Reassign Opportunity (does not reasign Account, Contact, Contract)

[serbanghita]

Hello,

I am re-assigning an Opportunity from user X to user Y.

Expected result:
Opportunity assigned to Y
Opportunity Contact assigned to Y
Opportunity Account assigned to Y
Opportunity Contract (if exists) assigned to Y

Actual result:
Opportunity assigned to Y
The rest are still assigned to X

Please tell me what to do. This feature should be inside the default SugarCRM core. Thanks a lot!

[mikesolomon]

I think it is down to personal choice if reassigning a user on an opportunitie also reassigns accounts etc. - it is not something I would want

You can do it with a before save logic hook

[andopes]

I think it is down to personal choice if reassigning a user on an opportunitie also reassigns accounts etc. - it is not something I would want

You can do it with a before save logic hook

I follow Mike suggestion, and I would like to contribute a bit more here.
One Account may have several Opportunities, and what would happen if whenver an Opportunity is reassigned its Account is also reasigned? Perhaps you have got a nightmare!
So I would like to suggest you to reassign only the Opportunity childs, not the parent and related records.

Regards

[serbanghita]

mikesolomon - i will follow your suggestion for my custom case

andopes - thanks for clarifying things, you are right. I'm thinking of doing following scenario in the before_save hook:

 Opportunity O is reassigned from user U-old to user U-new.

if (O has Contacts attached){
 reassign Contacts to user U-new;
}
if(O has Contract attached){
 reassign Contracts to user U-new;
}
if(O has Account attached){
 //single Account
 if(Account has only this Opportunity attached){
  reassign Account to user U-new;
 } else {
 //multiple Account (make the Account visible if the U-new user is in a different team from U-old)
  attach to the Account the Team of the U-new user
 }
} 
  

Do you see anything wrong with this pseudo code? I want to implement this on my current instance of SugarCRM. Thanks.