How we can share task / issue automatically or create a group of people to share it at once

ERPNext Project Management
,
1

We use Project Management on regular basis, so for that we need to create multiple tasks and share it with multiple people and sharing with all one by one is difficult.

Can we create automation for that or may a a group of people where we just have to select that group and it will be shared with those people.?

2

Hi @yatharthshah,

  1. You can use a doctype User Group to create a group of people to assign a doc or you can also create a custom doctype to achieve the same.
  2. Create a custom Link field in the respective doctype to select the group.
  3. On save or submit(as required), Use the function add to assign a document to the group of people you have selected in step 2.

Example use case with doctype User Group

from frappe.desk.form.assign_to import add

def on_submit(self):
    user_group = frappe.get_all("User Group Member", {'parent': <user_group>, 'parenttype': 'User Group'}, ['user'])
    assign_to = [data.user for data in user_group]

    add({'assign_to': assign_to, 'doctype': 'doctype', 'name': 'docname'})

Hope this helps.

Thanks!

3

Hello @DaizyModi ,

Thanks for your prompt reply but I would like to clarify one thing i.e., I want to share the task not assign the task.

4

Hi @yatharthshah ,

You need to loop over the group of users and import function add_docshare

from frappe.share import add_docshare

def on_submit(self):
    user_group = frappe.get_all("User Group Member", {'parent': <user_group>, 'parenttype': 'User Group'}, ['user'])

    for user in user_group:
        add_docshare(<doctype>, <docname>, user=user.user, write=1)

You can pass other permissions too. Pls refer the line of code: https://github.com/frappe/frappe/blob/06ba61ff9750e6b8358c585f48180c87a851a737/frappe/share.py#L36

Use add_docshare function as per the use case.

Thanks!

5

Нi!
I would like to get the values ​​in the User Group field when a user is selected in a document field or when a user is assigned. Can you help me?