Wednesday, March 6, 2019

Ability to Set the Use Employee Template Check Box as Unchecked by Default when Editing a Case

Scenario: User needs Use Employee Template check box checked by default when user edits the Case record. 

Steps:
1. Navigate to Setup > Support > Support Preferences.
2. Check Default Case Form to Send to Customer field.
3. Click Save.

Note: If user prefers that the Default Case Form to Send to Customer check box is unchecked but wants the Use Employee Template checked by default, a script or workflow may be used.

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