Select a Default Case Owner

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Revision as of 23:37, 4 March 2011 by imported>Aeric (Text replace - 'Setup > Customize > ' to 'Designer > Data & Presentation > ')
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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 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:

  1. Click Designer > Data & Presentation > Objects > Cases
  2. Click the [Edit] button
  3. Click the Assignments tab
  4. 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.