Assign security group to contact on creation

[Tao-Lee]

Hi all,

I want to assign a security group on creation to a contact.
I am using SuiteCRM 8.2 and looked at the workflow module but I cannot manage to assign it to a security group.

I am able to do it on creation with users.

Below the workflow of users:

Somebody a clue how I can do this but then for customers?

[Urvi]

Hello, I hope this helps you.

Identify the Module: Determine which module you want to target. In this case, it’s the “Contacts” module.

1. Create a Logic Hook:

• Navigate to the custom directory in your SuiteCRM installation. If it doesn’t exist, you can create it.
• Inside the custom directory, create a new directory named custom/modules/Contacts/logic_hooks.php.

2. Define the Logic Hook: Edit the logic_hooks.php file and define your logic hook. Here’s an example:

$hook_version = 1;
$hook_array = array();
$hook_array['before_save'] = array();
$hook_array['before_save'][] = array(
1,
	'Assign Security Group to Contact',
	'custom/modules/Contacts/AssignSecurityGroup.php',
	'AssignSecurityGroup',
	'assignSecurityGroupToContact'
);

3. Create the Logic Hook Class: Inside the same custom directory, create a new PHP file named custom/modules/Contacts/AssignSecurityGroup.php. This file will contain the logic for assigning the security group

<?php

if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');


class AssignSecurityGroup
{
	function assignSecurityGroupToContact($bean, $event, $arguments)
	{
    	// Check if it's a new record
    	if ($bean->isNew()) {
        	// Set the security group ID as per your requirement
        	$securityGroupId = 'your_security_group_id';


        	// Assign the security group to the contact
        	$bean->acl_team_set_id = $securityGroupId;
    	}
	}
}

4. Repair and Rebuild: After creating the logic hook, navigate to the Administration panel, go to Repair and click on “Quick Repair and Rebuild” to apply the changes

[pgr]

It should be possible with Workflows… you have to look at “creating a relationship” with a security group.