We use the Employee Center > When we turn on th...
# general
j
We use the Employee Center > When we turn on the "Help Desk" feature, employees now have the option to submit a "Help Desk" Case for internal Support Cases (IT, Etc.). The problem; NetSuite won't allow my Employee Center User to change from the "Standard Help Desk Form". SuiteAnswer Id: 30805 says we can customize this form, I customized it, but it's still defaulting to the "Standard Help Desk Form". I would like the Employee to select the specific Case Form they would like to use. Note* I've already tried setting the new custom form to be preferred on both the form and the employee center role. But it's still defaulting to "Standard Help Desk Form".
k
Are you sure you modified the "help desk" form instead of the case form?
Copy code
Help desk cases are added to the Employee Center.
Employees who do not normally have access to case records can log in to the Employee Center and click New next to See Support Cases under the Help desk heading. They can also edit previous help desk cases and view updates on cases.
A Standard Help Desk Form is available for customization at Customization > Forms > Entry Forms.
j
Correct, it's still defaulting to the "Standard Help Desk Form".
k
I was able to replicate similar behavior where I set a new preferred form up
Check the "roles" tab on your new form and assign it to the employee center in order to make it visible
It does not appear that you can give them the option to pick between various forms
👍 1
j
Thanks @KevinJ of Kansas, I built a
workflow
that displays the
Custom Form
field, but every time my
employee center role
changes the
custom form
, the form defaults back to the preferred form. I think I will submit a support case. It's possible there is script running in the background?
k
Unlikely. It's probably a limitation of the employee center. You might have to give them seperate employee center roles to give them different forms.
👍 1
j
I'll look into that. I don't think it's going to scale for what we need. We have 5 different Case Profiles and each Profile wants the end user to provide something different. I was thinking about setting up Online Case Forms. I could create a custom center tab and directing them to the different Online Case forms.
k
Could you do workflow/script to modify what fields are visible based on what case profile they pick?
Online case forms could definitely work better.