Create case from power apps portal form

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Posted on by Bill Ramz

Hi,

I would like to create a case in customer service hub after user send a custom form in power apps portal with his name and message describing his issue.

How do I create this record. Should insert the case via WebApi to the case entity?

This what mr. contoso wrote....

Name

Mr. Contoso Admistrator

Message

I need help with my server….404 message

Thank you,

Bill

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peterhoyer 66 on at

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RE: Create case from power apps portal form

Hi Clofly,

I have the same question so I hope Bill will not mind me entering the conversation.

Using the form you suggested, "Customer" is a mandatory and cannot be removed using form designer. The solution is not ideal as it does not allow to create a new contact but it will allow anyone to access quite sensitive data.

Do you have any idea how to actually create a form suitable for anonymous access where the user will just enter name and e-mail? One workaround would be to generate an e-mail which then proceeds with the normal case creation queue but there should be a nicer way...

Regards

Peter
cloflyMao 25,202 on at

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RE: Create case from power apps portal form

Hi, Bill

There is a Page Template "Customer Service - Create Case" in Custom Self-Service Portal.

So what you need to do is the following.

1. First make sure that your case entity has a corresponding field to record the information you need to obtain from the user, which are name and message.

For there’s an existing field ‘Description’, you can record the message with it.

If the input name is always the log-in user, the field doesn’t need to be created due to it will be seen as a contact and shown as Customer in the form.

Otherwise, you need to create a field to record the name which the user input.

2. Create a Customer Self-Service Portal and edit it in the Power Apps.

3. Find the page of Create Case

4. Select the form of Create Case and edit it.

5. Add the fields you’d like to use to collect information and remove the others.

6. Save and publish

7. Open the portal and log in. Go to the support page. Click the ‘Open a New Case’ It can also be created by clicking the ‘Create Case’ button in the bottom of the page.

Then you will get a form only contains the fields which you want.

After submitting, the case will be created in Customer Service Hub automatically.

Hope this helps.

Regards,

Clofly