Episode IV:Handling User Inputs in custom functions

Episode IV:Handling User Inputs in custom functions

Hi Everyone,

We've been exploring custom functions which help in performing advanced automation tasks. Custom functions enable you to achieve possibilities based on your organization's requirements. Custom functions require user inputs that allow the function to operate specifically for your organization based on the data provided.

The User Inputs section

Zoho Desk team provides you custom functions in a uniform code format. We have the "user inputs section" at the beginning of most of our custom functions.
The code below demonstrates what the User Inputs section looks like in custom functions. The User inputs section lets you feed in customized inputs based on your organization/portal.
  1. // ----<<<< User Inputs format>>>>----
  2. logs = Map();
  3. deskUrl = "https://desk.zoho.com";  //Replace .com the domain based on your DC
  4. Orgid = "***********" //replace with org ID
  5. cfApiName = "cf_field_name";// replace with the API name of the custom field
  6. departmentId = ***********;// Replace *********** with your department Id
  7. templateId = "enter_the_email_template_id";
  8.  
  9. from_email = "enter_the_from_email_address";
  10. // ----<<<< Code Section >>>>----
  11.  
  12. logs.insert("templateId":templateId);
  13. if(templateId != "")
  14. {
  15. // info templateId;
 
Here's how you can add your portal-based inputs to the custom function:
  1. // ----<<<< User Inputs with data >>>>----
  2. logs = Map()
  3. deskUrl = "https://desk.zoho.au";  //DC is au
  4. Orgid = "10000000x7" //replace with the complete org ID
  5. cfApiName = "cf_country_name";// replaced with the API name of the field Country name.
  6. departmentId = 29x0x0x0x0x0x9;// Replace *********** with your department Id
  7. templateId = "1x3x00xx9x8xxx0x0x";
  8. from_email = "1x4x00xx1x0xxx0x0x";
  9. // ----<<<< Code Section >>>>----
  10. logs.insert("templateId":templateId);
  11. if(templateId != "")
  12. {
  13. // info templateId;

What makes the 'User Inputs' section valuable in custom functions?

Some developers prefer to include user inputs directly within the code in every line.  However, using the dedicated User Inputs section offers several advantages: it keeps your code clean, enhances efficiency, and separates hard-coded values from the logic, making your custom function more manageable and easier to maintain.
In the User Inputs section, you’ll need to replace the sample values or placeholders with actual data. This is necessary because the Arguments option in the Custom Function script provides access to only a limited set of field values. In most cases, inputs such as Org ID, ticket ID, and API names must be entered in the User Inputs section to ensure the function runs correctly and is tailored to your organization/portal.

User Inputs: where to get the required values?

This section explores how to fetch the user inputs required for specific parameters.  These inputs play a key role in helping you code custom functions tailored to your needs. In most cases, they include IDs related to your organization, tickets, custom views, departments, holiday lists, and more; each referring to a unique record ID within the Zoho Desk platform.

1. Zoho Desk Domain

Many user inputs begin with "replace .com based on the your DC".
The easy way to find your DC(data center) or location is from the browser's URL. Login to your Zoho account via this link, your DC is present after accounts. zoho.
For example : deskURL = "https://desk.zoho.com";
If your DC is IN, replace .com with in in the deskURL like this "https://desk.zoho.in". Based on your DC : eu/au/in, replace .com with the respective DC alone.


2. Org ID

To get the Org ID of your Zoho Desk portal, go to Setup >> APIs under Developer Space. You will find the Org ID under the API Plan details.

3. Ticket ID

To get the ticket ID, go to Tickets >> open the ticket for which you want the ticket ID. In the browser's URL, you will find an 18-digit number  after the "/tickets/details/" section, which is the ticket ID of the particular opened ticket.



4. Contact ID

To fetch the contact ID, go to Customers and choose the contact for which you wish to find the Contact ID. In the browser's URL, you will find an 18-digit number at the end of the URL after the "/contacts/details/" section. This is the contact ID for the selected contact.



5. Account ID

To get the Account ID, click on Customers in your Zoho Desk portal, then click on Account on the bottom left of the window. Click on the account for which you want the account ID. Once the account is displayed, the 18-digit number at the end of the browser's URL after "/accounts/details/" is the Account ID for the selected account.


6. Agent ID

To fetch the Agent ID, go to Setup (S) >> User Management >> Agents. You can search the Agent using the Search space on the top left. Select the Agent for detailed view. The 18 digit number in the browser URL at the end after the "/user-control/agents/" is the Agent ID of the selected ID.


7.  Department ID

Navigate to Setup >> Organization >> Departments >> select the department for which you want to fetch the ID. The URL in the browser has the department ID after the "/general/departments/" section.


8. Help Center ID

To fetch the ID of the Help Center, go to Setup >> Channels >> Help Center >> select the Help Center for which you want to fetch the Help Center ID, then click Customization. Now the browser URL will have the 18-digit number between #setup/channels/  <Help Center ID> and /hcCustomize.


9. ID of Business hours

To get the ID for a business hour configured, go to Setup >> Organization >> Business Hours. Select the Business hour to view the Business hour page. The browser's URL will have the business hour ID after "/businesshours/edit/" section.


10. ID of a Holiday list

To get the ID of the Holiday Lists configured, go to Setup >> Organization >> Holiday Lists. Click on the Edit button in the Holiday list to view the Holiday list page. You will find the Holiday list ID next to "/holidaylist/edit/" in the browser URL.


11. Email template ID

Navigate to Setup >> Customization >> Email Templates. Click on the Email template for which you need the ID. Once you've selected the Email template, you can locate the Email template ID in the URL of the email template page. It is found after the "/emailtemplates/edit/" section.
 

12. Custom field API name

When custom functions are triggered based on  a specific field or a custom field created, they require the field's API name to be included in the user inputs.
To fetch the API names, go to Setup >> Customization >> Layouts and Fields >> Field list. You will find the API name for the respective Field Name in the Fields list. 

13. Custom view ID

Some custom functions operate based on a custom view you've created. To execute the custom function based on the custom view within your portal, you'll need the custom view ID.
To fetch the ID of the Custom View, select the Module where you created the Custom View >> Views >> choose the custom view, right click on the page and select inspect. Click on Network in the Inspect tab. Click clear to clear the Network tab. Click Save on the custom view. In the Network console, the first 16 digit number you see is the Custom view ID. Click on the ID to view the headers, you can confirm the ID here.
To fetch the Custom View ID:
  1. Navigate to the module where the custom view was created.
  2. Go to Views and select the desired custom view. Click Edit on the custom view.
  3. Right-click on the page and select Inspect to open the developer tools. Click the Network tab.Click on Click Clear to empty the Network logs.
  4. Now, click Save on the Custom View. In the Network console, look for the first 16-digit number—this is the Custom View ID.
  5. Click on that entry to view the Headers, where you can confirm the ID.
 
With this episode, we bring the custom function series to a close.

Here are the links to visit the previous episodes:

We’d love to hear how these inputs have helped you! If there are any topics you'd like us to focus on, share them in the comments below.
Until the next post, see you soon!
Lydia | Zoho Desk

    • Sticky Posts

    • Register for Zoho Desk Beta Community

      With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features

    • Share your Zoho Desk story with us!

      Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 

    • Tip #1: Learn to pick the right channels

      Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 

    • Welcome to Zoho Desk Community - Say hello here!

      Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here

    • Webinar 1: Blueprint for Customer Service

      With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing

    • Recent Topics

    • Zeptomail API error 500 internal server error

      Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards

    • Waiting multiple days to buy credits, causing my website to suffer

      So I own a fairly large website that gets a lot of registered users. I use transmail send activation emails, and also forgot password emails. I sent an email to zoho's presales team when I was only at 4K/10K emails sent, hoping to buy more credits before

    • Follow up

      Hello, I sent a message 2 days ago but I don't receive any response and I cannot find my ticket here. this is the ticket: Your ticket has been created with the ticket ID 68925465 and subject "Fwd: Fishing-alert" looking forward to seeing your response.

    • What's new in TransMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! We've recently crossed the 6 months mark of TransMail's launch. In this time post our launch, we have been constantly working on updating our platform and adding new features

    • June 2021 in TransMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well. If you're doing less than fine, we truly hope that things only get better for you.  We've had a few updates in the past month

    • TransMail has a new name—ZeptoMail!

      Tried navigating to TransMail's community forum but see a different name now? That's because TransMail has a new name. TransMail is now ZeptoMail! As we’ve grown from an internal service used mainly by other Zoho products to an up-and-coming competitor

    • July 2021 in ZeptoMail!

      Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well.  We've had a few updates in the past month in ZeptoMail—some new features and some important announcements. Take look at what

    • Send Email From the ZeptoMail BY API

      What is Zeptomail:- Transactional email service with reliable and fast delivery How we can Create a Connection for Zeptomail in Zoho CRM Go to the Setup Click on Connection Enter Connection Details:- Generate Consumer Key & Consumer Secret Using Zoho

    • Customer email on Opencart 3

      When I place an order, 2 emails are sent: 1) administrator 2) to the user The administrator receives a beautiful letter, but the user receives a damaged letter (see screenshot). What could be the problem?

    • [Announcement] Insert image from URL changes in Zoho Writer

      Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched from

    • Dynamic Signature - Record owner

      Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

    • Writer sing up problom

      Zoho writer sing up prolom face

    • Unable to copy into a new document

      Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

    • [Webinar] Live demos and user Q&A with Zoho Writer product experts

      Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based

    • Zoho Writer's built-in citation and bibliography generator

      Hey researchers and writers! Do you manually format citations and bibliographies, spending hours jumping between apps and tabs? If so, then check out Zoho Writer's built-in "Citations and Bibliography" feature. Imagine you're writing a thesis on the future

    • Single and group checkboxes in Zoho Writer's fillable forms

      Hey Writer Fam, Are you making the most out of single and group checkboxes in fillable forms in Zoho Writer? Here is a handy tip to optimize your use of checkboxes, both single and group, and enhance your data collection process. Single checkboxes: Single

    • Collaborate efficiently with Zoho Writer's track changes feature

      Hi Zoho Writer Community, Zoho Writer's track changes feature is a simple, built-in solution that helps you and your team work together efficiently. Instead of juggling multiple versions of a document or building up a long email chain of comments, each

    • Zoho Writer's WordPress extensions

      Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window

    • Time-saving table hacks

      Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.

    • Automating document approval and signing with Zoho Writer and Zoho Sign

      Hey Zoho Writer Community! Here's another automation tip to make your processes more efficient! Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same person

    • Customization hacks in Zoho Writer - Part 2

      Hey community, We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in! Document ruler units Imagine you're creating

    • Simplify your tax calculations with Zoho Writer

      Hello Zoho Writer Community! Tax season can be stressful, but with Zoho Writer, managing your income tax calculations becomes straightforward and efficient. Here’s an example of how you can use the tables and formulae of Zoho Writer to calculate income

    • Enhance document navigation with headings and TOC

      Hey Zoho Writer Community! We're back with some useful features in Zoho Writer that can simplify your document creation and navigation process. Let's dive right in! Check out our video on how to make the most of Zoho Writer's heading and table of contents

    • Use and download in PDF format of Zoho wirter Merge template using deluge

      Hello Zoho Developers. Here is some information about Zoho Writer. Writer is not just another online word processor, it's a powerful tool for editing, collaboration, and publishing. Even with its wide range of features, Writer's pared-down user interface

    • Customization hacks in Zoho Writer - Part 3

      Hello everyone, Welcome back to Part 3 of our customization tips in Zoho Writer! In this third installment, we'll be diving into some essential customization settings that can enhance your document creation experience. Sender email address in mail merge

    • Daytime saving timezones messing up writer pdf

      Hi, I need help for something I can't figure out. I created a Form to collect data and it is set up with my current Daylight Saving Time (GMT-3). This form is used to generate a contract (pdf Writer) with dates from an event that is being held in 4 months

    • Issue with locked content in Writer

      Hi, I have seen the documentation which outlines how to lock specific content within a Writer document so that it can't be modified by collaborators, but I have come across an issue. When the editor locks a paragraph for example, then a collaborator can't

    • Deprecation of certain URL patterns for published Zoho Writer documents

      Hi Zoho Writer users! We'd like to let you know that we have deprecated certain URL patterns for published and embedded documents in Zoho Writer due to security reasons. If the published or embedded documents are in any of these URL patterns, then their

    • Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document

      Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"

    • Problem with Writer and Workdrive

      Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to

    • Set to Review for all

      We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

    • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

      These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho

    • stock

      bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

    • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

      TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

    • Zoho sheet for desktop

      Hi is zoho sheets available for desktop version for windows

    • Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

      Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that

    • Perform customized calculations with the new LAMBDA functions!

      We released the LAMBDA function in Zoho Sheet in 2021, enabling customized calculations inside predefined functions. Now, we're extending LAMBDA's capabilities with six new functions. Each of these functions applies LAMBDA to the given input, performs

    • Tip #17: Easily share spreadsheets with non-Zoho account users

      With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not

    • Work seamlessly with Sheet's shortcuts without affecting the browser

      Navigating your worksheets and performing specific actions should be a quick and easy process. That's where keyboard shortcuts come in. Shortcut keys help you accomplish tasks more efficiently, eliminating the need to move away from the keyboard. What

    • Zoho Sheet for iPad: Improved UI, external keyboard support, and more!

      The portability and capabilities of the iPad have made it an essential device in the business world. With this in mind, we had launched an exclusive Zoho Sheet app for iPad, with device-specific improvements and enhanced usability. Now, we're improving

    • Next Page