Adding a team to a document from a related Opportunity

[LuckyLouie]

Hello,

Is it possible to use a formula to perform the following action:
If a document is created and linked to a Opportunity, assign the teams from the Opportunity to the document.

Thank you in advance for all your help.

[macistda]

Yes that is possible. Two examples for documents:

// Firma finden wenn Auftrag und zuordnen

$hatvorgang=ifThen(array\at(casesIds, 0), '1');
if ($hatvorgang == '1' ) {
$vorgang=array\at(casesIds, 0);
$firmafind=record\attribute('Case', $vorgang, 'accountId');
$firmavorhanden=array\includes(accounts1Ids, $firmafind);

if ($firmavorhanden!=true && folderName=='Arbeitsberichte' ) {
accounts1Ids=array\push(accounts1Ids, $firmafind);
$firmafindname=record\attribute('Case', $vorgang, 'accountName');
accounts1Names=object\set(accounts1Names, $firmafind, $firmafindname);
}
}

// Teams zuordnen aus Firmen

// bisherige Zuordnung auslesen
$allTeamIds = teamsIds;
$allTeamNames = teamsNames;

// Zugeordnete Firmen auslesen
$k = 0;
while($k < array\length(accounts1Ids)) {
$teamIds = record\attribute('Account', array\at(accounts1Ids, $k), 'teamsIds');

// Teams zuordnen zu Firma (Sub)-Schleife
$j = 0;
while ($j < array\length($teamIds)) {
$teamId = array\at($teamIds, $j);
$allTeamIds = array\push($allTeamIds, $teamId);
$teamName = record\attribute('Team', $teamId, 'name');
object\set($allTeamNames, $teamId, $teamName);
$j = $j + 1;
}

$k = $k + 1;
}

// Team Ids und Teamnamen in jeweiliges Array schreiben
$allTeamIds = array\unique($allTeamIds);
teamsIds = $allTeamIds;
teamsNames = $allTeamNames;

[macistda]

That example is designed for the flow:

1st Step: get accounts for assigned cases (casesIds) from the document.
2nd Step: get all Teams from account assigned to the case/document from step 1

If you have opportunity you'll have to change the relations/variables of course.

[dreginald]

Add formula in Document
entity\addLinkMultipleId('teams', opportunity.teams);