Custom Function/Deluge Scripting Interface
It would be great if you could update the interface for Custom Functions/Deluge Scripting to be the same that is available in Creator. The creator interface has a much more exhaustive list of Tasks/functions available and when debugging (ie you hit Save Script and there is an issue), the Creator interface tells you the exact line where the issue is vs the Recruit interface just says there is an issue. I actually will debug a function in Creator as it is a lot easier to do there and then copy and
[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";
Failed to execute function
In a function, i want to see a custom field : "Repres" of my users I see the field but the function has a problem next the info. args = Map(); args.put("action","quotationHeader"); code_rep = ""; repres = zoho.crm.getRecords("users"); //info repres; for each rep in repres { for each r in rep { if(r.containsKey("email")) { if(r.getJSON("email").equals(zoho.loginuserid)) { code_rep = r.getJSON("Repres"); info code_rep; } } } } return ""; I see : Info AMA Failed to execute function Function specified
Run custom button on multiple stores.
Hello, I am trying to make a custom button that can run on multiple records. I am using a custom function. The problem is that instead of running the function on each store, it is passing all the stores into one function. For example if I have a parameter in the function for the storeId when click the button it will pass all the store Id's that I have selected into one parameter in form 330xxxxxxxxxxxx40|||330xxxxxxxxxxxx21|||330xxxxxxxxxxxx30. I tried to replace the ' ||| ' separator it gives me
Only Retrieving the first Record from zoho.crm.getRelatedRecords()
Hello I have been coding for some years but am new to Deluge. I need to get the IDs of every Store that is related to a Deal. "Stores" Is a custom Module and is a RELATED LIST in Deals. When I use run.. storeData_list = zoho.crm.getRelatedRecords("Stores","Deals",330XXXXXXXXXXXX); info storeData_list; I get... {"$approval":{"delegate":false,"approve":false,"reject":false,"resubmit":false},"Owner":{"name":"Jxxxxx Waxxxx","id":"33XXXXXXXX"},"Modified_Time":"2019-08-13T14:36:09-05:00","$currency_symbol":"$","Created_Time":"2019-08-13T14:36:09-05:00","$review_process":null,"$editable":true,"Deals":{"name":"Dexxxx","id":"33xxxxxxxxxxxxx001"},"Stores":{"name":"Roxxxx
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
Deluge map question
I'm creating a custom function that will create a record in zoho creator using payment record information from zoho books. I've been able to successfully create a record in ZC but I'm unable to get the invoice_id from the customer_payment map. Below is the code: paymentMap = Map(); //set order to payment invoice id - this is not working paymentMap.put("Order",customer_payment.get("invoices[0].invoice_id")); paymentMap.put("Description",customer_payment.get("card_type")); paymentMap.put("Payment_ZB_ID",customer_payment.get("payment_id"));
getRecords info not present
Hi, if I use the getrecords API V2 I can get and info map in the response, but if I use it inside a deluge script I just get the data, not the info even though the reference seems to suggest so: https://www.zoho.com/crm/help/api/v2/#record-api If I do resp = zoho.crm.getRecords("Leads",5,2,{"converted":"false"}); I'm supposed to get also this: "info": ▼{ "per_page": 200, "count": 200, "page": 1, "more_records": true } but it is not true! The info is useful to know if there are more records to fetch
Compare 2 fields of type date and time in CRM by Deluge
Good morning Zoho team, I need your help, I am performing a personalized function in which I verify that the data that has been entered in the subform, before going through the management approval, have the correct prices. Before that, I need to know if the date of inclusion of the data in my subform is less than my management approval date I have the following if(Datecomp(fechaInclusionAccesorio) < Datecomp(fechaAprobacion)) { //Function In Sub Formulario } else { info "Not
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!
How to Fetch Yesterday's Date Records on Update those records on Schedule Workflow
Hey there, I am trying to create scheduled workflow on daily basis where yesterday's balance becomes today's balance by fetching yesterday's record. How Can I achieve such using deluge workflow? Any help would be appreciated. Thanks in advance!
Condition to check whether the report contains any records.
Hey there, Is there any method or any deluge task to delete all the records when say Report A (list view) doesn't have any record then delete all the records from Report B (list view). Any help would be appreciated. Thanks in advance!
Create Invoice with 2 or mor lines on Quickbooks with Deluge
Hi, Do you know how to create an invoice with 2 or more lines on Quickbooks from Zoho Creator with deluge? I've tried many times, but when I add a text variable to a map variable like this: Invoice = map(); Invoice.put("Line", TextVariable); The map variable ends up with a lot of "\", and I can't do anything about it, even after removing the "\" with replace all because it ends being a text variable. Thanks.
Deleting Subform rows Via Script
Please help this topic Thank You//
Add a record based on a subform answer
Hi all, Wonder if you can help. I'm trying to add a record into a form based on a subform answer in a separate form I've trying a workflow with the below if(Asset_Register.Asset_Name == "Access Equipment") { input.Asset_Register = insert into Testing_PPM [ Development_Name=input.Development_Name Maintenance_or_Plan_Requirement=39703000000167523 (ID Number) Testing_Category1="Quarterly" Added_User=zoho.loginuser ]; } But it doesn't add the record into the form. Any ideas? Thanks!
How to aggregate payment records (Amount) and then update an Outstanding Balance value in another form
As the title suggests, I am struggling to both aggregate a form (Form A) that collects payments made against specific invoices (the matching value between the two forms or reference field is the PO#) and then updating a field on Form B that reflects the outstanding balance (or Total minus Sum of Form A payments). Any assistance would be GREATLY appreciated. Thank you. In theory, the outcome should be as follows. Form A captures payments made against invoices. Form B is updated when Form A has an
How To Sum Multiple Fields of Related Child Records in a Parent Record
I have a module called Pay Periods, and each Pay Period links to multiple Timesheets. Within each Timesheet, there are the following fields that I would like to aggregate in the associated Pay Period record. They are "Approved Hours", "Pay", "Bonus" and "Reward". Using this tutorial, I was able to come up with the following Deluge script. When I created the script originally just to sum the "Approved Hours", it worked for a single associated Timesheet. But now I can't seem to get it to work for all
zoho.crm.getRecords("Users");
I want to get records of CRM but this not response when try to get information of Users table, this issue is provoke for permissions or not is possible to access at this information for security reasons or why? varUsersList = zoho.crm.getRecords("Users"); This return "null" when try to access at this information in applications in Zoho Creator. Thanks for your time to help to explain why not access this data.
Archiving data into an off line copy of a creator application
We have a large database which keeps data relating to our customer's use of our services it consists of a main contact record (parent) and then a series of other records that relate to what services they use from us. We operate on a yearly cycle but for practical and customer services reasons we want to keep these records live and generally active for our call centre staff for 2 years. So far so good. However, as soon as a record exceeds 2 years from it's creation we want to move all the records
Set Invoice status to sent via Deluge
Hello, I try to generate an invoice from Creator with Delug. After generating the invoice the user should be redirekted to the invoice url. This works fine, but the invoice is generated with status draft. So the invoice url will not work. Here is my test
Deluge Script Alert function Not Showing
Hi I have the following deluge script in the On Edit, On Validate section of my form alert ("Testing"); info ("Testing"); The info line works fine the alert doesn't. In the Zoho script documentation I find numerous mention of using the Alert in On Edit On Validate section. Has something changed Thanks Gordon
Hit the 5000 record update limit, need help restructuring code
I have a list of addresses that have been given an Area field (San Diego, DFW, Chicago, etc.). These areas include all the cities around the metro of those areas. We want to be able to update which cities belong in the areas, so I have a dynamic form that pulls the information and allows us to add or remove cities for the area. It works perfect for smaller areas, but I hit the 5000 record update limit on larger ones due to nested for loops. As much as I have tried, I cannot think of another way to
Deluge Count Total Records
Hi All, Just wanted to share some code I created this morning that counts the total # of records in any module using Zoho Connections and API V2. All you have to do is create a connection to your CRM by clicking on the settings tab then click on "Connections" under Developer Space. Create your Zoho OAuth connection and copy your InvokeUrl code. Hopefully Zoho can implement something better but for now this works for me and you can expand on it. max = collection("1","2","3","4","5","6"); page = 0;
CRM Lead to Desk Via API
I'm trying to create a new ticket in desk when a new lead is created in the "Leads" module using a custom function in Workflow. I'm using the Desk API and postURL function to do this, but keep getting the following error message: { "responseText": { "errorCode": "UNSUPPORTED_MEDIA_TYPE", "message": "The given content type is not supported. Please provide the input Content-Type as application/json" }, "responseCode": 415 } And here is my code: lead = zoho.crm.v1.getRecordById("Leads",
For Each Value In A List Not Working, Help Links Are Wrong
I've been searching for a way to add each selection in a multi lookup field to a list. I came across an older help article here: https://www.zoho.com/creator/help/script/for-each-value-in-list.html Knowing it was for the older Zoho Creator, I still thought I'd try it out as it's currently my only lead. However when I did, the error told me that this type of iteration was no longer supported, and gave me a link to learn more. However the link itself doesn't work. So I'm now back to square one
Deluge - copying text to Mac clipboard
I need to copy a value (actually the current value of a Creator autonumbered field) to the Mac OS clipboard. Is there a way to do that programmatically from Deluge?
Report API
Is it possible to generate a report and send it via email using a deluge function?
Getting data from sub form
I've read thru a several examples but can't find or create a deluge script that does what I need. Attached is a screenshot of my form called "Business Activities". It has a sub form called "Activity Review". I need to do two things: 1. Script to fetch all the "Next review dates" from each related sub form entry. 2. Review the "Next review dates" to find the latest one and copy that into the main form "Next review date" field. So imagine there are two sub forms. One has review date 1/10/2018 and one
Hidden Fields in Zoho CRM with chrome extension
If searched the https://help.zoho.com/portal/community site and it seems that you can only hide some fields if you have the enterprise edition. I'm not looking for a Security solution, I only want cleaner interface so I think the only way is to develop a chrome extension. I've already stared to develop it in https://github.com/fmmribeiro/scZohoHideElements But using a "Content Script" the extension is fired before the page is fully loaded (zoho uses some kind of async content loading) HOW do I execute
Autofill Lookup Field OnLoad
Hi, I'm trying to set a lookup field (Form B) to autofill with the most recent value from a string field in Form A. I can get the lookup to autofill OnLoad when I link it to a system field (e.g. ID), however, it doesn't appear to do the same when using a user-defined field. For example, the script: "input.Lookup_Field = Form_A[Added_User = zoho.loginuser].ID sort by Added_Time desc;" works perfectly, but "input.Lookup_Field = Form_A[Added_User = zoho.loginuser].String_Field sort by Added_Time
Zobot: The one to redefine the reputation of chatbots
Chatbots have created quite a buzz in the marketplace. And so, we have launched our own bot building platform using which you can actually build and deploy chatbots - Zobot in your SalesIQ. What is a Zobot? Zobot is a smart AI chatbot that is incredibly customizable and streamlinable based on your business requirements. Also, our Zobot can work in conjunction with other third-party applications like - Zoho CRM, Zoho Campaigns, Google calendar and much more to nurture the data indexed by SalesIQ.
CRM - Using Deluge to populate field on CREATE.
Can someone please give me the example syntax in a Deluge function for the following? I am able to create a Workflow rule on EDIT which populates a field on a record based on some logic. But I cannot figure out how to do the same thing on CREATE. I suppose the reason for it not working on CREATE is at the time of the new record being added, that record does not yet have an ID. Therefore, there is no way to populate values in a map and do an Update, because that new record does not exist yet. Am I
Deluge transaction rollback or commit
Hi, is there a way to have a transaction with rollback/commit into a deluge script? I must make some changes in more than one module (more than one record in each module) and I'd like to group the instructions into a transaction so that if something goes wrong I can revert back to the original state (if everything is fine I can commit).
Problem fetching images, and displaying in Creator App
I'm designing a mobile interview process application for my school system. Applicants can add a photo to their registration, but getting their uploaded image to display in another form was problematic. Instead of just displaying the image field value, I had to use: person.Portrait.replaceFirst("sharedBy","[MY USERNAME]").replaceFirst("appLinkName","fcss-job-fair").replaceFirst("viewLinkName","Registrants_Report").replaceFirst("fieldName","Portrait"); This allowed me to display the image in a Notes
Tip 1: Avoid the most common error while using a Lookup in Deluge.
Hi everyone, Today, we'll look at how to compare different data types. Like other programming languages, Deluge supports seven different kinds of data types -- String, Bigint, Decimal, Timestamp, Boolean, List, and Map. To perform particular actions, we often try to compare or match two different data types. Let's look at a simple example: In the below given IF condition, we are trying to check if the left expression which is a text field is equal to "Jack". if (input.name == "Jack") { alert "Hi
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?
Deluge function statement limit (nested functions)
Hi, I need to write a deluge custom function that takes the records from one module (around 10,000), process them one by one and then insert them in another module (api v2). If I'd do it in one function it looks like I'd immediately hit the 5,000 statements limit but what will happen if I: - start a loop in the main function - get the records 100 per time (the maximum is 200 but the insert has a limit of 100 so using the same size is simpler); I will fetch only the relevant fields from a view - send
Date-Time Error on record update,
Hello I have this simple loop script to update a date-time field with a date/time specified. I have the variable being passed in as a DateTime, but im receiving and error that the timechange variable needs to be datetime? It already is? Can you look and see why this is erroring out? //Define the query to locate all the records that match a zip code. query = "Zip_Code:equals:75056"; //Create the list col_leads = zoho.crm.searchRecords("Leads", query); //Date-Time for the record update. timechange
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?
Zia Voice Skills
I've asked a few of our sales reps to start using Zia Voice on the Zoho CRM mobile app. We will need to customize the Zia skills. I've been struggling with this. Are there video tutorials? Or examples? Also, does anyone know if it's possible to edit the preconfigured Zia skills?
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