Web to Case

To create a Web to Case template, follow the steps below:

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click Create New Template.

4. Open the Create tab and select Unsupported Metadata Template.

5. Provide a Template Name and a Short Description.

6. Select the WebToCase checkbox under Create Web to Case.

7. Click Add.

8. On the next screen, a Test Case Name will appear by default. Click Add to define custom test data. Fill in the required fields, then click Save:

   • Default Case Origin – Set the default origin for cases submitted online.

   • Default Response Template – Choose email templates to respond to different case types.

   • Hide Record Information – Enable this option to hide record details in failure notification emails.

   • Email Signature – Enter the desired email ID to appear in responses.

   
9. Click Save to finalize the template.

10. After saving, you will be redirected to the Environment Provisioning History screen.

11. Click Run to execute the template on your target org.

12. Choose your Destination Org from the dropdown and specify the Email Address(es) to receive notifications upon execution.

13. In the Post Deployment Steps, select the newly created test cases.

14. To view a comprehensive operation summary, visit the View History page.