Create a ticket via a form

[pdnthiago]

Hello Team.

I need to create a ticket form that my customer fills out, and a ticket is then created in EspoCRM. Is it possible to do this?

When it comes to leads, there is the web form. I would need something similar.

But when the customer fills out the form, EspoCRM should create a ticket automatically.


I have the Advanced Pack. If it is possible to create this, I would really appreciate it if you could guide me on how to do it.

[BigBoss]

Check https://www.eblasoft.com.tr/espocrm-...-espocrm-forms

[victor]

Using Workflow (even by the formula), you can copy data from Lead Capture to the case/ticket you are creating. At the same time, you can have separate Lead Captures for leads and tickets.

[pdnthiago]

Using Workflow (even by the formula), you can copy data from Lead Capture to the case/ticket you are creating. At the same time, you can have separate Lead Captures for leads and tickets.

And how would I do that using lead capture together with the workflow?

[victor]

And how would I do that using lead capture together with the workflow?

Example:
1. Create a separate Lead Capture form with a unique Source value (screenshot 1).
2. Use this unique value in the Conditions of your Workflow (screenshot 2).
3. Create an Action that will copy fields from the Lead created through Lead Capture (screenshot 3).
4. If this Lead is not needed, and only the created Case is needed, then delete it with the following Action (screenshot 3):

$leadId = workflow\targetEntity\attribute('id');
record\delete('Lead', $leadId);

Works great, I tested it myself.

[pdnthiago]

Example:
1. Create a separate Lead Capture form with a unique Source value (screenshot 1).
2. Use this unique value in the Conditions of your Workflow (screenshot 2).
3. Create an Action that will copy fields from the Lead created through Lead Capture (screenshot 3).
4. If this Lead is not needed, and only the created Case is needed, then delete it with the following Action (screenshot 3):

$leadId = workflow\targetEntity\attribute('id');
record\delete('Lead', $leadId);

Works great, I tested it myself.

Victor, thank you very, very much for the help! You did great, my friend.

[victor]

Thank you for such kind words.