Annual Revenue
I want to show the auto populate a field in the account module with the sum of all closed sales orders associated with that account in essence this would be my Annual Rev for the account. Is this possible?
Using field values in filters
Hello, This is both a suggestion and a question. What we're trying to do is create a custom filter for CRM Tasks that only shows tasks where the creator IS NOT the owner. The reason is for staff meeting reviews, these tasks are assigned from one team
Help with Schedule Function that Updates Deals Field
I want to run a schedule function daily that if certain criteria is met, a field in that deal gets updated. I have a date field "Last_Day_of_Coverage". If the date in that field is exactly 90 days from today, I want the scheduled custom function to update another field "Has_User_Renewed_Policy" to "In Progress" on that deal. I have previously worked with Deluge, but it was always from within a record. I don't know how to make a custom function check all the records in a module to evaluate if a specific
Sendmail when records in module are edited, Zoho CRM
I'm trying to create a function that will work in conjunction with a workflow rule. The workflow rule activates when any field in the Clients module has been edited or created. I want to make the function record what changes are made to records in the
can i convert/change an account to become a vendor?
A user added vendors as accounts by mistake. Is there a way that I can 'convert' an account to become a vendor?
function with external api fails
Hi, I'm trying to check of an existing customer number based on the domain of an Account. But I get the following error message: No. of arguments mismatch for the built-in function 'get' Line Number: 24. I highlighted the line 24. // Parameter: account_id
How to set related lookup field from Deluge function when creating a task
Hi, I've checked numerous posts on this topic but it seems I am missing something here. I'm trying to create a Zoho CRM task from within a function. Here's the relevant code: // // Get Departure and related Participant records // relParticipants = zoho.crm.getRelatedRecords("Passengers","Departures",DepartureID);
Copy value from one field to another
This must be the single most simple task for a Custom Function, yet it is neither explained in the CRM documentation (help), these forums or any YouTube tutorial videos. I have spent about half a day searching for it. I'd also like to point out that users have been asking for this to be implemented as a more simple workflow automation for years ( https://help.zoho.com/portal/en/community/topic/can-i-use-a-workflow-to-update-a-field-with-the-value-of-another-field-or-of-the-current-date ). So in order
How can I not overwrite data during a mass import
Hi have some new contact data I will be importing as part of a campaign. Some of the names in this data already exist as contacts within Zoho, and many don't. In the data, I have a column/field for 'source' which I will give a value denoting this campaign
function - POST emails as a note
Hi, I connected Zoho CRM to my M365 account via the imap integration. Now I want to post a note for every incoming email from a contact. Basically my function is working fine, EXCEPT for the mail body. It seems that there is no parameter that I can map
No way to specify 'is empty' in searchRecords criteria
I need a custom function that iterates through a set of records that have an empty field, like this: module_records = zoho.crm.searchRecords("Leads", "(Territory Code|is empty|*)",1,200); Unfortunately the criteria doesn't work. How am I supposed to write the criteria that the field "Territory Code" IS EMPTY ? I'm also interested in to know how I can combine criteria in the above script. E.g. Territory Code is empty AND Country is not empty Thanks
How to trigger workflow for Tasks created through cadence
Hello All, I have a workflow in the Task module to update task when task is created. Does anybody know how to trigger workflow when tasks are created through Cadence in Zoho CRM? Best Regards, Subhash Kumar
Manager level users are unable to see emails linked to accounts in CRM
We have two levels of users. One is CEO and the other is Manager. The users that have CEO level assigned to their profiles can see all emails linked to a CRM contact record (Their own emails plus other users) The Manager level only shows emails for that
Function to have one field automatically fill in another.
Hello! So i'm writing a function in the Leads module, in which i want to have the zip code fill in another field called SPA depending on what it is. I'm aware I can do this over a workflow, but i have approximately 50 different possibilities, and it's
How to get records for Deals with Closing Date in the past
I'm quite new to Zoho CRM development. How do I get records for Deals with Closing Date in the past in a standalone Function? I can see from the documentation this is the general form to get records: <response>=zoho.crm.getRecords(<module_name>, [<page>],[<perPage>],
Account Mandatory Fields Not Working
Hi There, We have set up a number of mandatory fields in Leads, Accounts and Potentials. When we convert a Lead it asks for the Potential mandatory fields, but not the ones for Accounts. If you then open the Account it will insist upon the required mandatory
Function/Deluge error data type - Script to Assign Contacts to Accounts Based on Domain
Hi, we have hundres of contacts without any assigned company (account). Now we're adding companies and have a field called "domain" where we have the domain.tld (it's cleaned up via another function). Now I have the following script to search for UNassigned
Zoho CRM - Product module, Qty in stock is updated in finance information but Showing 0 in stock information
Hi, I have integrated inventory with zoho crm, As a result of it i could able to see the stock in qty in finance information but in stock information of the product it is showing as 0 even though we have stock in hand. How to auto update it? It should be auto updated when we receive stock and send stock .
Seguimiento de campañas mediante UTM
Llevo varios días preguntándome si es posible hacer seguimiento a los leads que lleguen al modulo de clientes desde nuestras campañas de anuncios, encontré que se puede hacer esto mediante un campo de utm utilizando zoho forms, sin embargo nuestro funel
Custom Function to create a Task in Zoho CRM
Hi there, I don't know much deluge and need some help writing a custom function. I want a task automatically created and assigned to a user and to notify the user. The user is dependent on who the deal owner has selected as the assessor. I am using a
Edit Functions via API
Hello, I am unsure if there is a way to already do this but based on what I have been able to find there is no way to edit a function through any API. I would like to be able to manage my Zoho CRM functions in GitHub but currently I have to manually update
Save Button Settings In CRM Functions To Avoid Going Back To The Main Functions Page
Hi, does anyone know if it's possible to change the settings of the save button when writing a function in CRM so that it just saves and doesn't go back to the main Functions screen? Its driving me crazy. My function doesn't appear on the first few in
Deluge function failing field update using Deal ID
I'm receiving this error with my function and cannot understand why. Value given for the variable 'id' does not match its type at Line Number: 1 This is my function. Essentially I want to get 2 date fields from a Deal record and populate a third field
Error from JustCall API
Hi Everyone I am attempting to use the JustCall API to send messages. I have the following that I am sending to the API: message_Map = Map(); message_Map.put("body","testing message"); message_Map.put("justcall_number","+61483942873"); message_Map.put("contact_number","+61413152929");
assigning leads to owner based on time of day
We would like to have all leads outside of business hours assigned to person 1. The rest should be assigned to person 2. Monday to Friday (day 2 to day 6): From 8:30 am to 7:30 pm: leads are assigned to user 4972398000074706001. From 7:30 pm to 8:30 am:
Create Api / Deluge Task to add option to a multi select field
Currently, there are limitations with multi-select lookup, you can not use it in subform for example. As a workaround we have to use a multi-select field. However, any new options have to be manually added to the field which is not optimum. It would be
Help request for a deluge script that checks for incoming email from a contact.
Hello, I would like to please request a script for my Enterprise edition CRM. It is really a simple script; but it needs a little bit of an introduction. So first let me describe what I am trying to accomplish, and then I will describe what I would like
Attachments Disappearing After Workflow Rule Conversion
Hello, I have tried to do my due diligence and searched for this error, but I can't find anyone else encountering the same issue. I have a workflow rule set up to convert a lead into a Contact, Account, and Deal. This workflow is also supposed to move
Copy data from one subform to another
Hello, In Zoho CRM, using Deluge, I am trying to fetch data from one subform ("Eval_Appt") from a custom module ("Client_Appointments") and copy this data to another subform ("Charges") in a custom module ("Billing_Invoices"). Below is the code that I
Reference previous lookup field when launching a Function
I'm using this function in a Zoho CRM workflow to update the Related Grant. This function is triggered by a rule when the LOOKUP "Grant" field is EDITED. But I would like to update the "Grant" relation that was previously related before the change, is
Can we determine what environment a deluge function is running in (sandbox/production)?
Is there way of consistently detecting whether a function is running in the sandbox or production? I was wondering if there was a flag to indicate the sandbox, rather than comparing an org ID variable. I took a look at response from zoho.crm.invokeConnector("crm.getorg",Map()) but there's nothing obvious, beyond ID differences, or our sandbox zia_portal_id being null.
CRM Client Script not running anything after function.execute
Inside my client script im calling a function; var response2 = ZDK.Apps.CRM.Functions.execute("Books_send_quote", parameters); The function is working, doing everything it should. The function logs also show successfull runs with the correct output. But
How to get the field values before updation and after updation of a record in zoho crm using custom functions
Hi, I have a problem in task. I want to send mail to owner if record is changed. And I want to get previous values of fields as well as updated values. So that we can tell the owner about field previous and new data with field name. I want to do this
Help with Deluge Function / Workflow
I have 2 custom modules. 1. Exhibitor Registration 2. Marketing Tracker I am trying to create a new record in Marketing Tracker, when a new Exhibitor Registration Record is created. I need it to update the look up field Exhib_Reg_Record that looks up
Formula calculation on hidden fields
Hello everyone I have a formula that includes several fields Some fields can be hidden according to different conditions Is there a way to define that the formula will only calculate the fields that are not hidden?
Workflow triggered by a change by Schedule
I hope I'm wrong but it looks like if I have a Schedule to change some records, those changes will not trigger a Workflow that's supposed to be run when that field changes. Why would that be?
How do you get related INCOMING email records with a DELUGE custom function in Zoho CRM?
Hi Everyone! As part of a function I am creating, I need to get the latest incoming email from a contact. When using a getRelatedRecords function for the Emails related to a Contact, the function only returns Outgoing emails. No incoming emails are gathered.
Urgent need of a custom function!
Hi there, i'm desperate for a custom function that runs as part of a workflow in Zoho CRM. i need to achieve the following: When Deals entry created or updated Then Fetch Account from Deal (lookup field in Deals module) in the related Account, fill the
Deletion of Lead depending on a field value
Hi! I got the following issue; I am looking for a way do automate the deletion of certain leads that are incoming via integration of Zoho Forms. Our web agency is building a testing tool to check on a daily basis if the forms on our website are working
Create a function that checks if first name is the same as last name in Leads
I'm trying to create a workflow that has a function to check webform submissions. The function should check if the submitted first name is the same as the last name, if they are the same it would delete the Lead. We're getting a lot of SPAM submissions
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