Custom Function: Searching Events in the current month - with record count
I hate to be a bother to the fine folks here, but I'm stuck in another function. GOAL: write a custom function to count the number of Meetings each person in Contacts has for the current month, then push that count to a field in the contact record. Spent
Why does the Decision Box field not update?
I have a very simple custom function to validate whether a lead is over 18 years old. It reads correctly, saves correctly, and gives the correct output in the log info. However it does NOT update the record. Test data should return "false" and uncheck
Custom Function which Changes the Invoice Status to be paid.
Hi Zoho Community, I have created an automation for zoho inventory in which i change a custom field of invoice to paid through zapier so it should triggers the custom function to change the status of the payment to paid. I have created a custom function
Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to the
Post to Bot from CRM Custom Function
I'm trying to post text to a bot with the code below (from zCRM). It works fine when using "Save & Execute" but will not run when triggered with a workflow. Scenario: User creates a quote and a Bot informs user of the Shipping cost. Any idea why the code will not run when the custom function is triggered within a workflow rule? My code snippet is: //Compose msg to post to cliq msg = "Shipping estimate for Quote #" + quoteNum + " $" + finalShipping; mp = Map(); mp.put("text",msg); mp.put("broadcast","false");
Hide/Show and Custom function in Creator
Hello, I tried to do a function where I want to hide/show some fields of the form. Like the following code void dossier.showFinanceursFieldsAccordingToPlanFinancement (Dossier dossier) { hide dossier.Orient_par_Entreprise; } However creator triggers here an error telling me "'hide' can be used only in on load actions" Do anybody knows a workaround to that situation? Like creating function that only works on load actions for example? The goal is to avoid code repetition, as currently, I need to
Tip #1 Automating online sales order to invoice conversions in Zoho Inventory
Hello, Hope the day is treating you well. We've been getting more than a few requests from online sellers who use Zoho Inventory to help them automate invoice generation for all online orders that drop into Zoho Inventory automatically from a sales channel or a shopping cart that they have integrated. Are you an online seller like them? Then we've got some exciting news for you. You can do it with the help of a few simple things that we'll see here today. So how do we go about this? If you have
Zoho books custom function
Hello, I am trying to code custom function in Zoho Books that would change status of Invouce from draft to sent or paid but I cnat make it. Can you please help me with coding. Code sample: orgid = organization.get("organization_id"); invid = invoice.get("invoice_id");
Custom Function - Searching Keywords in Latest Email Reply from Customer
Hi All, I got provided from ZoHo Support the below sample custom function to use for ZoHo Desk. This function is supposed to search for specific keywords within a customer's most recent email reply to a ZoHo Desk ticket and then send out an email alert
ZoHo Desk - Custom Function - Retrieving Latest Comment
Hello All, I currently have a custom function that searches the most recent thread within a ZoHo ticket for specific keywords. See below excerpt where latestThread is defined latestThread = invokeurl [ url :deskURL + "/api/v1/tickets/" + ticketId + "/latestThread?include=plainText"
Auto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
Supervisor Rules --> Custom Function
Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the last
Custom Function > Get the right Modified By
Hello, We have a custom function to automatically rename a potential when we save it. The problem is that for all potential, the modified by field is field with "xxx" because xxx is the person who have written the function. And therefore, we do not know
Automation - Assign ticket owner via e-mail command
Links [Code and Documentation | YouTube Video] Hello there, I've created a nifty custom function for Zoho Desk that simplifies ticket management. You send an email to the support address and you already know the perfect employee for the task at hand.
How To: Ticket Status Updates via E-Mail reply
Hey Zoho Community! 🌟 I've developed a custom function to make my ticket management a breeze, and I thought it might be handy for you too. Let's dive into how this function can simplify your ticket workflow. What's the Buzz? Picture this: Your emails
Calculate a field on client side using user input
I have 2 custom fields in invoice called Height and Width. I want to calculate Area based on user input on client side. How is this possible?
Custom function: set a ticket in the previous staus
I am trying to write a workflow rule with a custom function. My rule work when on ticket in a particular status called "statusX" and when parricular field "cf_filedX" is edited. The custom function should update the ticket status from "statusX" to the
Rule and Custom Function Help
Hoping to get some help on my idea with our ticket creation. We currently have our own support email that receives numerous requests from end users. There are certain requests that I will be forwarding to our Zoho Desk email and a ticket is automatically
Custom function that Gives total sales of an item in the last 30 days
Hi, I would like to have a custom field that is updated by a custom function. The field "widget 1 sales" - total sales (Paid amount) of "widget 1" in the last 30 days. The function - everytime "widget 1" has been paid on an invoice update "widget 1 sales"
Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.
Macro or function to display each unique value in a column and the count of occurrences
Hi I've been tearing my hair out a bit with this one. I've got a set of data, which I'm applying filters to, but I then need to be able to quickly see how many unique values there are in a given column and the count of each. My initial plan was a VBA
Custom function fails because of "maximum number of requests per minute"
Hi, I have a simple workflow - when a new SO is created, a simple custom function copies a value from the customer's custom field (let's call it DEP) to the SO's custom field. Recently, a person doing purchasing noticed that some SOs don't have DEP even
Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
Auto increment number when a task is cloned
Hello, I have the following question: is there any posibility to autoincrement a number on a field when a task is cloned, but when a task is created the same number to be 0? For exemple, let's say I have Task#1 with the field No = 0. When I create a clone
Convert an integer to a formatted currency string for use in an html page
TL;DR - the deluge custom scripts below can convert a plain integer into a currency-formatted string, i.e. convert -12345678 to ($12,345,678) or 12345678 to $12,345,678 --------------------------------------------------------------------------------------------------- hey there fellow zoho community members! i have been developing custom html pages for my apps in zoho creator and came across the challenge of formatting integers into nice and clean currency values. i struggled with this for awhile
Unable to change tax with custom function
Hi, In the Global Edition, Zoho Books has not the feature of having taxes related to customers, so I was trying to do a custom function to do so. The idea is to create a custom field in the client and when the sales order is created, check that custom
Syntax for updating a record "stage" that is in a blueprint
I'm writing a custom function that will update a record's "stage" based on an change to a related parent record. The child records are all active in a predefined Blueprint. When I run the custom function to update the "stage" of the child record, nothing happens. For testing, I disabled the Blueprint on the child records, ran the function, and the "stage" field updated as expected. It seems the Blueprint is preventing my custom function from progressing my child records through the Blueprint stages/states.
Deluge Custom Function - Product_Details wrong data type when parsing back to Purchase Order
Please note I'm not a deluge expert, but I have attempted to tweak a custom function but seem to be having issues with the last operation. Essential the function should do the following: Get the Quote Details Iterate through the Quote Product Details
Power of Automation - Series 1
User requirement To automate the update of Task owner field based on the creator for the project using template. How did we solve it using Zoho Projects? We created a custom function using the Projects automation feature. This was requested by a Project
Custom Function for Milestone Auto-Complete
A custom function is a piece of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow.
Function-25: Populate the Amount field of a Deal by calculating the number of related products and its unit price.
Welcome back people! Last week, we looked at a custom function that enabled you to create purchase orders from sales orders at just the click of a button. This week, let's look at another custom function which lets you populate the Amount field in a Deal by calculating the number of products and its unit price. Business Scenario: I’m sure you’d agree that the Deal Dashboards is one of the most sought after widgets in Zoho CRM. One of my favorite ones is “Pipeline by Stage” widget that gives a clear
Creating a Task with Custom Fields via Deluge Function
Hi all, I'm trying to create a task in Connect via a custom function I wrote as part of a Flow. The function works perfectly to create the task according to the documentation here: https://www.zoho.com/connect/api/create-task.html I am using invokeurl.
How can you use Json from webhook?
I need to access one of the JSON variables in a custom function to remove a character. The code is: string cleanString(string filthystring_json) { email = filthystring_json.getJson("email"); return email.replaceAll(';',''); } However, filthystring_json
Recording Meetings in Different Time Zone
Hi everybody! I saw quite a lot of times that people are asking Zoho to have this functionality to record a meeting in a different time zone. While they did say they will forward this to the development team, we all know too well what that means. *wink2
Deluge - Get last record created after created it from a custom Function
Hello people, I did a custom function to create a new quote from a deal everything is good except at the end when I try to redirect my user to that quote he just create by clicking this button that button is running a function that grab all the information
Tip #4.1 Auto-creating package and shipment records for your offline sales orders
Hello, Hope this post finds you in good health. Last week we saw how we could automate item weight calculation for your orders. This week we will go a step further and see how you can automate the process of creating packages and shipments for your sales orders. To make it easier for the reader, this post has been split into two. Part 1 or tip #4.1 will tell you how you can auto-create package and shipment records in Zoho Inventory for your offline orders while tip #4.2 or part 2 will tell you how
How to add a Job ID to a tickets subject line in ZohoDesk?
Been trying to add a custom field's content to the begining or end of a a tickets subject line with no luck. I've been trying to do it with a merge tag but it only pasts the merge tag not the data in the macro. I don't have any programming experience
Add Data In ZOHO Books Custom Module
Hello All, So there is the Map of Create new record in custom module of ZOHO Books. Updatemap = Ma(); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); Updatemap.put("Field_API_NAME",Value); resvp = zoho.books.createRecord(<module_name>,
Extracting Custom Fields From "users"
I have a custom field in the users module called "Agent Commission" which is a number field but is the agent's commission % so we just write 75 meaning 75% and I have another custom field in "Deals" called "Projected Agent Commission" I' m trying to call
Tip #6.1 Notify vendors whenever you receive goods automatically
Hello, Hope you are doing good. Last time, we saw how we could automate the process of giving discounts at item level to customers based on the total number of items per item group on a sales order. Today, we are going to see how we can send out email notifications to vendors whenever purchased items reach your store or warehouse. This post has been divided into 2 parts. In this part, we will only talk about delivery notifications. In part 2, we will tell you how you can send reminders to vendors
Next Page