When a user assigns a lead to themselves from the global team, I want to automatically assign them as the private team. What is the best way to do this? When they unassign the lead and assign it to 'PoolUser' I want to assign it back to global...
you can do this in 2 way :
Either by writing code on assign user on change or using workflow.
Whats the best way to do this? I want so if jvernon(myself) is assigned to the record, whether I assign myself or an admin assigns me I want the team to automatically be set to jvernon(private team) then when I assign the record to pooluser(so its up for grabs by anyone) i want the team to be reassigned to global....
I think workflow is best. if you use sugarcrm 7.x then you can use process author.
Jake Vernon, it is recomended to use process author as workflows will be deprecated in future and disadvantage of workflow is it replaces team not append team, process author allows to add team and also gives option to mark it as primary.
Looks like I cant access Teams in 7.6 and its only been released in 7.7? Do you have an example of the process you created to do this?
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