To publish an online case or customer form

  1. Go to Commerce > Site Builder > Content Management > Publish Forms.
  2. Select the type of online form you want to publish:
  • For case records, click Case Form.
  • For online customer forms, click Customer Form.
  1. Enter a value in the Name field to create the link displayed on your site.
  2. When site visitors click this name, they are directed to the page where they can fill out your online form.
  3. In the Case Form field or the Customer Form field, select the online form you want to publish.
  4. Check the Display in Web Site box to make this form available to anyone who visits your site.
  5. At the bottom of the page, select the Site Category where you want the form to display.
  6. If you use the Multiple Site feature, you must first select a Site, and then select the tab or category where you want this form published
  7. Click Add.
  8. On the Basic subtab, the fields listed below are optional:
  • You can enter a Brief Description and Detailed Description of this form. The brief description displays under the name of the published form in lists on your site. The detailed description displays on the page that displays the form.
  • You can enter text in the Featured Description field which shows when a published form is featured on your home page.
  1. (Optional) On the Media subtab, select a thumbnail image to show next to the published form name in lists.
  2. If you use the Multi-Language feature, see Multi-Language Names and Descriptions for more information about using the Translations subtab.
  3. Click Save.

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