Assignment Rules - Round Robin Limitation
We have noticed this limitation when the Assignment Rules are run against Imports. Each time a round robin assignment is run again an import, it starts again at users starting with an "a." We have 50+ users and do round robin allocation via imports a
Simple Function for Field equals another Field within the same Module
Our website uses Gravity Forms. The Gravity Forms -> Zoho CRM integration does not support Pick Lists. So, I have a dropdown menu on my web form which contains the same selections as the corresponding Pick List in Zoho. Upon form submission, a new Lead
Administrator not getting email reminder from crm.
Hi, As the administrator for crm i am not getting email reminders for crm tasks or follow ups but colleagues are getting these. I have tried to get this problem resolved but not any further forward. Could you please advise what i can do to resolve this
Calculating the average time between deals
Hey all, I am looking for some help with a deluge script that will calculate the average time between deals for an account. We create a new deal for most of our accounts (when they re-order) anywhere between 20 - 90 days. What I want to know is: Average
Functions does not show in Add Related List
It seems that I cannot see the functions in the "Add Related List" module in the production environment though I can see it in my Sandbox environment and I am not sure why is that. Can you help me display the Add Related List functions option in the production
How do you fetch a file's ID from WorkDrive in Deluge?
I need to construct a Deluge script in which I dynamically fetch a folder and then upload a set of attachments to it. Getting and uploading attachments seems to be easy, but I'm struggling to get hold of the folder ID that I need in order to upload to
Hi, How do I hide fields in a form in Layout Rules?
Hi I have Layout Rules working well BUT I am Showing Sections I need But I can't seem to work out how to only show fields in the section / Hiding the others - what am I missing
Fetching Unique ID and substring it to the 6 figures.
I was looking around for an answer to this problem and couldn't really find the solution that fits but managed to create a code that fetches the Unique ID out of the record URL and substring it to the last 6 unique figures. Each Unique ID has 19 figures
Create Meeting from custom module date feild
Hi, I'm setting up our CRM to reflect our business needs and have created a Course Schedules module, which takes a Course from a custom course module, and allows booking it in, with a start to end date and links it too students, trainers and other relevant
AutoPopulate Contact Name In Deal
Hello Client Script to AutoPopulate Contact Name from Account to Deal Client Script:- var Account_ID = value.id; var contactname = ZDK.Page.getField('Contact_Name'); var related_records = ZDK.Apps.CRM.Accounts.fetchRelatedRecords(Account_ID, "Contacts");
dates not working in Zoho CRM
My team and I use the latest version of Google Chrome and all use the Zoho one Enterprise Edition. We've noticed in the last week that dates have become unusable within Zoho CRM in Chrome. When looking at a list of leads for example the last activity
Automatically copying information from an Account to a linked Contact
Hi everyone, I am currently automating a few quality-of-life things in our CRM. So far I've been having great success with workflows, but I've encountered an issue that, as far as I can tell, can only be resolved with a custom function and I'm admittedly
How to attache a file I downloaded to a Upload Field using Deluge
Hello, I am new to zoho CRM. I have a question. I've created a custom module with a file upload field. I now need to upload a file to that Field using Deluge. Can you show me an example? I found so many examples talking about attachment, but none of them
Get field value
I am trying to make a workflow that calls a function. The function is simple; take a custom field value and increment it by 1 (add 1 to that field). The deluge functions are not clear on how to get the field value. Further, some documentation says "this
Help removing white space from function
I'm trying to remove all whitespaces when pulling information from our website into a cell. I'm very much self taught but i just can't seem to get this right. This is my current line which brings the data into the field in Zoho CRM new_product.put("Reporting",product.executexpath("/dolls/doll_number/text()"));
Trigger a workflow the date of a followup date field
Hey all, can you help us with a custom function, what we need is when a followup date field is created or added a specific workflow related to it should start with all the other trigger sequence and follow the date of the followup date field. Attached
Zoho Sheet View NOT working after update
Hello, I have some problems Zoho Sheet View, today, after an update notification, the Zoho Sheet View not working, when i click on it i get a exception "Sorry, something went wrong"
Filtering Contacts based on Related Account fields
I'm going crazy trying to find information on this, which is leading me to believe it's obvious, or I'm trying to use the ZOHO CRM incorrectly. When filtering contacts, I want to filter them based on a field on their related Account. Simple Example: When setting up a mailing list for a campaign, I want all contacts, who's Account belongs to a specific Market Segment, as Market Segment is a field we have on the Accounts module. Pseudo code Example: SELECT Contacts WHERE Contacts.Account.MarketSegment
Need Help figuring out this script
I need help figuring out how to make this script work : // Retrieve the Deal record dealRecord = zoho.crm.getRecordById("Deals", input.deal_id); // Get the values of the "Referred_By" field from the Deal record referredByValues = dealRecord.get("Referred_By");
Date change issue with function. HELP!
Hi all, I am having an issues that I want a date field to automatically update to be 5 days before another date field that I have created but although in the deluge console it is coming out as the correct date when I run the function all it does is copy
How to Create Recurring Tasks/Calls using deluge Script
Hello Everyone, Zoho CRM has an option to create an recurring tasks manually, Is there a way to do the same using deluge? I have a blueprint in place , so when the leads reached a stage - I want my sales to follow up with them every week. So I want system
Post to custom function with REST API
I want to call a custom function in CRM from books via REST API with Api key. However my POST parameters are ignored. If I set parameters as GET, parameters are avaialbe, but I have large parameter values and get the error 'Request-URI Too Large'. Is
Sum of various formula-fields
Hello there, Im currently creating a new page layout for a CRM-module which has been set up. In my layout I used several formula-fields, which I would like to sum up at the end of the page-layout to receive a final score. Each formula-field refers to
Update Field in Contact Details
Is adding / setting a job in contact details obtainable? I have been running around loop's around setting a custom field created in Zoho CRM Contact Details. The field is called "Field Jobs" field jobs is assigning the "Job" in the Jobs area to the contact
Zoho CRM Appointments how to get Appointment ID
Hello Zoho Support, I've been trying to create a Function for the Appointments Module but I get the error message: "INVALID_MODULE". I'm using the API Name: "Appointments__s", that I get from: CRM API/API names Here is the Function: AppointmentData =
How to combine values from records of a linked module?
Hello, I am having a custom module "Subscriptions". Each subscription has different invoices (module "Invoices") linked to a subscription. And each invoice has a single line field "Subscription_Issues". I want to combine all of these values from all invoices
How to create an Event with a link in description using deluge
Hello guys, I am trying to create an event using deluge writing something like the below (in a mass update action) IdsList = formID.toList("|||"); m_ScheduleMeeting = Map(); m_ScheduleMeeting.put("$se_module","TLMX_Technical_Works_Form"); m_ScheduleMeeting.put("All_day",false);
Webhooks - capture "Response" in a Custom Field
It would be very useful to be able to get the return response from a Webhook and capture/record the response within a Custom Field. The main reason I would welcome this, is that most of the time I wish to use a Webhook, I end up writing a Custom Function
Updating Account record from information in another module
I have a field in one module that shows products using a lookup field. I would like to add functionality so that when this lookup field is populated, it automatically adds the product to the Account record. Does this need to be done using a Function?
Invoice/Estimate Auto Creation in Zoho Books From Deals
When we integrate CRM with Books, we know that we can automate Estimate/Invoice creation depending on what stage of the Deal we're at. This is a welcomed feature. But like many things in Zoho applications, things are left at 90% completion. This is a
Getting Custom Task Statuses to be seen as Completed/Closed
Under CRM > Modules & Fields > Tasks Template > 'Status' Picklist... If I add a custom status (ex: 'Expired' or 'Junk') How can I tell Zoho to treat that status the same as 'Complete'? Currently, if I open the Contact (tied to the task) and look under
Auto Populating Amount in Deal from Products Selected
I am trying to use below code found in a Zoho blog to auto populate an amount field in a Deal products = zoho.crm.getRelatedRecords("Products", "Deals", potId.toLong()); unitprice = 0.0; for each product in products { unit = ifnull(product.get("Unit_Price"),"0.0").toDecimal();
How can I add product quantity in opportunity?
Currently we can add products to an opportunity but I haven't found how to add a quantity for the product. Any idea?
Button in custom module to create a new Deal
We have a custom module that we'd like a button to create a new Deal. The custom module has some information we'd like to transfer over to make a new Deal. We have written a function for this button. When the button is clicked, it shows an error. Here
Fetching a record within a time range in custom function?
Hi, So I have to write a custom function where I need to fetch all leads created after 7 pm and before 10 am the next day. But the search record does not have any operator which can make such a fetch. Creation time is stored in the created_at field. Is
Automating deals from estimates
Hi I have a Zoho One subscription and would like to automate deals when an estimate is created. Here's our workflow We have a Wordpress website running our ecommerce store(WooCommerce). Clients can browse our products/services, add them to a cart and
How to setup convert lead function in zoho crm blueprint
In zoho crm we have created a blueprint process so what i want is Is there any way to create a convert lead function in blueprint process ? Like when a consultant click on convert lead transition then it convert a lead to deal and contacts. Please let
CRM Hack #14: How to send emails to Accounts in your CRM?
Hello everyone, Let's start the day with a small hack. Every business is unique and the sales routines vary based on the needs. In Zoho CRM , the Contacts are associated with Accounts through a lookup field. So, the emails section under the Accounts is the list of emails that are sent to the Contacts associated with it. There is no provision to send emails to the account directly. Some of our users have asked for a send mail button in Accounts module similar to the one in Contacts module. This
Failed to save the function Syntax error
This is my Script : dealRecord = zoho.crm.getRecordById("Deals", deal_id); velocityLoanCode = dealRecord.get("Velocity_Loan_Code"); if (velocityLoanCode == null || velocityLoanCode == "" || !velocityLoanCode.startsWith("VDMGL-")) { return "Error: Please
CRM: Copy values of user multiselect to text field
Hello all, We face a challenge in our mobile app. In the Web app it is possible to select multiple users in a multiselect user field. Though, this field is not supported in the mobile app. We need the values of this field to be in the mobile app, not the field itself. It would be OK if we could copy the values of the multiselect user field in a text field using a formula field or a function. As far as we are concerned, this is not possible. Do you know how to copy the values of a multiselect user
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