Hi,
It is cleared that by default, below fields must be entered for a successful submission of case landing page and on the basis of data matched the case record is linking with existing/new Account/Contact.
1. Contact name
2. Email
3. Phone
Also those fields must be entered those are mandatory on Case form in CRM interface.
Requirement: I need to disable above OOB criteria. I don't need to create/link Account and Contact for newly created case.
How it should be possible?. Any help will be highly appreciable.
Regards
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Dear Muhammad,
Most likely those 3 fields are mandatory in your environment on the Case page. The data taken from your web form populates the fields on a case page. If the fields are mandatory - will need to change this option. Try to disable the 'Required in DB' option for all 3 fields directly through the case page designer.
Dean
Dean Parrett,
Those 3 fields are not mandatory.
Reason of these mandatory criteria is OOB functionality of bpmonline. The case landing page must contain those 3 fields. bpmonline use those 3 fields for creating new contact (if none of them matched with existing contact detail) and link with case record
otherwise if any one of them matched with existing contact detail than CRM will not create new contact and directly do the link to that existing contact with case
Regards
Dear Muhammad,
Sorry for late reply.
We've made a couple of tests and unfortunately, it is not possible to change this logic. To create a case from a web page you need to fill these fields. As for now there are no tools to change this logic and the development process to change this functionality is quite time and resources consuming.
Best regards,
Dean