Michael Attea - Are you referring to how to set a list of teams when importing records? For example, you want an imported contact to have the Global AND West teams? If so, Team Sets will probably help: support.sugarcrm.com/.../
SugarCRM | Sr. Community Manager
When you import you records with csv files, you just write all the team names in one csv cell.
In this example you see 4 records with different primary team (Team ID) and diferent team sets (Teams). The column Team Set Id is not needed as it is calculated during import.
When you import this file e.g. in version 10.3 the import wizards shows the columns like this:
And after import you will have a teams assignment like this in the last record:
The import of the teams itself is not so easy as the import wizard does not show teams as an importable module. So you need a custom extension of the Teams vardefs. If your write the following code into a php-file located in custom/Extension/modules/Teams/Ext/Vardefs/ e.g. my_importable.php and call a quick repair and rebuild, theTeams module will be shown in the import wizard and allows to upload teams. Tested it in 10.3.
<?php $dictionary['Team']['importable'] = true;
Be careful with the correct path (upper and lower case letters must match) and with the one single line of code in the extension file. It's Team not Teams in the first [ ].
Principal Solution Architect – Professional Services, EMEA
SugarCRM Deutschland GmbH
This is a typical task of data population in CRM - to import Teams and relate Team Member to the Teams automatically
Frankly, I have doubts that "membership" could be set anyhow with the regular module's data import.
Therefore, I used Logic Builder configuring tool to solve this with no code - just like any Sugar admin or Partner's Consultant or Sugar Professional with access to Logic Builder can do.
I configured the following logic:
if a new Note with subject CREATE TEAMS is created, to treat the Note description as the source of the Teams and their Members
It works this way (double-click to zoom in when playing)
As you can see, the special Note's description has the following structure:
<TeamNameA>:<usernameA1>,<usernameA2>, ... <usernameAx>;
<TeamNameN>:<usernameN1>,<usernameN2>, ... <usernameNy>;
Here is the zip that implements the behavior on the video - you a free to employ it
To activate functionality just install the package via Module Loader to the target Sugar instance.
If functionality won't be of use at some point of time, you can always uninstall the package
This package is received with a click as an implementation of the following logic drawn in Logic Builder environment (follow the white line to read, zoom in with doubleclick, if necessary):
Let me know if any questions
I hope this helps
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