Let your employees submit cases through a form on your company's website. Web-to-Case
automatically creates cases from the information submitted through the form. With Web-to-Case,
employees can seek support without logging in to the Employee Portal site.
Required Editions
To set up Web-to-Case, perform these tasks:
- Choose the case fields to include in your web form.
- Create a customer email template for the automated acknowledgment notification.
- To assign incoming cases, create one or more case queues.
- Identify the owner of the cases created using the web form.
- Turn on Web-to-Case.
- Generate the web form.
- Prevent spam with reCAPTCHA.
See Provide Web Forms with Web-to-Case.