Jack wants to add a few fields to the create case form. However, to do so, he needs to update the requirement level of the existing fields.
Follow these steps to add fields:
- Go to Portals | Entity Forms:
- Click on Customer Service - Create Case:
- Scroll down the form and find the Entity Form Metadata section. Click on the + button of the sub-grid. This action will open a new window:
- A new form for entity metadata will be opened. Enter the values as shown:
- To enable entitlement and product for the web portal, go to Portal | Site Setting:
- Find the CustomerSupport/CaseEntitlementEnabled record and click on it:
- Update the Value attribute to true:
- Now go to the portal and create a new case. The Product field will be visible in the portal:
