Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows

Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows



Hello all!
Welcome back to another interesting Kaizen post.
Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post.

Use case

The sales team migrates users from Pipedrive to Zoho CRM. In Pipedrive, the team managed deals using a Kanban view displayed based on the Closing Months (a picklist field). They automated the updating of picklist values to include current and upcoming months based on the deals' closing timelines. 

In Zoho CRM, to replicate this process, users should manually update the picklist values. The requirement is to automate updating the picklist options during record creation or editing within a workflow.

Solution

By triggering the PATCH Fields API (introduced in V6) through a Deluge function within a workflow, this process can be easily automated. Automating picklist updates saves time, reduces the chances of human error, and ensures that picklist values are always up-to-date.
  • First, create a custom picklist field called "Closing Month" in the Deals module.
  • Then, use the custom picklist along with the Closing Date (a mandatory field date field in the Deals module) within a Deluge function in the Workflow. 
  • The PATCH Fields API can be used within the Deluge function to automate updating picklist values and to list the current and upcoming closing dates in deals.
Let us see the steps in detail on how to achieve this case.

Example

Consider the Closing Month as a custom picklist in the Deals module with three months: January, February, and March. Whenever a new deal is created and its closing month matches one of the picklist values, the record will be updated with the corresponding month in the Closing Month field and placed under the existing picklist value in the Kanban view. If the new closing month is not already in the picklist values, then the Deluge function will automatically create a new picklist value, and the record will fall under the new picklist value section in the Kanban view. 

Follow the steps below to achieve our case in Zoho CRM:
  1. Create a Custom Picklist Field in the Deals module.
  2. Set Up a Workflow.
  3. Add a Deluge Function within a workflow.
  4. Configure the Workflow.

1. Create a Custom Picklist Field in the Deals Module

  • Go to Setup > Customization > Modules and Fields.
  • Select the Deals module and the desired layout where you want to add the picklist.
  • Click on New Fields and then Add New Field.
  • Select Picklist as the field type, name it "Closing Month", and add a list of months (In this post, only three months have been added for example purposes).

                                  
  • Click Done to save the new picklist field.

2. Set Up a Workflow

  • Navigate to Setup > Automation > Workflow Rules.
  • Click on Create Rule, select the Deals module, and name the workflow in the Rule Name.
  • Set the rule to trigger on record creation or update.
                               
The workflow triggers based on the value of the Closing Date in the Deals module, executing the function when the Closing Date is not empty.


3. Add a Deluge Function within a workflow

You can either create a custom function or you can associate an existing one. Below is the Deluge code used within the workflow. 
  1. //To map months with Numbers
  2. month = {1:"Jan",2:"Feb",3:"Mar",4:"Apr",5:"May",6:"June",7:"Jul",8:"Aug",9:"Sep",10:"Oct",11:"Nov",12:"Dec"};
  3. //To retrieve the Deal record
  4. dealRecord = zoho.crm.getRecordById("Deals",dealRecordID);
  5. info dealRecord;
  6. //To retrieve the Closing Date
  7. closingDate = dealRecord.get("Closing_Date");
  8. info closingDate; 
  9. //To get the predefined value from the closing month
  10. closingMonth = month.get(closingDate.month());
  11. closingYear = closingDate.year();
  12. //To Format the Month and Year from the Closing Date
  13. picklistValue = closingMonth + " " + closingYear;
  14. info picklistValue;
  15. //Retrieving Current Picklist Values
  16. Dealsfield = invokeurl
  17. [
  18. url :"https://www.zohoapis.com/crm/v7/settings/fields/5725767000003664513?module=deals"
  19. type :GET
  20. connection:"zohocrm"
  21. ];
  22. info Dealsfield;
  23. picklistValues = Dealsfield.get("fields").get(0).get("pick_list_values");
  24. info picklistValues;
  25. //Checking if the Picklist Value Already Exists
  26. flag = false;
  27. for each  option in picklistValues
  28. {
  29. if(option.get("display_value").equals(picklistValue))
  30. {
  31.   flag = true;
  32.   info flag;
  33. }
  34. }
  35. //Adding a New Picklist Value if It Doesn't Exist
  36. if(flag == false)
  37. {
  38. requestBody = Map();
  39. requestList = List();
  40. requestData = Map();
  41. picklist = list();
  42. picklistobj = Map();
  43. picklistobj.put("display_value",picklistValue);
  44. picklist.add(picklistobj);
  45. requestData.put("pick_list_values",picklist);
  46. requestList.add(requestData);
  47. requestBody.put("fields",requestList);
  48. info requestBody + "";
  49. updateField = invokeurl
  50. [
  51.   url :"https://www.zohoapis.com/crm/v7/settings/fields/5725767000003664513?module=deals"
  52.   type :PATCH
  53.   parameters:requestBody + ""
  54.   connection:"zohocrm"
  55. ];
  56. info updateField;
  57. }
  58. //To update the Deal Record
  59. requestBody = Map();
  60. requestList = List();
  61. requestData = Map();
  62. requestData.put("Closing_Month",picklistValue);
  63. requestList.add(requestData);
  64. requestBody.put("data",requestList);
  65. info requestBody + "";
  66. dealreecordUpdate = invokeurl
  67. [
  68. url :"https://www.zohoapis.com/crm/v7/Deals/" + dealRecordID
  69. type :PUT
  70. parameters:requestBody + ""
  71. connection:"zohocrm"
  72. ];
  73. info dealreecordUpdate;


4. Configure the Workflow

Create a custom function by clicking the New Function or associate an existing one to the workflow. In our case, the deluge program has already been written and configured (associated) to the workflow. 

                            
  • Under the workflow actions, select Function and choose the function you created.
  • Ensure that the function is set to run when the workflow is triggered.

Creating a Deal with a Closing Date of January 2nd (Using an Existing Picklist Value)
                                               


Creating a Deal with a Closing Date of April 1st (Adding a New Picklist Value)



The new picklist value, which was not a value previously, has now been added to the picklist.

You can add values to a picklist field using the PATCH Field API. To remove an option from a picklist, use the Update Custom Layout API. Refer to the Sample input to mark picklist options as unused section in the Layouts API documentation.​

Cheers!!!

Related Links
Additional Links

    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

    • Kaizen #193: Creating different fields in Zoho CRM through API

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Client Script | Update - Introducing Commands in Client Script!

      Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

    • Recent Topics

    • Mapping Zoho Subscription Plans and Products to CRM and Books

      We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate

    • Zoho People Attendance Module - Split Shifts

      Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

    • Bulk update fields based on date

      Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?

    • Target for a campaign

      Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more

    • Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

      Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket

    • Celebrating the power of visuals

      On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does

    • Customer address in Zoho Bookings

      Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

    • Blocking / black listing customers

      Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.

    • Option to block bookings from specific email address or ip adresss in zoho booking

      Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

    • Feature Request: Email Templates for notifications accross all services

      Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Approval-based booking with Zoho Creator and Zoho Bookings

      Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming

    • Member Accounts in Related List

      Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using

    • how do i remove a specific Zoho Service from my account

      I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?

    • I Want migarte all invoice details to zoho sheets

      I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.

    • were can i find my invoices i need this for my accountant

      were can i find my invoices i need this for my accountant, how can i get id direct to my email?

    • ONLY email field not populating Writer fillable document (randomly)

      I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,

    • My number is marked as spam

      Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.

    • Personnalisation des paramètres dans Zoho Mail

      Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines

    • How To Save Data Into Zoho CRM Sandbox

      Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",

    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

    • Question about retrieving unsubscribed contacts (outside of lists) via API

      Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there

    • Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge

      Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field

    • How to customize the colors of the Client Portal login screen and add the company logo?

      As title, how to customize the colors of the Client Portal login screen and add the company logo?

    • Daily updates/fixes and how to see what was changed?

      When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was

    • Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

      Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,

    • Why should I choose Zoho Inventory vs Odoo?

      Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I

    • Product Updates in Zoho Workplace applications | July 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.

    • PLEASE FIX YOR BUGS

      PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.

    • Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

    • Create online meetings for Booking Pages with Zoho Meetings and Zoom

      Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with

    • Filters in audit logs

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced

    • Enhanced help options in Bigin

      Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited

    • Zoho FSM API Developer Needed

      Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler

    • Revenue Management: #4 What if there are uncertainties in project or service delivery?

      Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated

    • This mobile number has been marked spam. Please contact support-as@zohocorp.com

      Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?

    • Items Serial Tracking Issue

      We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

      For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.

    • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

      Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears

    • Next Page