How to clear the "assigned to" relation by default

[oscarcookie]

Is there a way to clear the assigned-to field by default?

My customer doesn't want the user that creates the record to be assigned by default.

I tried using workflows, but with no success.

Thanks!

[tanya]

Hello
You can configure 'Do not fill Assigned User if not required' In User Preferences.
or set in worflow action Update Entity and set in formula

assignedUserId=null;
assignedUserName='';

[oscarcookie]

Cool,

Is there a way to use a formula to assign to the current user? (I want to do this in case of a certain status)

[tanya]

Yes, you can do this
https://github.com/espocrm/documenta....md#ifthenelse
https://github.com/espocrm/documenta...vuserattribute

https://github.com/espocrm/documentation/blob/master/docs/administration/formula.md#examples

[oscarcookie]

Thanks for your help, I found that, and used:

assignedUserId=env\userAttribute('id');
assignedUserName=env\userAttribute('name');

or

assignedUserId=env\userAttribute('UserId');
assignedUserName=env\userAttribute('UserName');


But with no success yet.

Is the syntax correct?

What a powerful option!!

[tanya]

first one works for me
check the condition

[oscarcookie]

Works indeed... Thanks Tanya!

[Shuan Paul]

Yes you can set in worflow action Update Entity and set in formula.

[bandtank]

How do you set "Do not fill Assigned User if not required" for every user by default?

[bandtank]

Adding

"default": true

to

application\Espo\Resources\metadata\entityDefs\Preferences.json

used to work, but it no longer does:

"doNotFillAssignedUserIfNotRequired": {
    "type": "bool"
    "default": true
},

[tanya]

Hello

You did right thing, but in not upgrade safe way. Also you lost comma. But it will work only for new users

[bandtank]

Hello

You did right thing, but in not upgrade safe way. Also you lost comma. But it will work only for new users

So is there not a way to do it with a setting for every user by default? Do I have to use a workflow?

[tanya]

It set this field by default. But, for active users, preferences were created with old default value. An administrator can change preferences for each user. For new ones this preference will be set in True
Workflows are triggered after save (notifications could be created), Formula is triggered before save. But needs to check the order of auto-fill functionality and formula: what runs the last