#2700 - How to add teams for existing records and all related records
Teams are inherited from parent record. Its works perfectly when I create new record. For example if Acount has team when I create new opportunity it's automatically assigned to team.
But when I assigned team to account that already has created Opportunity created before, Opportunity remains without team.
How do you recommend activate hook to assign teams for all child records?
8 years ago
The best way to do that is to run a SQL script. You could also have a logic hook that runs a SQL script on a after_relationship_add hook. A sample script is provided at the bottom of this doc: https://www.sugaroutfitters.com/docs/securitysuite/developer-tips
8 years ago
Thanks!