Difference between revisions of "Select a Default Case Owner"
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imported>Aeric m (Text replace - 'Data & Presentation > Objects' to 'Data > Objects') |
imported>Aeric m (Text replace - 'Designer > Data >' to 'Designer >') |
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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 | 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 Permissions]]. | ||
The Default Case Owner will own cases that are | The Default Case Owner will own cases that are added through the Cases tab (internal system users) | ||
To select the Default Case Owner: | To select the Default Case Owner: | ||
#Click '''Designer | #Click '''Designer > 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. | ||
Latest revision as of 23:36, 22 June 2012
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 Permissions.
The Default Case Owner will own cases that are added through the Cases tab (internal system users)
To select the Default Case Owner:
- Click Designer > 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.