{"id":7977,"date":"2014-05-31T06:35:38","date_gmt":"2014-05-31T06:35:38","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7977"},"modified":"2014-05-31T06:35:38","modified_gmt":"2014-05-31T06:35:38","slug":"re-assignment-within-same-teamterritory","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/re-assignment-within-same-teamterritory\/","title":{"rendered":"Re-assignment within same team\/territory"},"content":{"rendered":"

Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict\/filter users list on reassignment functionality based on certain condition.
\nThe New Stuff:<\/strong><\/em><\/span> Sage CRM guides are like Bible of knowledge for us!<\/a>
\nWhile working on Opportunity entity, I came across one scenario where I had to filter \u201cAssigned To<\/b>\u201d field on Reassign <\/b>Rule based Team criteria. As we all know, opportunity workflow contains Global Rule named as \u201cReassign<\/b>\u201d. With the help of this rule user can reassign opportunity to any other user.
\n\"Img1\"<\/a>
\nNow as per client demand, I wanted user to reassign opportunity to another user only in his\/her team. To achieve this, I followed below simple steps and it works perfectly.
\n1. Go to Opportunity workflow.\u00a0 Administration || Advanced Customization || Workflow<\/b>.
\n2. Click on Opportunity Workflow<\/b>.
\n3. Click on \u201cEdit Workflow<\/b>\u201d button.<\/p>\n

\"Img2\"<\/a><\/p>\n

4.Click on \u201cReassign<\/b>\u201d Rule. You will see few fields on the screen. Refer below screenshot.<\/p>\n

\"Img3\"<\/a><\/p>\n

5.Click on \u201coppo_assigneduserid<\/b>\u201d field and put below \u201cSearchSql<\/b>\u201d in Create Script box.<\/p>\n

\"Img4\"<\/a><\/p>\n

6.Now Save this field by clicking on Save button and accordingly save this rule and workflow.<\/p>\n

Also Read:<\/strong><\/em><\/span>
\n1) GUMU Tips \u2013 Items are not getting hyperlinked in Sage100 Item Lookup<\/a>
\n2) GUMU Sage 100 Tips \u2013 Creating additional address from Sage CRM to Sage 100<\/a>
\n3) Historical Reports \u2013 Opportunity Closing History<\/a>
\n4) Creating Order with existing Opportunity in GUMU Integration<\/a>
\n5) Lead to Opportunity Fields Mapping<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict\/filter users list on reassignment functionality based on certain condition. The New Stuff: Sage\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,332,398,400,1,417,419,420,421,438],"tags":[1867,2422,2430,2526,2533,2543,2610],"class_list":["post-7977","post","type-post","status-publish","format-standard","hentry","category-configuration","category-sage-crm","category-teams","category-territory-sage-crm","category-uncategorized","category-user","category-user-name","category-user-select","category-validate-script","category-worklfow","tag-re-assignment","tag-team","tag-territory","tag-user-list","tag-user-select","tag-users","tag-workflow-rules"],"yoast_head":"\nRe-assignment within same team\/territory - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/re-assignment-within-same-teamterritory\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Re-assignment within same team\/territory - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM is very much flexible to manage different type of situations as per business needs. 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