I have a single line field in the Contacts module called "Account Type"
I want the Account Type in the Contacts module to be auto-filled with the value of "Account Type" in the Accounts module after editing or creating a contact.
In order to do this, I have do the following steps -
1. Created a Workflow Rule for the Contacts module
2.
This rule will be executed
whenever
a contact is
created
or is
edited and repeated repeated whenever the contact is edited.
3. The rule executes for all contacts
4. A custom function is executed when the above conditions are met.
The custom function is setup as follows -
Argument Mapping
contactId= Contact.Contact Id
accountId= Account.Account Id
Function -
accountDetails = zoho.crm.getRecordById("Accounts",accountId);
mp = Map();
mp.put("Account Type",ifnull(accountDetails.get("Account Type"),""));
update = zoho.crm.updateRecord("Contacts",contactId,mp);
info update;
info mp;
However, this doesn't work. What am I doing wrong?
BTW, I have Zoho One.