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
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!
Fills in a Field value based on another Field (within the same module)
Hello, I'm using Webforms to populate my CRM. Customers choose their country from a drop-down list. Once it is in my CRM, I'd like to update a field named 'Region' based on the customer's country of origin. For example, all European countries should be in the Region 'Europe'. That's the first step. Then in some countries (Canada and USA), I also want the region to be based on the state. Any tips about where I should start? Thanks, Benoit
Access to Lead Custom View with API or Extension
Hello, everyone My goal is to sync leads between Zoho.CRM and external business tool. But, i need to sync them via Custom Lead Views. For example: customer creates a custom view with an expression "First Name" is "John" and we have 10 leads in this view, customer click "custom button" "sync this view", after that we sync these 10 leads via API request etc. But in the future i need auto-resync this view (if some leads are added or removed to it). So my question is: can i access (in any way: API,
Convert Sales Order to Invoice in custom function
I would like to convert a sales order to an invoice in a custom function. Is there a way to do this? Ideally, I wanted to convert upon creation of the sales order... but this apparently is not possible. I have tried setting a field to change after sales order create.. then having a workflow watch for the field change to convert the sales order to invoice, but I do nto know if it is a timing issue or what but this never works either...
CUSTOM FUNCTION - CUSTOM VIEW IN SALES ORDER
Hi I want to use a Custom Function to calculate the Sum of the Sales Orders with three criterias (Business Centre, Current month SO, and With another field selection). To do so, I am trying to do it getting the list of the sales orders under a Custom View I created and then sum them up.. But I am having some troubles getting there: sO= zoho.crm.getRecords('Inbound BKPI Function'); info sO; I tried with another Modules and did work, but with Sales Orders doesn´t. Is there any limitation with this
Custom Function: search for field value in Account
Hello, when a custom field in the ticket is updated to a certain value, we need to retrieve the value of a field in the Customer to which the contact belongs to, and set a field of the ticket with that value. We think this can be done with a workflow & a custom function. We would need help with the custom function since we have very very few (almost none) experience with this. The details are as follows: 1.- The workflow is triggered when the field "Create Return" in the ticket is updated to "Yes".
Map a field from custom module to Products module with specific layout
How do I make a field (column) appear from Custom Module 3 in Products where Layout is “car rental”. CustomModule3 represents vehicle details (vehicle name, number of seats, type etc.). I need to be able to show some of that information (number of seats, vehicle type) under Products with ‘Car Rent’ layout. I’ve read around the forums and it seems I cannot simply “add” columns from CustomModule3 to Products (which is really strange since they are related). It seems that the only solution is to create
Custom function to create a new record on custom module
Hi, I created a custom function to create a new record on custom module in zoho crm using zoho integration task. But that doesn't seem to work. Am I missing out anything? Is there any workaround? Here is my code void workflowspace.insertObject (string objectName ) Edit Arguments objectfields = map() ; objectfields .put("Object Name",input.objectName ); res = zoho.crm.create("CustomModule3" ,objectfields ,2 ) ; Looking for a help.
internal exception postUrl API call in custom function
Hello, I have a custom function written that makes a PostUrl API call to Hubspot CRM to create deals. It works for me in Postman, however I am getting an "internal exception" when I execute it. Here is the function code: myMap=map(); myMap.put("Content Type","application/json"); params="{\"associations\": {\"associatedCompanyIds\": [\"" + input.aHScompanyId + "\"],\"associatedVids\": [\"" + ccHSid + "\"]},\"properties\": [{\"value\": \"" + input.pPotentialName + "\",\"name\": \"dealname\"},{\"value\":
Unit price with discount
Could someone help me to crate a custom function for getting the unit price with discount please? I've already created a custom field (in items) where i want to put the unit price with the discount in it. So what i need is a custom function that could make this operation for each item in the estimate: rate * (1- %discount) --- if the discount is in % or rate - discount --- if the discount is in $ Thank you in advance
Use Of Custom Functions
I have a number of housekeeping functions which ideally need to be initiated manually. I would like to create a Control Panel with a number of buttons to initiate each function. For example: Selling Price Calculation I would like to calculate the selling price of each item, based on the buy price (in currency), the currently defined exchange rate, import duty cost, import shipping cost, profit margin etc. I Ideally, it would be helpful to be able to place a button on the item page to update that
Time Difference Indicator based on Country
Has anyone ever built a custom function to calculate the time difference between here (Ireland) and the origin of a lead. For example a field on the record that populates upon creation to indicate how many hours of a time difference are between here and that leads country (e.g -6 hours). I'd imagine the custom function would say 'if country= Spain, 'Time difference= +2'... It would be really helpful for our sales reps to be able to sort their views based on this field. Just wondering if it's been
Custom Function not executing?
I followed an example of a total sales rollup from the help files and the function is not executing on the account records? However I am receiving the alert email that I put in as a test? Anyone else been able to make this work?
Error "4102":"You don't have account in Zoho CRM"
I am writing a custom function in Zoho CRM for the Accounts module. The problem is that everytime I try to get the records of the module I get the error {"4102":"You don't have account in Zoho CRM"}. The source code of my personalized function is: void CopyAccountsDescription () records = zoho.crm.getRecords(("Accounts") ) ; Info records;When I tried to execute it, I get the error {"4102":"You don't have account in Zoho CRM"}. Also, I am very disappointed with the Zoho support, because it closes
Mapping
Hello, I would like to map a field called 'Google Drive Link' in the 'Potentials' module with a field called 'Google Drive Link' in a custom module called 'SV' (Custom Module 9) on record creation in the 'SV' module. I know how to set up the workflow, but need help setting up a custom function. Thanks, Wilson
Issues facing on Zoho CRM 2016.... Please help
Hi All, In our CRM we are facing several issues after moving in to Zoho CRM 2016. Main issue we found that, in our system we are using several custom made buttons. But now any of these buttons are not working. All these buttons are now appearing as dropdown menu. Another thing is it is not passing any parameter to custom functions. Always we are getting a value of "1". This is happening only Zoho CRM 2016 version. In older version everything was working perfect. But today we found that our older
Populate a field based on the lookup on another field from a different module - help needed
Hello, We have renamed our Potentials field to "Contracts" to reflect our business model. On that module, I have set up a lookup field in "Contracts" to lookup a Product Price from the "Products" module. That is working fine. However, we have a need to then automatically populate the field next to it with the actual price of the product once the Product is selected. I've gotten to the stage of making a custom function that can be triggered by a rule and rule trigger once that lookup field is populated,
Sum product volume and packages inside invoice
I’m trying to create a custom function butI have 2 problems: 1) In custom functions, how can I get the values of the list of products inserted and sum it? Here’s a snippet of the code I’m working on: set i(this.invoice.getInvoice()); //get the object of current invoice set c(0); // double number variable foreach (product p in i.getProducts()) c+= p.getColli(); // colli is custom field inside each product i.setColli(c); // Colli is the custom field inside invoice
Getting Product Details From Sales Orders
Hi to all, I try to get products details from a salesorder in custom function. I try to use getRelatedRecords funciton but it seems doesnt work for products. Any suggestion? umut.
Get RelatedEvents from Sales Orders - mismatch data type error
Hi, I'm trying to get the ACTIVITYID of a related event. The parent module is SalesOrders. The code snippet below keeps producing a error Mismatch data type for function get at argument index 1 expected data type BIGINT found dataType STRING eventResp = zoho.crm.getrelatedrecords("Events","Salesorders",salesOrderIdStr,1,5); count = 0; for each rec in eventResp { event = eventResp.get(("ACTIVITYID")); count = count +1; } info event; info count; Anybody have any idea's?? Appreciate any help / suggestions
Can I convert a pick-list number and convert it to an integer?
I'm trying to create an invoice from a case. Basically a service guy inputs the number of hours worked from a picklist. When an invoice checkbox is ticked an invoice is created. I've got most of it working but my problem is I don't know how the number of hours selected from the piccoloist can be converted to an int to do calculations on. Summary: - Case is opened for a client - Tech does work and selects number of hours worked from a piccoloist - Ticks a box to create the invoice - On invoice creation
Zoho CRM - customfunction - udpaterecords - {"message":"Invalid Ticket Id","code":"4834"}
I make a custom function. When I run its code, I have this error: {"message":"Invalid Ticket Id","code":"4834"}. This is the code: ID_Lead=input.idLead.toString(); mapRegNuevo=map(); mapRegNuevo.put("First Name","Nuevo Nombre"); respActualizar = zoho.crm.updateRecord("Leads",ID_Lead,mapRegNuevo); info respActualizar; And this is the result: Executed Successfully Log messages: {"message":"Invalid Ticket Id","code":"4834"} I don't understand why similar code run perfectly in other functions, but doesn't
Zoho CRM - Adding Related List to Potentials Using Custom Function
I have created a Related List for the Potentials module using a Custom Function. The Custom Function uses a "getUrl" call to Zoho Creator (outside of CRM) to retrieve XML formated data. The Custom Function then uses "executePath" to parse the Zoho Creator response XML, and it generates the new XML for Zoho CRM to use as the Related List data, i.e.: <record> <row no="1"> <FL val="column header 1"> parsed data from Creator </FL> <FL val="column header 2"> parsed data from Creator
Quote Template
Since one cannot create a template for quotes, could anyone help create a skeleton function to add a product given ProductID to a quote?
Auto-Set Quote Stage when Converted to Sales Order / Invoice
Anyone know if it's possible to automatically set the stage of a quote when you convert it? I know when you convert it, the convert buttons disappears so you know it has been converted but it would be nice to set the stage to "Converted" or similar so you can easily glance through a list. I'm on enterprise edition and have access to custom functions. thanks in advance for your help
custom function to create a quote
I am creating a Quote through custom function , but when I add the data "Product Details" in the query I am getting an error . Any solution ?
Custom Functions in Tasks
When choosing "completed" for the task's status, i want to automatically ask the user if they want to follow up within a certain number of days. If they say no follow up, then nothing happens. If they choose "follow up", i want a new task box to appear asking for the date of the follow up, Is this possible to achieve? Thank you. Boris
Custom function scheduled to run nightly?
Hi, I have several variables in a module that are populated by custom functions. Right now they are set up to run only when the record is edited, but really I need them to run daily / nightly for each record. It doesn't appear that there's a way to set up a nightly "batch" function in Workflows that triggers nightly, if there is I could use some help? Otherwise, it sounds like Zoho Creator has the ability to trigger functions on a schedule? I've started coding this in Deluge but I'm hoping
Schedule custom function
Hello, I have created a custom function which evaluates lead age days(today's date - last activity time). It evaluates the days but only fires when a record is edited. What I can do to let custom function automatically evaluate lead age day everyday. Can I schedule it. Or is there any workaround for it.
Creating a function to populate another field
Hi, Working on a small inventory system here and running into bumps along the way. I am importing some 900 entries into this form and trying to populate a unique inventory number for each. The On Add > On Success or On Edit > On Success actions I've setup dont work for bulk edits or imports, so im thinking maybe its an idea to just have a button in the report that says 'Update Inventory Number' for those times that new records are imported which is hardly. But I dont want to go and manually update
Custom Function to Prepend a Case Subject with an Account Name
We use cases a lot. To submit a case you must enter (among) others: Subject Account Is it possible to have a custom function prepend the account name into the subject. For example when creating case: Subject = Testing Account = Jones, Smith Custom Fuction would then set subject to [AccountName] - [Subject] .... For example: Subject = Jones, Smith - Testing Thanks
Percentage of Formula Function
I would like to achieve a percentage field by using a Function Formula typ filed. I have two fields under potential module. These are named as "Actual Revenue" & "MNC Revenue". Now I would like to get a new formula field that should return the % value of these 2 fields amount value. Can anyone help me with the syntax or steps to do it.
problem with executing xpath and iterate task
hi i have encountered a problem extracting key values pair from after using a "post url " function i used the following script: contData=map(); contData.put("TransType","C:INSERT"); contData.put("Username","username"); contData.put("CompanyCode",CompanyCode); contData.put("CompanyName",FirstName + " " + LastName); contData.put("CompanyAddress",MailingStreet + " " + MailingCity + " " + MailingState + " " + MailingCountry + " " + MailingZip); contData.put("CompanyEmail",Email); contactDetailsMap =
Create future potential upon closed won of existing potential
We have the need to follow up and win a potential for an account on a monthly or quarterly basis. Essentially, there should always be at least one open potential for an account ,under certain criteria. What I would like to do for starters is to create a new potential for an account of an existing potential when this open potential is marked "Closed Won". Could someone point me in the right direction, please? Thanks in advance, Dustin
Email lookup using custom function
Would it be possible to do the following using a custom function inside crm (or creator as we have both and linked) : 1) Schedule a function once a day that would look at all leads with a certain criteria 2) If fit this criteria, check the count of emails sent to us, by the lead Email address 3) If say for example, the lead has sent us one email, update a custom field labeled "lead responses" to 1? Trying to find a way for our agents to better check responses automatically without having to check
Custom Function: Updating the owner of the related cases when the potential owner is updated.
Scenario: Updating the owner of the related cases when the potential owner is updated. A potential in Zoho CRM can have several cases associated with it. If you wish to assign the potentials to a new user, you may also want to assign the associated cases to the new user. Currently, when the owner of the potential is changed, ownership to the associated cases will not be changed. You can achieve this by custom function and change the ownership for associated cases Please follow these steps: Log in to
Help Debugging Custom Function - Updating fields in a newly created Account record with data from Contacts
My goal is to populate fields in all newly created Account records with details in their related Contact field Note: We have customized names on our modules: Contacts=Deals, Accounts = Conversions, this creates some confusion because in Deluge you end up referencing both the Customized name and the underlying system name, but I think I kept things straight. Workflow Rule Trigger: When a New Account is created Criteria: Related Contact (is not empty) Execute Custom Action: // DName = the Related
Custom field output pushed to a custom module
I have created a custom formula field in my Contacts module that will give the age of the contact based on DOB. I would like to push the output of this field (just an integer) into a custom module that I have in my CRM, called 'Policies'. Is there any way to do this?
Calling A Custom Funttion
I want to run a custom function based on a user wanting to run the function not based on a workflow rule. i.e. When they press a custom button or run a macro. I can't see anything to do this? Any ideas?
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