function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
DHO_604DHO_604 

Bypass the choose case record type page when creating case on customer portal

Dear gurus:

 

How do I set up salesforce to bypass the choose case record type page when creating case on customer portal

 

TIA,

 

D

Best Answer chosen by Admin (Salesforce Developers) 
jhurstjhurst

D,

 

You would want to set it such that the Customer Portal user only has a single record type available on the user.  That way the user would default to that record type and the page would be bypassed.  You can do this by

 

  1. Go to Setup | Admin Setup | Manage Users | Profiles 
  2. Click into the Customer Portal User Profile being used
  3. Go to the Record Type Settings and edit the Case Record Types
  4. Remove all Record Types from the "Available" list and click save

Then the Customer Portal User will automatically create a case in the only Record Type available to them

 

Hope this helps.

Jay

All Answers

jhurstjhurst

D,

 

You would want to set it such that the Customer Portal user only has a single record type available on the user.  That way the user would default to that record type and the page would be bypassed.  You can do this by

 

  1. Go to Setup | Admin Setup | Manage Users | Profiles 
  2. Click into the Customer Portal User Profile being used
  3. Go to the Record Type Settings and edit the Case Record Types
  4. Remove all Record Types from the "Available" list and click save

Then the Customer Portal User will automatically create a case in the only Record Type available to them

 

Hope this helps.

Jay

This was selected as the best answer
DHO_604DHO_604

Thanks Jay!

 

Works like magic, no coding required!