Details about this thread
  • State Not Answered
  • Replies 7 replies
  • Subscribers 310 subscribers
  • Views 2732 views
  • Users 0 members are here
Related content from around SugarClub

Assign Team on new record creation

Fabian Varasteh

Hi all,

we are currently looking into segregating our system by teams.

Previously we already had teams assigned to users, but all records in our system were defaulted "Global".

I started changing all existing account teams and split them into our three business regions AMERICAS, APAC and EMEA.

My issue now is, how do I make sure that every time a new record gets created the correct team gets assigned to the record and that it overrides the "Global" team?

What is the best way to make use of Business Processes to change the team assignment on all records?

And do I have to set up separate business processes for each module?

Many thanks and kind regards,

Fabian

Parents
  • 0

    If each user has a single Team that new records should default to (i.e. user A in the US should default to AMERICAS, user B in Germany should default to EMEA), you can do this via the User Profile and don't need to use SugarBPM. 

    After adding the user to the Team, edit the user profile. On the Advanced tab, change the default team from Global to the appropriate regional team and save. From that point on, any data the user creates will automatically default to that team. 

    Business Analyst

    Technology Advisors, Inc.

Reply
  • 0

    If each user has a single Team that new records should default to (i.e. user A in the US should default to AMERICAS, user B in Germany should default to EMEA), you can do this via the User Profile and don't need to use SugarBPM. 

    After adding the user to the Team, edit the user profile. On the Advanced tab, change the default team from Global to the appropriate regional team and save. From that point on, any data the user creates will automatically default to that team. 

    Business Analyst

    Technology Advisors, Inc.

Children