I'm trying to create a new "demo request" form that collects some info and then generates a case. I've got a similar web-to-case form that was hand coded and it allows me to create a case regardless of whether or not the email address in the form matches a contact. If it matches web-to-case connects the case to the contact, if not, it creates a case anyway - just not attached to a contact.
I've created my form and I when I submit the case I get The error was: No selected contact: Contact ID.
I tried working with the lookup functionality, but I get "Error: selected field is not a reference" when I try looking up a contact ID.
Anyone have experience with this that could point me in the right direction?
The way I usually see it set up is with an 'upsert' on the contact, to ensure a record is created if no match is found. Then the case can be linked. In the connector mapping, you would need to map a name and email address to the contact object and check the 'upsert' box, then map your case fields.
I'm not sure the connector can otherwise handle the scenario you describe (optional linking to a contact)
Thanks cedsav. I was able to make the error go away by unchecking "trigger other emails" in the connector setup.
I still need to figure out how to do the attach to a contact like the web-to-case form does. I'm following your "upsert" approach - I'll let you know if I have any luck.
cedsav, can you give me a little more info on how to do the upsert? i've tried it with email and i don't seem to be able to get a contact id back even though i know the email address matches a contact.