Automatically create an Event after just creating a call.
I want to autoamtically create an event based on a call i recently created. Can this be done in a Function used in a Workflow?
Populating Email from Related Module
We are trying to populate the email and secondary email fields in a custom module (Title Orders) from emails found in a related module (Agents). We can pull the Agent names over using a Lookup Field but the email history needs to be tied to the Title Order module. Is there a way to build a custom function perhaps to automatically populate the Email fields once we associate the records?
Custom Function: Create New Contact
I'm trying to use the following code to create a new contact, but it's not copying over "First_Name". Any obvious reason why not? custinfo = zoho.crm.getRecordById("Estimate_Forms",custid); time = custinfo.get("Created_Time"); mp = Map(); mp.put("Last_Name",custinfo.get("Last_Name")); mp.put("Fist_Name",custinfo.get("First_Name")); mp.put("Contact Owner",custinfo.get("Owner").get("id")); mp.put("Phone",ifnull(custinfo.get("Phone"),"")); mp.put("Email",ifnull(custinfo.get("Email"),"")); mp.put("Mailing_City",ifnull(custinfo.get("Job_City"),""));
Field change rule doesn't trigger when field is updated using zoho.crm.updateRecord in custom function
We have a scenario as follows. When an invoice is created a workflow rule is triggered and one of the actions is a custom function that updates a custom field in the invoice based on products that were purchased. There is another workflow rule that looks for a field update for the custom field. When running the custom function from the script builder a call to zoho.crm.updateRecord will cause the field change rule to run and when it is run from within the workflow rule as an action the field change
Specifc value from lookup field
I have a lookup field from standard module (Campaigns). In the record of one register in the module campaigns, I select one value (support name) from a custommodule (support or CustomModule1). I have another custom module (trazador or CustomModule10) when I have a lookup field from campaigns. In this module I need get the string value of "support name" when I pic any record of lookup Campaigns but when I try to pic the value "support name", I get the ID of the "nombre soporte" instead of the string
Map fields between modules with deluge script/custom function
I'm trying to map fields from contacts module into a custom module but having trouble cause I'm probably not setting it up properly. Can someone show sample code to do this? Example Fields in Contacts module are: Last Name, Date of Birth, Phone Fields to map into custom module: Client Last Name, Date of Birth, Phone
Birthday Emails
I want the system to automatically send out the birthday e-mail template either on the day of a contact's birthday, or a couple of days in advance. How do I do that?
Easy way to get spreadsheet data to auto create and assign CRM lead
I am looking for a way to create an "easy button" or a very simple way to convert a spreadsheet to a lead in Zoho CRM without going through the import process. A file is downloaded from a 3rd party site and I need an easy way to convert the excel spreadsheet to leads. Is there a way to create a custom function to do this?
Custom function creating event but adding 6 hours to event start time?
Everything in my function works properly except it keeps adding 6 hours to my start time. The event start date and time come from a custom date field in my Lead Record. I know this has been asked before but the solution provided didn't seem to work for me. The event date/time in my lead record field is named 'Product Demo'. My code is below. void new_event_demo (int leadId, date product_demo, string meeting_id, string meeting_url ) leadDetails = zoho.crm.getRecordById("Leads",input.leadId);
Sending Data from CRM to Books
I'm trying to send a date field from CRM to Books but I keep getting an error saying its an improper statement. I can't see any issues with the below. Below is the custom function in CRM designed to update a date field on a sales order when a potential is edited in CRM Date = input.LiveDate; organizationID = input.OrgID; salesorderID = input.SalesOrderID; OrdRSP = zoho.books.updateRecord("Salesorders", organizationID.toString(), salesorderID.toString(), {"custom_fields":{{"customfield_id":"95687000003461005",
Can't Assign value from list to string variable
Hi there. I have a situation where I create a reference list in Deluge (Note, the list is declared as type string) StatusList = List:String(); StatusList.add(""); StatusList.add("Cold"); StatusList.add("Warm"); StatusList.add("Very Warm"); StatusList.add("Hot");I even declare my variable up front with an empty initialisation OldLoopStatus="";Later in my code I have this: OldLoopStatus = StatusList.Get(LoopIndex); I get this error: Variable 'OldLoopStatus' is already defined of data type 'STRING'
Not able to find 'addMonth' function when creating custom function for buttons
Not able to find 'addMonth' function Hi, I'm getting this error when trying to use the addMonth function when creting a custom function for a button in potentials. Anyone come across this before? Regards Michael Not able to find 'addMonth' function
Contact Owner
We have an very institutionalized BD program which makes the term Contact "OWNER" a major contradiction. Though it is semantics this and some other system fields have names I would prefer to change, but cannot. I am wondering if it isn't possible to then to use a workflow or other tool to have the values from these system fields copied into custom fields thereby allowing me to hide the system field and display the custom field with my preferred naming convention Can someone confirm whether
How to create a custom function button for a custom module that copies address fields
Hi, I have created a custom module called 'Organisations' in lieu of 'Accounts' (given the lack of mass email functionality) and would like to include a custom function that copies the Address Information fields. The address fields in the custom organisation module are billing and shipping (similar to what is in the account module), and ideally (if possible) the function would allow both billing and shipping to be copied over (eg: billing to shipping & shipping to billing). However, if a vice-versa
Time zone for zoho.currenttime in a function?
Hi, My time zone in Zoho Company Details is EST, yet current time in Zoho functions using zoho.currenttime returns PST time. Is zoho.currenttime using the time zone of the Zoho server being used or can I change it somewhere? Regards Glenn
Updating a Child Record of a Deal?
Hi, all! We're trying to update a datetime field in a record in a Custom Module (Forms) that's a child to Deals (we call them Engagements) At some point after testing, the Custom Function stopped... well.. functioning. I tried just trying to get a print of the related records using this code. engagementIdStr=input.engagementId.toString(); relatedforms = zoho.crm.getRelatedRecords("CustomModule1","Deals",engagementIdStr); info relatedforms; I got a "4401Unable to populate data, please check if mandatory
Custom Function give wrong date and getrecordbyid returns Invalid Ticket Id
Hello, I am having difficulty getting a date/time field from zoho CRM Event in a custom function. The date/time that is returned is not correct. I am passing the "To" and "From" date/time fields of an Zoho CRM Event to a custom function. This function passes the date/time field to another system. The other system gets the date/time value but they time is 8 hours ahead of the proper time. I read the thread here with the same problem: https://help.zoho.com/portal/en/community/topic/custom-function-event-time-zones
amount to text function
hello guys, i was trying to use someone else's function which works great in creator in my crm to convert the amount in number to text. after tons of trying to adjust the code to the functions limitations i just gave up... a day of work just disappeared :( please if someone can at least tell me why it is not working ill be very thankful. and if you have suggestions i'll be even more. the code is attached. thanks !
Duplicating System Fields
There are a handful of system fields - some of the key to the underlying CRM - where we would prefer to use different names for the fields, i.e. "Contact OWNER" is a no-no term in out institutionalize sales programs, but I know/understand that these cannot be edited. Therefore, I wondered if it isn't possible to create a custom field that would be automatically populated with the same value as the system field thereby allowing me to hide the actual system field and use/display my custom field with
Deluge function not writing lead IDs or updating lead
Hi all. I'm working on my first Deluge function. The intent is that it gets fired as part of a workflow whenever a certain field is updated for a lead record. The function needs to write a record to a custom module, and also update the lead record based on certain criteria. Here is the code. Void Create_Score_Status_Audit (int LeadID, int PersonScore, string ScoreStatus ) { NewScoreStatus=input.ScoreStatus; OldScoreStatus=input.ScoreStatus; CurrentPersonScore=input.PersonScore; CurrentLeadID=input.LeadID.toString();
Remove all products on a new invoice
We are a services company and when we send out invoices they are usually for 1/3 or 1/4 the balance of a sale, so the default behavior of converting a sales order to an invoice adds line items that are irrelevant to the way we work. I would like to create a custom button that can either: Remove all product items from the invoice currently being created Or: Read a "Terms" field on the sales order and create multiple invoices, each representing the pricing breakdowns (1/3 or 1/4 the Grand Total) I'm
Creating a User LookUp List for use in multiple modules
We are implementing the Enterprise Plus addition of ZOHO CRM and Books. Within the CRM we frequently assign staff members to multiple roles within the Contact, Account, Potentials, Quotes and SalesOrder modules. I realize I could create and manually update separate Pick Lists within each module, but this seems highly inefficient is there another way?
Dialling codes for phone numbers
Hi there, As our company is international, and we would like our users to be able to utilise the mobile app to make phone calls, we would find it useful to have some guidelines / compulsory conventions around phone numbers. For example, we would like all Australian numbers to have +61 and drop the 0 at the front. This will save our users not in Australia time spent trying to figure out what to prefix the telephone number with. Maybe it could be a built in feature, like a user could select a timezone
Unique Serial Numbers Under One Product Code
Hi, I am having an issue with applying serial numbers to product codes. I am not able to assign a serial number to a machine product code, without needing to create a whole new product code. I was wondering if there was a way to add a field so that we can assign multiple Serial Numbers under one Product Code. There are a lot of machines in our industry that have a unique serial number, but are all the same style machine model. For example, a bunch of our customers have a Machine Model# (Product Code)
Custom Function Event Time Zones?
Hey, I've created a custom function whereby a Date/Time field is entered into a Lead as part of a blueprint/workflow, and then an event is created for the entered time. The function itself works fine, however the event that is created is always 7 hours ahead of the date/time that was entered. My first thought was that this must be an issue with the timezone that the event is created in, so I tried specifying the timezone as part of the custom function based on the users location, but it seems to
get Potential Owner email address
Hi, I have built a custom function that creates new renewal potential when an opportunity closes. The only problem is it creates the new potential in my name instead of the exisitng potential owners name, I have tried passing the OwnerID to "Potential Owner" in the map for creating the new Potential, then "Opportunity Owner" to "Potential Owner" in the map, they all seem to still create it in my name. The only way I can get it to create it in another users name is when I pass an email address from
Adding another email address to a contact
Hi i want to add another email address to the contact which is pre-populated with thier name and @mybusiness.com. I have already done the custom function to prepoulate a custom field. However the issue i have is that when i try and set up an automation rule it will only let me select the email or secondary email to send the template to. It obviously doesnt recognise my custom field as an email address. Therefore is it possible to either: - add the custom field to the automation email list -
Transform Dates in letters
Hi everyone, We would like to transform dates in letters in order to use them in our templates to avoid issues between US and European customers (mm/dd/yy and dd/mm/yy) How could we proceed ? Special fields, Functions, Formulas, ... Thanks!
how to take away two dates ZOHO?
how to take away two dates ZOHO? Time Left = today - Sales End Date or example jquery: var date1 = '01/01/1988'; var date2 = '01/01/2017'; date_1 = new Date(); date_1.setTime(Date.parse(date1)); var year1 = date.getFullYear(); date_1.setTime(Date.parse(date2)); var year2 = date.getFullYear(); var age = year2 - year1; or How many days have passed since the date??? Awaiting moderation
How to create custom function?
Hi, This is probably a basic question :) I would like to create Custom Functions in Zoho CRM. I tried to follow this tutorial: https://www.zoho.eu/crm/help/automation/custom-functions-programming.html, but I guess this is outdated. In my Automation menu (in Settings of Zoho CRM), I only have "Workflow Rules", "Actions" and "Scoring Rules". And I cannot find the Custom Function option anywhere. I even upgraded from Basic to the Professional edition to see if I could get these options but without any
Workflow Not Tiggering
I have workflow with a custom function that at the end updates a status field in our cases module. There is then a workflow setup that is supposed to trigger when the status field is updated. When I test the code from "save and execute script", it works perfectly the update triggers the workflow and there are no issues. However, when a new case is opened via the webform the custom function executes like it is supposed to and updates the status but the workflow that is supposed to be triggered by
Digit separation in Zoho CRM
hi all, In zoho CRM, the digits are displayed as 1,234,567,890. now we want to use the digit separation as 12,34,56,789. Could you please guide me to change the digit separation in Zoho CRM numeric and currency fields Thanks. with regards, Rajasekaran
Copying a Lead to a new Custom Module (version that doesn't delete the previous lead)
Hello Zoho Forum, I received a response earlier today regarding the use of deluge script to copy a record from the Leads module and enter it into a custom module. Unfortunately, it did neither and instead, deleted the record in the Leads module. Thankfully it was only sent to the recycle bin, so I was able to recover it. Here is the script: Setup -> Customization -> Modules ->Click on module name -> Links and Buttons -> create new button -> 1. Give button name -> choose view page -> choose Writing
Use Workflow to select a layout
Hi there. I have a situation where based on the value of a picklist, I want to set they layout for a contact. I know I can't do this directly in zoho (which is bizarre), and I know I can't use layout rules to hide related lists (equally bizarre). What I am wondering is if (using a custom function?) if it is possible to assign a layout based on a field value using a triggered workflow. I don't know the scripting language well enough (at all :) ) to know if this is possible. Any thoughts from the
Copying a Lead to a new Custom Module
Hi there, I found a deluge script in this forum from another user who wanted to take a lead and move that lead to a custom module. However, the user wanted to list the copied lead as a dead lead. We do not want to do that. I have edited the deluge script to match our needs more or less, I think. However, when I "Save & Execute Script" the compiler finds an error on line 3. Please see below for the deluge script we are using. The issue starts with "{" If I remove lines 1 and 2 another issue comes
Custom Button - Run Custom function Openurl() iframe
Hello, I've been trying for the last our to create a button on Zoho CRM. I succeeded in doing this but I cannot for the life of me get this working with an iframe. openUrl("http://www.google.com","new window"); This works, but in my custom function, this using "iframe" does not. What is the exact function I have to use so when the button is clicked, an iframe pops up within the crm? openUrl("http://google.com","iframe","googleiframe") Can anyone please help?
Help on Custom Function to Update Fields from CRM Variables
Hello, I was wondering if there was anyone who could help me with an example script of how to update module fields with CRM Variable values. I have found many sample scripts on updating fields from related modules, but not from CRM Variables. Also, on a second issue, I need to populate a module field with the Record Owners email from the User data. Any help would be greatly appreciated! Thanks, Rob
Events created by custom function not showing in google calendar + all day events via custom function
Hello, I have two issues: - The events I create using custom functions are not showing in the google calendar? The event I create manually show fine. - How do you create an all day event using a custom function please? When manually creating an event your can select "all day". Looking up that manual event, with all day selected, using: getRecordById, it appears that zoho simply remove the time part of the "Start DateTime" and "End DateTime". I've tried creating an event using this method but I get
Spaces within Zoho DELUGE Script / Workflow (CRM)
Hello, I'm using a workflow in CRM to update a text field. Below is the line of the code that matters: orderedLength = shoulder + "__________(TRY: "+tryOnLength+" ADJ: "+lengthAdjustment+")";To be clear, I've added an arbitrary 10 underscore "_" characters into the string before the word "(TRY" and I also added an arbitrary 10 blank spaces before the word "ADJ" My problem is that the spaces are being ignored such that output looks like below: 20__________(TRY: 21 ADJ: -1) The 10 space characters
addhour issue with custom functions
Hello, With a survey date of 25/12/2017 survey_date.toTime() gives: 25/12/2017 12:00:00 as expected a = survey_date.toTime().addHour(10); info a; gives 25/12/2017 10:00:00 as expected b = a.subHour(10); info a; gives just 25/12/2017 and an error i.e. no time element. I've also tried: a = survey_date.toTime().addHour(22); which also gives 25/12/2017 10:00:00, where I would expect 25/12/2017 22:00:00 Any ideas please? Simon
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