---
schema_version: "1"
id: c267b160d81d168ab4ca6b554359422abf97de6dd2fc3fb410cef7433bd6c0e1
title: Create a Change Owner Quick Action for Cases
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/case_interaction_update_case_owner_quick_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.case_interaction_update_case_owner_quick_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 52ebbf889563ba87b7e4d358b03b1254c34dd0818d730d4cd1a022451e5286ad
description: Make it simpler for support reps to reassign cases in Lightning Experience by adding an Update a Record quick action to the case page layout.
products:
  - Service Cloud
release: "264"
---
# Create a Change Owner Quick Action for Cases

Make it simpler for support reps to reassign cases in Lightning Experience by adding an Update a Record quick action to the case page layout.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d40236e58">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40236e58 ">To create and modify the Send Email quick action:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40236e58 ">Manage Cases AND Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40236e58 ">To edit a page layout:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40236e58 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

Cases can be reassigned to the following:

- User
- Queue
- Experience Cloud site partner user
- Experience Cloud portal user

In Lightning Experience, you must create the Change Owner action for cases. Use the following steps:

1. From Setup, click the **Object Manager** tab. Select **Cases**, and open the **Buttons, Links, and Actions** setup page.
2. Click **New Action**.
3. For Action Type, select **Update a Record**.
4. For Standard Label Type, select **None**.
5. For Label, enter the name you want to display in the publisher.
    
    For example, _Transfer Case_ or _Update Case Owner_.
6. The Name field is auto-filled.
    
    This name is used in the API and managed packages. It must begin with a letter and use only alphanumeric characters and underscores, and it can’t end with an underscore or have two consecutive underscores. Unless you’re familiar with working with the API, we suggest not editing this field.
7. For Description, describe what this quick action does.
    
    The description appears on the detail page for the action and in the list on the Buttons, Links, and Actions page. The description isn’t visible to your users. If you’re creating several actions on the same object, we recommend using a detailed description.
8. Click **Save**.
    
    The action layout page opens, where you can specify the fields shown in the quick action.
9. In the action layout, drag the Case Owner field from the palette into the quick action layout.
    
    To make a field read-only or required, click the wrench icon and specify the field properties.
10. Click **Save**.

After you define the quick action, add it to the case page layout so it’s available for support reps to use.

To let your support reps send the new case owner an email, enable Notify Case Owner of New Case Comments from the Support Settings page in Setup.

#### See Also

- [Add Quick Actions to the Case Page Layout for Lightning Experience](https://help.salesforce.com/s/articleView?id=service.case_interaction_add_actions_to_page_layout_lex.htm&release=264.0.0&type=5 "Make actions available to your service reps by adding them to the Salesforce Mobile and Lightning Experience Actions section in the case page layout.")
- [Customize Support Settings](https://help.salesforce.com/s/articleView?id=service.customize_supportrules.htm&release=264.0.0&type=5 "Support settings can help you automate case management. Choose email templates, default case owner, case notifications, and more.")