SYNTAX ERROR / MISSING BRACKET
I am trying to put in a simple formula to calculate profit. Expected Revenue - Cog - Freight = Profit Really not sure what i am doing wrong here; Tonumber((${Deals.Expected Revenue})-${Deals.FREIGHT}-${Deals.COG})
How to update field in multiple child records when parent record field is updated?
Hi I hope someone can help me. I have written a function to update a field called "Organisation Type" in a module Contacts whenever a similar field in Accounts is updated. This function/workflow works fine when there is only one child record but when there are multiple contacts associated with an account only one of the contact is updated. Here is my code; ContactList = zoho.crm.getRelatedRecords("Contacts","Accounts",Account_ID); Contact_ID1 = ContactList.getJSON("id"); Contact_ID = Contact_ID1.toLong();
I am having trouble with this simple formula of adding the total of 5 numeric fields:
Formula Expression*
Accessing stage forecast type in deluge function
I am writing a function for a client and wish to access the forecast type of custom named stages. Is there an option to do this?
Convert a quote in Zoho CRM to an Invoice in Zoho Books, please help
Hello, I am trying to implement a button so I can convert a quote in Zoho CRM to an INVOICE in Zoho BOOKS. I am Zoho books for all my invoices. Please help
Copy Value from Task to Contact Function Says Successful Update Did Not Happen
I have a function that tasks a taskid as a parameter, reads the Who_Id from the task to get the contact it's linked to, then populates the Sales Owner (custom user lookup field on Contact). Testing the function indicates success, yet the field is not update when you go back to the contact. Pretty straightforward Deluge code: taskDetails = zoho.crm.getRecordById("Tasks",taskId); contactId = taskDetails.get("Who_Id").get("Id"); taskownerId = taskDetails.get("Owner").get("Id"); mp = Map(); mp.put("Sales_Owner",taskownerId);
Change date field when status changes
I would like to record the date upon which lead status changes. My understanding is the modified date field records the date of any change. Therefore, I have a custom date field and am writing a workflow rule. However, I do not see any kind of 'on change' function. How would I do this? My attempts thus far have changed _all_ date fields, not just that records so I assume it is an issue with when the action is triggered. Any help would be appreciated.
Zoho Invoices on Deals Page Layout
I have zoho invoices. On my deals module the invoice object is the default one that comes with zoho and not the enhanced one. I have already created all of my templates, but the only one that shows up is the standard template that comes with zoho plus
Please automate mail merging of document via workflow
I have several documents that use information from a subform in a Deal or Custom module. That information needs to be sent to clients and staff at certain times or on a field update. I can create a workflow in CRM, but cannot access subform info in the email templates associated with workflow emails. I can create a mail merge document in Zoho Writer, but cannot automate the process of sending this document. HOW do I combine both of these functions in one process???? This is so vital to our business,
I need to update the child Contacts when paren Account changed
Hello, what i need i have a picklist of the Accounts called "Contact Status" , i need when i change the "Contact status" into "in Contact status" , a pop up with all contacts appear to check who in contact with us now and the way of contacting like email, Phone, etc. please help waiting for your response,
How to ceate a deal from a contact?
Hello people.. I need to create a business automatically when a contact is created. How can I customize a script that does this and creates this business in a specific pipeline?
Using workflows to update multiple associated records
Hello, I'm hoping for some help. We are using a third party app for barcode scanning and we are integrating updates from that into Zoho using Zapier. Right now, the barcodes are logged in a custom module that uses lookup fields to associate the client and the deal record (that we call jobs) to the barcode module. Those client and job modules that are already associated to one another are also associated to the barcode. Using zapier, when a barcode is scanned, it searches for the client record
How do I add a custom button to map fields
In my CRM we have created a custom module 'Delegates', I want the ability to convert a contact to a delegate and it pull across some of the relevant information such as Company, Title, Name, Email, Phone Number. I have inputted the Deluge code I thought would work but it doesn't seem to work. This resource seems to be a similar scenario: https://www.zoho.com/crm/resources/tips/functions-po-from-so.html Any Help would be appreciated"
getRecords info not present
Hi, if I use the getrecords API V2 I can get and info map in the response, but if I use it inside a deluge script I just get the data, not the info even though the reference seems to suggest so: https://www.zoho.com/crm/help/api/v2/#record-api If I do resp = zoho.crm.getRecords("Leads",5,2,{"converted":"false"}); I'm supposed to get also this: "info": ▼{ "per_page": 200, "count": 200, "page": 1, "more_records": true } but it is not true! The info is useful to know if there are more records to fetch
Copying fields
I would like to create a custom function that takes the Phone, Mobile & Email field from a contact associated with an account whose Role is Manager (or any contact if there is only one for the account - not sure how to do that aprt) and copy that across to the Phone, Mobile and Email field for the account. How can I accomplish this? I have tried the below script, but I can see no way to find an AccountID field under Contacts that would tell me what AccountID I need to update. So I tried it with the
Help with a custom function
This all starts with function code provided to me via Zoho. I'm using it to have a task automatically created based on information entered in another module (internal notes). I have 2 issues with the code. 1. On the 8th line -- mp.put("Who_Id",ifnull(taskDetails.get("Person").get("id"),"")); This code words great if I select a "Person", however the field is optional and if it isn't populated then my function errors out. 2. The reminder Time is off by an hour. I was told to change -07:00 in my
automatically create event (WORK)
Hi i need to create a function to automatically create an event when a record is saved. Can someone help me? Thank you Simone PS: i can pay for this...and other little modification
CRM - Updating a multiselect field using integration tasks
Hi, I tried to update some field in the Leads Module of CRM using zoho integration tasks. The field such as single line, pick list are updated successfully but the MULTISELECT field is not updating. I have done lot of modifications in the map variable which contains the parameter value yet doesn't work. If there is any way of solving this problem, plz help me with the code. Thanks,
CRM - Copy data from Single Line to Lookup Field
I'm using a zoho form I created to add data into our CRM. Public forms do not allow access to lookup fields (as far as I can tell), so I want to be able to associate it in the CRM with a script. I'm able to copy a single line field into another single line field without an issue, however I cannot figure out how to copy it into a lookup field (not sure if this is even possible). Update_ServicePM = zoho.crm.updateRecord("Inspections",ServicePM_id,{"Actual_Serial_Number":Serial_Form}); ServicePM_id is
Custom Report Column - Commissions Amount
Hello. I am attempting to multiply two Columns from different modules inside of a Sales Order Report so that I can calculate my net commissions automatically. Example: I created a new Sales Order Report with the Sales Order module selected. I also selected the Account, Products, and Deal modules. I selected Tabular Report Type. Under Report Representation, I selected all of my applicable Available Columns. The Columns I'm interested in creating a custom formula column for are: Net Total (Sales Order
How can i make a create quote/sales order from a record button?
If anyone has already acheived this what script did you use?
How can i add a 'Send Email' button to a module?
Id like to be able to send mail from a record in the deals module amongst a few others, is there an easy function that can trigger this?
Link Phone Field from Account to Contact
I'd like to create a workflow rule whereas when I enter a phone number in the "Account" Module for a new account, when I create the "Contact" from within, it will auto populate the phone number. Has anyone done this before, and if so, can you advise? I am not a programmer by nature.
Get data from Sub Form to Main Form
Hi guys, I have been reading around a lot and i cannot seem to get a "Total" value of all sub form entries per customer. The Main form is called Customers and has a field called "Total Cover Amount". THe Subform is called "Appliance Under Cover" and the sub form has a field called "Cover Amount" and there can be multiple appliances per customer of varying Cover Amounts. I just want the "Total Cover Amount" to be the sum of all "Cover Amount" but I can't figure out whether I can do it with a formula
Deal Name Automation
Hi all, I need a help ,When we convert a lead to contact and deal there is a field which is name Deal Name. I want to automation for this field.When we convert a lead to deal ,This field name can take to Contact name and Lead source name.How can we do that? Best,
Custom Function for using one Module to create another Module entry with Subform
Hello, I'm trying to set up a Custom Function to use one Module entry to create another Module entry. I know how to do this already but I'm needing to include Subform values in the new Module entry, and I'm not sure what the code would be for that. Here's the code I'm using: create = zoho.crm.createRecord("Example_Module_1",{"Name":module2name,"Location_by_Name":module2streetaddress,"GPS":module2gps,"No_of_Signs_Dropped":module2count}); "Location_by_Name", "GPS" and "No_of_Signs_Dropped" are all
How to Open a url in a new window, and then have the window re direct to to a different link.
Using zoho functions, and a button, I am working on having a link open and load information into a separate google sheet script, and then I want the window to redirect to a provided web site. get_potential_details = zoho.crm.getRecordById("Deals",potential_id.toLong()); url = "https://script.google.com/XXXXXXXXXXXXXXX"; url = url + "XXXXXXXXXXX/exec"; url = url + "?" + "Lead_Generator=" + get_potential_details.get("Lead_Generator").get("name"); url = url + "&" + "Zip=" + get_potential_details.get("Zip");
How to create a quote based on a subform list of a custom module
I created a subform list for my custom module. Please tell me how to create a quote by passing it to the item list of the quote based on the subform list in a custom function. The custom module JSON is as follows. { "Owner": { "name": "USER NAME", "id": "0000000000000000000" }, "$currency_symbol": "¥", "Last_Activity_Time": "2019-03-23T22:04:14+09:00", "Name": "1001", "$process_flow": false, "Currency": "JPY", "id": "0002746000000239300", "$approved": true, "$approval":
Custom Function Needed to Duplicate Deal
I would like to create an automatic workflow that automatically duplicates deals when the following conditions are met (these conditions can be conditions of the automated workflow) : 1) Deal stage = 100% closed won 2) Program = Managed Services When these conditions are met I would like multiple new deals created. The number of new deals created would be equal to: 'Total Number of Weeks' / 4 For example if the 'Total Number of Weeks' field was 8, then 2 new deals would be created. (8/4=2) (This
Multiple Product Options for a Deal
I have set up the Deals page but we have multiple Product Segments that can make up a deal - it can be one single Product Segment or up to 7 (all). Each Product Segment then has a value assigned to it which once added altogether creates the total deal amount. I have solved that part but I want to be able to pull a report and then chart on the portions of each product segment (eg. Segment 1 = 20% of deals)
Zoho Sign Generate PDF and Attach to Deal
I am trying to find a way to automatically generate the Sales Order PDF and have it attach to our Deal as an attachment. I am not sure if this is possible with using deluge. Are current process is in the deal we have a button that creates the sales order (using deluge). then we download the sales order as a PDF then have to add it back to the deal as an attachment. Once the attachment is there then we can use Zoho Sign to send on the sales order. any suggestions and/or ideas would be great. Thanks
Custom button to fill in boxes
I would like to add two custom buttons that say "Working" and "Completed" to one of my modules. I'd like them to 1) change the status 2) add a timestamp to the record and 3) show the user who worked/closed the case. Any advice on this?
Custom Formula Field Puzzle
Business Scenario: We pay our account managers incentives for every 6 months that they hold an active account. I have created a formula field that returns the accounts age in months: Datecomp(Now(),${Customers.TKS Signup Date})/(60*24*30) However, we need a formula field that returns a True or False when the age is evenly divisible by 6. As a result, when an account age is say 6 or 12 or 18, etc., then we can pay the account owners the incentive per number of accounts that hit the anniversary age.
How can I get email notification when I receive a lead from the webform? I'm using the free account.
Hi there, How can I get email notification when I receive a lead from the webform? I'm using the free account. The lead approval functionality doesn't send me notification neither. Looking forward to hearing from you soon. Thank you! Cheers, Jenna
Workflow rule updates field only after delay
I have a workflow rule which is triggered after record create/update. Workflow rule calls a function which is doing some calculations and then updates fields value. The problem is that after I edit a record the fields value is updated after a small delay. So I have to wait a little and then refresh a record to see changes. Is there any way to avoid that waiting/refreshing?
ZOHO CRM users module
I need to update the user information on ZOHO CRM users module with information coming from a custom module. Is it possible? In alternative I need to relate ZOHO CRM users module with a custom module. Is this also possible?
Functions stop working last week
We have multiple functions that stop working, i have been informed that it is API V2 integration related. but from the information i read the sunset date is dec 2019. it shouldn't have stop working right? I have been getting this error when i execute.. if it is API V2 related how do i correct this error.. Warning: Deprecated V1 integration tasks exist. Make sure you migrate them to V2. Failed to execute function Error at line number: 3 'TEXT' can not be cast to 'Long'. This is my script.. GSI =
Properly modify this pre-written custom function
We attempting to use a custom function to pull UTM tracking parameters from a URL field and separate them out into different fields. 1. This is currently working exactly right, however, the URL field in the CRM won't accept that field being populated with any URLs that contain tracking from our Zapier connection. It lets us manually add them, but that is it. It also has a character limit that is too long for some of our tracking data. 2. Zapier suggested switching the URL field to a multi-line
Custom function that creates a potential.....
Is it possible to create a custom function that pulls info from a custom module and creates a potential? I know its possible to create a custom function that pulls info from a potential and creates a custom module record. We have custom functions that do this but I am trying to create one that works the opposite way and have not had success. We are an insurance brokerage, we use custom modules to manage the life cycle of a policy. We would like to automate the creation of potentials for renewal
Zoho CRM - Function - postUrl - parameters issue
I would like to know the correct parameters for postUrl. I am calling the posturl like this. resp = postUrl(url, body, Headers, false); where body is string, Headers - is map I am getting this error when I save the function. variable.Incompatible types for postUrl function at argument index 2 <br/> Required : TRUE/FALSE <br/>Found : DATE-TIME Also, the postUrl task is not available in the Function editor.
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