I have been trying to update the Team an Account is assigned to through the API but it doesn't seem to update. Has anyone tried to do this?
I have been trying to update the Team an Account is assigned to through the API but it doesn't seem to update. Has anyone tried to do this?
Hi Robert,
Are you trying to update team_id and team_set_id directly? or are you trying to update by using team_name?
Locally, I was able to use team_name to pass the list of teams i want:
PUT /Accounts/6cff862a-df96-11ed-843a-0242ac12000e
{ team_name: [ {id: "East", name: "East", name_2: "", primary: true, selected: false}, {id: "1", name: "Global", name_2: "", primary: false, selected: false}, {id: "West", name: "West"}, ] }
Hope this helps
I am using team_name object but I was only setting the id field with the actually team id from the database. My next question is should I be using the name field instead of the id field?
I am using team_name object but I was only setting the id field with the actually team id from the database. My next question is should I be using the name field instead of the id field?
Just running through a test, it looks like you just need the ids in the payload:
[ {id: "East"}, {id: "1"}, {id: "West"}, ]
If this isn't working, you may have something updating team sets in SugarBPM, workflows, or logic hooks.
It's also worth noting that Sugar has a teams access check that will add the current users primary team if they no longer have access to the record when saving. Theres some additional information here on that scenario:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Architecture/Configurator/Core_Settings/#disable_team_access_check