Custom Related List error message
Hello, I have a custom related list in the CRM Accounts module for Parent accounts, which pulls in information on Member accounts and shows up on the Parent account. The function is built correctly and runs correctly sometimes (see screenshot)... ...but
Subform details
Hi, I want to update an entry & create Writer document after an action. The action is to choose one or more entries in a subform. The entries belong to another custom module. I assume I'm collecting a list here. The next step is to add those entries that
Is it possible to make Functions to take in Map or List as parameters in CRM?
I'd like to to create some standalone custom functions to allow me to manipulate data. I'd like to take in List or Map variables as parameters. I want to use REST API to send some List or Map variables to those functions. Currently in the Function editor,
Change Campaign Member Status Options
We have the Eventbrite extension linked to our Zoho CRM account, and the data from this shows up in the the Campaigns Module. Each contact in these Eventbrite campaigns is automatically listed as 'Attending' in the Campaign Member Status. I would like
Data mismatch error when running custom function to update field in Deals module
I keep getting an error message: Failed to execute function Data type of the argument of the function '754' did not match the required data type of '[BIGINT]' Line Number:XX I'm trying to covert a currency field value to a text field string that includes
Field of Lookup - 5 Field Association Limit.
This query relates to the post at: https://help.zoho.com/portal/en/community/topic/introducing-the-field-of-lookup-in-crm-public-early-access-2023 My simple (and common) scenario: I select an account / customer lookup and want their address pulled into
Zoho CRM - Function to Autofill a Field based on multiple data sources
We're using the Invoices module in Zoho CRM which we're storing two sets of data that we want to autofill on Invoice create/edit. Because there's two fields we can't use the Autonumber, but we're also trying to do something a little more advanced and
Updating Multiple Child Contacts associated with an Account
I have a Workflow set up so that if ANY field is updated on an Account, the mapped fields on the Contacts associated with that Account will update. This so we can keep certain fields on both the Account record and Contact records synced. I'm using the
Post User ID and Contact ID to an URL
I'm trying to sent to send a Contact ID and User ID to an specific URL via a button. But I'm struggling with the following function. Help would be really apreciated. m_UserTypes = Map(); r_Response = zoho.crm.getRecords("users"); l_Users = ifnull(r_Response.get("users"),{});
IF Formula
For my mailings I want to have a formula field. IF the field salutation is "Mr" the formula field should give me a "Dear Mister" IF the field salutation is "Mrs" the formula field should give me a "Dear Miss" and IF the field salutation is " " (empty) it should give me a "Dear all" I tried all the different suggestions I found in the forum but nothing workt. Thanks
Associating an Email with a Record
Does anyone have deluge code they can share on linking a sent email to a custom module? I followed the API documentation but kept getting an error. I could share my code and the error, but I've tried so many different versions already, that I thought
Move a file from one File Upload Field to another
Hey All, Can anyone help me solve a problem i'm having where I move a document from one File Upload Field, and another. I figured it would be as simple as trying to change the File_ID on the 2nd File Field with the data from the 1st File Field, but it
Custom function to update a filed in a lead
I have some leads that come in with Not Provided in the Company field. This is due to the company field not being required. Not everyone who fills out our form is a company, hence the reason for not making the field required. This has caused another issue
Custom function to replace state with abbreviation
I'd like to make sure our data is consistent. Right now some states are spelled out and others are abbreviation. I know I can do a mass update but I'm hoping to automate this. I'd like to create a function that will replace spelled out states with their
Custom Button = Field don't refresh after the action
Good morning Zoho Community! Brand new user and first ever question here! :) I successfully create my first custom button who update a field (it's the follow-up date). The button is in the Lead's page. But, I'm force to refresh the page manually to see the updated date. How can I proceed to see the field updated without refresh the webpage (F5).. ? Thanks! Robert
Programmatically associate Zoho Projects projects to Zoho CRM
Hi, I'm looking for a way to automatically associate an existing Zoho Projects project to my Zoho CRM deal by using a custom function triggered by a workflow. I'm unsure about the correct API code i have to write in order to achieve that. Could you please help me? Thank you, Justin
Attach sets of data to leads
On my website users are allowed to save property search queries which include many search criteria. Think price, location, features and more. Users can save as many search queries as they want. I'd like these search queries to show up in the leads module
Custom function to set meeting to online meeting?
Good evening, I have a blueprint that guides my team through booking viewings for property enquiries. I have a validation that the meeting type must be "property viewing" and then there are the associated emails that go out confirming the appointment.
Custom Fuction in ZohoPlus - Auto-Change contact owner after 7 days of the contact inactivity
Hello, As the title said is there any custom fuction that can help up Auto-assign a new contact owner based on inactivity of a contact? For example we have the X person that didin't put any note,task or any other activity on the contact in the past 7
Custom Function to Count the Records in a Related List
I am looking for script for a custom function for a Zoho CRM workflow to count the number of records in a related list like is shown in this custom employee count video: https://www.youtube.com/watch?v=wA8GMVk57Jk Can you send me one?
Deluge Function is unable to pick Created time and Modified time
Hello Team, I have created a Function which should get the created time and modified time from the lead ID and get the time gap and update the TimeGap custom field that only accepts string data. The Script is running but the created time and modified
Create new records with field values of dropdown or checkbox in Workflow rules with record value (merge field support)
Hi, I am trying to insert a new record to Contacts module via Workflow rules. Value should be the field value in the Leads module. This works for string fields. But for checkbox or dropdown this option does not exist? You can only assign a fixed val
Zoho CRM custom button function, how to add line breaks/ new lines in the return message
When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break
Updating Lookup Fields via Workflow
Good evening, We currently have an "Opportunities" module which creates a deal between Tenants in our Contact Module (Contact type is 'Tenant') and our "Properties" & "Units" module. The units are apartments within a property, so they are linked too.
Populate Account billing address with existing Contact mailing address
I am a new Zoho One trial user trying to learn the ropes and fully anticipating to become a subscriber at the end of my trial. I would like to be able to take a contact record and generate an account record that looks up and populates the associated contact
Auto reference population
Hi community, Please can someone help me with writing a fucntion? I need the auto reference number to only populate once a deal has been marked WON. Thanks in advance!
Seeking Assistance with Zoho Sheet ID Extraction in CRM Deluge Script
Hello, I am currently working on a Deluge script triggered by a button in a custom module in Zoho CRM. My goal is to extract the Zoho Sheet ID from a Zoho Sheet file within a designated WorkDrive folder. I am exploring the feasibility of the following
Crm- subforms and deluge
Due to the current limitations on automation with subforms i find we need to update the main form with data from the subform. In the main equipment form is a field called equipmentstatus. In the subform is a field called status. I would like to to update
How to convert Quote to Sales Order with Deluge script
Hello; Is there any way to convert quote to sales order via function just as zoho.crm.covertLead() function? Thanks
Function-6: Sum up multiple quotes grand total associated to a deal.
Welcome back everyone! Last week, we learnt how to - create quotes from deals with just the click of a button. This week, let's look at a custom function that sums up total value across the quotes linked to a specific deal. Business scenario: Assume you created a deal pertaining to a particular product category that your organization is engaged. This deal is linked with all the related quote records across customers. Or another deal related to all businesses done in the current fiscal year with a
Deluge script execution on new lead creation
I need to create a Deluge function that executes on addition of a new lead. I need the function to inspect two fields from the lead record and set a value in a third field. How do I go about accomplishing this?
When creating contact Lookup County based on State Field
When my reps create a contact or account. I would like for them to pick a STATE (example IDAHO) from drop down. Then If they select IDAHO another field will show County Name (ie. Bonneville, Freemont, Madison) See Photo of Table. So Field County
Is it possible to set arguments in the arguments mapping feature for every use of a function?
Whenever I use argument mapping in functions it drives me insane that I have to create a new function whenever I want to pass another value to a function. Is there a way to set arguments for a function seperately for every use of that function?
Importing data into both leads and contacts modules - how to avoid duplication?
I have a data list that consists of new leads and likely existing contacts. (607 people) I want to import the leads into the leads module, but how do I exclude contacts I will not know and vice versa? How do I import the list into the contacts module
How to ensure the order in which functions and workflows are run on record creation.
Hi there, We have multiple functions that occur when a new record is created. These functions are each run from separate workflows, as each workflow doesn't allow multiple functions to be run from the 1 workflow call. Some of these functions require other
Webforms and Updating existing modules/records
Can webforms update existing modules and fields? For instance, we have contractors that aren't employees and we want updates on how an appointment goes. I built a webform to update the status of that lead but it's creating another lead even though the
Filter lookup field by a condition declared in a deluge script using a value of another field
Hi, im trying to filter a lookup field, the idea is to use deluge to filter the options shown in a lookup field. Is this possible ? For example, I only want to show in my lookup field the products that are “red”. And the color preference is defined in
Updating Related Records
Hi, Im looking at creating a button or a blueprint function, that when selected it will change the status off all assocated records within a particular related record section for example. Sales Order Module Payment Status is changed to Refunded Related
Create Function to Move Case Status to Closed
I am trying to write a function for a button that can move a case to closed status when the button is clicked, but I have no idea where to start. Any help would be appreciated!
Populate lookup field in Leads module by matching a reference number....
Good afternoon, We currently have a custom module (Properties) which contains all of the properties we look after. Each property has a unique reference field that is used when advertising. When a new enquiry comes in as a lead, they enter the advert reference
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