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

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Latest Comment from Salesforce

  • Noopur Bakshi - 3 days ago

    This idea is related to a feature that was up for prioritization in the May 2020 cycle. Product managers are reviewing the results, which you can find on the Prioritization tab, as part of release planning for Spring '21 and beyond. Top prioritized ideas that move into development will be announced when release planning concludes in late August 2020. To learn more about IdeaExchange and how product managers plan releases, earn the IdeaExchange Basics badge on Trailhead https://sfdc.co/IdeaExchangeBasics
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