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Setting Default Value Dynamically

  • April 2, 2024
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jwaldron46
Freshman II
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I am trying to do a “no code” customization for the Owner field in the CRM Case Entry form.  I was able to make it a mandatory field easy enough, but I would also like it to default to the current user entering in the new case.   Is there a no code way to do this?

Best answer by DavidEichner

Hi @jwaldron46 

Have you looked at using the assignment workflow for Cases?  There is the option to assign the ownership based on the employee from the document.

 

Jeff Waldron

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    DavidEichner
    Captain II
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    • DavidEichner
    • Captain II
    • Answer
    • April 2, 2024

    Hi @jwaldron46 

    Have you looked at using the assignment workflow for Cases?  There is the option to assign the ownership based on the employee from the document.

     

    David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
      jwaldron46
      Freshman II
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      • jwaldron46
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      • April 9, 2024

      I haven’t messed with that functionality yet.  Was hoping it could be done in a simple step as it is created.

      Jeff Waldron
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