カスタム関数：Zoho CRMの商談にサブフォーム（商品）を登録し見積書を作成する
// 商談の情報の取得
resp = zoho.crm.getRecordById("Deals",pID);
subinfo = ifnull(resp.get("field5"),"");
// 事前準備 項目名の確認
info resp;
pdList = list();
// サブフォームの商品情報を見積書用に転記
for each rec in subinfo
{
mp = Map();
mp.put("product",{"name":rec.get("prname").get("name"),"id":rec.get("prname").get("id")});
mp.put("quantity",rec.get("prquantity"));
mp.put("list_price",rec.get("prprice"));
mp.put("net_total",rec.get("sum"));
pdList.add(mp);
}
// 見積書データの作成
qMap = Map();
qMap.put("Product_Details",pdList);
qMap.put("Subject","見積書");
qMap.put("Contact_Name",cID);
qMap.put("Deal_Name",pID);
createResp = zoho.crm.createRecord("Quotes",qMap);
info createResp;
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
岸本 真史
西尾 真言
Fujikawa Katsuhiro
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー