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Workflow enables you to create case creation widgets that you can embed on your website, enabling your users to create new cases. When non-registered Workflow users create a case with the widget, they will be able to view the cases they create and perform limited actions based on your workflow configurations and permission settings.
To access the workspace, go to Setup > Fields & Forms > Case Creation Widgets.
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To create a new case creation widget, go to Setup > Fields & Forms > Case Creation Widgets and:
When you open the Case Creation Widgets workspace, we display a list of existing case creation widgets. You can enter a keyword to search for a specific widget, or you can filter by these fields:
We also provide a Look Up field that you can use to find a public case creation object, based on the URL you provide. This is a convenient way for you to look up an instance when you don't know the name or when it's among a lengthy list of objects. Enter the URL in the Look Up field and click the button. Workflow opens the related public case creation object in edit mode.
Workflow enables you to perform these actions:
Edit: Edit the object properties.
Form Designer: Opens the Form Designer. See Form Designer for more information.