Function: Populate Field with Date of 2 weeks following another date field
Can someone please create a Function for me to populate a date field with a date that is 2 weeks after the value in another date field. (I cannot use a formula field.) Field API names are "Date1" and "Date2", both formula fields. If Date1 is populated
Subform Next Row
Hello, I'm trying to add a crm subform into zoho writer with a custom function. For my test, there are 3 entries in the crm subform. My issue is when the data gets pulled into pdf writer, I have 3 rows in my PDF, but it's the same row/data 3 different
How to Populate the Net Profit field of a Sales Order to Deals Net Profit field by subform's aggregate data
I'm trying to populate the Net Profit from Sales Order Module going to Deals Module. I'm using an aggregated Field in the Sales order module and trying to map the Net Profit to the Profit under Deals Modue. Please help me writing the code.
Using a date from a formula field in a workflow automation
Hi - I have created a formula field that returns a date based on another date field in the same module. It works and the calculated date appears correctly in the formula field. I want to create a workflow based on the date that appears in the formula
What time zone is Zoho CRM desktop set to?
Hello, I cross times zones and when I use my phone Zoho sets to the current time zone. Then when I return to my home time zone and log into Zoho via the Web I need to know which Time Zone it is using. It mucks up scheduling meeting in other time zones.
Automation: Create a Project Automatically and Assign Project Owner Based on Account Owner
I have found a function that automatically creates a project when triggered, however the issue is that i want not only to create the project but also assign the project owner or tasks owner to the same user who is responsible for that account in the CRM.
Sandbox vs Production Deluge Code Error
Hi, I have bene using this block of code and working on it to get ZOHO to do something for me, all of yesterday it worked fine. Then this morning out of the blue , I start getting this error: Failed to execute function Argument type mismatch - Found 'TEXT'
Alert for custom button
I have a custom button on a view record page in CRM which triggers a custom Deluge function. is there a way to add an alert / confirmation popup when that button is clicked?
Product Parent/Child relationships
Because of our unique situation we need to have parent products with child products nested with them. Zoho Books doesn't allow for this, so we used a custom module in CRM to create a parent child association along with a custom function to populate them on a sales order. Now the problem comes when we pass the sales order to Books as an invoice, we are loosing the parent child association and now they are all flat on the invoice. Another part of the dilemma is that we have one child associated to
Create records from custom module to custom module with subform on both module by using function
Hi, I had created two custom module, and created a function to be trigger when condition meet. The function will copy the records from module A to module B , along with subform details. However, I had encounter error: Failed to execute function Mismatch
Send Email template with Calendar Invitation (*.ics) in Workflow
Hi, I'm looking for a solution how to send Email template with ics file attached in Workflow. The benefit is Imagine when you receive a hotel booking reservation voucher by email, comes with the "Add to Calendar" function in the email. I don't use the
Zoho times out on searchRecords request
Hi I am using a block of Deluge code to check all my contacts that dont have a scheduled call for them and then if they don't sheduling a call. I have 6000 contacts with about 70 percent of them already having scheduled calls. Its the 30 percent that
Help With Function to Populate a Field
Hi all, I have a field in the Accounts Module, Intacct ID. When an opportunity is created it is associated with an Account. I would like for the Intacct ID that's on the account page to flow through to the Opportunity form. I think a function triggered
Sort InvokeURL response
Hello, We are using an invoke URL task in our custom function in Zoho CRM. Is it possible to sort the response by the created time? We have found examples of this in Creator and then other examples when using COQL or other programming languages, but is
How to convert a string to integer / decimal?
Hi, I've got a select list for a quantity calculation with following values 0.5 1 1.5 2 etc... I'm trying to check the input.caseLaborHrs and assign it as an integer or decimal but get the following error. Variable 'qty1' is already defined of data type 'BIGINT' but trying to update 'DECIMAL' data type My code is below... not sure if I'm coming at this completely wrong! My goal is to use this value to do a calculation to auto-create a sales order from a case based on the input Labor hours. eg: LaborRate
Can I report on a custom field
We want to create a custom multi-option field on either contacts or accounts that can be easily be reported on every week? I can't find any documentation to support this?
Auto Populate Data from One Module to Another
I have 2 modules. The parent module is Properties. The child module is Spaces. Properties stores data for an entire building including the city given address (single line), legal description (single line) and city (single line). To create a record in Spaces a Property from Properties will need to be selected. When I add a new entry into Spaces the Address is a lookup field that relates to the Properties module. I have the same titled and type of fields in the Spaces module as I do the Properties
Field Validation Function - How can I run on a Deal CREATE as well as an UPDATE?
greetings.. I am running some address validation logic using an onChange() validation on the field. When it runs during an edit/update Zoho CRM sends the Deal ID as part of the payload, so everything works. When it runs during a new/create operation,
Contacts Module - Layouts Vs Layout Rules
Good afternoon, I am a new user of Zoho One (still in trial period) and in the early stages of building our system. All of the videos I've watched on this subject advise on giving a lot of thought to your requirements before creating new layouts as they
Deluge or Flow expects CRM to return record id as integer
I've written a custom function in Flow to search Zoho CRM for a Contact by email address, then return the Contact id. I'm getting the following error: "Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function 'get' at line number
Have the Lead Source change depending on the email's format that is received
Hi all. We have leads coming to us from various websites. A user visits a website, submits their details via a form, which then sends us an email. What we want to happen is for a new Lead record to be created and the Lead Source field automatically select
Deluge Script For Updating Lookup Field When New Record is created
Hi There! I am attempting to build a Workflow in CRM, when a new record is created is fires a function. Essentially, I have another program that creates new records in a custom module automatically using Zapier. There's a field in this custom module that
Avoid duplicate record in Contacts and Accounts during Lead conversion with Custom Function
Hi Experts, I having problem with custom function "zoho.crm.covertlead" command in my script. I have a Lead A record about to convert, and the Contacts A is exist in the record. During the Lead Convert it will auto generate become Contacts B but instead
Update a LEad Owner using Deluge
Hi guys, I am trying to use a button and subsequent script to update the lead owner to that of who presses the button. However I am getting the following error; {"code":"INVALID_DATA","details":{"api_name":"Owner"},"message":"invalid data","status":"error"}
Function - BST/DST issue adding Meetings
Good afternoon, I have a Function which will automatically create Meetings for Agents when specific fields are filled out within a Prospect. My issue relates directly to the switch between BST and DST - as we are currently in BST (+01:00) here in the
Sub form data capture
Hello i am hoping someone can give me some advice and point me in the correct direction. we have a vendors module where our delivery company's are stored as vendors, that has a subform in it that contains Zone charge rates. There are about 10 different
What are your best practices for deleting Pipleine stages which are in-use.
Our Pipeline is big, and messy. What are your best practices for deleting Pipleine stages which are in-use. Is it to filter on the to-be-deleted stage, re-assign to a different stage, then delete the unnecessary stage?
Using lookup fields from Creator in CRM's linking module
Hello, i cannot bind/map/read in CRM's linking module a Creator lookup field. I am using customer names within a creator app and want to map them with the customer id from CRM to show the related datasets from creator within linking module. Any chance
Is it possible to have the dialog to schedule an appointment within the lead conversion page?
We are a contracting company and we do a free estimate for each deal/potential. Every single time a lead is converted to a deal we need to schedule the first appointment with them. Having to convert the lead first then go in after and schedule the appointment
Track Custom Module Record From Lead to Contact
Hello! I have a custom module "Applications". Applications can (should) be related through a lookup field to either a lead or a contact. If I create an application, relate it to a lead, then convert that lead to a contact Id like to relationship to transfer
BCC Dropbox - Modules
Good afternoon, I'm trying to set up BCC Dropbox for our Agents to use, but at the stage we wish to use it, the Leads and Contacts modules aren't suitable for us. Is there an option to configure it to search a Custom Module, or any others? Many Thanks,
Issue with custom sendmail function
Hello! I am having an issue with a sendmail function that has been in use but my organization is looking to add more detail to it. The custom function sends an email to a pick list user but I do not know how it determines which email address to send to.
Zoho CRM Validate Field with a Function Cannot Get Vendor ID
I am working with the Vendor module. I am validating a field using a function. I use the Vendor ID associated with the Vendor Name in a subsequent look up. The code I use is: // First two lines are the standard reading of the record passed to the
Custom Function: Deduplicate Leads and Contacts
We get some leads from a contact form in our website, and we would like to prevent creating a new lead if a contact with the same email address exists. We are looking for a custom function that helps us to identify if there is an existing contact with
Modifying custom function for record creation
Hey Everyone, Posting here to get some thoughts about an issue. My organization uses a custom function to transfer a record from Deals to a custom module (Lab Services). They are looking to move more info over from the Deals record, but I can't, for the
Conversion Ratio Formula Assistance
Hello, I have a request to provide multiple time period conversion ratios on a single dashboard that can be seen at the same time, in otherwords, not using the user filters. I think I have what I need, but when I try to save the formula, I get the below
Pull data from accounts module into meetings module
I want to pull data from the accounts module into meeting records. For example, I have a meeting with John Doe on the ABC account. I want the meeting record to pull in various fields from the account module along with contacts associated with that module.
Issue updating amount in CRM using deluge
Hi, in need of some help! I am new to deluge and running into an error! I am trying to very simply pull the data from one field and update another. getting this error; Failed to execute function Argument type mismatch - Found 'KEY-VALUE' but Expected
Synchronization of two records in different modules
Hi, I intend to use zoho Crm for my company. I am testing it, but right now I have a problem I have created an Advances field in the "DEAL" form A "RECEIPTS" module has been created which must report all the values of the advances created in leds automatically
Get just the ID of a related contact to a Accounts
HI I am using the follwoing code, it should work but I akeep getting a error contactdetails = zoho.crm.getRelatedRecords("Contacts", "Accounts", 4994407000000372612); info contactdetails; contactID = contactdetails.get("id"); info contactID; I get the
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