Creating a Web Key

Before creating a Web Key, ensure that:

• You have access to the Workbooks Configuration area.
• You know whether you need a Lead Key or a Case Key.
• Any custom fields you wish to capture have already been created.

Creating a Web Key

1. Navigate to:

   Start > Configuration > Web Integration

2. Click either:
   • New Lead Key to create a Web2Lead form.
   • New Case Key to create a Web2Case form.
3. Select the User or Queue that records submitted via the form should be Assigned to. This determines who will own the resulting Lead or Case records.
4. Select a user from the Created By dropdown list. This user will be recorded as the creator of any Leads or Cases generated by the form.
5. Click Save & Close.
6. The new Web Key will appear in the grid.
7. Open the Web Key record.
8. Click Form to download the generated HTML form.

Downloading the Generated Form

Clicking on Form downloads an HTML form that can be embedded within your website.

Most customers choose to customise the downloaded form to:

• Match their website branding.
• Remove unnecessary fields.
• Reorganise the layout.
• Add validation rules and user guidance.

The generated form should be treated as the starting point for any customisation.

Understanding the Web Key

The generated HTML contains a hidden field similar to the example below:

<input type="hidden" name="web_key"
value="75e7c935f5ecdfa62275c8c646c3bc8e8dabc51c" />

This value is unique to your Workbooks database and is used to authenticate form submissions.