Copy custom field from Customer module to sales order module
Hi, In Customer records we register if the customer has a fixed discount agreement. We need to copy this field to the sales order, when the sales order is created and the customer is slected. So, if we select the customer in the sales order, and the address
import & update accounts not working
The import/update of accounts is not working. I have tried a csv and an Excel file format. The columns are mapped properly. Using Account ID for lookup I do not get any errors. But the fields are not being updated.
FUNCTION NEEDED: Delete all open activities with a custom button on a record
Hey Zoho masterminds! I need a custom button that deletes all open activities on a record. For the sake of the example, how can I write a function to delete all open activities associated to a lead record? Thank you!
Copy data from a field outside the quoted item
Hi, I'm trying to create a field on a quote item to copy data from another field on the quote or from an account related to that quote. For example, I want to calculate the Price List value multiplied by a decimal from an account related to the quot
Ad Billing Country from account to Deal
Hi, I would like my deals to have the field 'Country' which would automatically take the value from 'Billing Country' field on the relevant account. Is this possible? Please note I am new to Zoho and have limited (ie. nil) coding capability!
Custom function on mass action button always updates fields in Blank
Hi! I developed a simple custom function that updates some fields. I placed it on the "list View - Mass action menu" in order to execute to simultaneously to multiple entities. When I execute it selecting a single entity, it works correctly, but if i
Transfer Products from Contacts Module to Custom Module
Good day, I would like to know if it is possible to transfer associated "Products" from a contact module to a custom Module? My Script as follows: contactDetails = zoho.crm.getRecordById("Contacts",contactId); medpolicynumber = contactDetails.get("Health_Policy_Number");
Custom Function To Fetch Product Custom Field From Invoice Product Details Subform
Hello, I am trying to fetch a custom field from a product and bring it into the corresponding line item in the Product Details subform of an invoice. The product field which I am after has the API name Set_cost while the custom field in the Product Details
Can I add Participants to a Meeting using Custom Functions
Hello! I am trying to automate participants in a meeting record using a custom function. I have a field on the meeting record that would populate the Contact IDs of attendees separated by a comma, is there a way to take those ID's and add them as participants
ISO 6346 algorithm - Client Script
ISO 6346 is an international standard covering the coding, identification and marking of intermodal (shipping) containers. Friend how are you? could you help me with this? I have a workflow and an associated function that work without a problem, in this
Email all of a deal's contacts in a workflow rule
Hi everyone, Right now I've got a workflow rule set up that sends an email to a deal's contact whenever a certain stage is reached. Unfortunately, it seems I can only send the email to one contact only. I can add more contacts to a deal but within
Update Blueprint Transition Zoho CRM
Hello Team, is there any way we can update the blueprint Transition inside the zoho CRM like we have A --> B --> C--> Transtion if I am on A then I want to update direct c, is that possible by the API. I tried but I am not able to skip transition, is
Automated field updates based on rules
My company sells subscription based software products, we have some clients who purchase as needed, and some who purchase a year at a time. Because of this it is important to know which clients have an active subscription and who has expired. I have set
Update Contact info from Lead Field Update
Hi! I'd like to know how can I update a specific field in the Contact's module when another specific field is updated in the Leads module (so they have the same value in both modules). Thanks
Zoho CRM function How to get the value of a checkbox
Hi all, I have a checkbox that is checked when a record has been processed. In another function, I want to get the value of the checkbox e.g. checked or unchecked. First I get the field from the record e.g. addedToBS = subscription.get("Added_to_BS");
Update a related module field when opportunity stage changes
Hi, I have a related module named Jobs -> Job_Log I would like to add a custom function to a blueprint so that: > When opportunity stage moves to 'Build Scope' > Associated Jobs in that opportunity have their 'Scoping_Status' field updated to 'Being Scoped'
Update Deal Record Pipeline
Hello Team, Is there any way we can update the deal record Pipeline with the Zoho CRM API? If Not, Then I have a workaround solution we can create the workflow according to the condition. I am sharing the snapshot below, apart from this is there anyone
Need more lookup fields
Zoho CRM currently allows for 5 lookup fields. Linking information from modules is critical. We need more lookup field options. Moderation Update I'm locking this post as we have increased the limit of adding a lookup field based on the edition. Professional
Encryption Question CRM
Hi Folks! Are the data in CRM encrypted at rest? Or are only the fields marked Encryption encrypted at rest? And if not, I understand there is full disk encryption available for certain data centre, I believe mine is in the US data centre, will I be able
Not able to see ZDK.Apps in Production org whereas using it in Sandbox.
Hi Team, We're facing issues in using ZDK.Apps in Client Script. It's not visible in Production org, whereas using the same in Sandbox. Please help us in this as our feature is blocked due to this in live org and is affecting our users. I've also attached
Function to Map a Text Field to Pick List Within Same Module
OK, so following on from this post - https://help.zoho.com/portal/en/community/topic/simple-function-for-field-equals-another-field-within-the-same-module - I kind of have it 'half' working. My scenario is I have a Gravity Form select field that a lead
Update field to capture user that last updated a specific field
Novice here. Looking for guidance on a script that would help me find out who the last person that modified a specific field. Example: We have a custom module and I want to capture which person manually updates a specific field. Whenever 'Custom Field
Creating deal's schedules on CRM calendar automatically
Hi there, I'm trying to create a custom function by referring to this topic. https://help.zoho.com/portal/en/community/topic/can-you-create-an-event-based-on-the-dates-of-a-deal but, somehow it didn't work. We are running a photo studio business and trying
Copy Related List from one Module to another
I have a module API Name = "Recommendation_Library" This module contains details about recommendations and has a related list module API Name = "TYSK" In a third module (API Name = "Recommendations" I am creating recommendations by Look-up Recommendation
Convert deal to invoice in Books with either button or closed/won workflow
Hi, is there a deluge function that converts deals directly to Books? Trying to map products from deals to the line item in books. The existing integration between crm and books only map the total deal and total amount. I am able to convert deal to invoice
Insert Fields when I look-up related module
I'm after the code for Functions that will automatically insert text from another module. My example is I have Recommendations module and I am looking up Recommendations Library Module. When I select a Recommendation from the library I want to automatically
Extracting Custom Fields From "users"
I have a custom field in the users module called "Agent Commission" which is a number field but is the agent's commission % so we just write 75 meaning 75% and I have another custom field in "Deals" called "Projected Agent Commission" I' m trying to call
Mail merge document is not being sent using deluge
I have custom function to merge and send document, everything is working fine the output is successful response but I never received any email. The status never changed from In Progress. This one here is from 11 days ago, I executed the function today
Parsing Showingtime Emails
Background I am a real estate agent who has houses listed for sale. We have a system called ShowingTime that manages requests for showings on the listings. ShowingTime is third party app that does not have API. Note: I am not a programmer, I am a real
Send an automatic email to newly added contacts in a deal.
Hello, I've been trying to create a workflow role which is suppose to send an email to a contact whenever a contact is added to a deal via "Contact Role" list. However, I've noticed there's no trigger to when a contact role is added to a deal. Moreover,
Need help writing custom code for a button in ZOHO CRM. Looking for a email opt out button.
I need assistance with creating a button in which I can select a contact and have it opt out of email automations/campaigns. The email opt out field is a boolean. If someone could help me write the code for the contacts module, that would be greatly
Price Book customization for pricing model not based on discount
Hi, I'm having trouble customizing the Price Book module. #1 First, in Setup > Customization > Layouts > Price Books, the field "Pricing Model" is not customizable. The existing values to pick appear as "Par tranche" and "Par palier" which is in French
Copying fields
Hello, I know this has been asked many times, but I can't seem to figure it out. Trying to copy info between two modules using deluge script. I'm very new to this, so apologies if I am missing something obvious. I have a "products" module, which I would
Trying to Query All Records in Module and Perform Update Hourly
I am trying to write a scheduled function to run hourly that will query all records in a custom module and write to a datetime field called "Todays Date". I am doing this to kick off a function within a Workflow since you can't set Workflows to run on
How to autofill City information based on Zip Code
I would like to know if there is a formula to autofill in City and State information if the Zip Code is entered into a New Lead.
Cant get a schedule function to run correctly
Hello I have a custom function that I have written and I know works as I have tested it in a workflow, I need the function to run every morning at 6am so have created a schedule but when I create the function in the schedule I cannot associate the argument
Condition for multiple Pepiline
I have 2 pipelines with different stages (Government and Private), I have the field where I indicate which type of pipeline I want to follow, but I cannot fit the deal within the designated pipeline, it enables all stages (both government and private)
Can I undo blueprint transitions?
We're using a blueprint to move deals through a pipeline. Now and then we make a mistake and move the item to fast to the next stage or to the wrong stage. Is there a way to undo blueprint transitions? (not building an undo transition for every stag
Current user in blueprint widget
Hi, I have blueprint transition where I use a widget. After the successfull execution of the widget, I trigger the next state with a deluge function. In the after stage of this transition I have an another deluge function as a custom action. In this function
Invalid Module Error when executing a function
Hi, I am writing a function which collects data from my custom module & uses this data to create a record in the "Invoices" module. I think i have written the function accurately enough. It is retrieving the information from my custom module but when
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