Allow Custom Object Records to Inherit Contact Owner Automatically
under review
A
Arcanis CRM
Currently, when creating a Custom Object record via workflow, it's not possible to automatically assign the Contact Owner as the Owner of the Custom Object record.
This creates issues for teams with restricted visibility, since users cannot view the records associated with their own contacts unless the ownership is explicitly assigned.
Suggestion:
Please add a native option in the workflow action “Create Custom Object Record” to assign ownership automatically, either by:
Mapping the Contact Owner to the Custom Object Owne
This would greatly improve permission handling and record visibility for teams working with restricted data access.
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A
Aayush Singhal
marked this post as
under review
W
Wesley Schiesari
That would be fundamental, in the same way that this works for opportunities, this also works for objects.
T
Taavi Ilmjarv
i would like to dynamically assign the object to the user that initiated the workflow.