Custom Button to Populate Date Field
Completely new to Zoho, and am just starting to get my feet wet with custom buttons and scripts. So apologies in advance for the n00b question, but I've been pouring over documentation and the forum and just can't find the answer I'm looking for. Likely because it's that basic. I'd like to create a custom button that simply fills a date field (e.g. "Requested On") with the current date, for a Lead. I'm only sort of grasping the syntax, and am failing miserably otherwise. Any guidance that might help
Update event using custom function
Hello, I wish to associate an existing event to a custommodule3 record. I have tried: eventMap=map(); eventMap.put("CONTACTID",project_array.get("CONTACTID")); eventMap.put("RELATEDTOID",input.project_id.toLong()); eventMap.put("SEMODULE","CustomModule3"); updateResp = zoho.crm.updateRecord("Events",currentid.toString(),mp); Any ideas please? Simon
How to pull Client Email address into a Task?
Activities are the least customisable of all the Modules within CRM. Why? I need to pull the Contact Email field contents from a Contact Record into a Task when I create it. I want to use Actions or Workflows to send an email template to the Contact associated with a Task when I mark it, change its Status to, "Complete" As in Dear Client, We have shipped your widget, etc., etc., etc. Any ideas how this might be done, I am prepared to create a Custom Module that looks and acts like a Task in order
Creating a User Defined Function
How do I create a CRM function that I can call to convert a date from 11/1/2017 to NOV-17?
Updating contact from Custom Module
I am trying to update my contact record base on my custom module information. But it keeps getting not defined errors. any help please. CustomModuleDetails = zoho.crm.getRecordById("CustomModule1",input.customId.BigInt); ContactMap=map(); ContactMap.put("First Name",ifnull(CustomModuleDetails.get("Primary First Name"),"")); ContactMap.put("Last Name",ifnull(CustomModuleDetails.get("Primary Last Name"),"")); ContactMap.put("Secondary Name",ifnull(CustomModuleDetails.get("Secondary First Name" +
Custom Function that can use any of 3 layouts, not just the default one?
I have a workflow with a custom function action to create a deal. I have 3 deal layouts, however, and the layout always ends up being the default layout. I need it to be one of the other layouts. Is there a way to "set the layout" in the custom function script?
Workflow Automation not working on an API call
I wish to update a field (Ex: Grade) using a custom function (in Workflow Rules) whenever another field (Ex: Marks) is updated. I am able to achieve it when I update the 'Marks' field manually, but not if I use an API to update the same. Can you help me get through this?
Is it possible to copy a section from one section to module using custom functions?
Hello, I have created a new section called XYZ in my leads module. The section has 10 fields. I want all the fields in the section XYZ inside my leads module to be copied to the potential when the lead is converted. It would be ideal to be able to have the same section XYZ in the converted potential. This is why the question asks if a "section" can be copied.
Formula fields to dummies fields fro a final formula field
Hi all, I created a Formula fields in Deals module (thanks for the help I received in the forum!), but it was so big it exceeded 5000 characters. So I decided to split it in two : ''Formula 1'' and ''Formula 2''; but I still need to calculate the SUM of ''Formula 1'' + ''Formula 2''. I saw somewhere as a way to get around the characters limitation (again in the forum) with a custom function to copy the result of ''Formula 1'' and ''Formula 2'' in dummies fields, lets says ''dummyF1'' and ''dummyF2'';
seid and semodule not working to associate call with parent record in lead and contact modules
This is the code I've used for the lead module. It creates calls, but fails to associate them with the lead. Seems this should be a simple, common sense feature, that shouldn't need to be coded. But here it is...my code to automate something that happens multiple times a day, everyday....and that code won't even work right. Some CRM! I need to know what's missing, why the lead names are not being associated. Please please, don't rewrite the whole entire code for me, thanks. This program requires
Cannot return value from a custom function
Hello, It appears any function created in Automation -> Actions -> Custom functions has return type void. Part of the value of reusable functions is that ability to do work and then return the results of that work. How do I return a value ?
Custom Function
Hi, I want create event and schedule call after lead create. In lead i have subject and start date and time. I added this code but it's not working please help me. leadDetails = zoho.crm.getRecordById("Leads",input.LeadId); name=((ifnull(leadDetails.get("First Name"),"")) + " ") + ifnull(leadDetails.get("Last Name"),""); start=((ifnull(leadDetails.get("Event Start date"),"")).toTime()).toString("dd-MM-yyyy 09:00:00"); //end = ifnull(leadDetails.get("Event End date"),"").toTime().toString("dd-MM-yyyy
Add first name and last name to Name default field of a custom module
Hi, I have creat a custom module. There is a standard mandatory field "Name" and I would like that this field group the first and the last name such as in contact module. How can I do that ? Thanks in advance
Multiple Calendar Feeds to Google Calenda
Hi I'm an entertainer, and I'd like to find a way to send TWO calendar feeds from Zoho CRM to Google Calendar. One feed for Leads One feed for confirmed Gigs Zoho CRM only offers the ability to send one Calendar feed... so I'm asking here to see if there are an hacks, tricks or workarounds that people have discovered. Thanks! Kim
Custom fuction amelioration
Hi all, I have this custom module ''CLG'' and ''Account'' module. In ''CLG'', I have a date field named ''CLG - Deactivation Date'' ; in ''Account'' I have a date field named the same ''CLG - Deactivation Date''. I have a workflow, every time a ''CLG'' is edited, it's launch this custom function : Name ValueAccountName= CLG.Dealer Name deactivate= CLG.CLG - Deactivation Date respAccount = zoho.crm.searchRecords(("Accounts"),(("(Account Name|=|") + input.AccountName) + ")",1,5); info respAccount;
How to calculate working hours?
I'm struck at formula field. i have given the coding to calculate the total working hours, by giving in time and out time in date/time format. the logic is working correctly. but the format to display is somewhat wrong. The coding i have given is Concat(Tostring(Floor((Datecomp(${Performance.New Out Time},${Performance.New In Time}))/60)),':',Tostring(((Datecomp(${Performance.New Out Time},${Performance.New In Time}))/60-Floor((Datecomp(${Performance.New Out Time},${Performance.New In Time}))/60))*60))
Unique/Custom CRM Field Auto Update after Form Submission... Possible?? Workflow or Custom Function?
Hello, I have been chatting with support but not getting very far. This is most likely a programming question. Disclaimer, I am not a deluge programmer. LOL What I am trying to do is create a custom CRM text field auto-update, when a Form is submitted. This field needs to be unique (no duplicates). It does not have to be system-defined as No Duplicates, if the custom naming function would work, because it would be done automatically. You can see, more or less, what I am trying to do in the attached
Related List Bug Report + Questions
Good Afternoon Zoho CRM community and team members. I just wanted to check in regarding some inconveniences I have been experiencing with Zoho CRM. 1) Disappearing Function Namespace Problem: When writing a custom function through related list (any module) if you edit the params area and do not specify either: custombutton or workflowspace for a namespace - upon saving you will NOT be able to later retrieve and update the function. Side Effects: Assuming you wrote a free function you can still CALL
How to create Task in Zoho CRM using workflows custom function?
Hi, I want to create Tasks (records in Task module) from custom functions in Workflows. Here I am getting an issue to map values in Related-To field that will contain the name/lookup of the module to which this task is related. How can I map the related module in that field? Please help. Thanks in advance....
How Can I Change The POTENTIAL Name That is Automatically Created by Lead Convert Process
Is there a way I can change the POTENTIAL name that is created when a LEAD is converted? Currently I get the Account name with a hyphen after it (no space) I am trying to reduce keying required and would like to be able to have the Potential name crated during the convert process to be: [AccountName] - [ProductNameFromLead]
Code Snippet - Validate Account State By Zip
Here's a little snippet i came up with to check short states in your account records against min/max range to zip code. It's also designed so it can be used as a mass update style button. I threw this together pretty quick and tested it on my test account data. Please use it with a test record before u put it in the wild. With slight modifications to the implementation you can add it to contacts or leads, whatever. Instead of letting it pass on records it can't deal with you could add a tag to
Accounts to Products relationship
Hi, I want to develop a Deluge script to track resources we rent to customers. 1) when an invoice is issued - take each line of the invoice - find the product of this line - link this product to the Account (invoice's Account) with a custom search field -> all this is working well (see below) 2) but when a product line is deleted from the invoice (or if the invoice itself is deleted), the Product's "Account serach field" keeps the relation with the account. Is there a way
days360 unavailable for trial Enterprise version
In DateTime functions this function does not show up. Nor can I use it in a function......I'm evaluating the Enterprise version
Update Lookup on custom module
Hi, I am attempting to update a custom field (lookup) on a custom module. I am looking to create a workflow rule to call a custom function on create. I want to populate the lookup field with the account id, below is the example of the code I am using; mySuppID=input.SupplyID.toLong(); relatedSupply = zoho.crm.getRecordById("CustomModule2",mySuppID); //info relatedSupply; siteid=relatedSupply.get("Site_ID"); mysiteid=siteid.toLong(); relatedSite = zoho.crm.getRecordById("CustomModule1",mysiteid);
Zoho CRM to Woocommerce oAuth Authentication implementation.
Hi I need to implement the scenario that when a product is created in Zoho CRM it should triggers a creation of Products in Woocommerce. I found out the api for creating product. But the real problem is how to call the rest api via Zoho CRM which uses oAuth Authentication.Please help me in building headers of oAuth. It works fine for get method getting the list of products from woocommerce. But fails in post method which is responsible for creation of Product. It frequently shows Internal Exception.(not
Assigning an Owner to Multiple Related Modules
Hi, I am receiving the below error when attempting to view the values of related records within a custom function, I am unsure how to grant this permission or if this is possibly related to this being a cutom module or similar. My goal is to update the owner of related modules on the update of the owner on a custom form, I have created the mapping but this does not appear to be working, any advise would be greatly appreciated. Thanks Dave
Custom Function: Populate the address information from Lead/Contact into the custom fields in the Event
A few prerequisites: 1. Events should be associated to a lead or contact. 2. Events should have the address fields that are mentioned in the custom function. void workflowspace.UpdateContactInfo(int eventId,int leadId,int contactId) { eventId = input.eventId; eventIdStr = input.eventId.toString(); eventDetails = zoho.crm.getRecordById("Events",input.eventId); contactId = input.contactId; leadId = input.leadId; if(input.leadId != null) { leadId = (eventDetails.get("RELATEDTOID")).toLong();
Use data from "Contacts" in a "Custom module"
Hi All, I have a question. Is it possible to pull data from the standard "Contacts" module to a "Custom module". I have a custom module that has the name "Klachten" in there is a lookup field where I can select the customer from the " Contact" module. But in the custom module I can't send a e-mail to the selected contact. Is it possible to make a email field that automaticly will be filled with the email address from the "contact" module? Like to hear from you! Martijn
Is it possible to searchrecords with multiple criteria?
I would like to do searchrecords task with multiple conditions like fielda is selected and fieldb is not empty. Is this possible?
In CRM/potentials how can be done automating a date from another date?
We have the field estimated closure date - we want to set-up another date field estimating another date related with production/delivery - this date is estimating counting 30 days from the estimated closure date - so I want this date to be set-up automatically from the estimated closure date... how can I do this?
Costum Fuction to interactions
Hello, I've created a new module (Leads interactions) this new module will have all the forms that my leads filled in. This new module haves a search field that need to be filled with the associated lead, and i want this to be automatic. So, basically, i need that when i create a new lead interaction a function runs and searches if the email i inserted on the lead interaction exists on the leads module (if theres any record with that email), if it exists then it will fill the search field with the
How do I do pagination with searchrecords task?
The searchrecords has From index and To index parameters. How do I know the if there is any further pages and do pagination?
Need help finding records by date (error 4500)
Hi! I have a simple code: records = zoho.crm.searchRecords("CustomModule3", "(Last Activity Time|like|*"+Today+"*)",1,1); info records; I want to find one last modified entry. Why do I always get an error in the request? Why does not he search the date field? I tried this thisMonthStartTime = toStartOfMonth(zoho.currentdate).toString("yyyy-MM-dd"); query = "(Last Activity Time|contains|*" + thisMonthStartTime + "*)"; records = zoho.crm.searchRecords("CustomModule3", query, 1, 1); info records; and
How inser records to LinkingModule from api ? (error 4600)
I created api for all modules what i have in zoho crm, but when i insert xmlData to LinkingModule i got error - 4600. How its fix? Thanks My post param - "authtoken" => "authtoken" // changed "scope" => "crmapi"
"xmlData => "<LinkingModule3> <row no="1"> <FL val="Message ID">815993073</FL> <FL val="Created By">Lookup</FL> <FL val="Contacts Messages Owner">Lookup</FL> <FL val="CONTACTID">2722691000000268879</FL> <FL val="Created Time">2017-10-10 09:10:59</FL> <FL val="Modified By">2017-10-10 09:10:59</FL>
Fields - How many and how to associate an array...?
We track the number of specialities from a medical oganizaitons. Inititally, I wanted to use a drop down but I realized there are limits on number of entries. Now, I create custom text fields. For example, Genetics _________. A reponse might be the number we are tracking in text format such as a number like 5.. Once the number is received I want to apply a code to be associated with the entry. Curious on how others might approach this problem. So, there would need to be a table lookup that would
Not able to find 'getJSON' function
I am trying to use the getJSON Function in ZOHO Crm Custom Function. However, I get the error> Not able to find 'getJSON' function Am I referencing the function incorrectly? My syntax is> ResponseText=URLResponse.getJSON("responseText"); Any ideeas? Thanks
Update Child Contacts gallery custom function ERROR
I am trying to use a custom function from the Zoho Gallery and I am getting the following error: Execution Failed Error details: Error in executing Mass_update_of_Child_Contacts workflow. Error. Error in executing Set Variable task. Unable to update template variable rec. Error evaluating MAP expression : Any ideas? Is it the function or the workflow that is the problem? Thanks, Kristin
Updating Product Details through Tasks
Hi All, I like to know if it's possible to update quantities on line items in the Invoice module through a custom field in Activities (Task or Event, doesn't really matter). Hopefully, this would trigger once an Approval Process is activated. Thanks in advance!
How to update a field with a percentage of another field when a check box is ticked
Hi All, I am new to Zoho but have used many different systems and struggling to find the correct way to achieve this which should be quite simply, below is what i am trying to achieve. Fields: $ - Contract Sum CheckBox - BG Required $ - BG Amount Basically what i am trying to achieve is when the BG REQUIRED Check box is ticked i want to automatically update BG AMOUNT with 5% of CONTRACT SUM I am struggling to find the right place to get all this working, i have tried function fields, workflow rules,
Potential with Quotes
We have customers where we do a lot of quotes, in the service industry, and it would be good to track them under a single potential. Problem is that there is no way to sum the quotes and apply them to the total potential and then apply % based on quote stage. This would give me a true potential view. Any ideas?
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