Business requirement: how to fill a field by default with the current user?
Having set up the Help Desk template (one of the 40 application templates), my end-users asked if the field Customer could be filled up by default with the user creating the service request. The Customer field should only be filled up by default if the creator of the service request didn't fill out a value himself. The option should left open for the end-user to create a service request for somebody else: in such a case the end-users still needed to be able to fill out a value themselves (being the login of the colleague for whom they were submitting a service request).
Solution: use a workflow to set the default user to the current user
Part 1: Set customer column not required
Part 2: Create a workflow to set the default user to the current user
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1 month ago