Looking for Zoho Consultant
Hi there, can anyone recommend and independent Zoho Consultant with expertise in deluge and integrations? We are a small company and I come from a consulting background. We are seeking someone smart and capable who can do some prescribed tasks and also
Deluge and Books with line items
Hi. I am trying to code a solution that looks at invoice line item in a workflow and if they contain certain products updates CRM module. I have been slowly trying to learn deluge but am stuck. I have managed to grab the invoice data and can pullout various
CRM Business Hours through the API/Deluge
Hey Zoho, We love the Business Hours function in Zoho CRM (see doc here). Is there a way to access the shifts that have been configured using Deluge, or through the CRM API? We would like to be able to use this feature from our code when we are assigning
Retrieving Invoices via zoho.crm.getRecordById failing in a deluge function?
Hi, While updating a deluge function in CRM (that creates a corresponding invoice in Books), to use OAuth, it looks like I'm getting { "status": "failure" } at the very start of the function (even the old, working code no longer appears to work). The
SalesIQ script connection issue.
Hi. I have an issue with SalesIq script. I write a chat bot. I want to use Visitor session feature. I used this document https://www.zoho.com/deluge/help/salesiq-tasks.html I created a connection Here is my SalesIq script example. It should work, but
Custom Button - IfElse Function
We have a working custom function that can create PDFs from our module, in this instance we are using it to generate quotations from a lead module. Button clicked > PDF created and attached to record However, we operate in different countries and have
Pass connection to use for a function as a parameter
Hello, I basically have a custom function that does some CRM queries on a specific Lead ID. I basically call in my custom function: zoho.crm.searchRecords(....., "THE_CRM_CONNECTION_TO_USE") Since i have a production environment and several sandboxes
How do I fetch and input data from parent and child form?
I want to transfer data from a parent and it's child form to another form. I drafted this code but it throws an error once it gets to the child form fields. What am I doing wrong? if(Master_Database[ID == input. Number].count() > 0) {
Possibility to convert non-ascii characters to ascii in Deluge
Hi! I am making a function that automatically creates emails for participants in a project. I am currently trying to convert all non-ascii characters that might be in a users full name to ascii characters. I can't seem to find a built-in function to do
Fetch ticket time entries
Hello, I want to know how it is possible to fetch/search all time entries like with the tickets search API. -> https://desk.zoho.com/DeskAPIDocument#Search#Search_TicketsSearchAPI Inside the time entries we have some custom fields (bool) and need to get
Bulk action / mass update desk ticket time entries
Hello, we need to update a high number (~ 2000) of time entries on a specific date (on the first day of every month). To be more presice: Time entries contain a custom field (bool) and all time entries which have the value "true" need to be changed. How
Deluge Script - getUsers method
Hello, how can I get Zoho CRM Users from Zoho Creator Deluge Script? There're methods like getRecords, getSearchRecords, etc. and I can even create a lookup crm-integration field taking choices from Zoho CRM Users module but getUsers method seems to be not present.
CRM/Deluge - Can't assign task to user in Wizard
Hello all, I'm creating a wizard for Zoho CRM and writing a custom script for the complete button in deluge. This script creates a task, and is supposed to assign the user who created it as the following fields: Created_By, Modified_By, and Task_Owner.
Use Deluge to assign a task by id in Desk, using create or update
Has anyone successfully used Deluge to assign a task by user id in Desk, using create or update? Looking at this, https://www.zoho.com/deluge/help/desk/create-record.html, it seems like I --might-- be able to map assigneeId. But, I get this error: {"errorCode":"UNPROCESSABLE_ENTITY","message":"An
Auto Delete Desk Tickets
We have a lot of CC confirmation emails that end up in as tickets in our system. Is there a way to automatically delete these tickets as they enter? Maybe a deluge function? I don't want to just close them, that will mess up our reporting. What's the best way to handle this problem?
Free Zoho education for all!
Hey all! I’m Peter, Founder of The Workflow Academy. Besides Zoho itself, we’re the #1 worldwide provider of Zoho education. We’ve been consulting and developing in Zoho for almost 5 years — almost immediately, I recognized that there wasn’t much of an
Create Thread messages action ? possible?
Hi! Thread are nice on Cliq, but very often we forget to start a conversation directly into a new thread. I would like to create a messages action to create a thread from existing messages within the main chat, but I've no idea on how to write the Deluge
Warning statements in Automation Workflow actions / functions
I found out some of my automations were not working properly ONLY when I went to the Automation / Workflow rules / my rule. No other warning, popup or email to let me know that my function was not working. How can the USER who is not aware or cares how
Send email via Deluge
Hello everyone! I'm struggling with deluge in Zoho Desk. I'm trying to send an email using sendmail function, but I'm getting this response: Line 77 refers to "From:" sendmail [ from: "suporten2@ideris.zohodesk.com" to: emailseller subject: 'Seu ticket
URL invoke Error
Hi there, I need help. I'm getting an error. "Given index 0 is greater than the list size Line:(18)" Essentially I'm trying to Get a user, and then update the same user. The list is to iterate through a list of users I have. Help appreciated! payload
Deluge Script for Creating Associated Contacts Related List in Leads Module
Does anyone have any example deluge script, or perhaps an article, that breaks down how to create a related list in the Leads module for associated contacts? I'm looking to display Company Name, First Name, Last Name, Job Title, Phone Number, and Email
Learn Try Catch
Hi, I am just starting learning Script Deluge. I am taking the course "Learn Deluge" and i got stock here. can somebody help me?
[TYIA] Zoho Campaigns using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Campaigns using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
Setting a Scheduled Call to a Certain Time
I'm using the schedule call function for new leads, once a lead matching the criteria is created I want to schedule a call for users + 1 business day at 4:00 PM. Currently when a new lead is created it schedules for 1 business day at the created time. How do I change the script to addBusiness day at a specific time? Thanks leadDetails = zoho.crm.getRecordById("Leads",leadId); createdtime = ifnull(leadDetails.get("Created_Time"),"").toTime("yyyy-MM-dd'T'HH:mm:ss").addBusinessDay(1); mp = Map(); mp.put("Subject","1st
Deluge Change Quote Stage When Quote Stage is Changed
Hello community, I need a Deluge code to change the Deal stage when the Quote stage changes. I want to use Workflow so when Quote Stage is changed to Accepted the Deal Stage is moved to Accepted. Thank you so much for your time and support! Ivan
Tip 4: How to dynamically display images in a live form.
Hi everyone, We hope our previous tip was useful to many of you here. We are back with a new tip that would help enhance the user experience of your app. Yes, that's right. Today, we will look at how to display an image in a live form that is already uploaded using another Zoho Creator form. That is, we will auto-populate the image within the Add Notes field based on input in another field. The logic behind this is pretty simple — just store, fetch, and display. To get a better understanding, let's
Get User Language
Hi, Question: How can I get the User Language via Deluge Script. Use Case: The user set up the language to A. Then the user opens a form. In this form is a Note field in language A. When the user change the language settings to B the Note field change to language B. Solution: Set up localization settings with language A and B Create a Workflow when opening the form Create a If/else deluge script depending on the user language settings when opening the form Change the input.note value to whatever
What functions can be created using Workflow Rules ?
I have been trying to understand the workflow rules in projects, but there is no certain example I found knowledgeable. Please provide some real project examples so we can understand how and where we can use the workflow rules. Thanks
Any idea why this deluge function is not working?
I am trying to create a function that updates corresponding fields in Deals and Leads when a field is edited. I've made sure that the data types are the same when running the script. I've put the .toLong() function in every possible place. Still, I get
Create a new subform entry whenever a picklist field is changed.
The complete case is this: We are already tracking one picklist field history with the functionality that Zoho provides, but now I want to track another picklist field history with a workaround that came across my mind by creating a subform and writing
Each 15 days send mail
I have a contact lsit and I want to send them mails. Case:Each 15 day send them a mail but not send to mail who was in the list which are in the first 15 day list. Example :Today I have 45 contact and I send 45 contact email after 16th day I have 54
Change how a variable displays when executed within a custom module
I have the following code for a custom button within a new custom module I'm building: record_name = cm_returns.get("record_name"); cf_dealer = cm_returns.get("cf_dealer"); cf_item = cm_returns.get("cf_item"); cf_item_2 = cm_returns.get("cf_item_2");
Lookup ID shows up instead of actual value
I have a script that executes on a subform on input of a value. However, when the script executes it is only showing the lookup ID (i.e. 3865374000000736031) and not the actual value (i.e. CTSI). Can you assist me with getting the actual value to show?
Deluge creator integration - creator connection does not exists
Hello, Im trying to use the new integration instead of using the v1 that will be deprecated. so my old code its this one: getrecord = zoho.creator.v1.getRecords("roboplan","planeamento-plano-b","Tasks_Report","Task_ID ==\"" + taskid + "\""); The new code
Multi-Select lookup and Multi-Line field
Hello, I would like to know whether data selected in Multi-Select Lookup Field can be copied in Multi-line Field or not? For eg: Following is the data selected in Multi-Select Field And i would like to copy that selected data in Multi-Line field as: Multi-Line Field - 46.00,46.00 Is this possible with Zoho Creator?
Adding values to Multi-Select Picklist
I'm trying to take values from a multi-select picklist in CRM, and populate a multi-select picklist in Desk, through a custom function. I'm able to get the values of the CRM field and am putting them into a list (maybe this is a bad way of doing it)
Automatically number subform lines, starting from 1 evertyime one is made
So i am currently working on a subform in an app. Like shown below the numbers in #Run should automatically populate. So when i add my first row the number should be 1. Adding a new row would mean that #Run would be 2. This should continue to whatever
Custom Functions with Key-Value Pair as Argument
Hi, I have created a web hook in Zoho Flow that receives a stringified JSON object, and I want to pass that JSON object to a custom function in Zoho Flow. How do I define the custom function to accept the JSON object? i.e. can I define it something like:
How can I get the total number of records of one of tab by Deluge script?
I'd like to fetch all of the records to one of tab (custom tab) by zoho.crm.searchrecord(). But this function is able to fetch only 200 records at one time. So I need to call this function several times. For that I need to know how many records does the
visitorsession not working on delpoyment - Zobot
Hello Team, I have checked everything from the documentation, everything looks fine. I have used this code for a demonstration of the issue of my bot.Code returns Null value when published in production site. zoho.salesiq.visitorsession.set("screenname",
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