Setting Default Value Dynamically

  • 2 April 2024
  • 2 replies

Userlevel 2
Badge +1

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?

2 replies

Userlevel 7
Badge +10

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.


Userlevel 2
Badge +1

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


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved