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Customer experience | Sales, Customer Insights,...
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how to change the system owner name of a case when it is created through portal ms crm

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Posted on by

when  a  case is created through a portal, by default the owner name is SYSTEM in crm.

when we are trying to assign to any user we are getting a business process error.

how to change the the owner name which is coming from the portal.

Thanks in Advance...!

I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi Teddy,

    Could you share a screenshot of business process error?

    I created a case from Portal,(owner is SYSTEM, my user is System Administrator)

    and assigned it to a specific user successfully.

    pastedimage1577265812228v1.png

    So please check whether your current user has sufficient assign privilege on Case entity.

    pastedimage1577266388323v2.png

    Regards,

    Clofly

  • Suggested answer
    oliver.rodrigues Profile Picture
    4,052 on at

    make sure the user you are assigning the case has appropriate permissions to case entity (and related)

    just as a test you can assign to a sys admin user, and it should work fine

    additionally you can set a default value for an attribute through Entity Form/Web Form Metadata, for example setting the case origin as "Web"

    with this you can automate your process by creating a Workflow on case creation, if it is coming from web, assign automatically to user/team XYZ

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