request, validate the input on the front end to ensure all required fields are filled out correctly.
     
  3. Construct the Fetch Request: Create a fetch request that includes all the necessary fields in the body of the request.
     
  4. Handle Responses: Implement error handling to manage any issues that arise if the case creation fails due to missing or incorrect information.

    Best regards,
    Anton

FYI, instead of a fetch, it will be simpler to use the Creatio model in the DevKit SDK to do an insert. See https://customerfx.com/article/inserting-a-record-from-client-side-code-using-the-model-class-in-a-creatio-freedom-ui-page/

Ryan

Ryan Farley,

I appreciate this document. Could you please specify how to view all the attributes while inserting? I don’t have full access to see how the class is implemented. In the example below, we can see the attributes for Name, Phone, and Web :

// create account model

const accountModel = await sdk.Model.create("Account");

// insert a new account

const result = await accountModel.insert({

    Name: "New account",

    Phone: "800-555-1212",

    Web: "www.someaccount.com"

});
 

is there any route or way to see every case and the important field to be filled

Show all comments