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#2700 - How to add teams for existing records and all related records

Closed General Question created by vytenis 2 years ago

Teams are inherited from parent record. Its works perfectly when I create new record. For example if Acount has team when I create new opportunity it's automatically assigned to team.

But when I assigned team to account that already has created Opportunity created before, Opportunity remains without team.

How do you recommend activate hook to assign teams for all child records?

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    2 years ago

    The best way to do that is to run a SQL script. You could also have a logic hook that runs a SQL script on a after_relationship_add hook. A sample script is provided at the bottom of this doc: https://www.sugaroutfitters.com/docs/securitysuite/developer-tips

  2. vytenis member avatar

    vytenis

    2 years ago

    Thanks!

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