Can i ensure all Contacts under an Account automatically get assigned to the Account's Assigned To/User?

Hi Team,

When you create Contacts from an Account (record) by using the + button, the contacts are automatically assigned to whoever is adding it. I would like to know if you guys know of any way that we can ensure they are Assigned to the Assigned user of the Account?

Thanks,

Parents

0 Andre Serrazina over 1 year ago

With a variety of different approaches here I would like to add my own.

I implemented this by leveraging the SetValue from the dependency actions framework.

This was my code for the Opportunities module, you just need to adapt it to use in a different module.

custom/Extension/modules/Opportunities/Ext/Dependencies/inherit_account_assigned_to.php

<?php

$dependencies['Opportunities']['populate_assigned_user'] = array(
    'hooks' => array("edit"),
    'trigger' => 'greaterThan(strlen(related($accounts,"assigned_user_name")),0)', 
    'onload' => 'true', 
    'actions' => array(
        array(
            'name' => 'SetValue',
            'params' => array(
                'target' => 'assigned_user_id',
                'value' => 'related($accounts,"assigned_user_id")'

            )
	),
	array(
            'name' => 'SetValue',
            'params' => array(
                'target' => 'assigned_user_name',
                'value' => 'related($accounts,"assigned_user_name")'

            )
        )
    )
);

Reply

0 Andre Serrazina over 1 year ago

<?php

$dependencies['Opportunities']['populate_assigned_user'] = array(
    'hooks' => array("edit"),
    'trigger' => 'greaterThan(strlen(related($accounts,"assigned_user_name")),0)', 
    'onload' => 'true', 
    'actions' => array(
        array(
            'name' => 'SetValue',
            'params' => array(
                'target' => 'assigned_user_id',
                'value' => 'related($accounts,"assigned_user_id")'

            )
	),
	array(
            'name' => 'SetValue',
            'params' => array(
                'target' => 'assigned_user_name',
                'value' => 'related($accounts,"assigned_user_name")'

            )
        )
    )
);

Children

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