Adding a team to each record a user creates

Matthew Marum —  January 23, 2013 — 1 Comment

Great question on the forums the other day, and one that doesn’t even need code to resolve :-)….

When Saving an account I want to add a couple of Teams to the record

If I use a workflow I can change the Team on save but what I want todo is add additional Teams rather than change the primary team

Is this possible using workflows and if so how do I do it?

As the poster found out, just adding in the team you wish to have on each created record as one of the Default Teams in their preferences solves the problem.

Thanks to Mike Solomon of Ivy for the question and resolution!

Matthew Marum


Matt is the Director of Developer Advocacy for SugarCRM. Previously he was an Engineer on Sugar 7 and a Solutions Architect for the OEM program. He is also an avid trail runner, Boston Marathon qualifier and a karaoke aficionado.

One response to Adding a team to each record a user creates


    Since upgrading to 6.5.13 this no longer works 😦
    You can now only add teams to a profile that the user is a member of 😦

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