Validate a field using custom function
Urgent I have a field which should take input in format of AAB-X-112 i.e. first 3 characters then a hyphen then 1 character, a hyphen and then 3 numbers. How can I make sure that user inputs exactly in the required format. Custom Function is looking like a hope. Any ideas? or other thoughts to get it done. Does Deluge support Regular Expressions any how???
Use a custom function to auto-fill an empty field
In each of our potentials we have the standard field 'Potential Owner' and a secondary user field called 'Relationship Manager'. I would like to create a custom function which auto populates the 'Relationship Manager' with the same name as the 'Potential Owner' if it has been left empty. Any help with the function appreciated.
Sendmail
Hello, I wish to send email from a custom function, from the owner of the potentials record. Send mail appears to only allow admin user or logged in user. Is this possible please? Thanks
Lease management with Zoho CRM
Hello, I manage a park of advertising billboards. I rent the panel locations (for a limited and renewable period of time), install the panels, then sell the available spaces on the panels to my customers for limited periods of time, tacitly renewable. Is Zoho able to manage: - locations (leases), with terms? - products related to these leases? - the rental periods of these products? Thank you in advance for your help. Alex Translated with www.DeepL.com/Translator
Deluge Setting wrong DataType for Arguments
This is driving me crazy. Every time I create a new function in Zoho and map a CRM Field to the argument (Contact_ID), it sets the argument type as a string, and then throws an error for the DataType being wrong because it requires an Int. StringgenerateBlockText(string Contract_ID).... That ID is mapped to CRM Module ID that is a bigint. Why is this not working?
Abandon Cart Workflows with Evenium.net (3rd Party Event Reg)
Does anyone have experience with Evenium? Easy ways to handle abandon cart?
CRMZoho | Potentials | Field Search
*** In Portuguese/Brazil**** Criei um campo de pesquisa personalizado no modulo oportunidade, para atrelar uma oportunidade na outra, visto que para minha atividade isto é importante, porém neste campo de pesquisa eu preciso buscar 2 (duas) informações da oportunidade buscada, que atualmente preencho manualmente (campos: Apolice e CI), tentei criar uma função personalizada no estilo da função existente na Galeria (Mass Update of Child Contacts) que quando busco a oportunidade preenche os campos similares
Custom function
Good afternoon I would like to perform a custom function to create tasks to leads as long as the value of a field called "Authorization number" is different. An example of this is: 1. I create a record in the leads module by importing a csv file and create a task that is associated with the value of the field "Authorization number", what I need is that if I re-import the csv file I will not create a task new if the record has the same value in the field "Authorization number" is this possible? If
Standard deal name
Hello I would like to give each deal during creation a standard identification let's say "deal reference", that looks the following: {Text}{YY}-#### Text - is just a standard text let say ABC {YY} - last two digits of the current year, so 2019 - 19, 2020 - 20, etc. #### - four digit autonumber Thanks for the help
AutoFill Contacts field from Accounts Field
Hi, I have a picklist in the Accounts module called "Account Type" I have a single line field in the Contacts module called "Account Type" I want the Account Type in the Contacts module to be auto-filled with the value of "Account Type" in the Accounts module after editing or creating a contact. In order to do this, I have do the following steps - 1. Created a Workflow Rule for the Contacts module 2. This rule will be executed whenever a contact is created or is edited and repeated repeated whenever
Update Quote stage when email are send
Hi Just finished some Custom Functions for updating various records in CRM but stuck on this last one. We are using the built in button to send a PDF of Quotes based on a template I can however not find a way to update the Quote Stage automatically to
Updating Value of New Custom Function Added to Layout
Hello: I initially created a field in the Opportunity Standard Layout that is calculated based on the contents of other fields. I have been asked to break this field into two different fields (calculating each field based on specific fields). I reused the initial field and created a second field. However, records created before the change do not have the new format -- or calculated value. Is there a way to force the previous records to update to the new format? Or, do we need to re-enter the
Convert AUTOMATICALLY a lead into a deal
Hi I am using Zoho CRM. Could someone guide me to the process of AUTOMATICALLY converting a lead into a deal through an automation feature? Thanks a lot, Dan
Email Templates - Convert from "Lead" template to "Contacts"
Hello - We had our design team create custom email templates. One issue, they disredarged creating the template for "Contacts" and made it for "Leads". So when you go to send an email through Zoho to a contact your email template does not showup. Due to, the template being created for "Leads". I was assuming this would be an easy fix...I'm hoping there's a solution so we don't have to recreate the templates. Would appreciate any assistance. Thanks!
Change Blueprint Stage for related records
Goal: When record A in Blueprint moves to stage "Green" change stage to "Red" for other Blueprint records where AccountID matches AccountID of record A. From other recent posts *think* this is possible using BLUEPRINT API in a workflow custom function. Any tips on how to make this happen?
Linking two modules within CRM.
I work for a digital marketing agency. Right now, whenever we convert a lead into a contact, it will put that lead into the "Accounts" module. What we want, is that whenever we select a project as "Active" under the "Rating" field in the "Accounts" module, that a corresponding record will created in our custom module, "Current Accounts". The idea is that the "Current Accounts" module will contain ONLY our active clients, all based upon whether or not the "Rating" field under "Accounts" is marked
Workflows between Contacts & Deals module
Hello, To begin, we have renamed the Contacts module to Clients and the Deals module to jobs. We are implementing a external asset tracking system with barcoding and Zoho and we wanted it to be able to update the Jobs module via Zapier, but we can no longer update a module entry (ugh.) But we can trigger an update to the Clients module! However, it won't allow me to create a field update in a workflow when starting with clients in Jobs...only Accounts and Vendors. Can I custom function help
Assigning user with specific owner
Hi, I'm stuck, please help ;-); I have a module : - Name : Sociétés - API Name : Accounts and two fields : - Owner ( as owner field) - C.S.C. (as user field) I would like to assign specific C.S.C. when specific owner is designated. Example : Mike is the owner so Julia and Remi are C.S.C. and if Edouard is the owner Marianne and Audrey are the C.S.C. I think I have to use if function and get function, but I don't know how to aggregate this function. Thanks a lot for your help !
Get Lead of Approvals with ZOHO Creator
Hello! I am trying to get a Lead of Approval List but this code returns null. What am I doing wrong? data = {"module":"Approvals","id":id}; result = zoho.crm.invokeConnector("crm.get", data); info result;
Search Records in custom function with boolean field type
I have a boolean field within a custom module. and i want to select records on the field if its true or not. Tried the below code yBList = zoho.crm.searchRecords("CustomModule1","(fieldTest:equals:false)"); for each yb in yBList { info yb; } With the above code, i get an error as Error at line number: 1 Missing return statement: Provide STRING expression to return Can any one tell me what am i missing in the above given sample method? Thanks, Pavan
Set up reminders in Leads
Hi How do I set up an email reminder to make a follow up call in the leads section? Regards Brendan
Accessing Contact Sales collection via a custom button in the contact module of the CRM
Hi CRM and Deluge gurus, I am trying to create a button for the CRM Contacts module (that shows on the contact list) which reads the Sales Orders collection for the contact, the processes that list to extra all the products and places each product into a muti-pick custom field. My challenge is that I cannot figure out how to grab the Sales Orders collection for the contact record. Any suggestions? Best regards. Joe
Idea for a Custom Function: Auto Calculate Margin on a Quote
Hi, The regular custom function posts are great. It would be great if you could post one that calculates the Margin on an quote, sales order or invoice. It would have to check each item cost and corresponding selling price on the quote and then calculate the margin and adds it to a "Margin" field (while taking into account discount field) This field could then be used within reports to average out Sales Reps profitability. Even better as it would be possible to add to dashboards for live updates.
Companies and Leads
Has anyone found a way to simply attach all leads to a company? I have 44000 leads for 2400 companies I need to assign to 3 reps. Since you cannot tell ZOHO to attach ALL leads to a company and then assign them it looks like you have to enter company in the search area under leads then assign them... HOURS and DAYS of work. With Salesforce this is not the case. You can attach a lead to a company with ease. I am lost on what the thinking is. I have had ZOHO Service team members agree. ( I see you
Social - Custom contact fields added into CRM
Dear Zoho team, When we try manual add customers from Facebook into CRM . There are very limited fields such as : Company , Name , Account, Email , Phone. Could we have more fields (such as note,.. ) from CRM . And the best is for us to map and show by ourself like facebook ads generation lead form. And after added into CRM , we would like to show whose those leads / contact belong to , it should show some information on sidebar on Chat / post box ,... or at least can click to customer name and
Copy value from child module to parent module?
HI, In typical one-to-many relationship between two custom modules, Is there a way to copy field value from child module to parent module based on some criteria? e.g. Child module Record Date Value 1 1.Feb.18 x 2 3.Feb.18 y 3 2.Feb.19 z Parent module Date field: _______ Value field : ________ Since the child module which record 2 is the newest (based on the date), the value "3.Feb.18" and "y" are copied to Parent module
Integration into Epicor Prophet21
Has anybody connected Zoho to P21? Are there any partners that have done this that could be recommended?
Workflow Rule: Update Pick List in Contacts from Pick List in Custom Module
Hi, I'm trying to setup a custom function that would sync identical pick lists that I have in 2 separate modules, from a custom module to the contacts module. List Fields are called "Type" and "Status" (API Names are identical, too) My custom module has the API name: Intermediaries Currently struggling to get the syntax right. Anyone would have a sample code I could try it on? I browsed through a lot of posts, but none of them seems to do what I need. Thanks!
Workflow Rule: Setting a recurring rule whenever a field is updated
Hi, I am setting up a workflow rule with a scheduled action to deliver an email to a customer 19 days after an order has been made. The trigger is set when the "Total Commission" field updates. i.e. this indicates the customer has bought something. I want this rule to trigger every time someone makes a purchase. i.e. every time the "Total Commission" field updates. But scheduled actions isn't available if I tick the "Repeat this workflow whenever a account is edited" box: I assume this needs to be
How to make a function to delete record from custom module?
I would like to create a function to delete a record from a custom module. I will usre a workflow to trgger the function that if the record meets a certain criteria i.e. the checkbox for "machine sold" is ticket the record is deleted. I'm looking to go down this route as it doesn't' appear you can set a flag to use with the main delete record button on each record, so for now I have this ability turned off so they don't delete records without marking the machine has been sold. Creating a function
Custom function: Create Projects while winning Potentials: how to enter the argument "AuthToken"
Hi, I've connected CRM and Projects in a Zoho One environment. In CRM, when a stage is changed to "Value Proposition" i would like to create a project. I've set an automation rule "Create Project upon Stage Update" to do this. A an instant action i've selected the custom function "Create Projects while winning Potentials." But i can't figure out what to enter in the argument "AuthToken". I would be grateful if anyone could send me in the right direction to find the answer. thx for your feedback!
Posting numeric field type is it possible.
I'm trying to post numeric type value through api, i have a a numeric type filed when i map it to post it it trough an external api. it comes as a tring value. How can I retain the value type to numeric? example of what i'm trying to do... ...... header2Map = Map(); header2Map.put("Authorization","Basic " + base64EncodedLogin); /////REQUEST DATA MAP///// request2Map = Map(); request2Map.put("data[agenda]",ifnull(GSI.get("Agenda"),"")); request2Map.put("data[assureure]",ifnull(GSI.get("Assureure"),""));
I want to sort the search results and get the latest records
I want to search the set items of the quote, get a list of matching records, and get the latest record ID among them. But the script I wrote does not work well. Please tell me how to do it. results = zoho.crm.searchRecords("Quotes","(field15:equals:aaaaa)"); for each record in results { create_time = record.get("Created_Time"); create_time.sort(true); info record; } info record;
Auto-populate fields inside subform in Zoho CRM
Is there anyway for us to auto-populate under a Subform inside Zoho CRM? I wanted to have that process executed when an update or a new entry is made on a specific field. But I'm not sure how to do that since I can't find one function under the Workflow Rules unless I dive in deeper to create a function of my own. Please help. P.S. If we do have a template or a sample for that solution, it would be nice.
multiple enterprises for a single contact
I would like to know if I can associate multiple enterprises to a single account like I do for the first one, choosing by a research field that search on enterprise record. Is it possible?
How To Sum Multiple Fields of Related Child Records in a Parent Record
I have a module called Pay Periods, and each Pay Period links to multiple Timesheets. Within each Timesheet, there are the following fields that I would like to aggregate in the associated Pay Period record. They are "Approved Hours", "Pay", "Bonus" and "Reward". Using this tutorial, I was able to come up with the following Deluge script. When I created the script originally just to sum the "Approved Hours", it worked for a single associated Timesheet. But now I can't seem to get it to work for all
Update Quote Stage from Button in Deal
I have button associated with Quote related list in the Deals module. I want it to update the Quote Stage field in the Quotes module. I have found some script similar but cannot get it work. Any help would be appreciated. This is what I attempted to modify but i am not versed in Deluge script. potIdStr = input.potId.toString(); mp=map(); mp.put(“Quote Stage”,”Sent to Invoicing”); update = zoho.crm._updateRecord(“Quotes”,quoteIdStr,mp); info mp; info update ; return "success";
getRecords optionalDataMap help
Hello, I am trying to write a command in Cliq to get records in CRM. I am using the zoho.crm.getRecords function. I want to be able to utilize the optionalDataMap parameter properly, but I cannot find any good documentation regarding it. Can anyone help with this? To fully utilize it, i'd like to know all the possible syntax for it's use. Can anyone oblige? Thank you!
automatic closing of a task when a lead is converted
Hi all ! For a certain souce of lead, a follow-up task automatically creates. Task = FOLLOWUPLEADNOW Subsequently, the seller run a macro that will convert the lead into account, contact and opportunity. The macro will also create the task FOLLOWUPOPPORTUNITYNOW. I am looking to automatically close this task when the lead is converted and the new task created. I am able to identify this task because it has a unique name, we can know that the lead is closed and the opportunity is created. PLEASE HELP
Create new potential automatically based on existing potential
Hello, I am trying to automate a workflow for creating new potential based on existing potential. Basically, I want to duplicate a potential 30 days before an existing date field is reaching it's date and setup some values on this potential duplicate. What is the easiest way to do it. Thanks in advance.
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