Thursday, February 21, 2019

Set the Assigned To field to the Current User for Cases created in the User Interface using a Workflow

To create the workflow:

1. Navigate to  Customization > Scripting > Workflows > New.
2. In the Basic Information section, set the following:

  • Name: For example, "Set Assigned To = Current User"
  • Record Type: Case

  • Execute as Admin is checked

  • Release Status: Released

3. In the Initiation section, set the following:

  • Event Based: On Create
  • Trigger Type: All

4. Click Save.
5. Click State 1.
6. Update the Name and set a descriptive label, then click Save.
7. Click the first State  > New Action.
8. Click Set Field Value.
9. In the Basic Information section, set the following:

  • Trigger On = Entry
  • Event Type = Create

  • Context = User Interface

10. In the Parameters section, select Assigned in the Field dropdown.
11. In the Value section, set the following:

  • Static Value = T
  • Selection = Current User

12. Click Save.

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