Auto assign leads to one user

[moroccanjoe2]

Hey guys,

I was wondering if anyone had an idea on how to auto assign newly created leads to a particular user (not the sugar admin). The way it works now is that it auto-fills the current logged-in user into the "assigned to" field. We are on sugar 6.0.1 if that makes any difference.

Thank you for your help!
Joe

[moroccanjoe2]

Can anyone point me in the right direction please? Just tell me where to look, that would be greatly helpful! Thanks in advance!

[Angel]

You can easily do this via a logic hook. The logic hook code would essentially override the selected Assigned User with whatever value you want.

Take a look at these examples on my blog for an idea, as well as the RoundRobin module (link in my sig):

http://cheleguanaco.blogspot.com/search?q=logic+hook

[moroccanjoe2]

You can easily do this via a logic hook. The logic hook code would essentially override the selected Assigned User with whatever value you want.

Take a look at these examples on my blog for an idea, as well as the RoundRobin module (link in my sig):

http://cheleguanaco.blogspot.com/search?q=logic+hook

Angel,

Thank you very much for the quick pointer. I did look at RoundRobin but unfortunately I am on 6.0.1 which is not supported (doesn't let me install even if I modify the manifest.php file to include 6.0). My issue is what I should assign to the Assigned_user_id. Do you assign the ID from the database or the name or something else?

What I have right now in the php file that is called by the hook (inside the class and then the function) is:
$bean->assigned_user_id = "686005cd-2122-b8dd-b58d-4c978647bcce"; That string is the user's id that I want to assign.


Again thanks a lot for your help!

[Angel]

You don't need to install it, just unzip it and look at the code.

Anyway, yes, that's the idea. Take the ID value from the database, from the Users table and assign it to $bean->assigned_user_id as you've indicated.

[moroccanjoe2]

You don't need to install it, just unzip it and look at the code.

Anyway, yes, that's the idea. Take the ID value from the database, from the Users table and assign it to $bean->assigned_user_id as you've indicated.

Thanks again for your help! The code works but the only thing is that I need to execute the hook while loading page (I want the assigned user loaded by default in the "Assigned to" Box when creating a lead but It could be changed later). Do you know what type of hook will work best for this use? I tried after_retrieve, after_ui_frame, after_ui_footer, server_round_trip, and before_save but they don't do what I need them to do.

Appreciate all your help!

[Angel]

That is a little bit different, although, I would personally prefer doing it via a before_save/after_save hook, but it depends on the scenario.

The advantage of the before/after_save approach is that the user cannot override it by choosing a different value for the field. Again, your needs may dictate otherwise.

[angelababy]

Thanks so much for the wonderful information you provided us

[jlabuelo]

Hi

I am trying to avoid users to assign the records they create of a custom module to other users, so what I do is removiing the "Assigned to" field from the EditView. However this is a problem as if the field is not present, the record is not assigned to the creator, (as I do want the owner to appear in the DetailView and ListView).

What I thought was creating a before_save hook to assign the id of the creator to the $bean->Assigned_user_id field of the new record... that is why I have tried to follow your examples... but dont know how to get the user_id of the creator of a record to complete this code... Also just would like this before_save to work at creation time, as if the record is already assigned dont want it to be assigned to every user that can modify the record.

Could you please point me how I can conclude this code to get it working?

Thanks a lot

(This is the before_save hook)

 <?php
 
/*************************************
This class should assign the record to the user id of the creator
in creation time
*************************************/
 
class Asignacion {
 
 function AsignacionAutomatica(&$bean, $event, $arguments) 
 {
  
  if (!($bean->assigned_usr_id == '') &&  !($bean->assigned_usr_id == null))
  
  {
      $bean->assigned_usr_id =
  }
  
  }
 
}
 
?>  

[davidboris]

Hello,

Try this,

 if (!($bean->assigned_usr_id == '') &&  !($bean->assigned_usr_id == null)) 
   
  { 
      global $current_user;
      $bean->assigned_usr_id = $current_user->id;
  }