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?
Setting Default Value Dynamically
Userlevel 2
+1
Userlevel 7
+10
Hi
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.
Userlevel 2
+1
I haven’t messed with that functionality yet. Was hoping it could be done in a simple step as it is created.
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