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Portal issue when create "case" by portal user

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  • Portal issue when create "case" by portal user

    Hi,

    We use portal functionality in espo crm. We create several portals, create users in each portal. Everything seems good. User can login and create cases.
    Created cases has only Account and Contact fields. But require to set Team for each created case.

    When portal user send email to address created in Group Email Accounts new case create successfully with correctly specified Team (I setup this in group email account), but Account and Contact fiels is empty.

    Kindly help me with correctly setup esp and define Team in each created case by portal user. We use several Teams to split activity from portal / portals user to Team members (our internal users)

    thanks a lot
    Last edited by EugeneC; 03-05-2020, 12:23 AM.

  • #2
    Hi,
    you can use Workflow for this. Please take a look at the attached screenshot.
    Attached Files

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    • #3
      Hi Maximus,

      thank you very much for reply.
      I will order advanced pack. anyway currently portal unusable, because cases, created from portal web interface has empty field team, so nobody except admin can't see it.

      regards,

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      • #4
        Also, you can try to create Hook to assign a team upon a new Case creation that created by a portal user https://github.com/espocrm/documenta...pment/hooks.md.

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        • #5
          Maximus,

          thank you very much - I create Hook DefineTeam.php and its sort my issue.

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