How to sum up values from two numeric fields?
Hello, I do have a formula field in Zoho CRM and I want to sum up two numeric fields there. I created a formula field and created the fomula like this: ${Invoices.Field Name 1}+${Invoices.Field Name 1} But that did not work. Or is it better to use a function
Fetching a SINGLE contact record from Zoho CRM by email
I do know how to fetch a LIST of contacts from Zoho CRM using email (see https://www.zoho.com/deluge/help/crm/get-records.html). However, I wish to fetch just ONE record (our CRM never has duplicate email fields for contacts) and grab the ContactID for additional processing. The code I use to fetch the contact list by email is: contactList = zoho.crm.searchRecords("Contacts","(Email:equals:".concat(emailString).concat(")")); Note: the variable emailString is the email address passed into my deluge
Automate sending of Email with attachement(s) from a records File Upload field
I am trying to create a function that will search for pdf documents that are attached to records via file upload fields, then send an email with the document(s) attached to it. I've seen Anbu's response too this specific idea here, however I just cannot
Reschedule today's open calls to the next business day
Does someone has a Deluge script to reschedule the non-executed calls of today (at the end of the day) to the next business day ? The calls may be related to leads, potentials, contacts, ... it's just to be sure that those calls are replanned for the
Need a function to update a custom field in Deals upon deal creation based on custom field in associated Contact
Hello, I have a custom field in my deals module that is a single select dropdown list. I would like this field to be automatically upon new deal creation based on the value of a custom field in my Contacts module for the associated contact. Example: Contacts
Function seems to runs properly without an error but the function has not been executed
Hello, I do have an issue with a complex script. The script used to work without any problems but for some reason the function stopped working. The console says "Function successfully executed" but the function did not run (or there was an error but the
Clearing/removing values from subform in Zoho CRM
Hello, I am using a function that copies/clones an existing invoice and sets a few new parameter. I did this and it works perfectly. I.e.: invinfo.remove("Payment_History"); invinfo.remove("Created_By"); invinfo.remove("Modified_By"); invinfo.remove("Modified_Time");
Tracking Commissions Received for Insurance Policies
Have been trying for several years to figure out a way to track commissions received on insurance polices in CRM. I thought I had it solved by importing Excel spreadsheet into subform. However, now in year 2 and encountered problems such that this method
Can I trigger field updates when a counter is 1 Greater than predecessor
I'm wanting to datestamp each update to a counter Number field in an associated Date field. In making the workflow rule, I chose the counter (a Number field) that increased by 1 each time a work event occurs. My logic options are =, !=, <, <=, >, >=,
How to convert date to Month and Year string/name?
Hello, I am trying to find a way to convert a value from a date field to two separate input fields: Month Name Year Name So if the date in the date field with the name "Invoice_Date" is 31.03.2023 the values should be: Month Name: March Year Name: 2023
Automatically create deal from Contact
Hi all, I would like to write a custom function to automatically create a deal when a new contact is created in our CRM. I have found in the community forum how to do it from a new account creation but I would like to do the same from a new contact creation. Could someone help me with Deluge script? Thanks a lot ! Ganesh
Forms / CRM Integration - Lookup Fields
I am using Zoho Forms to capture referrals from 3rd parties. The form creates a new entry in a custom module. The person filling in the form is a contact that is linked to the custom module. It is imperative that they are connected. The Forms/CRM integration will allow me to populate standard fields, but won't allow me to change lookup fields. As a result, I can't capture the person referring. I thought I might be able to code something from CRM to find the form, capture the referrer email,
How can I change email sender in CRM functions?
Hi, I want to send email from a CRM function by using Deluge sendmail command. It only allows to write "zoho.loginuserid" as "from". When I changed it, I am getting this error: "Failed to save the function. Please specify a valid from email address".
How to create a custom button that filters records in list view
Hello, I am looking for a way to create a custom button in the list view (module "Invoices") that is filtering the records by specific parameters. I.e. if I click on this button there should be displayed only records/invoices that match the following
How to get values from all linked records frome the same module?
Hello, I have created a custom module "Subscriptions" and different records from the module are linked to one subscription. I want to check the values of the field "Payment status" of all linked invoices (module "Invoices") and synchronize it to the field
ZOHO CRM: Issue on sending email
Hi there I've been sending a few emails today and it's running OK. However, just now, I am having an issue - have a pop-up saying: "Sorry, there was a problem processing your request." So I waited for a few minutes and still had the same issue. Any ideas?
openUrl not working
I wrote a custom function that allows a user to create a quote from a potential by checking a box on the potential record. The benefit of doing this over using the Add a Quote quick link was I could pre fill many of the Quote fields with information that was already captured in the potential. Everything works perfectly, except for one statement at the end… I would like to redirect the user to the quotes list so that they see their newly created quote - I use the openUrl function, but it doesn't
Attach Task Owner using Zoho Functions
I'm working on a custom function, that creates a Task and attached it to the user by id (through some custom logic) planning to use that function in the workflow But have an issue attaching newly created tasks to my user, task created but attached to
a way make a function run at a specific time?
Hello Everyone! I've been looking through the documentation and can't find a way to make a function run at a specific time. How can I do that? With code in the function or with a configuration in the Workflow? I appreciate your prompt help as I need to
Autofill Owner detail when creating a new product
Hi, In order to identify Owner-Products relationships, my Owners/Users have unique 'supplier codes'. When a new product is created, I want the 'Supplier code' (number field) to be autofilled with the 'Supplier code' field from the Owner/User. Is this
Attach an inventory template to an email template
Is there a way to configure an emails sent for a workflow to attach an inventory template already in Zoho? The email template doesn't have an inventory template merge? Is this possible? Or is there a way to change the default to address on an email template? Leah Edwards
Is there a way to automate the input of a note on a contact?
So if I change the status of the transaction, it would be great if the contact would have a note auto generated that says, for instance, Transaction Closed. Currently my team manually enters these notes and sometimes forgets and when someone is reviewing
Related List Not Populating Fields When Used to Create a New Records
I'm making a function that grabs the related list and puts the fields of the related list into a new record in a different module. The fields are not populating, but the records are being created. This is the code: //Gets Record of Deal Recs = zoho.crm.getRecordById("Deals",Deals_ID);
Create a Zoho Connection Not Tied to a User
Hello, While automating things, whether it's on a deluge script in the CRM or via Zoho Flow i always have to provide a connection to create / update fields in the CRM. The problem is that those connections are attached to my User and all records created
How do I set the Created By when I create a new record via custom button?
I have a custom button that allows users to create a new record in another module. When they do this, it says the Created By is me. I have tried sending the Created_By value in the map, but it does not seem to be working. What I am doing wrong? mp = Map();
Automatically create a new invoice in Zoho Books based on dates
We want to add and track rent payments in Zoho CRM by creating a new invoice in Zoho Books. Books must automatically generate an invoice on the first of each month using the rent amount stored in a field in CRM. Another invoice must generate if there
Unknown Function Error
Good day, I recently got an error on a functions that have been working and tested thoroughly for about 2 weeks now. The Error is Found 'TEXT' but Expected '[BIGINT]' for the function '755' The error does not make sense as the function worked and nothing
why my deluge script has the wrong time?
every time i update a date/time field using deluge, my time ends 7 hours after the correct hour, i started using the subHour(7) method to have the correct time, but can this be corrected ?
CRM - Dynamic Lookup
I have a custom module that has a lookup to the Account module and a lookup to the Contact module on the main form. On changing the Account lookup, I want the Contact lookup to be cleared and then only enable contacts that are linked to the selected account
Filter Account Lookup based on preivous look up of Parent Account
In accounts module ZOHO CRM provides a parent child relationship capability. I would like to add to Deals module 2 lookups - the first lookup pulling from Accounts (this is easy) and the second look up also pulling from accounts but filtering based on the fist lookup and only displaying accounts that are a child to the value in the first lookup. Can you provide guidance on how to set this up?
Industry / NAICS Codes
Hello, I am working on our database Industry information - however we need to have the NAICS code as potentially a dropdown multi-pick. There are a lot of option - significantly more than the 500 option limit currently available. It cannot be a free form
Creating a Rollup Summary Field
Is it possible to have a field from one module to updated another? For example I would like the Account Number from the Accounts Module to equal Account number in the Possibility Field with out rep involvement. $(Possiblities.Account Number) = $(Accounts.Account
Sum Related Records into Parent Record
Hello, I have the below code and am trying to sum the Net Profit into the parent record, however i get this error... Info {"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} Failed to execute function
How to copy/put values to subform?
Hello, I am trying to copy/put a value from a picklist to a picklist in a subform. How can I solve this with a function? So in the Invoice module I want to choose a value from Picklist A (a custom module "Products") and I need to be copied/put automatically
Multi-Select Lookup
Hi, I have a multi-select field in Deals that links to a custom module "Devices". I'm trying to write a function that updates all devices related by this lookup field, however, I have no way of getting record IDs or other identifying info for all the
Deluge script executes but doesn't update record?
I have worked/researched all day trying to get this to work but the record doesn't update. The script executes successfully. I could use some insight and direction. Maybe I'm not approaching this right or some part of my code is incorrect? Here are details
Formula Field Chellenge
Spent a considerable amount of time trying different formulas in a formula field but none produce any results. Can someone here tell me what I'm doing wrong or show me a better way? Created a sales order but the formula field remained empty Edited/saved
I would like to create a meeting and have the location pre-populated to the account or contact location
I am looking into leaving salesforce and move to zoho. In salesforce if i was on the account screen, or contact screen, i was able to create a custom button for an "customer-site meeting" in which case some of the meeting information pre-populated. In
Workflow Deluge Script Challenge?
Building a new workflow in CRM. When a new sales order record is created then a custom function inside the workflow is executed which parses the "Subject" field to extract the order number and copies it to a custom field named "Order Number" in the Sales
Help to Copy data from CustomModule and Contact to Potentials Module
Hello, Our Challenge: We need help with the deluge script to update the Potentials Module with data from Contact when it is updated. We have a custom module ("Coaches"). It has a many-to-many relationship with Contacts. One coach will serve many contacts.
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