Setting New Opportunity Revenue Line Item Assigned To and Teams

Hi Vince, 

A SugarBPM process cannot set a user/team based upon a related record. Teams can only be set explicitly (i.e. set Team A), whereas Assigned To does have a bit more flexibility (by looking at created/modified users etc), but it won't meet your use case.

As it currently stands, a very simple logic hook could do this, but before I suggest that, can I please confirm:

• Users who are not running the opp (i.e. not assigned to), will be responsible for adding RLIs to a previously created opp
• Users find value in looking at RLIs which are assigned to them
• You're using Teams security to prevent access to records

Are all those assumptions correct?

Regards,

Adam

As Adam said it is not possible to configure that via Sugar BPM, instead you may create a Dependency SetValue in order to populate team_id, team_set_id and assigned_user_id on RLI as per respective values on Opportunity. Under a Dependency you can even choose to trigger such action only on creating a RLI, that means, when its ID is empty.

Regards

Yes, all of those assumptions are correct. In many cases a new Opportunity / RLI is being setup by an Inside Sales or Front Desk person, assigning an outside rep and that reps team to the Opportunity, which should also go to the RLI. 

Sounds promising. Is there some documentation on how to develop and deploy a Dependency SetValue? Sort of sounds like SugarLogic, but I'm still learning here. Thanks for the help!

Find official documentation. Unfortunately you can not set those fields via regular sugarLogic formulas once it is not possible to load fields team_id and team_set_id through formula builder in Studio, so the unique easy way to do that is by settting a Dependency SetValue.

Good luck!

If there are more customizations, or if you're looking at coding anyways, another option is to use logic_hooks. Just leaving it here in case it helps you/others:

<?php

class CopyTeamAssignedUserHook
{
    function execute($bean, $event, $arguments)
    {
        if (empty($bean->fetched_row) &&    // Do this only for new records
            !empty($bean->opportunity_id))  // Ensure there is an opportunity
        {
            $opportunity = BeanFactory::getBean('Opportunities', $bean->opportunity_id);
            $bean->assigned_user_id = $opportunity->assigned_user_id;
            $bean->team_id = $opportunity->team_id;
            $bean->team_set_id = $opportunity->team_set_id;
        }
    }
}  

This logic hook will go into the RevenueLineItems module, as you know already.

This link explains how to install logic hooks for packages:https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.1/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/

I took a shot at building the installable package for the above customization. If someone had a chance to review it, as this is the first I've built, that would be awesome. I took the structure of the package from the Creating an Installable Package for a Logic Hook > https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.1/Cookbook/Module_Loadable_Packages/Creating_an_Installable_Package_for_a_Logic_Hook/ 

rli_copy_opportunity_team_assigned_logic_hook.zip

Hi Vince,

After having a quick glance I believe you are good to deploy and test it. Please upload the zip package in sandbox environment, test and move ahead. :)

Hi Vince, 

just to make it simple: The MAC is a big messi when it comes to creation of zip-files.

1st, your zip file must have the manifest.php and the Files directory in the root directory. In your file you find the directory rli_copy_opportunity_team_assigned_logic_hook and the typical MAC garbage __MACOS. 

2nd there is a file .DS_store in nearly each directory, again MAC garbage which must be removed.

3rd: A LICENSE file should be added, even if it contains only empty lines.

When you zip your installable it should contain the following files and nothing else:

\manifest.php
\LICENSE
\Files\custom\Extension\RevenueLineItems\Ext\LogicHooks\rli_copy_opportunity_team_assigned_to_hook.php
\Files\custom\modules\RevenueLineItems\rli_copy_opportunity_team_assigned_to.php

Related to the manifest file, I would use 

'acceptable_sugar_versions' => array('9.*.*','10.*.*'),

which is not the univeral unlocker like the regex. RLIs exist not since the beginning of Sugar.

SugarFlavor CE will not work witj RLIs and is not supported any more.

Lastly, your name is very long, This name is used to create some file names during installation. So it could happen, if the file system of the target machine has issues with long filenames (like Windows has), your function will be installed but will not run correctly.

I always use the same strings for name and id and try to make them short and simple.

FYI this is the command i use to zip my files on a Mac and avoid including the system-generated files:

 zip -r --filesync ../packages/my_mlp_name.zip * -x "*.DS_Store" -x "*.git*" -x "__MAC*"