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?
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Setting Default Value Dynamically
+1Best answer by DavidEichner
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.
+13Hi
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*.
1 person likes this
+1I 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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