function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
sumit dsumit d 

Quick action for change case owner

Hi All,

My requirement is to transfer the case to the user invoking the action. For example, I click "Transfer Case" and the case is now assigned to me.
 Is it possible to do elegant transfer using a visualforce override or some other architecture that is seamless when the user presses the action?
Can anyone help me with this?
Thanks
AbhinavAbhinav (Salesforce Developers) 
Out of the box, a Take Ownership button (for Classic) and Take Ownership quick action (for Lightning) is provided for the Case object.

Check this for details:

https://www.internetcreations.com/documentation?id=a1L1W000025Rw9dUAC

If it helps marl it as best answer.

Thanks!
sumit dsumit d
Hi Abhinav,
                Thanks for replying but i can't see the action in my page layout. Can you suggest what needs to be done to make it visible in layout?
                 
DavidF.DavidF.
There is a standard Lightning Action called "Accept". If it's not already there, Edit your page layout and go to "Mobile & Lightning Actions". Drag the "Accept" button to your layout. When you click that button on a Case assigned to a Queue, it will transfer the case to you. In a List View, you can select multiple Cases and "Accept" them too.