Apply same teams to account contacts?

[michib]

Hi to all,

I'm wondering if there is any configuration option in Espo to allow a new contact created inside an Account to auto-inherit it's parent assigned teams... I know that there is a default team for every user which is enforced upon record creation but I'd like to have something that transfers all the teams assigned to the parent.

Any idea?

thanks, regards
Michele

[tanya]

Do you mean, if you create a contact related to account, contact.teams assign account.teams?
For this you can use formula

https://www.espocrm.com/documentation/administration/formula/

ifThen(entity\isNew() && accountId, teamsIds=account.teamsIds)
(didn't test)
but this will copy onlyteams from primary account

[michib]

ifThen(entity\isNew() && accountId, teamsIds=account.teamsIds)
(didn't test)
but this will copy onlyteams from primary account

Hi Tanya, It worked, thanks so much. It was exactly what I was looking for.

best regards,
Michele