Auto populate asssignement group field based on caller's company.

deepanshujain09
Tera Contributor

Hi, I need help to auto populate assignment group field(mandatory) based on caller's(logged in user) company. If caller belongs to 'XYZ' company then assignment group field should be auto populated with a particular group. This should happen on form load. As caller field also gets auto populated on form load.

1 REPLY 1

JenniferRah
Mega Sage

Are you using the Company table? If so, you could add a field to that called "Internal Assignment Group" or something like that. Then you can look up that field and assign it to that group.