Automated Action: Individual Contact inherit Parent category_id

Question

Hello,
I'm having a really difficult time getting Odoo to update individuals when their "parent"/"company" is assigned a "Contact Tag". I've tried doing an automated action with hit or miss results.

Will someone please help? I tried this:
record['category_id'] = record.parent_id.category_id

Which is similar to what I would use if I want the contact to inherit the "salesperson" from the parent. Any help would be greatly appreciated.

Thank you

Paresh Wagh · Answer

Hi:
You will need to define 2 automated actions for this. One to set the contact tag to be the same as the parent when a child (contact) is created and another to update the contact tags on the children whenever the parent is updated.
*Automated Action 1: Set contact tag on creation of new child contact.*

*Automated Action 2: Update contact tags on children when parent's tags are updated.*

Feryial Mangou · Answer

Hello,
I want the individual contact to inherit the salesperson of the parent company. I have used the following code but it is not working:

CODE:
if record.parent_id:
record['user_id'] = record.parent_id.user_id

Kindly help

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