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With Falcon, how can I set up my web form to automatically create a contact?

To set up your web form to automatically create a contact in Falcon when the forms are submitted, follow the steps below:

  1. In your form, set the <form> tag parameters as follows: <form name="name_of_form" method=post action=https://falcon.iu.edu/perl/forms/ctweb>

    Replace name_of_form with the name of your web form.

  2. Add a hidden field to specify the Level 1 categorization of the contact: <input type="hidden" name="category" value="Level_1">

    Replace Level_1 with the first-level categorization of the contact.

  3. Add a hidden field to specify the Level 2 categorization of the contact: <input type="hidden" name="subcategory" value="Level_2">

    Replace Level_2 with the second-level categorization of the contact.

  4. Add a hidden field to specify the Level 3 categorization of the contact: <input type="hidden" name="product.type" value="Level_3">

    Replace Level_3 with the third-level categorization of the contact.

  5. Add a hidden field to specify the Level 4 categorization of the contact: <input type="hidden" name="problem.type" value="Level_4">

    Replace Level_4 with the fourth-level categorization of the contact.

  6. Add a hidden field to specify the assignment group the contact will be placed in: <input type="hidden" name="assignment" value="assignment_group">

    Replace assignment_group with the name of the assignment group (e.g., in-uits-sptctr-callcenter).

  7. Add a hidden field to specify the severity of the contact: <input type="hidden" name="severity" value="3-Normal">

    Replace 3-Normal with the severity of the contact.

  8. Add a hidden field to specify how the contact was opened: <input type="hidden" name="how.opened" value="web form">
  9. Add a hidden field to specify the Notify By method: <input type="hidden" name="callback.type" value="Telephone">

    Replace Telephone with the Notify By method.

  10. Rename existing form fields to correspond with the following field names:

    • alternate.contact: The Network ID username of the person submitting the contact (if different from actual customer)
    • alternate.phone: Phone number of the person submitting the contact (if different from actual customer)
    • building: Customer's work address (e.g., ET012)
    • contact.email: Customer's email address
    • contact.first: Customer's first name
    • contact.last: Customer's last name
    • contact.name: Customer's Network ID username
    • dept: Customer's department
    • description: Description of the problem or request
    • gl.number: Alternate phone number for customer
    • location: Customer's campus (e.g., BL, IN, SE, NW)
    • phone: Customer's phone number
    • room: Alternate address for the customer
    • user.type: Customer's status (e.g., student, staff, faculty)

    Note: You may substitute underscores for periods in the form field names.

  11. To register your form, visit: https://falcon.iu.edu/formreg

Also see:

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Last modified on April 11, 2007.
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