SAP Knowledge Base Article - Public

2506111 - Assign the Logged on User as the Account Owner When Creating an Account

Symptom

When creating a new Account, you want the logged on User to be assigned as Owner of Account.

Environment

SAP Hybris Cloud for Customer

Reproducing the Issue

  1. Go to Customers work center
  2. Go to Accounts view
  3. Select New
  4. Owner field is blank

Cause

By default, the Owner field is blank while creating Accounts. You may choose the Account Owner from the value help available in the Owner field.

Resolution

While creating the Account, to make the logged on user as the default Owner of the Account, you may follow the below steps:

  1. Go to Administrator work center
  2. Go to Workflow Rules view
  3. Select New
  4. In the first step, enter Basic Data
  5. Description: XYZ (where XYZ represents the description for the Workflow Rules)
  6. Choose Business Object: Account
  7. Choose Timing: On Create Only
  8. Select Next to Define Conditions
  9. Add Group of conditions as per your need
  10. Choose Next to Define Actions
  11. Choose Rule Type: Action
  12. Choose Action: Assign me as Owner
  13. Select Next to Review
  14. Select Activate
  15. Select Finish
  16. Logout from the system, and login again so that the changes take place.

Keywords

Workflow Rules, Assign me as Owner, Account Owner , KBA , account owner , assign me as owner , workflow rules , SRD-CRM-ACC , Account Management , How To

Product

SAP Cloud for Customer add-ins all versions