The Change Case Owner page of Change Case Ownership Plus supports the following URL parameters:
cid - (Id) The Case Id (required)
newowner - (Id) The Id of the user or queue to assign to this case
addmember - (Boolean) Whether to add the current owner as a case team member (teamrole required if true)
teamrole - (Id) The case team role Id to assign to the current owner
sendemail - (Boolean) Whether to send a notification email to the new case owner
template - (Id) Email template Id to use for the notification email
autosave - (Boolean) Automatically submit the form
These URL parameters can be used to create custom buttons and links that pre-populate parts of the Change Case Owner page. In the following example we will add a button to the Case detail page that allows one to assign it to the users manager in a single click.
- Under App Setup navigate to Customize > Cases > Buttons, Links and Actions
- Click New Button or Link
- On the Edit Case Custom Button or Link page set the following:
- Enter Assign Manager for the Label field
- Assign_Manager will auto-populate in the Name field.
- Set Display Type to Detail Page Button.
- Set Behavior to Display in existing window with sidebar.
- Make sure Content Source is set to URL.
- Enter /apex/changecaseowner__Case_Owner_Change?cid={!Case.Id}&newowner={!User.ManagerId}&addmember=false&sendemail=true&autosave=true for the URL
- This URL is constructed by entering the prefix /apex/changecaseowner__Case_Owner_Change? and appending page parameters which can be assigned to merge fields where it makes sense to do so.
- Your screen should now look like this:
- When you are done, click Save.
4. Next we will add the button to the Case Detail page.
- Navigate to App Setup > Customize > Cases > Page Layouts. Click Edit next to the Case page layout where the button needs to be added.
- Under Fields click Buttons.
- Drag and drop the Assign Manager button to the Custom Buttons section under Case Detail.
- Click Save.
- You will now see an "Assign Manager" Button at the top of the case detail page.
Additional samples:
- Assign Case to account owner
- /apex/changecaseowner__Case_Owner_Change?cid={!Case.Id}&newowner={!Account.OwnerId}&sendemail=false&autosave=true
- Assign Case to a particular queue and use a visualforce template for a notification email
- /apex/changecaseowner__Case_Owner_Change?cid={!Case.Id}&newowner=00GU0000000sM9Y&sendemail=true&template=00XU0000000MXdgMAG&autosave=true
- Select a case team member (no change in Owner)
- /apex/changecaseowner__Case_Owner_Change?cid={!Case.Id}&addmember=true&teamrole=0B7U00000008ORMKA2
- Assign to queue based on Status
- /apex/changecaseowner__Case_Owner_Change?cid={!Case.Id}&newowner={!IF(Case.Status <> 'Closed', '00GU0000000sM9Y', '00GU0000000rL8X')}&sendemail=false&autosave=true