HowTo:Create Cases from Mobile Devices

From AgileApps Support Wiki
Revision as of 00:01, 22 January 2014 by imported>Aeric (Created page with "With a few configuration steps, you can allow users to create cases from a mobile phone or pad. In the process, Here are steps to turn on portal on phone for guests to submit c...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

With a few configuration steps, you can allow users to create cases from a mobile phone or pad. In the process,

Here are steps to turn on portal on phone for guests to submit cases


  1. Login
  2. Goto Case Fields
  3. Add Field : Photo of type Image
  4. Add Field : Location of type Geolocation
  5. Open Case Forms, Edit Guest Form. Include the newly created fields in this form.

Then:

  1. Goto Setup -> Channels -> Service Portal
  2. Check one of Community and Knowledgebase if not already checked.
  3. Turn On “Allow Guests to submit case without login”
  4. In the same page , note URL in the “Service Portal Domain” field,
  5. Click [Save]

Test it:

  1. Open a browser in your mobile device
  2. Go to
    http://{yourDomain}
or: type in the URL present in the “Service Portal Domain” field