Scenario Overview

In this example the requirement is to preset the value of the Case Type field on a Portal form. The preset value is determined by the link a user clicks to access the Portal form. The are 3 main types of cases:

  1. Question
  2. Problem
  3. Request

We use a parameter in the URL to preset the Case Type field - the URL in the example below shows the paramater n52ParamCaseType=Question

North52 Decision Suite

The North52 Decision Suite solution works like this:

  • We create a Formula of type ClientSide-Perform Action on the Case On Load 
  • The Formula checks the value of a URL parameter called n52ParamCaseType
  • Depending on the value we set the value of the Case Type field on the Portal form

Note: any data parameter in the URL bar that starts with n52Param will be passed into the Formula, this can be from a direct URL or additional properties in your Portal Entity Forms

Global Calculation

We use a global calculation to check if we have a value being passed in. In the below example, if no value is passed a default of 'none' is used.