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anvesh@force.com Help Me for this work flow
Let me clear first.....
Some records(belongs to case object) are created.....and that cases assigned to users....
after i have requirement to create a field with name 'owner'(cusom field) having look up (in look up displayes users).....
now the requirement is when users opened the records the owner field should need to be updated with the current user name......how should i write field update through workflow....
i have this field on Record type 'Production Support '....so condition i had taken is
Rule Criteria - "Created"
Case- Case Record Type equals Production_Support (this is record typr name)
workflow action i had taken feild update on Owner (Custom field)....next i am getting Owner field with look up here..what should i give here for getting current user name (who openes the record his name).
through workflow is this possible or any other solution for this.
Hi Anvesh,
If you are using a workflow, you will be able to update the new custom owner field with a particular USER/QUEUE if the creteria of the workflow is met : record type is Production_Support
If you want that the user access the record (if record type is Production_Support) should become the owner, you would have to accomplish this through code.
What i would want to suggest here is - in case you have specific users taking the cases coming with record type is Production_Support, you can do the following:
1)Create a Queue with these people as queue members
2)Create a case assignment rule based on the record type