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BPM assign Team on new record

Tony Romano

Hi,

I'm a little confused about this feature, and it may be a bug, not sure so here goes:

I've setup a simple definition so that on new Contract record creation it sets a specific Team (say 'Contracts Team').

However, just tested different scenarios on a v10 Sugar demo, and the way this works is weird.

if anybody that is in the same Team (Contracts Team) as defined in the BPM, then on create new Contract all works fine, only Contracts Team is added to record.

Bbut if a another user not part of that Team creates it, then it add the Contracts Team fine, but also adds the creating User private Team as well! Slight frown

Am I doing it wrong or is this not possible in BPM?

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  • 0

    Hi Tony

    In case of Private Team won't be added in addition to the Team specified directly, the process initiating user  - the creator of the Contract - may never access to the record created. That user probably has a Private Team set as default Team in the user profile.
    Makes sense?

    All the best,
    Dmytro

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 0 in reply to Dmytro Chupylka

    hi thanks for replying.

    The creator normally would be able to create the record, but then after save not see it and get a quick error message, that would be fine and intentional.

    My test was done on vanilla Sugar Demo, all Users have the default team set to Global as primary, nothing else.


    Do you get a different result?

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  • 0 in reply to Dmytro Chupylka

    hi thanks for replying.

    The creator normally would be able to create the record, but then after save not see it and get a quick error message, that would be fine and intentional.

    My test was done on vanilla Sugar Demo, all Users have the default team set to Global as primary, nothing else.


    Do you get a different result?

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  • 0 in reply to Tony Romano

    hi Tony,

    I confirm the behavior you observe
    Then please check wether assignedTo user for the contract belongs to the "Contracts Team"

    As I remember, OOTB before save of any record (including Contracts), it is checked whether the AssignedTo user belongs to any of the selected Teams. If not, the assignedTo user's Private Team is added to record automatically. 

    All the Best,
    Dmytro

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient