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Account Owner in Case Screen

  • 1.  Account Owner in Case Screen

    GOLD CONTRIBUTOR
    Posted 11 days ago
    Is there a way to display account owner in case screen?

    Please advise, I tried a real time work flow to have it updated and it isnt getting populated.


    ------------------------------
    Regards,
    Geethika L
    ------------------------------


  • 2.  RE: Account Owner in Case Screen

    GOLD CONTRIBUTOR
    Posted 11 days ago
    Hey Geethika,

    I am guessing you are trying to show the Account Owner of the Account that is equal to Customer?


    There are a couple of ideas:

    1. Populate a field on the Case form - Sounds like this is the solution you are trying.
    - What is the Real Time Work Flow Executing off of?
    2. QuickView form would show you the data without having to populate a field.

    Hope this helps.

    ------------------------------
    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
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  • 3.  RE: Account Owner in Case Screen

    GOLD CONTRIBUTOR
    Posted 9 days ago
    I apologize I wasn't clear in my question,what I am trying to do is display the account owner in a case view. I added the quick view form and the account owner get displayed in the case screen but I'm not sure how to add that field in a view.

    I created a lookup field and trying to do a workflow to have that updated. If there is another or an easier way please advise.

    ------------------------------
    Regards,
    Geethika L
    ------------------------------



  • 4.  RE: Account Owner in Case Screen

    SILVER CONTRIBUTOR
    Posted 10 days ago
    Hi,

    Could you share screenshot of workflow configuration to investigate this issue?

    As suggested by Anthony, you can use quick view form to show the Account owner on case screen.

    If found helpful, Please mark my answer verified.

    ------------------------------
    Bipin Kumar
    Avanade
    Hyderabad
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  • 5.  RE: Account Owner in Case Screen

    GOLD CONTRIBUTOR
    Posted 10 days ago
     


    ------------------------------
    Regards,
    Geethika L
    ------------------------------



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