Manager follow everything

[rfrancocantero]

Hi,

If a manager role would like to follow everything whats happening, how can I achieve this? I would say you'll need to follow every account. Is that correct? This doesn't seem possible though, I can bulk unfollow but not bulk follow every account. Can someone please help me?

[item]

Hi,
each user can auto-follow all entity. it's User Preferences, not by Teams.

if you will by teams (i think not possible in setting, config.. in teams or role !? ), this can be easy by code and common hooks :

https://docs.espocrm.com/development/hooks/#global-hooks

beforeSave and entity is New then subscribe (follow).

just click "Auto-follow created records" and user will follow all created record

[rfrancocantero]

Yes I am aware of that but I want that a new user is kept up to date of all activities even if accounts were created before the user was created. How can I bulk follow every account?

[rabii]

easy way is to do a mass action follow to all selected accounts, you can log into the manager session or ask them to go to the accounts select all and then from action choose follow. see screenshot.

[rfrancocantero]

easy way is to do a mass action follow to all selected accounts, you can log into the manager session or ask them to go to the accounts select all and then from action choose follow. see screenshot.

Yes, that works for all the VISIBLE accounts but as soon as I check the checkbox for ALL accounts, this option disappears...

[rabii]

you will need to add this action to your entity, in custom\Resources\metadata\clientsDefs\Account.js you need to add code below:

"checkAllResultMassActionList": [
        "__APPEND__",
        "follow"
    ]​ 

However in order for this to work you will also need update the record\List.js https://github.com/espocrm/espocrm/b...78C40-L2178C40 you need to add true to the function as below :

this.addMassAction('follow', true); 

I have created a request to fix this and hopefully it will be fixed unless it is made by design choice.

if you did the above steps make sure you rebuild and clear the cache and it should work.

1 - After a chat with Yuri this was done by design hence follow action is not controlled by mass-update roles so a user can load a lot of requests on the server using this.

PLEASE DONT USET THIS CODE AS IT COULD CAUSE YOU PROBLEM WITH YOUR INSTANCE.

[victor]

rfrancocantero

1. Create a Report that includes absolutely all accounts.



2. Create Workflows with Trigger Type Scheduled and select Report from point 1 in it. In Actions select Make Followed -> What to follow ->Target Entity -> Who make to follow -> Specified users -> Your_User_Name.



3. After the Workflow is finished, uncheck the Active option or delete the Workflow.