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
- Set the column setting Require that this column contains information to No.
Part 2: Create a workflow to set the default user to the current user
- Create a new workflow in Microsoft Office SharePoint Designer 2007: File->New->Workflow.
- Give a name for the workflow, attach it to the Service Requests SharePoint list and check the option Automatically start this workflow when a new item is created.
- Check for the condition If Customer is empty
- As Action choose Set Field in Current Item
- Choose the field Customer.
- For the value, choose User who created current item (it will be translated by Microsoft Office SharePoint Designer 2007 to Service Requests:Created By.
- Click Finish
Continue reading......
View my profile
