Difference between revisions of "Select a Default Case Owner"
From LongJump Support Wiki
imported>Aeric m (Text replace - 'Setup > Customize > ' to 'Designer > Data & Presentation > ') |
imported>Aeric m (Text replace - 'Data & Presentation > Objects' to 'Data > Objects') |
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To select the Default Case Owner: | To select the Default Case Owner: | ||
#Click '''Designer > Data | #Click '''Designer > Data > Objects > Cases''' | ||
#Click the [Edit] button | #Click the [Edit] button | ||
#Click the Assignments tab | #Click the Assignments tab | ||
#Specify the Default Case Owner | #Specify the Default Case Owner | ||
#:Specify the Case ID Format. This is defined as an autonumber field, where {000} will be replaced by the record number. The MM-DD-YY is optional, and identifies the month, day, and year. Any prefix can be included. | #:Specify the Case ID Format. This is defined as an autonumber field, where {000} will be replaced by the record number. The MM-DD-YY is optional, and identifies the month, day, and year. Any prefix can be included. | ||
Revision as of 00:07, 3 June 2011
By default, your System Administrator is the case Owner for new cases. If no Default Case Owner is assigned, the case will be assigned to the System Administrator. Learn More: Available Permission Rights.
The Default Case Owner will own cases that are:
- Received from the Self-Service Portal (from your clients)
- Added through the Cases tab (internal system users)
To select the Default Case Owner:
- Click Designer > Data > Objects > Cases
- Click the [Edit] button
- Click the Assignments tab
- Specify the Default Case Owner
- Specify the Case ID Format. This is defined as an autonumber field, where {000} will be replaced by the record number. The MM-DD-YY is optional, and identifies the month, day, and year. Any prefix can be included.