Default team overrides, how to make it right?

[Russ]

Hi!
For all records that are being created I would like to add a team "TEAM ALL"
at the same time, some users they are in the "TEAM B", so when they are creating a record, I expect the record to have both teams on it.

As of now, I added Entity Manager->Contacts->Teams->Default team "TEAM ALL"
Also some users have their own teams, User->default team->"TEAM B"

But when the user creates a contact, we are having "TEAM ALL" only, what would be the proper way to achieve the goal? Thanks

[espcrm]

Using Formula, if not then use Workflow which is even more powerful than Formula.

Here how I assigned my "User", which is different from team but same concept. I use Formula by the way:

entity\setAttribute('parentType', 'Case'), 'parentId', id, 'assignedUserId', 'theuseridgoeshere012031023')

But considering you want to do it on Create, you might want to combine it with

entity\isNew()

[victor]

Russ,

- Do you want when User A (who is a member of TEAM ALL and TEAM B) creates a contact, both of User A's teams are displayed in the Teams field (screenshot 1)?
- Or do you just want User A to be able to self-select TEAM ALL and TEAM B in the Teams field (screenshot 2)?

[Russ]

Using Formula, if not then use Workflow which is even more powerful than Formula.

Here how I assigned my "User", which is different from team but same concept. I use Formula by the way:

entity\setAttribute('parentType', 'Case'), 'parentId', id, 'assignedUserId', 'theuseridgoeshere012031023')

But considering you want to do it on Create, you might want to combine it with

entity\isNew()

Hi, thanks, will this line provide 1 or 2 teams? I need 2, one default for the field, another default for the user, both to be attached

[Russ]

Thanks

Russ,
- Do you want when User A (who is a member of TEAM ALL and TEAM B) creates a contact, both of User A's teams are displayed in the Teams field (screenshot 1)?

I want the record to have 2 teams on it. Automatically, no action required. If user has default team "Team B" and field has a default team "Team All", when that user creates a new record, expecting the system to automatically add 2 teams to the record, I will accept any solution, formulas, etc, but add 2 teams Thanks

[victor]

Russ,

You can try the following formula:

ifThen(
    entity\isNew() && assignedUser.defaultTeamId == '_____TEAM_B_id_____',
    teamsIds = array\push(teamsIds, '_____TEAM_B_id_____', '_____TEAM_ALL_id_____')
    );​

• _____TEAM_B_id_____ is the id of TEAM B, which is selected as the Default team in your User's profile (screenshot 1).
• _____TEAM_ALL_id_____ is the id of TEAM ALL, which should be in the Teams field together with TEAM B in your User profile (screenshot 2).

The fact is that this formula will work only AFTER the record (contact) is created, and not at the time of its creation (screenshot 3).