About zoho.cliq.postToChannel function
Hello! I have a question about using zoho.cliq.postToChannel function in CRM. Is it possible to re-notify a message notified by another bot with a reply? The message notified by another bot has a button and a function. The content I want to execute is
Zoho Survey updating a Deal stage on Zoho CRM
Hi, I have a deal pipeline to help my firm onboard clients quicker. As part of this we ask for a client to fill in a questionnaire (on Zoho Survey). I have linked up CRM and Survey and to the deals module. The survey is linked via the user ID. This
Auto Populate Meeting from Lead
I am looking to populate the meeting fields with info from the Lead whenever we create a new meeting. I understand a custom function is needed, but I haven't been able to figure it out. Basically what we are looking to do is: Title = 'In Home Appointment"
How to Highlight the changes in fields
Whenever we are using workflows to update the values in a field or many fields, how can I highlight those changes for a few seconds so that the user who's performing the action, can see it's actually working. Also, when highlighting, where can I have
Sending a PDF Mail-merge template via Work Flow
Is there a way to create a PDF mail-merge template that can be sent out as an attachement via workflow?
Create project through automation
I have integrated our CRM with projects. I want a project to be created when a opprotunity is won. Is this possible? I looked through the automation and it seems to only create tasks within the CRM. Am I missing something? Thanks Dave
Transfer Related Module / List Data from Lead to Converted Contact
Hi, We have a custom related module / list that we use for our Leads. Is there any way to make sure that this data is transferred to the corresponding Contact record when the Lead is converted? The related list is available to both Leads and Contacts
Allow users to translate module names and blueprint transitions!
Allow users to also translate module names and blueprint transitions with the language files in Zoho CRMs translation settings. Moderation Update (February 2026): Please follow the below post to stay updated on the advancements with supporting translations
Custom function to populate a field with the number of records in a related list
I would like a field on a custom module to show the number of records in a related module. I would like a field "tests" on "custommodule1" to return the number of records in "custommodule3" These two modules are related by the lookup field "student"
How to modify ticket created in CRM Leads due date to be +3 days from initial creation date based on priority
Good morning, I have setup a Workflow Rule so when a new ticket is created a rule is triggered to move the ticket due date ahead by "x" days in Zoho Desk. I was able to get this working in the Zoho Desk module under the Workflow Rules. For example: Ticket
I want to create auto number field
Hi,I want to create auto number field that will change over the time. For example,if the time is 2022.2.2 appears "220201"..."220299" and then when time is 2022.3.5 appears "220301" May i ask for how to do this at function in CRM
Contract Expiration Date
I am trying to automatically create a date using a function field to show us the date a contract will expire. I saw other topics discussing similar needs but I couldn't get their suggestions to work. To create this date I want to use a date field that
Update a account field with a value from another field at a point in a blueprint
I was hoping someone can help me out. When we have a new deal hit a current stage I need to copy a meeting date that in in the account record "Upcoming Meeting" to a field "Last Meeting". I can't figure out how to write the function for it.
Get selected Lead for a custom function
We are trying to create a custom function that will send messaged to selected Leads. Using zoho.crm.getRecords("Leads") , we were able to fetch all records but not sure on how can we get only records that are selected on the Leads list page?
Change field from other field only if there been an history change - retroactive
Hello, What I'm trying to do is give a value to a field call "Verified Lost Amount" from another existing field call "Total Loss Amount" but only if there has been an history change to "Total loss amount" field in the past and I want to do it retroactive
How to capture Event date to update a custom field
I have created a custom field in Accounts called "Last Visit Date." I would like to update this field automatically every time a new Event is created. I created a Workflow rule that is executed any time a new Event is created with a related Action to update the custom field. The only field update options I have are ${EXECUTION_DAY} or a date picked from the calendar. How do I capture the Event "From" date, not the date the Event was created? Any suggestions? Is this even possible?
How to link a new module to the contacts related list
I have created a new module and want that module to link to the Contacts module just as Notes, Attachments, Emails etc do. How can I make that happen?
Automatically close a task when a tag is added on an account
Hi Everyone! I just need help on how I can automatically close a task related to an account when a tag is added to the account. Thank you,
Check a checkbox field in Custom module if an Opportunity reaches as particular stage
Hi, I want to create a custom function that checks a checkbox field on all the related records from a custom module when an opportunity reaches a particular stage. Please let me know how can i achieve this.
Updating subform lookup field with function
I need help programming a function to update certain subform fields with other subform fields in the same subform. I want to be able to publicly post a Zoho Form on my site for prospective customers to fill out that includes a Zoho CRM-linked subform.
Attachment's not working
Is anyone else having problems adding attachements? Ours have stopped working and we have a link with Gravity forms so people upload docs online which appear in the attachments section but it stopped working last night.
Need help with Update field values using Custom Functions and Workflow
Hi, am stuck for a couple of days now, read lots of tutorials and posts in here. Am trying to update a field in Account (Priorit_entreprise) to Contact (Priorit) with this function rec = zoho.crm.getRecordById("Accounts",acctId); mp = Map(); mp.put("Priorit_entreprise",ifnull(rec.get("Priorit"),"")); updateResp = zoho.crm.updateRecord("Contacts",contId,mp,{"trigger":{"workflow"}}); info updateResp; In all the tutorials I read, you suppose to have in your arguments like this : contId = Contact ID
Change lead status when email or call is initiated
I'm new to Zoho and trying to configure it to work with our sales process. As new leads come in, I put them into the "Not Contacted" status. I'd like to updated the leads status to "Attempted to Contact" automatically as soon as my sales rep initiates
Show data from Zoho CRM on external website
We have a portal for our company set up on a website. Here out clients can login and get different kind of information, downloads etc. - Fairly simple. We also want them to be able to see simple info from our Zoho CRM like number of new leads etc. Does
Export Quote as XML file
Hi, We are considering using Zoho Quotes. Currently the only options for producing the quote is to produce a PDF, print or email with PDF attachment. We would like to option to produce an XML file and save it to a file folder. This will allow us to
Copy Info from Zoho CRM Subform Row to create a rercord in Zoho CRM Custom Module
Hi, I currently have a Zoho Form with Subforms passing on its data to Zoho CRM Contacts module with subforms. The issue I am battling with is how to Copy Information from the Zoho CRM Subform copy it into a new record in the Zoho CRM Custom module I
Custom function - Send email daily on specific status
HI, Since we cannot having a workflow rules occuring every day, we would like to create a custom function sending a template email to the prospect owner if the status of this prospect stayed at "Not Contacted" after 24 hours. We want this email to keep
Custom Function to get Time Zone from Google Cloud
Guys, wanted to post what I had to do to get my time zone filed (custom field in my leads module) to go out and get the timezone based on the zip code of the lead. 1 Create a Google Cloud Account 2 Create an API Key and also make sure API functions for geocode and timezone is added to your account 3 Create a new custom function with 2 params: leadid (string) zip (string 4 Look up the ZOHO API object names (2nd column) in zoho, using these links below, note the names as you will put those in step
Set Quote Expiration date to be 30 days from create date
I would like to setup the Valid Till field for quotes to be 30 days from quote created date or the date entered manually. Is this possible with tools available in CRM?
How do I delete child records in Deluge?
I'm trying to use the sample code at https://www.zoho.com/deluge/help/data-access/delete-records.html to delete child records when the parent is deleted. The parent module is System_Summary and the child module is System_Summary. Here is my code: subforms_ids
Custom fonction problem
Hello, i use a custom fonction who work well since 4 month, But since this afternoon i have a problem in my first line. The fonction take a deals ID and fetch data with x = zoho.crm.getRecordById("Deals",ID); This fonction always worked since 4 month
Zoho Contacts imports no longer works
I have been uploading .csv files of new contact to Zoho for 5 years and suddenly it no longer works. I am getting the following error message and there is no way around it: "Could not find a matching parent record for this lookup field. - Company."
Is there a Way to use Deluge Code in a Workflow to create CRM Portal access for a client
I'd like to know if there is a solution shared to create a user's (ie the Contact's) access to the CRM Portal, based on triggering a workflow? Any information, or is limited to Admin intervention manually?
Contact macros in email template related to Calls module
I have a following scenario when a (scheduled) call is being created: 1. the call is assigned to a Contact (call to) 2. the call is also assigned to a particular Deal 4. a custom Zoho CRM workflow sends an internal email notification 4. the email template
How to add discount in percent?
Hello, I created a formular that will copy a value (from a custom dropdown with the name "discount in percent"… the values are , 20, 30 and 50 etc.) to the Invoices module to the discount field of the subform. I used the following formula which works,
Function-26: Update information between two modules via Lookup fields.
Welcome back everyone! Last week, we learnt how to populate the Amount field in a Deal by calculating the number of products and its unit price. This week, let's look at a custom function that updates information between two modules via Lookup fields. Business scenario: Quotes are binding agreements between a customer and a vendor, to deliver the requested products to the customer within a specified time-frame at a predefined price. Your customers can place orders within a stipulated period (validity
Function-28: Transfer record information from one module to another, based on specific criteria.
Welcome back everyone! Last week, we learnt how to create activities automatically based on specific criteria. This week, let's look at a custom function that lets you transfer record information from one module to another, even for custom modules. Business scenario: Custom Modules enable you to create entire modules according to your requirements. You can also define the layout of the record in the module, set up layout rules, customize the fields of a record, set up hyperlinks and buttons, etc.
Count related records
Hi, I'm trying to count related records but I seem to only be getting the output "4" - any idea why? relRecords = zoho.crm.getRelatedRecords("Vendors","Leads_referred",SupplierId); count = 0; for each record in relRecords { count = count + 1; } mp = map();
Zoho CRM creating tasks within Blueprint (setting additional field values)
We have a need to create tasks of a specific type within a blueprint but have found that the fields we can actually set are very limited. The only fields thatapper available are Name, Due Date,status and Owner assignment. Is there any way to get over
Update fields pre save
Hi everyone I've been struggling with a problem I'm sure it's easy. On cloning a potential I want a button that will empty some of the fields.. Before saving. I can create a button, and tried a bunch of ways in function to set fields on pressing it. Any tips please? What would be the syntax to set the "Stage" field in the "Potentials" module to "-None-" . I would then repeat the example to other fields and also try to update a date to be there cloned dates value plus 365 days:) Or... Can you tweak
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