+ Start a Discussion
TMangoTMango 

Workflow to Add Predefined Case Team at Case Creation

I need to add a Predefined Case Team to specific cases at case creation, rather than case assignment.  Basically, we're trying to get to the point that if a case is opened for ANY (thus can't use assignment rules) support team, anyone on the team of the person that CREATED the case (thus no sharing rules) can see it. 

 

I thought that a Workflow Rule might work, but I can't figure out how to write it.  Now, I'm guessing that an Apex Trigger is the only solution (which I haven't learned yet).  Can someone confirm that this is the only solution, or is there something that I'm missing in order to be able to do that?

Best Answer chosen by Admin (Salesforce Developers) 
sfdcfoxsfdcfox

If you can't use Assignment rules, an Apex Trigger is the only way to go. You can't use Workflow Rules to insert arbitrary objects (only Tasks), all the other features either send out notifications or change existing records.