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Apply same teams to account contacts?

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  • michib
    replied
    Originally posted by tanya View Post
    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

    Leave a comment:


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


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

    Leave a comment:


  • michib
    started a topic Apply same teams to account contacts?

    Apply same teams to account contacts?

    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
    Last edited by michib; 03-07-2018, 08:10 PM.
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