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I am trying to create a form using Salesforce Community Template. I know there is an option of creating web-to-lead form but unfortunately I have been asked to create form using community.

I have selected customer service template(suggest me if I should use some other template to just create a form). Out of that form, a case needs to be created in Salesforce. In order to achieve that, I thought of creating a Case form in the template and add extra fields that I wanted for the form but I don't know to add custom fields to it? Right now it just shows standard case form fields as shown in the attached pic.cu

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By default the community component is tied to the default NewCase global action and its associated layout .

If you navigate to set up >Global actions > NewCase > Edit layout ,you will notice only the fields shown in screen shot are available

enter image description here

You can drag more fields to the global action to fix this .

Alternatively if you edit the component in community builder you can associate the component to another custom action that you might have created for New Case .

  • Ok I added some fields to new case global action and the fields started appearing. Thanks for the help. Do you know how can I make the case form appear on the front page of community template? Right now it seems to be on an entirely different page. – Student Nov 17 '18 at 1:14
  • Yes edit the page via community builder and drag the component – Mohith Shrivastava Nov 17 '18 at 1:15
  • Not sure if I understood. But I tried dragging the create case form from the components list to the front page and it gives this error "To create cases, an action must be specified by the administrator" – Student Nov 17 '18 at 1:48

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