Hi, I'm in trial period of Zoho CRM Enterprise and I'm making some tests to see if I really will use it... Well, one of my test is automation with custom functions to rollup values to potencials from products.. but it does not work..
I've already tried various codes including examples from gallery and nothing works!!
To this post, the error I'm talking about happens with default function "Roll-up Potential Amount to Accounts" without any modifications...
Here's the response I got from Zoho:
- Execution Failed
| Error details: |
Error in executing Rollup_the_Potential_Amount_to_Accounts3 workflow. |
Error. |
Error in executing Set Variable task. Unable to update template variable resp. |
Error evaluating BOOLEAN expression : Error evaluating invoke api task : zoho.crm.searchRecordsByPDC. |
To prove the code is exactly what comes from gallery, here it goes:
- accountID1=(input.AccountId).toString();
resp = zoho.crm.searchRecordsByPDC("Potentials",("accountid"),accountID1);
info resp;
total=0.0;
for each rec in resp
{
stage=rec.get("Stage").toLowerCase();
if(stage.contains("won"))
{
total=(total + (rec.get("Amount")).toDecimal());
}
}
updateResp = zoho.crm.updateRecord(("Accounts"),accountID1,{ input.SumUpField : total });
It's because I'm in trial period??? Do I have to do something else to work?? My user is superadministrator and I have no ideas anymore to resolve this.
Please, help me soon, I only have more 9 days to decide to use or not Zoho CRM.
Thanks.