Symptom
When creating a new Account, you want the logged on User to be assigned as Owner of Account.
Environment
SAP Hybris Cloud for Customer
Reproducing the Issue
- Go to Customers work center
- Go to Accounts view
- Select New
- Owner field is blank
Cause
By default, the Owner field is blank while creating Accounts. You may choose the Account Owner from the value help available in the Owner field.
Resolution
While creating the Account, to make the logged on user as the default Owner of the Account, you may follow the below steps:
- Go to Administrator work center
- Go to Workflow Rules view
- Select New
- In the first step, enter Basic Data
- Description: XYZ (where XYZ represents the description for the Workflow Rules)
- Choose Business Object: Account
- Choose Timing: On Create Only
- Select Next to Define Conditions
- Add Group of conditions as per your need
- Choose Next to Define Actions
- Choose Rule Type: Action
- Choose Action: Assign me as Owner
- Select Next to Review
- Select Activate
- Select Finish
- Logout from the system, and login again so that the changes take place.
Keywords
Workflow Rules, Assign me as Owner, Account Owner , KBA , account owner , assign me as owner , workflow rules , LOD-CRM-ACC , Account , How To
Product
SAP Cloud for Customer add-ins all versions