Use Different Online Case Forms for Different Customer Center Roles

Scenario:

User would like to set different Case Forms for different type of Customer Center. 

Example:
Standard Case Form = Customer Center 1
Custom Online Case Form = Customer Center 2

Recommendation:

1. Navigate to Lists > Web Site > Tabs > New > New Presentation Tab.

• Enter Label
• Unmark the Display in Web Site checkbox
• Under Audience > Roles = select the Customer Center role (E.g. Customer Center 2)
• Click Save

2. Navigate to Lists > Web Site > Publish Forms > New.

• Select Case Form
• Enter Name
• Case Form = select the Custom Online Case Form
• Site Category = select the Presentation Tab created in step 1
• Click Save

3. Clear Browser Cache first then log in to Customer Center 2 and check the newly created Custom Tab that contains the Online Case Form.

4. Log back in as Administrator

• Navigate to Setup > Users/Roles > Manage Roles
• Edit the custom role (E.g. Customer Center 2)
• Navigate to Permissions tab > Transactions > Lists subtab
• Set Cases = None
• Set Issues = None
• Click Save

Note:  Alternate Solution for Enhancemnet Issue: 69709 (Customer Center > Case Form > User would like to have ability to set differrent custom case form).