Sage CRM - It is possible to create secondary teams?

Question

For example I have a primary team called "Cable Management" and i want to create secondary teams IC1 and IC2 that are children of Cable Management, and then to those IC1 and IC2 secondary teams, add some users.

How can i achieve this kind of behavior?

Answer 1

If you need to do this using teams, then you can add a new field to the Team entity. Team is listed under Administration > Customisation > Secondary Entities > Team.

Add a field of type "Team Select" and give it a Column Name, Caption, etc. We would advise something like "Parent Team" (chan_parentchannelid).

Next, edit the team screens to include your new field. The screens you probably want to edit are: - Team Search Box (ChannelSearchBox) - Team Admin Box (ChannelAdminBoxLong)

Once you have added the field to those screens, you can start to specify parent teams in the system. This will record a link from one team to another. You can then use this link in the database to select parent details.

E.g.

SELECT
    t.chan_channelid AS teamid
    , t.chan_description AS teamdescription
    , p.chan_channelid AS parentid
    , p.chan_description AS parentdescription
FROM channel AS t
LEFT OUTER JOIN channel AS p on p.chan_deleted IS NULL
    AND p.chan_channelid = t.chan_parentchannelid
WHERE t.chan_deleted IS NULL

Please note: The above SQL is untested :)

You can essentially create as many child Teams as you want using this method, each with their own child Teams.

You may also want to add the new Parent field to the Team list (ChannelAdminGrid).

We hope that helps! Six Ticks Support