[Solved] Change Lead Status in Leads Form but Failed
I have Leads form that have dropdown lookup to LeadsStatus Form (Call In, Follow Up). I want to make a "Follow Up" button in the report that change particular lead status from Call In to Follow Up, but I encountered an error. Here is my code // error /* input.Add_Prospect_Status.StatusProspek = "Follow Up"; */ // error // input.Status_Prospek = "Follow Up"; // error // input.Status_Prospek.StatusProspek = "Follow Up";
Function-3: Auto-update account information across CRM.
Welcome back once again folks! Last week, we learnt about round-robin assignment of records using custom functions. This week, we'll take a look at a custom function that saves your time by auto-updating all the related fields in a selected module when those fields get updated in the Accounts module. Business scenario: Take a case of leads captured through web-forms. Most leads don't fill out the entire form. Once the lead is prospected, you go on to create relevant records in contact and accounts
Identify an existing Account and convert lead to contact with a Custom Function
Hello everyone. I'm trying to write a custom function in Zoho for the following scenario. Any users or prospects that contact us are first created as a lead in Zoho CRM. When a lead is created, their company might already exist in the Accounts module. I need to search by lead's company name in the Accounts module, and if it already exists, convert the lead to a contact and associate them with that existing Account. Is that possible? I'd greatly appreciate some help as I couldn't find any relevant
Our custom functions have stopped working
We did order and get some custom functions from our local partner back in 2018. These functions did stop working since last Friday (It may have happened before but we had a local bank holiday last week so we are not sure when they started to fail). We did ask our partner to look at the problem. Today, they told us that one of the functions was inactivated. We did activate it back but the issue is still happening. I did check the "Failures" list from the "Custom Functions" section. Almost all of the
How do I add a custom button to map fields
In my CRM we have created a custom module 'Delegates', I want the ability to convert a contact to a delegate and it pull across some of the relevant information such as Company, Title, Name, Email, Phone Number. I have inputted the Deluge code I thought would work but it doesn't seem to work. This resource seems to be a similar scenario: https://www.zoho.com/crm/resources/tips/functions-po-from-so.html Any Help would be appreciated"
Zoho CRM - Bring Fields from Accounts to Leads
Hello, I am starting to work with Zoho CRM and I have been doing some tests related to the Leads module, I have been trying that when a new Lead is created if in the Company field that it is mandatory to fill the company exist previously because we have sold it before another project or service, the information that I already have stored in the Accounts module for that client is automatically complemented in the Lead for example like tax identification number, business address, point of contact,
Zoho CRM Custom Function to Create an Event
Hello, I'm trying to create an event via a simple custom function, but I'm not having a lot of success. Here is my code: crmEventFMAP = Map(); crmEventFMAP.put("Subject","test"); crmEventFMAP.put("Description","test"); crmEventFMAP.put("Start DateTime","2018-03-28 08:00:00"); crmEventFMAP.put("End DateTime","2018-03-28 09:00:00"); //eventinfo = {E} res = zoho.crm.create("Events",crmEventFMAP); Unfortunately, the event is not being created when I run the script. What am I missing?? Thanks!
Fix shipping charges fees (Custom Function?)
Hi. I plan to fix a standard price for shipping charges. Instead of manually typing it, I was hoping to use Work Flow and Custom Function to automate a fix amount for shipping charges. Anyone know how I can find the code for it?
Custom Function - using Lookup across two apps
Hi all, Looking for some help. We have two apps (Planner and Works) In works I have a form that uses a lookup to get a list of places from Planner. I've created a custom function in planner that will pull the address. But when I am trying to get the address to populate when the right address is selected from the lookup it keeps saying expecting string but encountering BIGINT. I've searched for an answer for a couple of hours and can't find anything that helps. Please let me know if you know how to
Update Child Records field (Pick List) when field (Pick List) changes in Parent Record from 2 Custom Modules
1. I Searched and tried several solutions in this community (like https://help.zoho.com/portal/community/topic/update-all-custom-module-related-records-when-a-contact-is-updated) but so far I was not able to get it working. I have 2 Custom Modules with a Parent - Child (1 to many) relationship. Both have a Pick List with same options. If the value changes in the Parent, I would like the value to be changed in the Child Records as well. The value in the Parent changes based on a date in the same Custom
Create Report for every account, show in connected list in entity Account
Hey everybody, we would like to create an individual report for every account and it should be shown on the left side as a connected list. This should be possible by doing a widget. As a consequence, the filter in the report that we are going to use has to be set to the accounts name, how is that possible? It would be way too inefficient to show all the predefined reports and then having to copy&paste the account's name into the report's filter every single time, we would like to have that automized(per
Idea for a Custom Function: Auto Calculate Margin on a Quote
Hi, The regular custom function posts are great. It would be great if you could post one that calculates the Margin on an quote, sales order or invoice. It would have to check each item cost and corresponding selling price on the quote and then calculate the margin and adds it to a "Margin" field (while taking into account discount field) This field could then be used within reports to average out Sales Reps profitability. Even better as it would be possible to add to dashboards for live updates.
Tips and Tricks #20: How to prevent contact duplication with existing leads from Zoho CRM
In this week's tip, we'll be taking a look at how you can prevent contact duplication when existing leads from Zoho CRM subscribe to one of your plans in Zoho Subscriptions. This post is part of a series of tips and tricks that we post every week. If you missed last week's post about the 3 C's of data in Zoho Subscriptions, go ahead and check it out. Business Scenario Managing and qualifying leads is an important part of any business' sales routine. The Zoho Subscriptions-Zoho CRM integration offers
Help Needed! How to update Related Subforms when Item removed
Simple Scenario: You sell Lamps and Bulbs but don't know what bulb goes with each lamp so you add a "Related Items" subform to the product page. For each Lamp you then add the compatible bulbs. When you do this you want each bulb to update its own "Related Items" subform to show the lamp(s) it is compatible with. All the above I have working fine. The Problem: A Bulb is no longer compatible with a Lamp so I open the Bulb product and remove the lamp from the "Related Items" subform. I then need the
I want to sort the search results and get the latest records
I want to search the set items of the quote, get a list of matching records, and get the latest record ID among them. But the script I wrote does not work well. Please tell me how to do it. results = zoho.crm.searchRecords("Quotes","(field15:equals:aaaaa)"); for each record in results { create_time = record.get("Created_Time"); create_time.sort(true); info record; } info record;
Tip #2.2 Auto-updating shipment charges from multiple shipment records to invoices in Zoho Inventory
Hello again, Earlier today, we saw how you can automate the process of calculating shipment charges from every shipment order associated with a sales order and adding it to the total amount. And here in this post which happens to be the part 2 of the same, we will see how we can do the same for your invoices. Now before we begin, you need a few things for this custom function to work: 1) You have to make the invoice from a sales order by opening a sales order in Shipped status, clicking on the Create
How to pull data from other fields from a lookup field record?
I have a custom module called Room as well as another custom module called Rehab Costs. I have a lookup field called Paint Costs in the Room module pointing to the Rehab Costs custom module. Next to that lookup field, I have a currency field called Painting Costs. I am trying to write a custom function to pull the Cost field value of the record of the Lookup field and populate the Painting Costs Currency field with that value. I have been searching and search and not able to find anything to
Is there a way to auto-populate a field based on the first word in another field?
I am trying to figure out if there is a way to do a massive auto-populate of a field titled "GUARDIAN ONE FIRST NAME" based on the first word in the field, "GUARDIAN ONE NAME". Is there a way to do this?
Merge Fields into Zoho sheets template?
Hello, I'm currently assessing Zoho CRM for my company as we're thinking of switching CRM systems. One thing that's a potential road-block is the quoting functionality, which doesn't quite give the functions that we would require (we regularly need to break quotes down into phases with different headers which I'm unable to do with Zoho's auto templates) We currently use a merge into excel templates for our quotes and I'm trying to figure out if I can replicate this using Zoho sheets and custom functions
Cross-Module Integration and Pre-Population
Hi, I'm hoping someone can help me solve a problem I am struggling with. We have three different modules that all link together in our CRM. They are as follows: Products - where we store details of all the different products we provide Accounts - where we store details relating to our customers/accounts Agreements (custom module) - where we store information relating to our customer agreements and renewals The accounts module is our main, central node, that connects with the modules listed above
Set Custom Function to Open "Detail View" of a record
This may be an easy solution, however, I am looking to create a custom function button that will directly access the "Detail View" of the same record I'm viewing in another report. I assume this will be some variation of an Open Url / ID script? i know how to create the function, just not the particular code needed to access the record detail view. Any help would be greatly appreciated.
encodeUrl() bug: using this function on numbers turns them into null values
Here is a function that you can run to illustrate the issue. In brief, for integers and decimals, unless the value is first turned into a string using toString(), it will become null when encoded for a URL. void Bugs.encodeUrlBug() { // this function illustrates a bug whereby integers become null values when processed by the encodeUrl() function // the solution is to turn all numbers into strings before using the encodeUrl() function // encodeUrl() documentation here: https://www.zoho.com/creator/newhelp/script/built-in-functions/built-in-function-url-encodeurl.html
Custom function to add contact hone to deals
Hi community, I have just stated at a new organisation and am implementing Zoho CRM. I am looking to automate a few features, and read the following article with interest: https://help.zoho.com/portal/community/topic/how-to-autofill-lead-fields-based-on-selected-contact-lookup I have zero experience with deluge code or custom functions, Id like to add just the client contact mobile or phone only (No address etc.)... Can anyone point me in the right direction using the code in the above thread? Thanks,
call custom function in url
Been looking for hours now and didn't find any answer... The problem is: - i created a custom function for myself (let's call it fCustom in a myNSpace namespace) - and, for the sake of an example, let's say my app is called myApp so, to call (invoke) the function, all i need to do in html view is post this code: thisapp.myNSpace.fCustom(params); ok, i get all of this... and now the tricky part: is there a way to call this function from a link? i mean, i have a custom html view and i cannot add function
Getting Authentication error during execution of custom function
I am trying to write below custom function for automated workflow in my developer edition for trial version which triggers it (Removed create Record logic below) leadDetails = zoho.crm.getRecords("Leads"); info leadDetails; I tried to execute it for test. It throws authentication error. {"code":"AUTHENTICATION_FAILURE","details":{},"message":"Authentication failed","status":"error"} It works fine if I use it in trial version. Is the command different for developer? I will appreciate the help.
Update a related list with custom function.
Hi, we are triying to update a related list inside a Lead using a custom function. When a lead is created or edited, a rule is triggered which executes the custom function. This function takes two arguments: the lead ID and the value inside a field called "titulacion". Titulacion has the same value as the product we want to relate. The code is the following: criteria = "(Product_Name:equals:"+titulacion+")"; producto = zoho.crm.searchRecords("Products", criteria); producto = producto.get(0); productoID
Whats the difference between subText and mid?
subText and mid seem to do the same thing. Can anyone explain the difference between these two, please?
Map Fields from a custom module into a new Deal
Hi There! I want to map the details of a vessel into the deal field when a new deal is created. I have created a vessel module that contains all of the relevant details that will have be entered into the deal. I would like all of the additional details to auto-populate once I enter an IMO Number into the Deal (the individual number given to each vessel.) The IMO Number is also in the vessel module details. I know I need to use a custom function for this - unless anyone has any other suggestions?
Message on new page after openurl?
I am using openurl to open a new record that the function creates. I have the function set to return a message at the end, but it's quickly displaying the message on the first page then it opens the new url. Is there a way to have a message on the new page from the openurl?
How to create a Record in a Custom Module based on Multi Selection entry
Hi, we are evaluating whether to proceed with Zoho CRM after the trial and understanding how to customise it will be crucial. Given our various product lines, we would need to track them in dedicated custom modules. Leads will have one or more product lines ticked in a Multi Select field. Upon them reaching a certain Status, a function should create an entry in the dedicated Custom Module for each of the ticked product lines. I understand that this would have to be managed with a custom function,
Custom Module Button to show address in Google Maps
Hi everyone, Is it possible to create a button in List View to show on Google Maps all records at the same time? I have managed to invoke a Google Maps URL for individual records but I cannot find a way to show all records. I really appreciate if someone can provide a custom function. Thanks!
Open email with template, but do not send
Hey guys, I'm hoping this is achievable, and I don't see why it can't be achieved; all I'm looking to do is create a script for a link/button that will open a new email with an existing template pre-populated in the message part of the email already, but NOT send it. It doesn't matter if the html template content has to form part of the script - I'm happy to do that. I know this can already be achieved via script however as far as I can see there is not way to stop the email from sending. I'm also
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
Custom Invoice/Estimate Numbers
Hello there, I have a specific invoice / estimate number system which was so far based on a number of parameters: For estimates, my numbering takes on the following format: EST-YYAA-MMDD/NN.RR Where, YY is the year in which the estimate was created (e.g. 17 for 2017) AA is a alphanumeric project code (taken from a custom dropdown field called "Project Type" I created under Estimate Preferences, it's 2 or 3 characters long) MM is the month in which the estimate was created (e.g. 12 for December)
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
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" +
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.
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
Add record in JobOpenings
Hello, I tired to create new record in Zoho Recruit by using custom function in CRM. My code: //responseFromBooks = zoho.recruit.createRecord("Invoices","20059929465",invoiceDetails); responseRecruit=zoho.recruit.getRecordById("JobOpenings", 1710000000083151); //info responseRecruit; mapa=map(); mapa={"Posting Title":"Testowa z CRM 2","DEPARTMENTID":"1710000000069134"}; emailAlert = true; duplicateCheck = false; response = zoho.recruit.addRecord("JobOpenings", mapa); info response;New JobOpening
Loading a picklist from a custom function?
Hello, I was wondering if I could load a picklist in the Accounts module with values from a custom function? I have a picklist field statically populated with a list of our facilities. Is there a way that I could populate this data via the api or a webhook that will fill it with the information from our database? Also is there a way to have list item pairs in the picklist? Such as an id value is behind the scenes of the display value? Thanks, David
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