---
title: "Create a Case"
slug: "espace-sofacto-création-dune-requête"
updated: 2025-09-29T11:00:44Z
published: 2026-01-07T10:04:01Z
canonical: "help.frisbii.com/espace-sofacto-création-dune-requête"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Case

The Sales team asks Greta, the Salesforce and Frisbii administrator at Mustermann SAS, to configure automations to send quotations. She has already followed the articles explaining how to send invoices and finds the names of the Apex classes to use in another article. But there is no detailed procedure for this yet. She's doing pretty well, but in her tests, the bids are not being sent from her sandbox. An opportunity to create a support case from her new Frisbii Community !

![Création d'une requête](https://sofacto.file.force.com/servlet/rtaImage?eid=ka0Tx000000VjC9&feoid=00N1p00000JI0JP&refid=0EM08000005Gy1a)

## Opening the form

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="b"><p>Greta immediately sees how to open a case: The <b>Contact Support</b> menu on the home page.</p></editor360-custom-block>

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-741RBIMW.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A17%3A56Z&se=2026-10-28T01%3A17%3A56Z&sr=c&sp=r&sig=92tM2YbCNydXAhS2PBQc1lWzMJikL0JuKxoSwWY4XLM%3D)

## The Create a Case - form

In the page dedicated for the case, she sees three columns:

- The first one contains the explanations to better understand the fields of the form
- The second column contains the form
- The third column allows her to see some articles from the knowledge base

Since she has already checked the knowledge base, Greta starts filling the form. Her contact details are automatically filled .

  
  

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-23ZH28H7.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A17%3A56Z&se=2026-10-28T01%3A17%3A56Z&sr=c&sp=r&sig=92tM2YbCNydXAhS2PBQc1lWzMJikL0JuKxoSwWY4XLM%3D)

## The Type of cases

  

Greta remembers the article: [Frisbii Support - Open a case](/articles/en_US/Knowledge/Ouvrir-un-ticket-de-support-méthodologie-à-suivre), which explains well the different types of Cases.

Here she can choose from four types of cases:

  

![How to .png](https://sofacto.file.force.com/servlet/rtaImage?eid=ka0Tx000000VjC9&amp;feoid=00N1p00000JI0JP&amp;refid=0EM08000003cTP9)

  

**Attention : Depending on the Type of cases the form changes**

She carefully reads the instructions on the left side of the screen.

She hesitates to take the **How to use** application type, because she only needs one piece of information.

If she chooses **Bug**, she will have to fill in all of this information:

  
  

![Case details .png](https://sofacto.file.force.com/servlet/rtaImage?eid=ka0Tx000000VjC9&amp;feoid=00N1p00000JI0JP&amp;refid=0EM08000003cTPT)

  

She chooses the **Bug** request type one, because she can provide more information that she thinks will be useful to solve the Case.

Then she chooses *Quotation* as the relevant **Object** and clicks on **Next**.

  
  

![Affected Object.png](https://sofacto.file.force.com/servlet/rtaImage?eid=ka0Tx000000VjC9&amp;feoid=00N1p00000JI0JP&amp;refid=0EM08000003cTTz)

  
  
  
  
  

And that's it, the form is sent to the Support team !

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-TRF4G25Z.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A17%3A56Z&se=2026-10-28T01%3A17%3A56Z&sr=c&sp=r&sig=92tM2YbCNydXAhS2PBQc1lWzMJikL0JuKxoSwWY4XLM%3D)