• Stephanie Dorman
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I am currently implementing a pre-chat screen for Live Agent. I want the prescreen to open the account based on screen name (which is working correctly) and then open a case - bypassing record type screen. (Which is not working, it always opens to the "select record type" for case.)

Below is the code. Help me stackexchange, you're my only hope. :-/
 
<!-- Map the detail inputs to the Account fields --> 
  <input type="hidden" name="liveagent.prechat.findorcreate.map:Account" value="FirstName,first-name;LastName,last-name;Screen_Name__c,screen-name;" />
 
<!-- Try to find the Account by screen name (exact match) -->
  <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Account" value="Screen_Name__c,true;" />
  <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Account" value="Screen_Name__c,true;" />
 
<!-- If the Account is not found, then create one with the following fields set -->
  <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Account" value="FirstName,true;LastName,true;Screen_Name__c,true;" />
 
<!-- Save the Account on the Live Chat Transcript's Account's Loookup -->
  <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Account" value="Account" />
 
<!-- Show the Account when it is found or created -->
  <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Account" value="true" />
  
<!-- Create a Case every time -->
 <input type="hidden" name="liveagent.prechat:caseOrigin" value="Chat" />
  <input type="hidden" name="liveagent.prechat:caseRecordType" value="Incident" />
  <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Case" value="Origin,caseOrigin;RecordType,caseRecordType;Subject,drop-down;Description,issue" />
  <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Case" value="Origin,true;RecordType,true;Subject,true;Description,issue" />
  <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Case" value="Case" />
  <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Case" value="true" />

<!-- Link the Contact to the Case -->
  <input type= "hidden" name="liveagent.prechat.findorcreate.linkToEntity:Account" value="Case,AccountId" />

 
I am currently implementing a pre-chat screen for Live Agent. I want the prescreen to open the account based on screen name (which is working correctly) and then open a case - bypassing record type screen. (Which is not working, it always opens to the "select record type" for case.)

Below is the code. Help me stackexchange, you're my only hope. :-/
 
<!-- Map the detail inputs to the Account fields --> 
  <input type="hidden" name="liveagent.prechat.findorcreate.map:Account" value="FirstName,first-name;LastName,last-name;Screen_Name__c,screen-name;" />
 
<!-- Try to find the Account by screen name (exact match) -->
  <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Account" value="Screen_Name__c,true;" />
  <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Account" value="Screen_Name__c,true;" />
 
<!-- If the Account is not found, then create one with the following fields set -->
  <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Account" value="FirstName,true;LastName,true;Screen_Name__c,true;" />
 
<!-- Save the Account on the Live Chat Transcript's Account's Loookup -->
  <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Account" value="Account" />
 
<!-- Show the Account when it is found or created -->
  <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Account" value="true" />
  
<!-- Create a Case every time -->
 <input type="hidden" name="liveagent.prechat:caseOrigin" value="Chat" />
  <input type="hidden" name="liveagent.prechat:caseRecordType" value="Incident" />
  <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Case" value="Origin,caseOrigin;RecordType,caseRecordType;Subject,drop-down;Description,issue" />
  <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Case" value="Origin,true;RecordType,true;Subject,true;Description,issue" />
  <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Case" value="Case" />
  <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Case" value="true" />

<!-- Link the Contact to the Case -->
  <input type= "hidden" name="liveagent.prechat.findorcreate.linkToEntity:Account" value="Case,AccountId" />