Hi Erik, Raz is exactly correct. Here are the details... 1. Navigate to Settings --> Customizations 2. Go into Customize the System option on Customization page 3. Under Components on the left hand navigation, you will see Processes as an option, highlight this option Create New Workflow 4. In the main area of the page you will see the option for "New" on the menu bar above the process listing 5. Click New and then you will need to Name your new process, select category of "Workflow" and select entity of "Case", keep the selection to run in background, and finally type will be "New blank process" and select OK. 6. The next screen will be the workflow information page. You should change the workflow here in the scope to run at the right level. For most of the workflows I create Organization is the right level which means it will run for case creation for all users in your organization. Create Steps 7. In the steps choose "Add Step" and choose "Assign Record" as the option 8. Click on the "Properties" and it will bring up the following type of screen where you will want to use a dynamic setting of the Owner with the Form Assistant on the right of the workflow page. In Form Assistant Choose for the two lines under Look for: a. Customer (Account) b. Owner Click Add and then Click OK This will fill in the text in "Yellow" as shown on the screen shot below: 9. Save and Close from this page 10. Activate your workflow. Thanks Much,
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