Knowledgebase articles
- Welcome to the Knowledge Base
- Training
- Welcome to Workbooks Support: Your Go-To Guide
- Workbooks Customer Hub
- Getting Started
- Preferences
- Activities
- Cases
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Mailshots
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- GatorMail Hard Bounces
- Advanced Features
- Sending Emails in GatorMail
- GatorCreator
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Dotdigital
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Reporting FAQs
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
- Workbooks Glossary
Setting up a Web2Case Form
To set up a Web2Case Form, navigate to Start > Configuration > Web Integrations > Web To Case, then select New Case Key.
This opens a new dialog box where you choose the Queue to assign to, which is where new Cases will be assigned, and who they’re Created by.
We recommend setting Created by to the Automation User, as this will always have the relevant access and cannot be disabled.
Once you’ve set the Queue to assign to and Created by fields, click Save & Close. This generates an API key and gives you access to the Web to Case form.
It’s important that you don’t remove the web key from your form. This is a unique key that authenticates the form with your Workbooks database so it can create records. In the HTML code, the web key will look something like this:
<input type =’hidden’ name=’web_key’ value=’75e7c935f5ecdfa62275c8c646c3bc8e8dabc51c’ />
Select the Form button to download the Web2Case HTML file. Opening it gives you a basic HTML form with all of the standard Case fields, as well as any Custom Fields you’ve created.
You can find information on how to hide fields or make them required on our Editing a Web Key page. From there, your web developer can also create success or failure pages from the Submission button on the form.
