#Web-to-Case0 discussing
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Hi,
I have implemented a web-to-form in my website, and it is working fine, creating leads. However, I have a couple of doubts.
Question 1: I want to insert a default value for the case origin field from the web form itself and not use the default web origin option from settings.
Question 2: The case origin field is a standard required field. When I am creating cases from the web, it is creating them without the case origin, which is a required field. When I try to create a case from the org without filling in the case origin, I am not able to do it. What is the reason for this?
7 answers
In web-to-case form if you observe all the Values for Name are in camel case(lowerCase),
for example
<label for="name">Contact Name</label><input id="name" maxlength="80" name="name" size="20" type="text" /><br>
<label for="email">Email</label><input id="email" maxlength="80" name="email" size="20" type="text" /><br>
we only have fields that have a single name if we had a field that has long name like CaseAssignee in the web-to-case form it would have been shown as caseAssignee.
and this is something that you cannot change it comes pre-defined by salesforce when you generate web-to-case html
<label for="email">Email</label><input id="email" maxlength="80" name="email" size="20" type="text" /><br>
in the above tag if you change name="Email" it will not work, we should not change the value
it is a Web Coding Standard followed in HTML form, that's the reason Origin will not work unless its origin
it is considered a best practice to use lowercase letters in HTML code to improve readability and avoid potential errors
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Hello, I'm system admin of CRM for fundraising of my organization which is based on salesforce-NPSP and I'd like you to help for resolve problem below...
We've published several web-forms for inquiries, change monthly donation amounts or procedures like that by using web-to-lead/case function.
But some requests posted on them seems to be disappered after sent request on the form, in other words, records corresponding to these request were not created on the Lead/Case object in our salesforce environment.
If you have any point, concern that we should check, please let me know.
-Needs reCAPTHCA to put request on those form but if user doesn't check reCAPTHA check, "Submit" button of the form are not shown so user have to check reCAPTCHA.
-If content or value of record(request) is bad, we usually get notification e-mail of 'Salesforce doesn't create this lead...' but we haven't received this email on this case.
After I posted this question, I found similar situation to me so I'd like to share this article but seems no solution yet....
https://stackoverflow.com/questions/58138707/google-recaptcha-unable-to-validate-in-time
3 answers
Hi all,
I've got another information, when local client's time information is behind, lead/case from web-to-X seems to be disappared...
I've had it work previously but is not currently working. I've successfully set up the a web-to-case form on my company's website. When a case is made from a customer using this form we did receive an email notification. We have not received that notification since 11/3/21. I can't seem to find out what went wrong. The email is not in the html of the web-to-case form and i've been told it shouldn't need to be in there. Does anyone have experience with this and or know where to fix this? I don't want my team to lack in helping our customers due to not receiving notifications for new cases. #Web-to-Case
10 answers
For some reason the option to email wasn't checked. I had to add an email template for it to be checked and that has activated, I confirmed by making a test case from web-to-case. I'll have to make a new email template that gets sent to our customer success team. Thank you for the help.
Hello everybody,
I would like to know the features support matrix from Salesforce.
In this, when the support is ending for a feature from Salesforce especially for web to case feature.
Could you please help me?
Kind regards
Gurpreet Singh Randhawa
#Service Cloud #Web-to-Case#support
2 answers
Tom Bassett (Vera Solutions) 
Forum Ambassador
Hello,
The Salesforce features that are due to be retired can be found here
https://help.salesforce.com/s/articleView?id=000313062&type=1
As you can see from the article there are currently no plans to retire web to case or stop support for this.
Infact Salesforce are currently working on a new feature for web to case to enable attachments.
https://trailblazer.salesforce.com/ideaView?id=08730000000BrUi
Thanks Tom
I have a custom Date/Time field on our Case object we are hoping to add to the standard Web-to-Case HTML form. However, we are having issues making this field user-friendly for inputs.
Out of the box functionality supports the Date/Time field as a Text input, which requires users to enter the date in a specific "DD/MM/YYYY, time" (8/18/2021, 4:04 PM) format. This is not user friendly.
I've played around with adjusting this field to a "datetime-local" type, but the field does not map into Salesforce.
Does anyone know how to allow for Date/Time fields in a Calendar input in a Web-to-Case form? Or add validations around the text input to help ensure end users are filling out the field in a correct format?
//<b><font color=" #FF0000">* </font color>Target Go-Live Date: </b><span class="text"><input id="00N5Y00000OKErh" name="00N5Y00000OKErh" size="10" type="datetime-local" required=true /></span><br><br>//
1 answer
Hello,
Have you checked some related discussions:
https://developer.salesforce.com/forums/?id=906F000000090uBIAQ
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8BBeSAN
Thanks
Question. What is the best way to test a web to case or web to lead if you are not a web designer? I generated the code in web to case. I then tried using a blank wordpress that allows code to be added but it did not seem to work correctly. Anyone have other suggestions?
8 comments
@Gene Connelly You can also try free online html tools: https://www.w3schools.com/html/tryit.asp?filename=tryhtml_intro
Umbraco CMS and Salesforce Web-To-Case functionality- issue sending data to SF
We are using Umbraco CMS and Contour (Form Creation) and the idea is that a submitted form goes into Salesforce using the Web-To-Case functionality.
Added SF endpoint URL to Contour and the Salesforce OrgID and other obligatory SF fields as a hidden fields in Contour.
However, no cases are being created in Salesforce, has anyone else had experience with using the Umbraco CMS system in conjunction with Salesforce? Or can help out here with a settings checklist?
Thanks,
Dave
Hello!! We are preparing for setting up web to case. Wonder if there is anyone who can tell me what is the best way to prepare for this.
- How do you add fields when the forms are already in use in production? do we generate a new HTML?
- Does the website builder builds the styling around the HTML snippet? Or does he or she adjust the snippet?
- After you have tested in the sandbox, do you generate a new HTML snippet in production or do you just give the correct link and Org ID to the web developer?
I have read several support articles already but this information i couldn't find. Thanks in advance for your help!
2 comments
Lisa, we had a web-2-case business requirement in our recent implementation that enabled customers to submit service inquiries with attachments, (perhaps a photo of the service problem they were having for example). We quickly learned that SalesForce suprisingly doesn't support this use case. He had to buy a 3rd party application "FormsAssembly" to enable this capability. Just passing this along.