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Hi All,

I see that there is an old post on this topic and am unsure if answered posts are monitored, but it seems that the answer is not specific to the “Default Owner” field.  My organization would like to use both the “Owner Field”  for one dynamic owner, i.e. whoever is the Product Trainer for the account, and the CSM for the account as the “Default Owner”.  But as the previous question in this post asks, we are only able to add a specific static user to this “Default Owner” field.  

Can we actually use this field to populate a dynamic field, such as the “Owner Field” where we could select CSM and have the “Default Owner” be who ever the account CSM is and not a static user?  Picture below for reference.

 

 

@Ehsan.Avazpour 

You can’t have Default Owner assigned dynamically however you can follow the below steps in the rule to achieve this:

  1. Pull Product Trainer and CSM details such as their Name, Ids, etc. in a data set(Say Owner_Details), in the 2nd step of rule.
  2. Create 1st “Call to Action 2.0” on Owner_Details with the filter condition Product_Trainer_id != Null in the 3rd step of rule and assign Product Trainer as the CTA Owner and Default Owner a Static Value.
  3. Create 2nd “Call to Action 2.0” on Owner_Details with the filter condition Product_Trainer_id = Null in the 3rd step of rule and assign CSM as the CTA Owner and Default Owner a Static Value.

Here is a screenshot which shows the 2 actions need to be created in the 3rd step.

 

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