Need the ability to add an attachment when you LOG a case - Ideas - Salesforce Trailblazer Community

All Ideas

Idea Details

Post an Idea
9,800  Points
Open
Idea has been posted. Give it an upvote or downvote.

Need the ability to add an attachment when you LOG a case

Case Management

We use the Self Service Portal to allow our clients to ask us questions based on an Excel spreadsheet template that they fill out for us. However, when you LOG a case, you cannot attach a file. It's a five-step process: You have to log the case, then go to View Cases, find your new case, edit the case, then attach a file.

Why not just allow clients to attach a file when they LOG cases? It seems silly to make them jump through hoops to attach a file when it's just a matter of adding the "attach file" button to the Log a Case page layout.

PLEASE allow file attachments when logging cases in the next release!

Thanks!

Merge Idea · Flag

Latest Comment from Salesforce

  • Peggy Madani - 1 month ago

    This idea was considered during the September 2019 cycle of Prioritization. The community prioritized other ideas for the upcoming releases ahead of this one, however we will continue to review this idea in future product roadmap discussions. Learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://ideas.salesforce.com/s/about.
  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.