Assigned User not automatically set to Creator when adding new Account

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  • JonasDeinlein
    Junior Member
    • Sep 2025
    • 1

    #1

    Assigned User not automatically set to Creator when adding new Account

    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.
  • lazovic
    Super Moderator
    • Jan 2022
    • 1162

    #2
    Hi JonasDeinlein,

    Go to the user Preferences > General and uncheck the Do not pre-fill assigned user on record creation option:

    Click image for larger version

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