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dave8
Impactful Individual
Impactful Individual

How to set default value of owner field as "Users BU" team name in the entity record?

Hello,

 

I have been looking into ways for changing the default value of "Owner" field and created a business rule for the same as follows:

 

set default value of owner.png

 

However this is not working even after activating this business rule. Can you please help, how can I set the default value of "Owner" field for the entity record?

 

Thanks,

2 REPLIES 2
dave8
Impactful Individual
Impactful Individual

Alright, it worked out after changing the action as "Set field Value" instead of "Set Default Value" 🙂

 

Thanks,

Verify that it works dependably when you create records outside of the form, such as a data import. Entity level business rules generally work outside the form, but sometimes are hit or miss. For this type of thing I would use a real time workflow, which will work. I matter how you create the record 

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