Update Text Field with Owner Id form a Record
I would like to obtain the number of UserId from the record owner into a text field with "OwnerId2" API name I'm trying with the following function. But can't get it work. // Fetch the main record from the custom module ActivityRecord = zoho.crm.getRecordById("Activities1",Activityid);
Function Get File Name From Upload
Hi everyone, I created a custom field in the Quotes module to upload file attachments. (Name Field is Allegati), and I created a custom field (in quotes module) with name NAllegati. I would need a function that populates the "NAllegati" field with the
Standardise Deal Name with Naming Convention
Please could you let me know the code to use in custom functions so that the Deal Name on a Deal is automatically standardised as follows: Deal Name: [First Name Last Name of Contact Role 1] + [First Name Last Name of Contact Role 2], [current Month]
Create automation Function with WorkFlow
Hi everyone, I'm new to Zoho CRM. Scenario: I created a custom field in Accounts with the payment method. I would like that when I select the account in a Quote, the payment method is also set (which is a drop-down menu) and that I can change it for the
Can i create custom convert function including mapping?
i want to convert potential to product or any custom module, so can i create custom convert function including mapping?
Contacts with Multiple Accounts.
I am attempting to create an Account (individual module) with multiple contacts. I need to use the subform feature because each contact needs to have certain functions for that account such as, (1) can they sign on behalf of the entity (yes/no), (2) will
Simple fix suggest re Phone Numbers
Many in the US use parentheses around area codes (401) 717-2299, for instance. Can we get the entry action coded to remove these parens and replace with one "-" Now it pops up invalid. Could be a timesaver for cutting and pasting.
Workflow to update lead status when converted to Contact
Hello, Is it possible to create a workflow or function to automatically update the lead status to Qualified when a lead is converted to contact? Currently we convert our leads & then look at a report on converted leads to see how many were converted per
Deluge Script - Calculate Average of record field values per record type, and add the average to a different module.
Hi all, Hoping someone wouldn't mind helping me out please. I'm looking to create a Deluge script that I can run on a scheduled basis (once weekly). In essence, we have a module in our CRM called "Bookings", which houses records of all bookings made.
CRM - Operators available while Searching Records
Hi! Because there's a records limit of 200 records that we can fetch from both functions : getRecords(...) and searchRecords(...), I want specify the critera of my search. In the documentation available for the searchRecords(...) function : https://www.zoho.com/deluge/help/crm/search-records.html. There's only two operators available : equals and start_with. In my case, I would like to use a negative operator to be able search any records NOT EQUALS to a status because I have more than 10 status
Zoho Template Metrics
I ran into an issue this morning where my template metrics for the Contacts Module were not populating. I ran a report to see who opened and confirmed the email was sent, but usually, the template will populate open/click metrics based on the sends. Has
Function to create new deal based on existing deal
I want to create a new deal based on a existing deal i have the following code and its working, but how can i relate that deal to the original contact record of the original deal so the new deal will be related to the contact? deal_info = zoho.crm.getRecordById("Deals",deal_id);
Question about ZOHO Accounts
Hi guys, Shall I add people in Accounts before lead has been successfully close or after closing the lead I should add concern people in Accounts.
Automatically Assign Related List (Sub-Module) Records To Parent Module
I have a Custom Module called Campaign Actions, with records of Actions taken (click link, etc.) by prospects during a Campaign. It is a Related List in the Leads module. I can MANUALLY "ASSIGN" individual Campaign Action records and have them show up
Need help with a function script that adds active brands to accounts
Hi there, we are selling brands' collections to our accounts. We need to be able to easily see, which account is an active customer of which brand. The function would have to read the "Brand Name" (field) from "Deals" (Module) that are related to "Account"
How to Add and Delete Events in a My Calendar in Zoho Calendar from CRM
Hello, I want to add and delete Events in a My Calendar that is under the Zoho Calendar, from a Workflow in our CRM. I don't want those Events in the CRM Calendar. I have been trying the Webhook approach, using the Calendar ID and Calendar UID that can
How Do I put the Contact Address in the meeting address Automatically?
I am am just not able to work this out, when i create a meeting, I need it to automatically pull the address from the contact address field. I would imagine i need to use a function for this I just dont seem to be having any luck in pulling this off,
Lookup field
Hi All, I want to change below field in lead modules from line to lookup fields from account modules without remove previous data entered as line.
What is the formula to add days to a date/time value and return a date-only value?
What is the formula to add days to a date/time value and return a date-only field?
Update "Original Close Date" field when open deal is updated
Hi I would like to write a function that if "Original Close Date" is empty Update the "Original Close Date" with the "Closing Date" I plan to do this by using a Workflow on the edit of a Deal. So just need the function for this now. Thanks!
CRM Blueprint Task Due Date Calculation Issue During Sandbox to Live Environment Deployment
Whenever we push changes from the sandbox to the live environment, the Live CRM Blueprint Task Business Days selection reverts to regular days instead of remaining as business days. This results in the need to manually adjust the due date option from
Need help using If formula to determine commission calculations
Hi All, We are selling a suite of products and services. Each product / service has a commission payout from our partner. The length of the term we sell (12/24,36/48, or 60 months) determines the commission multiplier for the products. Currently, in CRM,
Deluge Script to convert timezone if required
Hi there, I have written a deluge script to convert a time string to account for timezone differences. In short, in my CRM I have 4 fields that are being referenced: 1. RH2 Appointment Time - this is a text string, that shows as "09:00 am" (or other time,
auto fill fields in zoho crm
hello I hope you can help me I have two fields in quotes name of the contact and email I want that by filling in the name of the contact manually the email field is filled in automatically and I will perform this function but I have no results. QuoteidStr = Quoteid.toString(); ContactDetails = zoho.crm.getRecordById("Contacts",Contactid); mp = Map:String(); mp.put("Email",ifnull(ContactDetails.get("Email"),"")); updateResp = zoho.crm.updateRecord("Quotes",QuoteidStr,mp); info mp; info updateResp;
How do you calculate the next WORKDAY when the date falls on the weekend in a function field in CRM?
I am in Real Estate, and our contracts count all days in a calendar unless the date falls on a weekend day. If the due date falls on a weekend day, it rolls to the next business day date. For example: The inspection period is 5 days from the effective
Auto Update Deal Name on Create/Edit
Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: "Unable to cast the 'TEXT' value into
How to change related the Account_Name field in Zoho CRM along with the client name in Zoho People and Zoho Projects
Zoho CRM does not update the account names in Zoho People or Zoho Projects. As such I'm trying to write a custom function that handles this and changes related project names. I will most likely have to hire a consultant to help but I thought I would post
Creating an Account from Deals
Hi, I am trying to make a function that: Create a new Account from Deals. and make the contact Is_Primary_Contact Associating Record Deal with Account I am using this function. Runs well. It is just missing Associating Record. mp = Map(); mp.put("Account_Name",dealname);
Unpredictable exception comparing date fields
I have a bit of code that seems so simple in my brain, but is throwing an unpredictable exception (well, technically it is throwing and 'UnPredicable' exception lol). if(invoice.get("Payment_Date") > person.get("Last_Payment_Date") || isNull(person.get("Last_Payment_Date")) = true) { update = zoho.crm.updateRecord("People",personid,{"Last_Payment_Date":invoice.get("Payment_Date")}); } The fields exist, the API names are all correct, the comparison is definitely a date field with a date field.
Transfer data from one module to another
Hi! I'm trying to trandfer data from one field, in one module, to another field in another module. I created an automation to create a new record in the second module when the records are finished in the first module, and the data of some fields in the
Zoho CRM Zoho Calender and task integration
Hi In Zoho crm I want to create a task and have that task booked into a group calendar. Process would be create the task from task module, assign the task to an owner complete task fields including account (I can do all of that) I now want to assign the
Custom Function Validation - What Determines Fields in "record"
While attempting to setup a custom validator function on a field in the Accounts module I saw this bit of code entityMap = crmAPIRequest.toMap().get("record"); The only parameter passed to the function is the "crmAPIRequest", but the field I would like to access is not available in the "record" object of the parameter. There are 14 fields in the "record", but I can't seem to determine what causes a field to be in the "record" and where I might be able to change that. I don't seem to be able to adjust
Get Old Owner of zoho crm record
Hello Team Sample code:- Getrecord = invokeurl [ url: "https://www.zohoapis.com/crm/v5/Leads/"+Lead_ID+"/__timeline" type: GET connection: "zcrm" ]; if(Getrecord.get("__timeline").size() > 0) { for each rec in Getrecord.get("__timeline") { if(rec.get("field_history")
Formula in Deal Layout Based on the Current Stage
On our deals we recieved three bits of revenue: - A fee at the start - A fee in the middle - A commision at the end When cases are in 'Onboarding' the 'Total Potential Reveune' will be all three figures added together. When cases are in 'Submitted' the
Search Data from Company Module and Display in the Details View
I have created a field in the company module called "Parent Company". Now I want to display all the companies that have the parent company mentioned- in the details of the parent company. For Example: I have mentioned Company A and B both have value of
Showing Variale Not Defined
I Have Two Modules One Is Vendor And Another Is Vendor Reservations. So I Want That When I Add Reservations In Vendor Reservations And Select Vendor It Should Automatically Fetch Vendor address details automatically from vendors. i wrote following code
Finance Once-Off Reducing Facility Tool for CRM
Good day, We are a financial services company and are in the process of re-designing our CRM. We want to include a function to monitor and manage active facilities with an automatic drawdown option. i.e. A client is approved for 5 assets at a facility
Auto Update Deal Name on Create/Edit
Just coming over from Zoho from Salesforce and don't have experience with Deluge. I can't quite figure out how to write this custom function, which I know should be easy. I want the Deal Name upon edit or creation to be updated to: Account Name - ProductInterest
Function-20: Create Events automatically on specific days of the week
Welcome back everyone! Last week, we learnt how to add leads to campaign records at the click of a button. This week, let's look at a custom function that helps you create events automatically on specific days of the week. Business scenario: Customer visits are an integral part of most sales processes. Apart from aiding you close sales efficiently, meeting with customers help maintain an ongoing business relationship, a critical component in customer retention. The Event records in the Activities
Workflow to change Account type based on order activity
Hi there, I need some help with automations. We have three account types (Prospect, Lead, Account) in the accounts module as a pick list. I would like to set the account type partly based on order activity. 1. when an account has placed an order the type
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