It is not possible to disable contact creation. However, you can setup autofill of landing page fields that will help to avoid he duplicate contact records creation
When the same case is created through email the following business process is triggered "Incoming email registration process" where only the case got created (No contact creation).
What runs to create a Case in Creatio CRM site via the Landing page? and What triggers to create a contact when a case is created?
This logic is hardcoded and cannot be disabled without changing the records creation from web forms. It doesn't have anything in common with cases creation from emails. The above article is the solution to any web forms that may create duplicate records.
I have one landing page of type Case from where a case is lodged. While a case is lodged, at the same time, a contact is also being created with Name and all other fields blank. How is this happening? Can anybody here help?
Thank you for your question. We will require more information to further investigate this issue. Please contact Creatio support team at support@creatio.com with all the details.
So I figured out that this is a feature rather than an issue, that creating a case from landing page creates a contact with respect to the Name, Phone and email provided. I was passing blank values to these fields due to which a blank valued contact is being created.
In the landing page custom javascript code to be added to our web site pages there are only a few case fields (see fields properties of the config variable in the attached image)
"Subject"
"Email"
"Name"
"Phone"
I need to let the user on the landing page to provide more informations, like Category or some custom fields (numbers, strings and lookups), that should be automatically set on the related new case.
Is it possible to do that? If yes can somebody provide me some examples, possibly with a lookup field that I think it could be the most complicated situation)?
To add additional fields to your landing page you need to go to configurations, open Case object and check how those fields are named in the object. For example if I need to add case category to my landing page I am using following code for adding case categories values to my landing page:
Just another question about lookup fields: in you example the value the landing page must send to Creatio for a lookup is its description and not its Id. Is it correct? Creatio does the match using the lookup description and not the lookup ID?
We are sending selected value to Creatio app, but mapping is performed via field Id, not description, so the answer is - Creatio does the match using the lookup Id.
I already done other case landing pages for different bpmonline systems which are working fine.
But for a system, from landing page all required fields are filled but still not submitting and below error is occurring. Not sure about this error and how to resolve it.
It's hard to say what's wrong by the screenshot. Please catch the request with Fiddler, save the request and investigate it. If it doesn't contain errors, then send the request to bpm'online support.
Unfortunately, landing pages don't allow uploading attachments. Please find more information about uploading attachments in the answer by the link below.
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.
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.
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
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.
