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shruthikashruthika 

Set the default value to Case Owner

Hi all,

 

I want to Set the default value to Case Owner which is a standard field.

could anyone please provide me the solution as soon possible.

 

Thanks in advance,

Shruthika.

DeptonDepton

Can you pease be more specific?

 

All cases must have the same owner?

 

You can use case assignment rules or a workflow for it?
AmitSahuAmitSahu

You can create a Workflow which uses a FieldUpdate.

 

Write the Workflow on Case object as follows :

 

1. When a record is created condition

2. when filter criteria are met (ownerid <> null)

3. Use a field update which uses "Use a formula to set the new value"

4.  yourstandardfield=Case.ownerID 

 

when the case will be created your standard field will be updated with the ownerid of that case.
shruthikashruthika

Hi all,

 

Sorry for not being clear with the Requirement.

 

The requirement is i want to Set the default value to Case Owner which is a standard field in Case Sobject..

 

While using workflows or triggers it will update once the case record has been saved. My requirement is  i want that Case Owner default value once i select the record type and it open the case record page with the Case Owner default value  along with other fields. 





Here in screen shot the case owner name is the user name who logged in but i want the name which i want to give by default for Ex: i want that name to be TEST..

 

so could anyone provide me the solution as soon as possible.

 

 

Thanks in advance,

Shruthika.

 

 
DeptonDepton

You can use a workflow field update and the criteria based on the caserecordtype

 

Case record type equals to test then action would be a field update : Owner
Rehan DawtRehan Dawt

Hi,

 

When you insert or update a record through a trigger, it will automatically take the Current User as a default value in the Case Owner. You don't have to specify separate value for it.

 

Thanks 

 

Rehan. Dawt
AmitSahuAmitSahu

I think your confusion is the case owner displayed on the page layout.

 

Why don't you remove that field from the page layouts so that it does not confuse.

 

Once the record is saved the field will be updated via a workflow using field update in the background.