I've just started implementing a pilot of opentaps 1.5M3 at my company. I imported all our customer accounts & then created a account team. I'd like to assign all the accounts to this team. (It's no doubt suppose to be done the other way round) However can't seem to find a way to do this.(It seems there is only a button to assign them one at a time which isn't practical)
I've had a look at the AccountsScreens.xml and then the TeamForms.xml section where I can kinda gather from |form name="assignTeamToAccountForm"| what is involved in the action. I was thinking of trying to write a script to iterate through all the account partId's I want assigned to the team calling this action (somehow I'm not really sure where to begin). I also had a look at the assignTeamToAccount() method in TeamService.java to try get an idea of what is involved so I can just write a quick procedure to iterate through my account list and get this once off task done. But actually I wouldn’t even know where to put it beyond, just hacking it in somewhere where I’m sure it will get executed during the usually running of opentaps. That would be messy & not further me in my aim to learn about the system. Another possibility would be to somehow use the framework web tools but I haven’t figured out a way yet. Anyway as I’m sure I've made clear, at this stage have a very rudimentary understanding of the system's architecture, I plan to learn exactly how it works because I need to customize it to our exact requirements. But in this pilot my object is just to get the CRM system operational so customer services can start using it as a replacement for our current ticket system. And advice about how I could go about writing such a script & what mechanisms it should make use of would be very helpful. Need to prove opentaps can be put to use in the short term and would therefore really appreciate any tips of clues you may be able to give me. Best regards, Justin Venturenet Research & Development
