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Stephanie Dorman
Bypass Record Type When Creating Case from Live Agent
I am currently implementing a pre-chat screen for Live Agent. I want the prescreen to open the account based on screen name (which is working correctly) and then open a case - bypassing record type screen. (Which is not working, it always opens to the "select record type" for case.)
Below is the code. Help me stackexchange, you're my only hope. :-/
Below is the code. Help me stackexchange, you're my only hope. :-/
<!-- Map the detail inputs to the Account fields --> <input type="hidden" name="liveagent.prechat.findorcreate.map:Account" value="FirstName,first-name;LastName,last-name;Screen_Name__c,screen-name;" /> <!-- Try to find the Account by screen name (exact match) --> <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Account" value="Screen_Name__c,true;" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Account" value="Screen_Name__c,true;" /> <!-- If the Account is not found, then create one with the following fields set --> <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Account" value="FirstName,true;LastName,true;Screen_Name__c,true;" /> <!-- Save the Account on the Live Chat Transcript's Account's Loookup --> <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Account" value="Account" /> <!-- Show the Account when it is found or created --> <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Account" value="true" /> <!-- Create a Case every time --> <input type="hidden" name="liveagent.prechat:caseOrigin" value="Chat" /> <input type="hidden" name="liveagent.prechat:caseRecordType" value="Incident" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Case" value="Origin,caseOrigin;RecordType,caseRecordType;Subject,drop-down;Description,issue" /> <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Case" value="Origin,true;RecordType,true;Subject,true;Description,issue" /> <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Case" value="Case" /> <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Case" value="true" /> <!-- Link the Contact to the Case --> <input type= "hidden" name="liveagent.prechat.findorcreate.linkToEntity:Account" value="Case,AccountId" />
You can set the RecordType in your calls when creating the Case