Creating modular functions to be called by other custom functions.
How would you go about creating a function that is given an input and returns a value? In my case I want to clean up phone numbers but I don't wish to rewrite the essential code 3 times over for each mobile, landline and alternative phone number. Ideally I create a separate function that processes a provided number which I can call from other custom functions. The issue being that when I try to create a function to do so it must be associated with a module and is not allowed to return data. An alternative
Deluge Scripting Help Needed (This is a paying gig!)
I need some deluge scripts written for a workflow to copy information from custom Potentials fields to Quote fields.
CUSTOMMODULE OWNER
Dear all, how are you? I use this Custom Function to create inputs in a custommodule1 with the data from custommodule2, my question is: is it posible to create this new imput en the custommodule1 with the same custom module owner in the custommodule2? creandoaFact=map(); creandoaFact.put("Contenedor",input.cont); creandoaFact.put("Booking",input.Booking); creandoaFact.put("Cliente",input.Cliente); creandoaFact.put("Ref Cliente",input.RefCliente); creandoaFact.put("Tipo","GATE-IN"); creandoaFact.put("Forma
Mismatch data type for function get at argument index 1 expected data type BIGINT found dataType STRING line 3
smstextStr=input.smstextId.toString(); smstextDetails = zoho.crm.getRecords("CustomModule 16",input.smstextId.toLong()); donottext = ifnull(smstextDetails.get("Email Out Out"), ""); mp=map(); mp.put("DO NOT TEXT",donottext); updateResp = zoho.crm.updateRecord("Contacts",studentsStr,mp); info updateResp;
How to make alert and how to handle more then two unique fields
Hi, After the line 23 and 24 are added on a custom function, it got error "'ALERT' task can be used only in on load, on validate and on change actions". I want to remind user to key in the value to specified fields. How can I add it on custom function? The main purpose I need to ensure there is duplicate entry for ID no (currently I need six unique fields). However, CRM only have two unique field, is there any better way to handle this application? Thanks in advance, Br, Andy void CreateNonHKIDHolderID (int clientid, string x2IDno, string ChinaID, string ChinaBirth, string Passport, string x2IDtype )
Check Boxes in Zoho CRM
Hi there, Is there a way that we can add check boxes into the CRM email templates? We would like to send emails where recipients can check boxes as a response. Please advise!
Custom Functions Help
All: I need a few basic custom functions taken care of and put on a schedule. Would pay for this of course, please let me know if you are interested. Thanks
Transferring data between tabs
I am needing to have a new 'record' created in 'Tab 2' when stage field is changed to a certain value in the Potentials Tab. All we need is to transfer the Potential name into the new Tab. How can I do this? Thx Matthew
Edit/manage/delete custom functions for related lists
I cannot seem to find a menu to edit/delete the custom functions which were created for related lists. If I click "Add related list" -> "Custom functions", it just shows me the menu with two buttons "Get one from the gallery" and "write my own" However, if I go into the deluge script editor, and select "call function", I see a bunch of functions under application = myfunctions namespace = default namespace
Automatically update Deal Name at Lead Conversion?
We name all of our Deals by Lead Street Address. Is there a way to automatically change this field at conversion from Lead to Deal + Contact?
Gmail problem
I have emailed support directly about this but the silence is deafening so thought I'd try here. I don't expect to get a quick response from any Zoho employee (when does Zoho do anything quickly?) but am hoping some other user might have come across this problem and know the solution. I have a custom button with a custom function. The custom function includes the sendmail function. The custom function works fine - apart from some times. The function sometimes fails if any of the email addresses in
Change field value on another form
Hi, i have and aplication made of two forms: 1) applicants 2) tasks in the applicants form, there is a field named "action", that means the action i have to do with the applicant, maybe call, email, meet. now, in the tasks form, obviously i entry my tasks: the question is: when i wntry another task, may i have a field that insert the value in the "action" field in the other form? of course it should be the right applicant example: i have an applicant called "mad horse", is "action" field has the
How to get multiselect lookup filed values
How to get multi-select lookup field values in Custom function.i have a custom module and i have multi-select Products filed so now i want to get that Product's module multi-select lookup field values. Thanks In advance... Asif
getUrl got "internal exception" return.
The following code url = "https://xxxxx.weclapp.com/webapp/api/v1"; header = map(); header.put("AuthenticationToken", "xxxxxxxx-xxxx-xxx-xxx-xxxxxxxxxxxxx"); response = getUrl(url, header,false); info response; return;delivers the following result {"responseText":"internal exception","responseCode":"-1"} It does work with postman. Has anybody a clue what could be the problem and how to do the troubleshooting? Thanks in advance.
Variable Data for Email Templates
I work in a wedding planning boutique. When a bride/couple comes into our studio they complete a walk-in form that includes 27 categories of wedding vendor types (caterer, photography, florist, etc). A bride can check 0-27 of the categories. I have attached a copy of the walk-in form for reference. For example, Susie Bride completes the form and checks caterer, music, and florist on her form. When I enter Susie Bride's completed walk-in form in the Lead module in Zoho CRM, I pick from a multiple
Custom Function
Hi, I want to set booking date is today's date in lead module using custom function how can do that?
Zoho CRM Workflow Custom Function Reload
Hi All, I've created a Workflow Custom Function for our CRM that is working properly. The custom function is designed to update field values on the current record. Example: Record 1234 has 3 fields, a lookup and 2 text fields (that get populated by the custom function based on what the lookup value is) Fruit (Lookup): APPLE Color (text): RED Type (text): FRUIT My Question: The custom function works properly, but after saving the record, I have to reload the record in order to
How to copy one field to another when a condition or other field is checked off
I have never used Custom Functions. So if anyone has experience in this, please assist on this. I want to be able to have one main address listed and a separate address listed if different from first. But I need the second address filled out automatically (copied from first) if it is not different. This is commonly used when checking out on an ecommerce site when billing and shipping are different. I need this information to be exported to a form out of Zoho. I don't want my users having to manually
Contacts - looping through child custom module records
Hi, I'm trying to write a custom function which will run whenever a 'Contact' is updated - it should update all items within a related list (called ProductContacts which is CustomModule1). How do I retrieve the ID value to pass into updateRecord? I've tried CustomModule1_ID and ID but the idStr parameter is always returning as null I've tried GetRelatedRecords and SearchRecords but to no avail. Could you provide some assistance to allow me to loop through all my customModule record, update one
Copying Date fields
Hello I want to copy the value of a custom field called 'feestDatum' which contains a date to the Deals Closing Date field (or stop datum in my language). I created following function, which isn't working: void Untitled_Function3 (int potentialId, date feestDatum ) resp = zoho.crm.updateRecord("Potentials", input.potentialId, {"Stop Datum" input.feestDatum}); This returns an error: Error at line number : 1 - Mismatch data type for function zoho.crm.updateRecord at argument index 2 expected data
Help with a Custom Function to copy field.
I have two field in Leads Module. Field 1: Sales Agent Field 2: First Sales Agent I am trying to write a function that copies Field 1 in to Field 2. (I will use the function with Workflow, as soon as Field 1 is edited to execute the function) Here is what I have so far, but the function is showing Error: agent = zoho.crm.getRecordById("Leads",input.agent_id); sales_agent = agent.get("Sales Agent"); if( sales_agent != "" ) { leads_map = new.map(); leads_map.put("Sales Agent" , "First Sales Rep");
How to get last sales order of a contact?
I need to get the last sales order placed by a contact in my custom function. What is the best way to get this?
How to fetch product line item in order module. ?
Hi Team, I have a issue in Zoho CRM. How to fetch a product line items ( quantity field ) in Sales Order module ? For that i have written the below code but it shows error. Please check it and let me know. I am attaching the error also. Code : void test(int order_id) { respMap = zoho.crm.getRecordById("SalesOrders",order_id); productDet = ifnull(respMap.get("product"),""); info productDet; qty = ifnull(productDet.get("Quantity"),"0.0").toDecimal(); info qty; } Waiting for your reply.Hope will
List of potentials with no Task assigned
Hello, I have a custom function that creates several tasks and assigns them to every potential in this list: PotentialsList = zoho.crm.searchRecords("Potentials","(RunWorkFlow|=|True)",0,100); I would need a second condition to be met: that the potential does not own any other task already assigned to it. Only Potentials with no Tasks should be included in the list. How could I achieve the list of Potentials with no Tasks assigned? Thanks in advance!
GetUrl return
When I try resp = getUrl("https://crm.zoho.com/crm/private/json/Users/getUsers?authtoken=...&scope=crmapi&type=AllUsers"); pasted my authtoken instead dots I receive this information: {"response":{"error":{"code":"4834","message":"Invalid Ticket Id"},"uri":"/crm/private/json/Users/getUsers"}} What could be reason of this?
Add Contact to Campaign via Custom Functions
Hello, Is it possible to Add contact to a Campaign using Custom Functions in Zoho CRM? For example, when UTM-Campaign in GA is: Facebook, CPC, then add contact to campaign: Social paid. Thanks!
CRM - Variable Data in Email Templates
I work in a wedding planning studio. When a new prospect comes into our studio we ask the bride/couple to fill out a walk-in form indicating which wedding vendors they still need for their wedding. I have attached a copy of the walk-in form at the bottom of this post for reference. There are 27 different vendor categories the bride can choose. For example Caterer, Florist, Photographer, Tux, etc. Each vendor category contains 1-5 vendors. A bride can choose 0 to all 27 categories depending on her
Newly created Group does not see profiles on phone app
Hi There I have created a new Group named doctors and cloned the Admin .The problem is that the assigned users (the doctors) can not see the system profiles under this group on their handheld ZOHO APP.I need help on how to restore this capability for this group.I have allowed all the necessary permissions for them to view,create,add,delete profiles. please help Thanks Adrian
Send data from Zoho CRM to Teamwork Project
Hello everyone, I created a function that is supposed to set up a milestone in Teamwork Project (from teamwork.com) but I can't make it work. I don't get any response code so I'm kinda stuck here, can anyone tell me what I've been doing wrong ? Here is the Teamwork doc, and the milestone reference. I noticed that Teamwork expect the POST request to be made with HTTPS, but the postURL doc from Zoho doesn't say anything about that, can it be an issue ? Thanks in advance Oh and here is the code : createTeamworkTask (string Quote_ID, string Auth, string Project_ID )
Workflow Rules and Read Only Fields
Hi All, I'm running a workflow rule to update a particular field on one of my modules. The field, ideally, would be read-only (user can read the value that the workflow rule sets the field to, but cannot change the value). Is the workflow rule able to set the value of that field even though the field is read-only, or do I have to make it editable? Any other way to accomplish a similar end goal? This script is a workaround in lieu of Zoho having formula fields that could display a value from a parent
Calculating Day difference between two Date Fields
Hiii Viewers, I have a doubt to calculate the difference between two date fields. Example, datefield1 = 01-Aug-2017 and datefield2 = 12-Sep-2017. Now how can I calculate the difference between these two date fields. Thank You
Call Custom Function from API
Hi, A have a question that no one seems to be able to answer at zoho support (tried 5 times now) Is it possible to invoke a custom function via an API? I have written a custom function that has 2 parameters passed to it in order to perform the operation. I want an external website to pass those parameters and execute the function but can't find any information in developer documents to do this.
getUrl got "internal exception" return.
The code of the custom function is as the following. ------------------------------------------------------------------------- url="https://xxx.weclapp.com/webapp/api/v1/article"; header = map(); header.put("AuthenticationToken", "xxxxx-dsfads-ewrw-ddd-yyyyyyyyy"); response=getUrl(url,header,false); info response; return 0; --------------------------------------------------------------------------- I have got the following response {"responseText":"internal exception","responseCode":"-1"} But the
Lead Conversion Mapping
In the standard set up for Zoho CRM Lead conversion mapping is as follows: Lead > Account > Opportunity > Deal I created a custom Module "Qualified Lead" How can I customize the Lead Conversion Mapping so when I convert a Lead it will become a "Qualified Lead"?
Lead Conversion Mapping
In the standard set up for Zoho CRM Lead conversion mapping is as follows: Lead > Account > Opportunity > Deal My company is Business to Customer and our sales process/categorization is as follows: Lead > Qualified Lead > Opportunity > Quote > Qualified Opportunity > Contract > Customer How can I map out this lead conversion process?
Zip Code custom function not refreshing
My Zip Code custom function (enter a Zip and the rest of address is filled in) is working, but the results aren't instantaneous. I have to click Refresh (F5 key on keyboard) in order for the City, State and Country data to change on the screen. Any ideas for fixing this? I'm trying to save my users time....it will defeat the purpose if they have to remember to refresh every record. Thanks!
Update Mr.Mrs. ?
I have in my Enterrpise Ed. many many empty prefix Mr. Mrs and I like to update/insert in that field "Mr" but only for the empty Mr.Mrs field. How to do that ?
Custom Function
Is there a way to trigger a Deluge script while on the Edit screen of a lead as opposed to when it it saved? I have been successful creating workflows with actions and scripts behind it, but those require a Lead to be created or updated first. I am looking for some real-time updates like setting values of certain fields all while our sales people are still inside of Leads screen making edits to an entry. Is this possible?
Use RingCentral Integration in Blueprint
Anybody have any luck creating a function to make a call via the RingCentral integration within a blueprint? i.e. Trying to configure a call to go out to the main phone number in a lead, in the "after" section of a transition. Appreciate any advice!
Workflow with Custom function not triggering after API call
Dear, I have implemented a round robin custom function in our ZOHO Crm. When triggering this manually the process is perfectly working, also when adding a lead through the CRM web interfact the workflow rules are followed. On our website Stardekk.com, we have a contact form that submits the form through api call and adds a lead. Allthough we have set "wfTrigger = true" in this call, it seems that the workflow is not triggered as the custom function is not triggered (and the email confirming it not
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