Using InsertRecord in a table-level script

This example uses the InsertRecord function in a table-level script. The script assigns new cases to the account manager of the selected company. You must disable Workflow for Cases before trying this example.

1. Create a new script. For instructions, see Creating a script.
   When creating your script, do the following:
   • From Script Type, select Table Level.
   • In Table level script, within the function InsertRecord section, enter the following script:

function InsertRecord() 
{ 
// when case is created this sets the assigned user to be the account // manager of the company selected 
iPrimaryUserID = CRM.getContextInfo('company','comp_primaryuserid'); 
if (iPrimaryUserID > 0) { 
	Values('case_assigneduserid') = iPrimaryUserID; 
	}
}

2. Click Save.

Now when you create a new case for a Company but don't assign the case to a user, the case is automatically assigned to the company account manager when you save it.