Project Creation Using Template ID and Field Name - Function
I wanted to share my successful function that associates a Project Template ID to the auto-create Project Function. I could not find it in my own search, but did realize what I was doing incorrectly so below is the correct function code in case anyone
Add Data via API in Custom Subform of Custom Module
Hello everyone, I'm writing a custom function in Zoho Creator to create a Record in a custom module in Zoho CRM "On Success". So far, so good, the Custom record is created but when I try to add data to the subform within it, I get an error message : {"code":"NOT_SUPPORTED","details":{},"message":"the
How can I use Zoho Flow with Zoho Books with the need of Item ID?
Hi Team! I have been trying to figure this out but I keep hitting one roadblock after the other one. So, in our business, we help students to enrol in courses and then we send the education providers an invoice for a commission of the tuition instalments
Custom Function: Automatically populate the State, City and Country based on the ZIP code (only for US)
Scenario: Automatically populate the State, City and Country based on the ZIP code (only for US) When a contact, lead or an account is created, you have to fill in the address details manually. You can save time by populating the value for State, City and Country based on the ZIP code you enter. You just need to enter the ZIP code and the rest will be populated automatically. Right now, we have done this custom function only for United States ZIP code. Please follow these steps: Log in to Zoho CRM
Function-4: Get the total quantity, taxes and discounts for a record at a glance!
Welcome back folks! Last week, we learnt about auto-update of account information across CRM. This week, let's look at a custom function that makes accounting and report generation easier by automatically calculating the amount of tax, discounts and the quantity of items for a particular record in a quote, invoice, purchase order or sales order. Business scenario: I'm sure you agree that meticulous tracking and management is critical for your business to hold up and flourish. You need to keep an
Custom function - Blueprint
Hi, I use blueprint and I need someone to send me a custom function for auto-completing only the last open task for the lead. (not all open tasks at once). Or if that's not possible, I need a custom function for re-scheduling the last open task for the
Function-1: Compute and update sales commission in quotes.
Welcome back folks! In this week's custom functions series, we've picked a requirement that has often been asked by users! Business requirement: In most sales organizations, commissions are an integral part of the extrinsic rewards program, contributing significantly to the sales person’s compensation package. Sales commission is usually calculated as a percentage of revenue generated by the sales person. What if your sales team is enabled with an option to check their sales commission associated
Mapping varibles to custom function in vertical CRM
Hi, How can i map variables when creating a workflow related custom functions in the vCRM Console? I Dont see any option. Thanks for your help!
Passing CRM Values to a Custom Function as Parameters
Hello, Could someone help with this little custom function, please? It sends a text message as part of a workflow to a lead's mobile number, addressing the lead by name. How do I pass those two values from the Lead module? I see how to edit the arguments
Tip #5 Applying preset discounts to sales orders items based on total quantity sold per item group
Greetings everyone! Hope you all are having a good week so far. Last time, we talked about automating package and shipment creation for your sales orders. Today, we will discuss how we can automate the process of applying discounts to your sales orders based on the total number of items from an item group sold. How does this work? E.g.: Let's suppose your condition is something like this: If total qty of items from a group is (>/= 100 but < 200), then discount given = 5%, and, if total qty of
Custom button message response - how to have carriage return - new line.
Simple question...I have a Custom button I have added to a module. I am returning a message via the return statement. What do I add to the return string to break it up into multiple lines. EG: sResult = "Line1" + "Line2" + "Line3"; return sResult; How do I change the first statement so that the message reads... Line1 Line2 Line3 instead of Line1Line2Line3
Delete Custom Function
Hello, How do I delete a custom function? So far I have only been able to remove the association from the function in my workflow rules.
On Validate or Validation Custom Function
Is there an on validate or validation code I can use with Zoho Recruit's custom function? I tried the on validate{} but I received Syntax error. Expecting statement. Found 'validate'. I want to do some date validations in Recruit that's why I thought
My custom function has stopped updating
I created a custom function using one of the templates. The function copies data from the account module to the contact module. It was working fine but for some reason is now not copying the data. The workflow is triggering, the function is triggering,
Notice regarding API notation changes in Zoho Sign for Zoho CRM
Hello, We wanted to notify you about a change we are making to the API notations in Zoho CRM which will affect the Zoho Sign extension for Zoho CRM. Over the next few days, we will be moving from dot-based (.) notations to double underscore-based (__)
Problem with sevDesk (field "product_details")
Hello, I am trying to connect sevDesk with Zoho CRM. The first trigger is supposed to create a module entry (invoice) while fetching an invoice in sevDesk. Unfortunately I am facing issue regarding at least one of the fields. I have no idea which variable
Linking a new lead to a campaign in custom function
while using the zoho custom function ( code is bellow ) campId = "xxxxxxx"; mp = Map(); mp.put("Campaigns",campId.toLong()); resp = zoho.crm.updateRelatedRecord("Campaigns",campId.toLong(),"Leads",leadId.toLong(),mp); info resp; it executes but
Linking a new lead to a campaign in custom function
Hi all, I have leads that automatically come into Zoho CRM from Facebook Lead Ads via Zapier. I'd like to link a new lead to a specific campaign when the lead is created in Zoho. I was thinking of doing this via a workflow. Can anyone please help out with the code for the custom function? Much appreciated. Matt
Tip #24: Convert jobs to Zoho Desk tickets from Orchestly
Do you want to convert your scattered customer queries in Orchestly to tickets in Zoho Desk, so you can focus on the queries/issues exclusively and keep teams informed on updates? Well! All you need is to implement custom functions - Create_Ticket_in_Zoho_Desk and Post_and_Update_Comments_in_Zoho_Desk , and get it all sorted! Orchestly's Custom functions allows you to create user-defined functions which helps you connect and automate processes, and also integrate with other Zoho or third-party
Custom Function : Updating Lead Score.
Scenario: Updating Lead Score. You may want to rank the leads in your CRM account in order to determine their sales-readiness. The scoring can be based on certain predefined values. This lead scoring can be done with custom functions. You can have a custom field for the Score and use custom functions to update the Lead Score based on certain values. When you update the fields in leads, the score will be updated automatically. This custom function can also be used for other modules by making small
Adding a custom function to a Macro
HI, I wanted totry an send a cliq mssage using a Macros from a ticket. (to notify a colleague, that is not a desk agent). Within a workflow, you can start a custom function. Macros are (from the documentation) Workflows with no trigger and conditions. But I can't find a way to start a custom function. This would be useful to I could call zoho.cliq.PostToChat() or more... Regards.
Creating a CRM task from a Desk ticket...
Hello, I'm currently creating a custom function which is triggered by the update of the Ticket Owner. The CRM tasks is created with the correct content. However for this test, I have to fix in the code the CRM task owner id (i set to mine). That way the task is attributed to me in the CRM. From Desk, it is possible to get the ticket owner, which is a string (I guess the name of the owner), and not an ID. Question : Supposing the Desk ticket owner and the CRM task owner ar the same Zoho user. How
Custom function connection with Zoho Creator
Hello, I am using a custom function to GET RECORDS on a APP that i have in zoho creator. This function allways worked, but now it gives the error: "No. of arguments mismatch for the integration function 'zoho.creator.getrecords' at line number 3. Resolve the errors and try again" So i fixed by inserting the rest of the params (index, limit and connection name), so my function is like this now: getrecord = zoho.creator.getRecords("roboplan_zoho","planeamento-plano-b","Tasks_Report","Task_ID ==test",1,10,"creator");
Retrieve CRM Invoice Subject Field in custom function
For some reason the invoice "subject" field is not returned with the zoho.crm.getRecordById method. Essentially all other values except the field that is required to create is not returned. Very odd. But I need a means to retrieve this value in a crm custom function.
Flow Custom Function: Issues retrieving record from Zoho Creator
I am currently trying to write a custom function in Zoho Flow to get record details from Creator. I am not sure it it is a syntax issues or what. I am using the following code to get the records. string getUnitMembers ( int params ) { response = zoho.creator.getRecords("[MyName]","[AppName]","Members_Details","Unit_Number==params"); info response; return response; } This however gives me this message. [
{
"message": "There is no records match for this condition"
}
] Any ides here? I
How to Auto Populate/Auto Suggest Addresses
Hey, I'm curious if there is a way to have Zoho auto suggest addresses as you're typing addresses. Kind of like how Google Maps will auto suggest ideas of what you may be typing...is there any integration Zoho has that can mimic that same idea?
Zoho Finance and CRM integration question
I would like to know if it's possible to set up this integration: When a Zoho Finance Invoice status is updated to "Paid" the Stage field on the Zoho CRM Deals module is updated. It would be great to have this kind of integration. Any idea on how to set this up?
Tip #6.2 Notify vendors of the remaining goods you are yet to receive.
Hello again, In part 1, we saw how we could notify vendors of successful deliveries made by them. Here, we will see how we can notify vendors of purchased items that we are yet to receive, whenever these vendors make partial deliveries. How does it work? Let's suppose you order items A (20 pcs) and B (35 pcs) from a vendor. Now the vendor delivers only 15 pcs of A and 7 pcs of B to your warehouse. When you record a purchase receive for these items, the custom function will automatically send out
Function-8: Assign leads based on users' shift timing.
Welcome back everyone! Last week, we learnt how to add country codes to phone numbers. This week, let's look at a custom function that allows you to assign leads by matching the lead acquisition time and your sales reps' shift timing. Did you know? Research shows that Vendors who respond first to a prospect win 35-50% of the deals. The chances of converting is 9x more if you reach a prospect within the first 5 minutes. Business scenario: The stats above prove an important point - the quicker your
Custom Function create record not triggering workflow rules
Hi, I have the following custom function code which is working as required: response = zoho.crm.getRecordById("Potentials",input.potential_id.toLong()); schedule=map(); schedule.put("SMOWNERID",response.get("SMOWNERID")); schedule.put("Revenue Potential_ID",response.get("POTENTIALID")); schedule.put("CustomModule1 Name",response.get("Potential Name")); schedule.put("Contact_ID",response.get("CONTACTID")); schedule.put("Total Amount",response.get("Amount")); schedule.put("Date of Payment 1",response.get("Date
Trying to use the "custom events" option with a custom function
Hello, I'm trying to create a custom function in Zoho Subscription that is supposed to send out an email 30 days before a subscription is set to expire. I've created the custom function and set it up to use a "custom event" of 30 days before the "Next Invoice Date" but I never seems to execute on this custom event. I've tested the custom function by using the "Execute" button and it is working fine in the matter. Is there a trick to get this to work or is there a better way I can accomplish what
How to Run an Action Between Two Modules?
Could someone help me with running this task between two modules, please? A contact has 3 custom fields (check boxes A, B, C) that are manually filled. A job is created for that contact. This job has another custom checkbox X. It needs to be automatically checked if either of those A, B, C boxes are checked. Multiple jobs can be subsequently associated with a contact. Everytime an action needs to be done to see if checkbox X needs to be checked or not based on the same criteria. Thank yuo!
Unable to use HTML email in a Custom Function using Deluge sendmail[]
Hi, I'm trying to create a custom function that sends an email, an HTML email with formatting and images, to be used with a business rule in Zoho Projects. I've stripped the 'message' part of the sendmail function right back to basics but it still fails. In the example below, removing the DIV styling tags allows it to save successfully. Won't save with styling tags, or image tags.If the message is changed to a simple "<div>TEST</div>" it saves. Can anybody please shed some light on what the problem
Map Account Field to Potential
Hi, I have a custom field on the account module called "Contracted Rate" and I have created another custom field on the Potentials module called "Contracted Rate". I would like the "Contracted Rate" value from the Account module (taken from the account located in the "Account Name" field on the corresponding Potential) to be mapped to the "Contracted Rate" field on the Potential field. Please can someone post a script on how to achieve this as my Deluge skills are poor to say the least. Please do
Return a list/map and use it on the on the next block
Hello, Im trying to make a simple custom function that converts my Unix Epoch time to Date (that is done), but i have to convert two dates and return that two dates in two vars, and theres when the problems begin. I only can return them if i use a list or map, but doing it doesn't make them appear on the next block (the app where i want to put those dates) I've taken some prints, i've tried the function with List Output: Then with MAP output: In both outputs (list and map) i wasn't able to get the
Automatically Create A Project in Zoho Projects From Zoho CRM Potential
I want to accomplish the following using a Zoho CRM workflow rule custom function: Automatically create a project in Zoho Project from inside Zoho CRM Set the project start and end dates Set tasks start date and due dates Associate the Zoho Project with the appropriate Zoho CRM Potential I have been able to successfully accomplish item #1 but I'm having issues with the other items. My request is for assistance with the code to accomplish items 2, 3 & 4. Since I am new to this, I would appreciate
Custom function to save a draft based on an email template
Hi everyone, I have a question about custom functions. Situation: there is a transition in a blueprint on Zoho Desk where an user has to send a reply to a ticket based on an email template that must be slightly modified each time for each customer. Problem: since the email must be modified it can't be set up as an automated email in an Alert in the "After" phase of the transition. At the moment the user must select the reply option, find and select the right template, edit it and finally complete
How to add records in Zoho CRM to related list with custom function
Hello. I am currently using Zoho CRM Enterprise. After creating about 3 custom tabs (custom modules), I want to list them in the related list of custom tabs, but I don't know how to write custom functions. Thing you want to do A → B (Lookup) A → C (Lookup) B → C (← I want to display the related list here) Please tell me the specific Deluge Script. Thank you.
Custom function applied to Button not working
Hi everyone I've created a custom function in Zoho CRM, and have attached it to a button, under the "List View Page" section. To use the function, I would go into the specific Module, and "tick" a line entry, click on the button, and the function takes the data and creates a Deal. This works great when I select 1 line entry. As soon as I select more than 1 entry, the button does nothing. No errors. Are there any logs that I can look through to see what might have happened? I have edited the function,
Diasable Custom Function Button
I have created a custom function button in Detail View that updates a field in my form. Is there a way to disable the custom function button if the field is no longer Null?
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