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Updating "Team" field on a related module of a custom module

Lakshmi Gayathri Govindarajulu

Hi!

We have a custom module that has a relationship with the "Calendar Lines" module. 

Our current operations work with all the calendar lines records on the GLOBAL Team to ensure the right access.

We have recently received complaints that some of the calendar lines are missing. I've mass-updated the associated contacts to the GLOBAL team and am looking for a way to mass-update the calendar lines.

As it is not a module like Contacts/Opportunities/ Tasks that is readily available from the Home bar, how can I perform this task?

The calendar lines module doesn't have to be visible/ accessible from the home bar, but the records have to be updated.

Any thoughts will be highly appreciated.

Best regards,

Gayathri G.

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  • 0 Sugar Employee Badge

    Hello  , 

    Thank you for reaching out.

    If I understand correctly, you're looking for a way to access the "Calendar Lines" ListView in order to perform a mass update. Is that right?

    Even if you prefer not to display the module on the navigation tab, you can still access it when you're in the RecordView for that module.
    Please try the following steps:

    1.Navigate to a Calendar Line record.
    2.Ensure that the CalendarLines module appears in the Navigation Menu, indicating it's selected.
    3.Click the button in the navigation menu, which should redirect you to the ListView, allowing you to perform a mass update.

    Please let me know if this is the information you were seeking, and if it helps resolve your issue.

    Best regards,
    André

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  • 0 Sugar Employee Badge

    Hello  , 

    Thank you for reaching out.

    If I understand correctly, you're looking for a way to access the "Calendar Lines" ListView in order to perform a mass update. Is that right?

    Even if you prefer not to display the module on the navigation tab, you can still access it when you're in the RecordView for that module.
    Please try the following steps:

    1.Navigate to a Calendar Line record.
    2.Ensure that the CalendarLines module appears in the Navigation Menu, indicating it's selected.
    3.Click the button in the navigation menu, which should redirect you to the ListView, allowing you to perform a mass update.

    Please let me know if this is the information you were seeking, and if it helps resolve your issue.

    Best regards,
    André

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