Workflow Help

[PSO]

Hi,

I'm trying to configure a workflow where on a new Account creation,
1. A new user is created
2. A new team is created
3. The user is added to the team

I am able to configure the workflow to create the new user and the new team, but not 3. adding the user to the team. Any ideas on how I might go about doing this?

Thanks

[tanya]

Hi

1. Create team first and relate it to the account
2. Create a user with field teams = account.teams
Or you don't relate new team to the account?

[mlandry8]

tanya I'm working with PSO on this. I tried the flow that you described yesterday and was having issues with the created teams being populated with the created users. For the users, if I set a distinct value for the team it would populate, but setting the field to account.teams it would not. I found that the "if" statement on line 194 of application/Espo/Modules/Advanced/Core/Workflow/EntityHelper.php - "if (!$entity->isNew())" - was blocking the loadLinkMultipleFields call required to make these connections.

You wouldn't know the reason for this if statement, would you? Thanks.

[tarasm]

In a new release of Advanced Pack (will be available in a few days) will be fixed a problem of relating to Account entity. It should solve this problem.