15.5 EN How to automatically set submitter when the record producer is submitted v1

How to automatically set submitter contact when a record producer is submitted

When cases are created from record producers, the field “submitter contact” is not automatically set. The logic for setting the submitter automatically must be configured by the process designer. This user guide is relevant if you want the user who submitted the case to be automatically set as the submitter of the case as well.

The procedure is to open the record producer in Studio and hard code the field “channel” to “portal”, which in turn gets the users contact person object and adds it to the case.

Prerequisite:

1. User is logged in

2. User has English as preferred language

3. User has created an application like the one in user guide 15.2 “How to define a new process”

4. [The application contains a record producer]{.underline}¹

Steps:

1. Navigate to the process you wish to define

   a. In the filter navigator, go to: UH Core > FUP > FUP

   b. Search your way to the process you wish to define²

   c. Open the process

2. Click «Edit in AES»

3. Click the cogwheel “Edit application properties”

4. Click “Open app in Dev Studio”

5. Open the record producer
   

6. In the field “Script”, add a line:
   current.channel='portal';
   

7. Click “Update”

The result is that when new cases are created with the record producer, the submitter of the case is automatically set as the submitter of the case.