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Hello CS Experts,
I have come across this requirement to assign case record to another user even before the record is saved.
In the present setup in Case form, the Assign button will only get visible once the record has been saved already.
Is there a way to make it visible prior to saving so that the current user will be able to assign to some other user?
Regards,
Jolas365
Hi Jolas365,
The 'the Assign button will only get visible once the record has been saved already' is one OOB behiviour, you can't change it, which is by-design.
Maybe you can create a workflow to assign the case automatically while creating it.
1.Create a new lookup field for user entity in the case.
2.Create a workflow in case entity:
HI,
You can simply change Owner field on header to assign case to another user as highlighted below -
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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