Automatic Case Creation From Records In A Custom Module
HI All, I want to automate Case Creation and Closure from activities in a custom module. I can set up the workflow easy enough my issue is the deluge scripting - it's outside of my experience. (which is limited). For example Based on a criteria i.e Deployment = "Problem" I then want to automate the creation of a case. This case will need to associate with the custom record ID. Then in order to close the loop, I want to then update the case from Closed to then send a new value in the Deployment
Creating a task for just the deal owner when the stage of a deal changes
Hi everyone, I'm looking to create a workflow rule that creates a task for only the deal owner whenever the stage of a deal changes. In particular I need help with figuring out how I can code just the deal owner's email into the address line. Thanks
Unable to Link Lead to Event in Custom Function
I am able to create Event record using Custom Function with this Map {"SEMODULE":"Leads","Start_DateTime":"2018-06-29T08:00:00-05:00","SEID":1259849000008435235,"SMOWNERID":"jared@xxxxx.com","Event_Title":"Date held for John Doe Wedding","End_DateTime":"2018-06-29T15:00:00-05:00"} But the lead record is not linking. Why?
Return type of a function
Hi, Any function I build gets return type VOID and I can't seem to find a place to change it? I need it to return the value after searching records to use it in workflows...
Query - Automate user blocking
Hi, I would like to know if there is any automated way or any application that allows me to deactivate zohocrm users who have, for example, three months of inactivity? Thx,
Trying to create a new Deal when a custom field is updated
Hi guys, I'm having truble in making a Custom Function that creates a new Deal when I update a custom fild in Accounts. Does anyone know how to do that?
Zoho CRM Events creation
How can i create a event in Zoho CRM using deluge function with "Related To" field? i tried the following code but it is not including Contacts as Related To. eventMap = map(); eventMap.put("Subject", "Test"); eventMap.put("SMOWNERID", 1066798000016996135); eventMap.put("Start DateTime", start); eventMap.put("End DateTime", end); eventMap.put("SEID", 1066798000016985001); eventMap.put("SEMODULE", "Contacts"); createEvent = zoho.crm._create("Events", eventMap);
Deluge script documentation
All the documentation for searchRecords I can find refers to criteria being build like "field|operator|value" however I have to use the colon ":" but I can't find references to how to use it with multiple criteria and contains with multiple values
Creating a workflow rule
Hello! We've created a function that copies data from a related Product to a related Deal. We want to know is there a way how can we trigger this function when we add Product to a deal. How we expect it will work: we add a Product to a deal - data from Product get automatically copied to a Deal. Custom function: 1. http://joxi.ru/bmo98GwCxMR0KA 2. productDetails = zoho.crm.getRecordById("Products",productId.toLong()); mp = Map(); mp.put("field31",ifnull(productDetails.get("field20"),"")); mp.put("field36",ifnull(productDetails.get("field21"),""));
Confusion About Workflow
I create a work flow on Lead, when ever lead is assigned to sales person a task is created for Sales person I also created a workflow rule on Task “Create & Edit” even, this work flow execute the custom Function. What this custom function does that it take Lead’ country field value and update the Task’s country value (which is custom fields). When I create a task manually from CRM interface it works fine…. but all task created from Lead WorkFlow rule does not update task country field value.
How to Change Deal Name at time of Lead Conversion
Hi, I need Deal name to be : Lead Name + Product Name. But at time of lead conversion it's automatically taking Lead Name in Deal Name field. Is it possible to auto update it at time of lead conversion/deal creation. I am using following code which is not working. dealIdStr=input.dealId.toString(); dealDetails = zoho.crm.getRecordById("Deals", input.dealId); module = ifnull(dealDetails.get("SEMODULE"),""); id = ifnull(dealDetails.get("RELATEDTOID"),""); if ( module == "Leads") { leadDetails = zoho.crm.getRecordById(("Leads"),
Deluge function statement limit (nested functions)
Hi, I need to write a deluge custom function that takes the records from one module (around 10,000), process them one by one and then insert them in another module (api v2). If I'd do it in one function it looks like I'd immediately hit the 5,000 statements limit but what will happen if I: - start a loop in the main function - get the records 100 per time (the maximum is 200 but the insert has a limit of 100 so using the same size is simpler); I will fetch only the relevant fields from a view - send
How do I delete a record from my custom module?
This is my code: attList = zoho.crm.getRecords("CustomModule3"); for each myatt in attList { Record = map(); //Delete the attendee attendeeId = myatt.get("CUSTOMMODULE3_ID"); Record = { "module" : "CustomModule3", "id" : attendeeId }; deleteResp = zoho.crm.invokeConnector("crm.delete", Record); } I'm not getting a response and I dont understand what im doing wrong.
scripting help, please
All, I'm very new to scripting. Here's my situation. I want to create a function that works like the Convert button, but instead of pushing the data to Contacts and Accounts, it pushes it to Contacts and a custom module that I've built called Recruits. Here is the script. The first part of it works well, but it will not place the data into a recruits record. Details = zoho.crm.getRecordById("Leads",leadId.toLong()); //info Details; tp = Details.get("Type"); if(tp == "Provider") { mp = Map(); mp.put("Name",ifnull(Details.get("Name"),""));
Not able to find 'updateRecord' function ERROR
When you try to create a function that adds a country code to the phone number, it constantly generates an error. I enclose the code. What am I doing wrong?? Has got tired to search for the answer. *** update_phone_no_map=map(); // Map of countires along with their international dialing code data_set_extension_code={ "Afghanistan" : "93", "Albania" : "355", "Algeria" : "213", "American Samoa" : "1-684", "Andorra" : "376", "Angola" : "244", "Anguilla" : "1-264", "Antarctica" : "672", "Antigua and
Update account field from Function
Hi, I am having a problem with a function I created that is triggered by a workflow in Zoho CRM. The code is: accountID = "1234"; zohoUpdateAccount = zoho.crm.update("Accounts",accountID,{"Billing notes":”testing”}); (The “Billing notes” field is a custom field I created. I have triple checked the accountID is valid - "1234" is a placeholder.) For some reason, this does not update the record. Is there a reason for this? Can I update CRM records from functions called by Workflows in CRM? Please
Creating custom function to update field from one module to another
I am trying to create a custom function to update a field from a custom module to a corresponding field in our Account module. I have searched Google and YouTube, but the information/examples I have found are for older versions of the Deluge script writer. Any help you can provide is appreciated.
Copy Email From Contact to Custom Module
I am able to get this to run, but nothing is updated in the Custom Module Arguments = assId = AssetId (CustomModule1) assIdStr = assId; assDetails = zoho.crm.getRecordById("CustomModule1",assId); contid = ifnull(assDetails.get("CONTACTID"),""); if(contid != "") { contDetails = zoho.crm.getRecordById("Contacts",contid.toLong()); contmap = Map(); contmap.put("Email",ifnull(contDetails.get("Email"),"")); contupdate = zoho.crm.update("CustomModule1",assIdStr,contmap); info contmap; info contupdate; }
Custom Function to Create Sales Order from custom module
I have created map SOMap and I am trying to create a Sales Order for Zoho CRM using .create(). I believe this is correct, but no Sales Order is created when I run the code. Am I missing something? My code and the map are contained below. SOMap = Map(); //Lots of code filling in the SOMap (map shown below) createSO = zoho.crm.create("Sales Orders",SOMap); SOMap: {"Billing Contact":"Derek Doughby", "On-Site Email":"bailey@dragonfly.com", "Products":[{"Product Id":2819172000000134131,"Quantity":"1",
Lookup to Multiple Modules
Using Enterprise Edition. I'm creating 3 primary modules: Properties, Companies (will consist of everything form vendors to business entities that own properties), and contacts. Within the property module, I want to create a lookup field for the current owner of the property. This could be either an individual or a company (business entity). This field will be the field used to pull mailing address information for direct mail marketing. Is there a way to create a lookup field where you could select
Button to Inherit Contact Addres from Account Address not working
Hi All, Having some issues with a code to inherit the address from an account to a contact. Have the below that's on a button however can't save as it's coming up with the below error message. Any help anyone can offer would be appreciated. Failed to
Mail-merge function for emails
How can I create a group of contacts and send individual (personalised) emails to the group? i.e. a "mail-merge" function for emails BTW, I am In Brisbane, Australia so won't be awake when the forum is on, will you send responses to the queries (please)?
Link Custom field with product details in Sales Orders
Hey everybody, I have the following problem. In order to represent our business process better, we want to link 10 custom fields in the entity Sales Orders with the amount of products ordered, which is entered in the section product details. What would the custom function, that connects those amounts with each of the 10 custom fields, look like? In the next step, we would like to assign certain regional products to accounts depending on their location. This should work automatically( ideally in a
Calling Standalone functions from other functions
Hi, I build a new custom function as a standalone function because I wanted to call it from more than one place. Only problem is don't know how to call it? To call a workflow function this is done with: workflowspace.Myfunction(); Can anyone tellme how to do it for standalone? I can't find it anywhere in the docs. Many thanks Tim
New searchRecords in Api V2.0 gives error searching by date
Doing: resp = zoho.crm.searchRecords("Potentials","Closing_Date:equals:2018-05-04"); returns this error: {"code":"INVALID_QUERY","details":{"reason":"invalid value for search","api_name":"Closing_Date","value":"2018\\-05\\-04"},"message":"invalid query formed","status":"error"} what is the right way to do it?
Custom button for Knowlarity calling
Hi, I added a custom button to lead module. On click of this button, i am trying to add an event that will open a calling popup on the right-hand side, like as if we click on green call button beside the mobile number in lead module. I added the custom button in lead module but as returning any response from there, it opens a default popup and print that response in the popup. What I want to call my response on click custom button, which is not working. Can anyone help me here?
Error: "You don't have account in Zoho CRM!"
Hello! Something wrong with custom functions today! I created pretty simple code: resp = zoho.crm.getRecordById("Potentials", potentialId); info resp; potentialId set as an argument But I got this: {"4102":"You don't have account in Zoho CRM"} I'm in my account!!! How is it possible?
Help with integratng Deals and Quotes
Hoping to get a some recommendations on the best approach/tools and any available example information regarding them to make the following automations. I would prefer that when users are ready to convert a DEAL to a QUOTE that they are automatically (via a BUTTON or WORKFLOWS) moved to the QUOTE module either when they change the status of the DEAL to "Proposed" or they click a button. This would transfer over all of the available DEAL information into QUOTES and lock the DEAL fields to prevent
Moving a customer from a custom module to contacts
Hi I'm looking to find a way of moving an entry from a custom module I've created to update information in a contact. The basic workflow is as follows. 1. Customer expresses interest in one of our courses by completing a short form that creates an entry in 'Leads'. 2. When ready to commit the customer then completes an application form (that captures all of the important information we need to enrol them on a course). This is currently through a custom module I've created called 'Applications'. When
custom modules
Hi everyone, I would like to use the zoho crm as a phone dialler, i want to input my data that i receive in small chunks of around 80 four times a day. I want to have custom modules in zoho. I want to input the data into Custom module 1 named "New Data" The sales agents will call the new data and depending on the outcome of the call they will press a disposition. Example "Voicemail", "Call back", "Bill payer not available" etc etc. I would like all the custom modules to be the same name as the
Adding Multiple Events
I am looking for a custom function (or any solution) where multiple events can be inserted based off an update in potentials. Basically, we sell days of training. When we sell the training it is usually between 4 and 6 days of training. What I want to do is allow for the creation of multiple events based off the number of "Training Days" (a custom picklist of 1-6 in our potential module) selected when the status is updated to "Closed Won". Initially, we do not know the exact dates, but having them
Formula for all Quotes for a contact
Anyone know if a formula can be written for the total of a quotes for a contact in CRM?
Auto creation of Opportunity Number
I am looking to create a field in which I can create a auto number for New Opportunities. When a new opportunity is created I would like the number to be created in the following manner. YYMM###-NN YY -the last two digits of the current year ## MM -the current month digits ## ### -an autonumber starting at zero that restarts each month ### NN -Nick Name of the current user. Could anyone help me with a formula or combination of fields that would create this for me.
I am at a loss here....
I have been working on this custom button all day and I have tried so many variations. I am trying to create a new record in CustomModule7 (API: "Service"). I have yet to be able to have it create a record, let alone populate anything. Function fires without errors. Here is my custom function: id = strId.toLong(); recContact = zoho.crm.getRecordById("Contacts",id); strContact = id; strOwner = zoho.loginuser; strServicename = "test"; mapService = Map(); mapService .put("Name",strServicename); mapService
Automatically creating a NEW deal after 30 days
Hi, Is it possible to automatically create a new Deal for a recuring customer, after 30days the current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals 30days after the job has been completed. Please help
What's the difference between the old and new enterprise editions in zoho cmr?
I'm on the old enterprise edition and can't find a way to compare with the new one, are there any improved functions?
Custom Module Button to show address in Google Maps
Hi everyone, Is it possible to create a button in List View to show on Google Maps all records at the same time? I have managed to invoke a Google Maps URL for individual records but I cannot find a way to show all records. I really appreciate if someone can provide a custom function. Thanks!
Custom Function - Clone Products from Potential
Hi All, I'm in the midst of trying to create a function associated to a button which will clone all products associated to the Potential you are currently in, here is what I have so far: relatedProducts = zoho.crm.getRelatedRecords("Products","Potentials",PotentialID); info relatedProducts; for each Product in relatedProducts { productMap = Map(); productMap.put("Product Owner",ifnull(Product.get("Product Owner"),"")); productMap.put("Product Name",ifnull("CLONE-" + Product.get("Product Name"),""));
Can update from a custom script trigger another rule on another module?
I created a custom script that is triggered on Potential update. The script updates the status of the Account of the Potential. There is another rule on the Account status field update. However, this seems not to be activated when the status is updated by the above mentioned script. If I update Account status directly, this latter rule runs properly. Is this scenario - trigger an Account rule by a field update done by a script on Potentials - feasible? Or is there any limitation in chaining scripted
Issue copying notes from Lead to Contact/Deal
Hello, I'm currently writing a script that copies fields from the Lead module (incl. Notes, Tasks and Events), creates a Contact and Potential and copies all the fields across. The function for creating the Contact/Deal and copying the fields is working fine, however I'm coming up with an issue when trying to copy the Notes, Tasks and Events across. For the Notes specifically, I am getting the error as per the attached screenshot, and I am using the script as per below: id = createContact.get("Id");
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