Create Case using guided experience in Customer Service Portal - How to Implement ?

[varun_SN]

We want to create a guided user experience to create Case from Customer Service Portal.

Some questions/validations we want to add in guided experience before creating Case (Some examples below) 

1. Enter Account
2. Enter Order
3. Enter Category
4. Enter Subcategory

Any suggestions what can we do to achieve it ?

Thanks

[Antoni Zahariev]

If you want to have a single Record Producer, you can create Catalog client scripts to display the rest variables after the first main set is populated:

• Account - it should be auto-populated when it's a single one the Contact has access to
• Category and Subcategory - if there are multiple Record Producers for the same, they can be placed as Catalog Category and Subcategory

And if multiple Items have to be generated out of a single Request, the Order guides would be the one suiting best.