Web-to-Case Setup

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

View supported 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.