Hi everyone,
I’m facing an issue in EspoCRM when creating a new Account (Company).
The Assigned User field is not automatically set to the user who created the record. Instead, I have to manually select the user each time.
In the field settings, I can only define a fixed user as the default value, but unfortunately, there is no option to set it dynamically to the current user.
Is there a way to configure EspoCRM so that the Assigned User is automatically set to the creator of the record? Maybe through a formula, workflow, or a customization?
Any help would be greatly appreciated!
Thanks in advance.
I’m facing an issue in EspoCRM when creating a new Account (Company).
The Assigned User field is not automatically set to the user who created the record. Instead, I have to manually select the user each time.
In the field settings, I can only define a fixed user as the default value, but unfortunately, there is no option to set it dynamically to the current user.
Is there a way to configure EspoCRM so that the Assigned User is automatically set to the creator of the record? Maybe through a formula, workflow, or a customization?
Any help would be greatly appreciated!
Thanks in advance.
Comment