Assign Team on new record creation

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. 

Thanks Megan,

that works on Accounts when our sales people create the record. But how would that work on records generated from our web-form, such as cases, contacts or leads?

Thanks Megan,

that works on Accounts when our sales people create the record. But how would that work on records generated from our web-form, such as cases, contacts or leads?

Hi Fabian,

True. For records not generated by users, I would look first at SugarBPM/workflow to see if you can build what you need there. You should be able to filter the start event by creating user or other criteria so that you are only running the workflows for records not generated by users directly in Sugar. For Leads and Contacts, hopefully you are asking for country or other data on the web form that you can use to determine the correct Team to assign. I would suggest looking at using Process Business Rules to manage the logic to determine the team from the country, and then a Gateway that routes to the correct 'update record' element for assigning that team. I suspect Cases might be more complex, as my instinct would be to want to assign the Team based on the related Account's Team - I don't believe SugarBPM can currently do that. So I think your best options would be to also ask about geography on the Case web form, and treat it as above, or handle this via a code customization such as a logic hook. If you need help with the logic hook approach, you could post in the Developer space and I imagine someone more technical than I could provide you more details.