Sunday, May 26, 2019

Setting a Default Value for Case Priority when Help Desk is Marked

When Help desk is marked, make the Case Priority set to High

1. Navigate to Customization > Workflow > Workflows > New.
2. Choose the Record Type = Case.
3. Execute as Admin = T.
4. Release Status = Released.
5. Event Based: On Create and On Update.
6. Trigger Type = All.
7. Click Save.
8. Click New State.
9. Name State > Save.
10. Click State 1 > New Action.
11. Click Set Field Value.
12. Trigger on = After Field Edit.
13. Customer Fields: Help Desk.
14. Condition > Field: Help Desk > Compare Type = Checked.
15. Parameters > Field: Priority (Case).
16. Value > Static Value = Selection: High.
17. Click Save.
18. Create New Action.
19. Click Set Field Value.
20. Trigger on = After Field Edit.
21. Customer Fields: Help Desk.
22. Condition > Field: Help Desk > Compare Type = Unchecked.
23. Parameters > Field: Priority (Case).
24. Value > Static Value = Selection: Low.
25. Click Save.

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