Online Case Form to Associate Cases to a Specific Customer Record

Applies To

Product:  NetSuite 2021.1

Scenario

User wants case created through online case form to be associated to a Customer Record named under their name.

Solution

Setup Online Case Form

1. Navigate to Setup > Support > Online Case Forms

2. Online Case Form: Click Edit

3. Field:

   • Select Company Name
   • Search: Enter Checkmark
   • Click Add
4. Field:
   
   • Select First Name
   • Click Remove
5. Field:
   
   • Select Last Name
   • Click Remove
6. Click Setup Workflow tab
7. Click Save

Add Passing Parameters

1. Navigate to Setup > Support > Online Case Forms
2. Online Case Form: Click Edit
3. Click External tab
4. Publishable Form URL: Copy URL
5. Address tab: Paste URL and Insert &companyname=CompName
   Note: Change CompName to the Customer Record's Name