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#292 - Assign group to existing child records when inherit from parent is set
I created new group with inherit from parent option. When i assign this Group lets say to Account record - i would like to assign this group to existing child records - Contacts, Opportunities, Calls etc. Hope for the same way to delete group assignment for child records when i delete Group from parent record. What is the best way to achieve this? Thanks in advance
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11 years ago
Right now the best way to mass assign groups down to children is via the database. This is an open feature request and something I'm looking at adding in the near future to the Premium edition. It's a bit of an undertaking due to the open relationship structure.
Open to ideas!
11 years ago
My idea is to add Multiselect to massUpdate group panel with List of Related modules to the current module - there i will select one or few of them - then script will apply Group assignment update to selected modules.
11 years ago
I love that idea. Now do you just push the groups down 1 level? 2 levels? Some relationships are cyclical so I'm leaning towards 2 levels max. Perhaps just that first level.
11 years ago
if i could filter search result in listview by group - 1 level will be safe option. It means by search i can find current module records wich is related to the group. Then i will assign group to the nearest related module records - child or even parent... What do you think, Jason?
11 years ago
Another tip - create dinamically apdateble dropdown with Group list, then add custom multiselect field for every module and update this field based on groups, that current record belongs to. So we will be able to search by group in any module
11 years ago
Can you explain this part? "update this field based on groups, that current record belongs to". The first part makes sense, just have a dropdown for Groups on each list view search.
11 years ago
I mean: if every record of the module will have multiselect with list of assigned groups it will be easy to add this multiselect field to the search form.