5
We have accounts that have a custom field for a case manager that handles all cases that come in from that account.
When cases come in they are often auto-signing contact and associated account (customer).The goal would be to also auto-assign the case manager to that new case.
Has anyone been successful in setting up a workflow with this roll up function so the account field case manager can be used at the case level?
Hi partner,
Do you mean you have a case manager field on case form and you want to set its value automatically when creating the case?
If so, you could create workflow to set the default value for this case manager field.
But you should confirm the origin first, from phone call or email or web directly. You could filter out by "Origin" field.
For example if the case is converted from email, we need to assign the case manager automatically.
Add an update record action and configure the case manager.
If my understanding is not correct, please kindly share more details.
Regards,
Leo
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
