How to assign accounts and auto assign related contacts to a new user

[DavidatEspo]

Hi, I am looking to mass update accounts and assign them to a new user. How can I set Espo up to auto assign/update all the related contacts of that account?

Many thanks!

[Maximus]

Hello.

Please select all demanded accounts in an Accounts entity list view, choose an action -> Mass Update -> select the 'Assigned User' field -> select a new user.

[DavidatEspo]

Hello Maximus, Thank you for your reply. I did this and it works, but the contacts that are linked to the accounts dont move to the new user. So I would like to be able to move lets say "company A" together with the linked/related "contact A" and "contact B" to the new user. At the moment, the contacts remain and only the accounts move...

[Maximus]

Mass Update affects the only those entity and those records that you have selected. Such automation can be reached by using workflow https://www.espocrm.com/documentatio...ion/workflows/

[DavidatEspo]

Ok thank you.I thought maybe its possible using the formula field, because I read this post and it seems like a simlar request https://forum.espocrm.com/forum/gene...count-contacts

[Maximus]

You can try, but sometimes one contact can be linked to a couple of accounts. And it can make some unexpected result.

[DavidatEspo]

It seems straightforward with the Espo functions etc. but tried so many combinations and nothing seems work. Im trying in the Accounts Entity: ifThen(entity\isAttributeChanged('assignedUserName '), contacts.assignedUserName=assignedUserName)

[DavidatEspo]

Hello Again,

So I found the solution, the formula is: ifThen(account.assignedUserId!=assignedUserId, assignedUserId=account.assignedUserId)

Update contacts using recalculate formula.

Wola